Peak Retirement Planning, Inc.

06/17/2026

Training doesn't just happen at the office😉 Our team is always up for a new challenge, and we love making fun memories together!

06/13/2026

06/10/2026

After receiving thousands of applications, we're thrilled to welcome 20 A+ Players into our summer internship program🚀 They will spend the summer in our professional development masterclass, earn industry credentials, and be given opportunities to grow in all areas of their life.

We feel blessed to help pour into and train up the next generation!

06/03/2026

Fun highlight video to share, and we can't wait to reveal how we're giving back at 300,000 subscribers!

05/27/2026

What an honor to share our growth story on the Financial Advisor Success Podcast with Michael Kitces! We are so grateful to be building something extremely special🚀 Listen to the full episode👇
https://podcasts.apple.com/us/podcast/bringing-hiring-in-house-to-support-rapid-growth-after/id1190341231?i=1000766222197

05/20/2026

There is no better way to celebrate internal accomplishments than through outward service. In honor of surpassing 200,000 subscribers on YouTube, our team donated 200 footlong "subs" to local police stations for all they do to serve and protect our community! Read the full story👇
https://spectrumnews1.com/oh/columbus/news/2026/05/19/ohio-officers-receive-subs-for-service

05/14/2026

200,000 subscribers later, and our mission is still the same: impact people across the country through financial education.

Thank you to everyone who has been part of this journey!

05/13/2026

Our clients spoke, and we listened!
More travel✅ More memories✅ More Savings✅
What a fun panel to host with top local travel agents. The best part? Replay coming soon!

04/29/2026

Check out Joe's latest interview with Authority Magazine: "How to Build a Purpose-Driven Culture That Attracts Top Talent"👇
https://medium.com/authority-magazine/joe-schmitz-jr-f20e48f812ee