Latest / Financial Survival Network
The 2% Club - Joe Schmitz #6378
In this episode, Kerry Lutz sits down with retirement expert Joe Schmitz, who introduces his niche client segment he calls the "2% Club", and reveals the hidden rules his top clients follow — retirees who have both a pension and $1 million or more in savings. The name reflects the intersection of fewer than 20% of retirees holding pensions and fewer than 10% reaching millionaire status. Typical members include retired military, federal and state employees, police officers, and firefighters. Schmitz explores the unique planning challenges this cohort faces, from pressures on public pension…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.