October 12, 2025 • 6 mins
Boots speaks with Jim Everson about Care Patrol and Joe Schmitz about Peak Retirement Planning!
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:04):
Joe from Peak Retirement.
Speaker 2 (00:06):
Jim Ever sent from Columbus Care Patrol was on the
whole first the whole show with me. Thank you gentlemen
for showing.
Speaker 3 (00:11):
Up the pleasure through this, so it was fun.
Speaker 2 (00:13):
I didn't have many yelling at me for two hours,
so it's kind of nice. My work wife, sister, I
never wanted.
Speaker 1 (00:19):
How's that, so, Joe? How they get a hold of
you by Yeah, they can.
Speaker 4 (00:22):
Go to our website, Peak Retirement Planning dot Com. There's
a few things they can do. So one, if they
want to, I've written three books. I've actually got one
more coming out here in the next couple of weeks,
so they can go online and actually just request one
and our team will send it out. So that's if
they're looking for more resources or just want to learn
more about us and how we do planning. And then
everyone's you know, if they're looking for specific guidance, they're
(00:43):
welcome to schedule a fifteen minute call with us. We
don't take on every single person that reaches out, but
will at least guide them in the right direction.
Speaker 2 (00:49):
What's sparks show when you're writing your book? When I
got to get this in my next book, because it's blank. Yeah,
I mean, what's your favorite thing?
Speaker 4 (00:55):
Yeah, I just think of boots, and I just think
man with boots, like really just be proud and boots
to enjoy this.
Speaker 1 (01:00):
What would boost do? I'd get the cassette, But.
Speaker 4 (01:03):
No, I mean I try to. I write the books
based on what we see. So one of the books
I written I wrote was called The Midwestern Millionaire, so
it's people who are hard working, frugal diligence savers, clients
we work with. I wrote another book called I Hate Taxes.
That's great, so our clients hate taxes.
Speaker 1 (01:19):
Somebody does wrote.
Speaker 4 (01:20):
A book about all the strategies. And then the next
book I'm writing, it's called the two percent Club. So
it's those with pensions, which is very rare, only twenty
percent of people, and those who have said the million.
Speaker 1 (01:30):
Dollars that was part of life back in the seventies.
Speaker 4 (01:33):
It's yeah, and now it's rare because people are living longer,
it's hard to fund. Wow.
Speaker 2 (01:37):
Wow, if you know, if your grandpa was with you
or my dad, they would be shaking their head the
way the world's change so much.
Speaker 1 (01:45):
Yeah, what's it going to be like in fifty years
i'mna be dead and gone.
Speaker 3 (01:49):
Years is scary, It really is.
Speaker 4 (01:51):
So much has changed with AI and technology. I mean,
it's just crazy how fast things move.
Speaker 1 (01:55):
Let's think about AI.
Speaker 2 (01:56):
It's like for all these guys that did dumb interviews,
put their foot in mouth and they're going to say
as AI.
Speaker 1 (02:01):
They can get out of it.
Speaker 3 (02:02):
I didn't say that word.
Speaker 2 (02:04):
You know what I mean, that's only good thing to
use that right. I probably need it because you know,
I can tell both of you guys what I said
the eighties and what I say now is totally different,
which is you got an evolt. You got to evolve. Yeah,
if you don't evolve, you the bells ringing and trainers leave,
and you better.
Speaker 4 (02:19):
We have so many advisors that you know are out there,
average advisors fifty six, and most of them are not
very innovative. They just only do investments, not doing tax planning.
They're not doing a state planning. And so I think
it's always important for people to look for a team
to your points.
Speaker 3 (02:33):
Yeah, it's going to be innovative.
Speaker 2 (02:34):
I want you know, all the salespeople I trained money,
you've seen me in action. You're like, well, we should
sell from me. But I have three rules. Make a friend,
have a good product, Take their money. And I don't
mean take their money in a bad way.
Speaker 4 (02:46):
I mean if you do the right thing, then they
want it.
Speaker 3 (02:48):
People will want it.
Speaker 4 (02:49):
People want to get sold, you know, they want to buy.
They just don't want to get sold to something.
Speaker 1 (02:53):
I'm writing. I want you to follow up what you
told me you were going to do.
Speaker 4 (02:57):
People want the help. They want to get the help
they need. They just don't want to get done the
wrong way.
Speaker 2 (03:01):
Right when I go into a restaurant, I want that
person waiting on him, be nice, explain what's going on,
and I will tip them twenty five percent.
Speaker 1 (03:10):
I have no problem with that. Even if they do.
Speaker 2 (03:12):
A bad job, I still chip tip twenty percent because
they have babies to feed, in lives in life to
pay for it.
Speaker 1 (03:19):
And I get that. But that's what we're looking for.
Speaker 2 (03:21):
I want to come into a place like yours, get
treated like I'm family, and that means a lot.
Speaker 1 (03:25):
You wouldn't have mindy under believe me and Jim.
Speaker 2 (03:31):
If I if I have parents still with me, I
promise I would turn them over.
Speaker 5 (03:34):
Oh you have a lot of friends, and my family
that have friends. I mean that's so you know, care Patrol,
Columbus Care Patrol is here to help. I mean, we
have a great guide on just challenges that you're going
to face. If you have to have that tough conversation
with your loved one, I'm happy to send that. But
you know we're a phone call away at six one
four eighty eight eight safe or Columbus dot Carepatrol dot com.
But you know, pre planning, as Joe talks about it,
(03:57):
we always talk about having a plan in place and
if you're not ready for it, now, what happens when
that crisis does happen and you do need it?
Speaker 3 (04:03):
So you check us outright.
Speaker 2 (04:05):
So we've talked money and everything serious les, get have
some fun, Joe, What do you do? Jim ask you
a great question on break What does Joe do when
he's not writing books helping people become millionaires?
Speaker 1 (04:16):
And what do you do? Like what is your safe place?
Safe place?
Speaker 4 (04:20):
One of my hobbies is traveling. I love traveling internationally.
Speaker 1 (04:23):
Really you go overseas?
Speaker 4 (04:25):
Yeah, I try to do two to three trips every year.
Speaker 1 (04:27):
And then what's the coolest place you've been?
Speaker 4 (04:29):
Australia was really neat, but Barcelona Spain was the best,
really because I went there with my buddy who lives there,
so he was able to show you over It was
authentic and I went there for three weeks and it
was it was a trip of life.
Speaker 1 (04:41):
What's your favorite place in the US of.
Speaker 4 (04:42):
A Grand Canyons?
Speaker 1 (04:44):
Really neat?
Speaker 4 (04:44):
I love National parks, but the Grand Canyon sticks out
to me more of those types of.
Speaker 2 (04:50):
You still shoot a lot of hoops now really a
thousand points in high school, thousand points in college. I
am proud to say that I know you, because that's awesome.
Not many people can say that. So Jim, on your
spare time when you're not helping people, play some nice
homes and fun.
Speaker 3 (05:04):
Just like Joe, I like to be outdoors, I mean
I do.
Speaker 1 (05:07):
You're a stogy drinker.
Speaker 5 (05:08):
You like bourbon bourbon stogy occasionally, but you know, you know,
within reason. But I do enjoy hunting, you know, so
you know, uh, waterfowls an awesome you know, fun sport.
Speaker 3 (05:20):
If you have a dog, you have to go. You know,
he's past.
Speaker 5 (05:23):
But I got friends that have dogs. But the sad
thing you have to go out of Ohio to have.
Speaker 3 (05:28):
Good duck season.
Speaker 5 (05:29):
So anyhow, but yeah, it's just I like to be
out the outdoors.
Speaker 2 (05:33):
I'm glad you said that because my brother had high
dollar labs and stuff and he got this mutt one
time and it was the best retrieving get the duck
or fower where we call him ducks.
Speaker 5 (05:45):
But yeah, Gage was my awesome dog. He was a
fiend and he was phenomen and wait.
Speaker 1 (05:50):
For that guy and that go he was the airborne.
Did he see where the bird hit?
Speaker 5 (05:54):
He would dive, he would go under and get him.
Speaker 1 (05:56):
Wow.
Speaker 5 (05:56):
So he was trained and it was a great bloodline.
So I was very fortunate. And how I got him
as old age cutting. Yeah, and he got heartwarm when
he went and trained down to Mississippi. They didn't give
him so good. He get kicked out of it. He's fine,
but he lived about thirteen or twelve years.
Speaker 1 (06:11):
So bucket list for both of you guys.
Speaker 2 (06:14):
Bucket Yes, make it quick because we go about ten
seconds too.
Speaker 5 (06:17):
My bucket list, I want to put a large portfolio
of pontiacs together.
Speaker 3 (06:22):
You got trans am guy, Joe.
Speaker 4 (06:24):
I'll give you one item. So I want to do
it around the Boston Marathon. So you either have to
qualify or donate. But I want to qualify so I
can say I'm tough enough to do that. So that's
something I'm working on.
Speaker 1 (06:33):
All right.
Speaker 2 (06:33):
What Matters is next and Joe's got an all fun
line upisodes. Make sure you tune in I'll do you
hear from what four to six. This is Rob Indian
Boots Ah. He's brought to you by the ndfeated American
made Tattletale from the HARTLM Bank Studios on News Radio
six to ten WTV
Joe from Peak Retirement.
Speaker 2 (00:06):
Jim Ever sent from Columbus Care Patrol was on the
whole first the whole show with me. Thank you gentlemen
for showing.
Speaker 3 (00:11):
Up the pleasure through this, so it was fun.
Speaker 2 (00:13):
I didn't have many yelling at me for two hours,
so it's kind of nice. My work wife, sister, I
never wanted.
Speaker 1 (00:19):
How's that, so, Joe? How they get a hold of
you by Yeah, they can.
Speaker 4 (00:22):
Go to our website, Peak Retirement Planning dot Com. There's
a few things they can do. So one, if they
want to, I've written three books. I've actually got one
more coming out here in the next couple of weeks,
so they can go online and actually just request one
and our team will send it out. So that's if
they're looking for more resources or just want to learn
more about us and how we do planning. And then
everyone's you know, if they're looking for specific guidance, they're
(00:43):
welcome to schedule a fifteen minute call with us. We
don't take on every single person that reaches out, but
will at least guide them in the right direction.
Speaker 2 (00:49):
What's sparks show when you're writing your book? When I
got to get this in my next book, because it's blank. Yeah,
I mean, what's your favorite thing?
Speaker 4 (00:55):
Yeah, I just think of boots, and I just think
man with boots, like really just be proud and boots
to enjoy this.
Speaker 1 (01:00):
What would boost do? I'd get the cassette, But.
Speaker 4 (01:03):
No, I mean I try to. I write the books
based on what we see. So one of the books
I written I wrote was called The Midwestern Millionaire, so
it's people who are hard working, frugal diligence savers, clients
we work with. I wrote another book called I Hate Taxes.
That's great, so our clients hate taxes.
Speaker 1 (01:19):
Somebody does wrote.
Speaker 4 (01:20):
A book about all the strategies. And then the next
book I'm writing, it's called the two percent Club. So
it's those with pensions, which is very rare, only twenty
percent of people, and those who have said the million.
Speaker 1 (01:30):
Dollars that was part of life back in the seventies.
Speaker 4 (01:33):
It's yeah, and now it's rare because people are living longer,
it's hard to fund. Wow.
Speaker 2 (01:37):
Wow, if you know, if your grandpa was with you
or my dad, they would be shaking their head the
way the world's change so much.
Speaker 1 (01:45):
Yeah, what's it going to be like in fifty years
i'mna be dead and gone.
Speaker 3 (01:49):
Years is scary, It really is.
Speaker 4 (01:51):
So much has changed with AI and technology. I mean,
it's just crazy how fast things move.
Speaker 1 (01:55):
Let's think about AI.
Speaker 2 (01:56):
It's like for all these guys that did dumb interviews,
put their foot in mouth and they're going to say
as AI.
Speaker 1 (02:01):
They can get out of it.
Speaker 3 (02:02):
I didn't say that word.
Speaker 2 (02:04):
You know what I mean, that's only good thing to
use that right. I probably need it because you know,
I can tell both of you guys what I said
the eighties and what I say now is totally different,
which is you got an evolt. You got to evolve. Yeah,
if you don't evolve, you the bells ringing and trainers leave,
and you better.
Speaker 4 (02:19):
We have so many advisors that you know are out there,
average advisors fifty six, and most of them are not
very innovative. They just only do investments, not doing tax planning.
They're not doing a state planning. And so I think
it's always important for people to look for a team
to your points.
Speaker 3 (02:33):
Yeah, it's going to be innovative.
Speaker 2 (02:34):
I want you know, all the salespeople I trained money,
you've seen me in action. You're like, well, we should
sell from me. But I have three rules. Make a friend,
have a good product, Take their money. And I don't
mean take their money in a bad way.
Speaker 4 (02:46):
I mean if you do the right thing, then they
want it.
Speaker 3 (02:48):
People will want it.
Speaker 4 (02:49):
People want to get sold, you know, they want to buy.
They just don't want to get sold to something.
Speaker 1 (02:53):
I'm writing. I want you to follow up what you
told me you were going to do.
Speaker 4 (02:57):
People want the help. They want to get the help
they need. They just don't want to get done the
wrong way.
Speaker 2 (03:01):
Right when I go into a restaurant, I want that
person waiting on him, be nice, explain what's going on,
and I will tip them twenty five percent.
Speaker 1 (03:10):
I have no problem with that. Even if they do.
Speaker 2 (03:12):
A bad job, I still chip tip twenty percent because
they have babies to feed, in lives in life to
pay for it.
Speaker 1 (03:19):
And I get that. But that's what we're looking for.
Speaker 2 (03:21):
I want to come into a place like yours, get
treated like I'm family, and that means a lot.
Speaker 1 (03:25):
You wouldn't have mindy under believe me and Jim.
Speaker 2 (03:31):
If I if I have parents still with me, I
promise I would turn them over.
Speaker 5 (03:34):
Oh you have a lot of friends, and my family
that have friends. I mean that's so you know, care Patrol,
Columbus Care Patrol is here to help. I mean, we
have a great guide on just challenges that you're going
to face. If you have to have that tough conversation
with your loved one, I'm happy to send that. But
you know we're a phone call away at six one
four eighty eight eight safe or Columbus dot Carepatrol dot com.
But you know, pre planning, as Joe talks about it,
(03:57):
we always talk about having a plan in place and
if you're not ready for it, now, what happens when
that crisis does happen and you do need it?
Speaker 3 (04:03):
So you check us outright.
Speaker 2 (04:05):
So we've talked money and everything serious les, get have
some fun, Joe, What do you do? Jim ask you
a great question on break What does Joe do when
he's not writing books helping people become millionaires?
Speaker 1 (04:16):
And what do you do? Like what is your safe place?
Safe place?
Speaker 4 (04:20):
One of my hobbies is traveling. I love traveling internationally.
Speaker 1 (04:23):
Really you go overseas?
Speaker 4 (04:25):
Yeah, I try to do two to three trips every year.
Speaker 1 (04:27):
And then what's the coolest place you've been?
Speaker 4 (04:29):
Australia was really neat, but Barcelona Spain was the best,
really because I went there with my buddy who lives there,
so he was able to show you over It was
authentic and I went there for three weeks and it
was it was a trip of life.
Speaker 1 (04:41):
What's your favorite place in the US of.
Speaker 4 (04:42):
A Grand Canyons?
Speaker 1 (04:44):
Really neat?
Speaker 4 (04:44):
I love National parks, but the Grand Canyon sticks out
to me more of those types of.
Speaker 2 (04:50):
You still shoot a lot of hoops now really a
thousand points in high school, thousand points in college. I
am proud to say that I know you, because that's awesome.
Not many people can say that. So Jim, on your
spare time when you're not helping people, play some nice
homes and fun.
Speaker 3 (05:04):
Just like Joe, I like to be outdoors, I mean
I do.
Speaker 1 (05:07):
You're a stogy drinker.
Speaker 5 (05:08):
You like bourbon bourbon stogy occasionally, but you know, you know,
within reason. But I do enjoy hunting, you know, so
you know, uh, waterfowls an awesome you know, fun sport.
Speaker 3 (05:20):
If you have a dog, you have to go. You know,
he's past.
Speaker 5 (05:23):
But I got friends that have dogs. But the sad
thing you have to go out of Ohio to have.
Speaker 3 (05:28):
Good duck season.
Speaker 5 (05:29):
So anyhow, but yeah, it's just I like to be
out the outdoors.
Speaker 2 (05:33):
I'm glad you said that because my brother had high
dollar labs and stuff and he got this mutt one
time and it was the best retrieving get the duck
or fower where we call him ducks.
Speaker 5 (05:45):
But yeah, Gage was my awesome dog. He was a
fiend and he was phenomen and wait.
Speaker 1 (05:50):
For that guy and that go he was the airborne.
Did he see where the bird hit?
Speaker 5 (05:54):
He would dive, he would go under and get him.
Speaker 1 (05:56):
Wow.
Speaker 5 (05:56):
So he was trained and it was a great bloodline.
So I was very fortunate. And how I got him
as old age cutting. Yeah, and he got heartwarm when
he went and trained down to Mississippi. They didn't give
him so good. He get kicked out of it. He's fine,
but he lived about thirteen or twelve years.
Speaker 1 (06:11):
So bucket list for both of you guys.
Speaker 2 (06:14):
Bucket Yes, make it quick because we go about ten
seconds too.
Speaker 5 (06:17):
My bucket list, I want to put a large portfolio
of pontiacs together.
Speaker 3 (06:22):
You got trans am guy, Joe.
Speaker 4 (06:24):
I'll give you one item. So I want to do
it around the Boston Marathon. So you either have to
qualify or donate. But I want to qualify so I
can say I'm tough enough to do that. So that's
something I'm working on.
Speaker 1 (06:33):
All right.
Speaker 2 (06:33):
What Matters is next and Joe's got an all fun
line upisodes. Make sure you tune in I'll do you
hear from what four to six. This is Rob Indian
Boots Ah. He's brought to you by the ndfeated American
made Tattletale from the HARTLM Bank Studios on News Radio
six to ten WTV
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