Episode Transcript
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Speaker 1 (00:00):
On a Sunday afternoon. We're so glad you're with us
here on What Matters. Mindy is on the road right now,
and I have the fortune of co hosting with someone
who I am intellectually and philosophically just like right on
with all the time. Joe Schmidts from Peak Retirement Planning
is here.
Speaker 2 (00:17):
On a different dynamic than Mandy today, that's for sure,
but I'm sure it'll be just as just as good.
Speaker 1 (00:23):
Yes, you guys are your own unique individuals and that's
the beauty of this show. We get to talk to
different people who bring such unique things to our lives.
And that's what community is about. That's what what Matters
is about. And so thank you for sticking around for
an hour.
Speaker 3 (00:37):
God to be here. So what are we talking about today?
Speaker 1 (00:39):
I know, right, we have a few different things in Mindy.
I think she's trying to aim to be back at
five o'clock. We'll see. But while you're here, one second,
I got to pull something out of my bag. Uh Oh,
we're on Facebook live two folks, if you want to
look there on the six to ten WTVN page or
my page. Just a little you know, And it really
is light This is one of the things we're going
(01:02):
to talk about today. Your fantastic book, which I think
you touched on a little bit in the last couple
of hours too, Midwestern Millionaire, your latest book. I had
a chance to interview you kind of panel style, if
you will, yes on this and how how has this
been going?
Speaker 3 (01:20):
How is yeah?
Speaker 1 (01:22):
So amazing?
Speaker 2 (01:24):
It was a national bestseller when it first came out
on Amazon, and we've had people all across the country
reach out to want to even work with us, not
to let alone just read it, but want to work
with us from reading it.
Speaker 3 (01:33):
And it's been really neat.
Speaker 2 (01:35):
I mean, we have a huge presence on YouTube, we
write articles in Kipling or so we've got a pretty
big name. And so when people saw the day I
wrote that, a lot of people, you know, swarmed in
to read it. And it's been great, and we have
people reach out to us and say, I'm a Midwestern
millionaire and I am ready to meet with you and
work with you.
Speaker 3 (01:53):
So it's pretty neat.
Speaker 1 (01:54):
You know, where you should be this weekend, Not that
you would want to be, but they really missed out
on inviting you. You should have been at the Jeff
Bezos Lauris whatever Sanchez wedding in Venice this weekend. With
this kind of top level advice, they don't know what
they're missing, guys. Seriously, it's a great book. It's it's
a fantastic book, and I think it lets us know
(02:16):
that there is more to what we can strategize and
maybe what you're typically thinking right now.
Speaker 2 (02:22):
Absolutely, and it's you know, so many people they just
don't know what they don't know. And that's what we
really try to step in and help them, is, Hey,
retirements a time for you to enjoy. It's not a
time for you to try to check the stock market,
look at the recent one big bit of beautiful bill
tax wall changes and know exactly that's going to change
your situation and what changes you need to implement. And
(02:42):
that's where we try to step in and just you know,
make it enjoyable for him. And obviously those Midwestern millionaires
with a million plus saved, there's more advanced planning that
comes with it. It's no longer a cookie cutter approach.
It's going to be more advanced, and it's a difference
of you know, hundreds of thousand dollars in tax savings. Yes,
you know, making mistakes here and there can lead to
success or failure, you know, leaving a legacy to your
(03:02):
loved ones, or making sure your spouse is good to
go if you pass, and so just being there for
all those moments and just ensuring that they're going to
be successful.
Speaker 1 (03:10):
We're going to talk about this. We're gonna spend some
time going a little deeper into the tactics at four
thirty five. But you asked what else we're doing today,
So in the five o'clock hour, we are going to
talk with Earl Burke with Red, White and Boom and
all that's happening coming this Thursday at the big event.
You live close to the big event, have they started
(03:31):
to kind of mark off things and put out barricades?
Speaker 3 (03:34):
Yeah, they have.
Speaker 2 (03:35):
There's some like they put up some fences around where
the fireworks gonna be letting off downtown there, And yeah,
it's going to be a busy, busy, busy time. So
if you're if you're coming in, make sure you've got
some parking and be ready to walk.
Speaker 1 (03:46):
How long have you lived down there? When you look
at the number of booms.
Speaker 3 (03:49):
You've seen, this should be the first one I've seen.
Speaker 1 (03:51):
This is the first one. So did you just move
in within the last year. Were you traveling at this time?
Speaker 3 (03:56):
Lie? Now, I moved there like October, so just after okay,
got it September.
Speaker 1 (04:01):
Yeah. I really want to stop by your place on
Thursday night. I mean I really really want to. But
we're going to talk boom with Earl for those of
you who are going down and spending some time there.
And then we also have the National Veterans Memorial and Museum,
in which there were some big news just out this
week that doctor Birdley, who we know in love and
(04:22):
I think this was announced last week while I was
dropping the kids off a camp, is the new CEO.
He's doing dual CEO roles. And so we're not talking
to doctor b but Stephen White, who is a great
executive that works with him, is going to be telling
us what's going on. Also very near your home, and
people should come down on the fourth because they have
some stuff going on inside the museum. I shockingly have
(04:45):
never been inside the museum. I've wanted to a couple
of times with the boys, but I haven't yet. Have
you seen it, y?
Speaker 3 (04:50):
I haven't.
Speaker 2 (04:51):
I mean I can see out, you know, my condo
every day. I can look at it and see it,
but I've never been into it.
Speaker 1 (04:56):
It's like a piece of art outside of your condo,
the way that it's built, the architecture.
Speaker 3 (05:00):
I think it's grass on top. Everyone's like, what is
that grass? Turf? Like, we don't even know like it?
Do they cut it? I don't know.
Speaker 1 (05:06):
That's such a good point. I know someone who got
married on the top. Oh really, so I wonder if
they've tried to Is there a garden up there too
or just turf?
Speaker 2 (05:15):
It just looks like grass or turf or something, but
like it spirals around, So it's pretty interesting.
Speaker 1 (05:20):
That is interesting, Okay, Stevens, Well, stay tuned, Stay tuned.
You will find out and you'll find out what's going
on inside the museum on the fourth, which could be
great for your family. I was asking Joe what he
was up to this weekend, and you just had a
very active weekend.
Speaker 2 (05:38):
It sounds like, yeah, I love being outside in the summer.
I love just the heat. Yeah, big biker runner biking
doesn't bother me at all when it's hot.
Speaker 3 (05:47):
When I run in the heat, I mean yeah, you'll
sweat like crazy.
Speaker 1 (05:50):
What do you take with you when you run into heat,
like do you have like a pack, like like a
like a fanny pack with water in it?
Speaker 3 (05:56):
Or it depends on how long I run.
Speaker 2 (05:58):
If I just go for you know, three to five miles,
and I typically don't bring anything, But if I'm doing
a longer run and you know, five to ten or
even longer, then I'll typically bring like the little gels
that give you a.
Speaker 3 (06:08):
Little newtare show.
Speaker 1 (06:09):
So that's you, okay.
Speaker 2 (06:10):
And then also like I've got a little collapsible water
bottle that I fill up at water stations as I run,
and I just put it in my pocket.
Speaker 3 (06:18):
It's pretty simple. I'm a millennia. Why do you say it?
Speaker 1 (06:22):
Minimalists?
Speaker 3 (06:23):
Minimalist? Yeah, so yeah, try to do things as simple
as possible.
Speaker 1 (06:26):
Are you a marathon or I have ran like four.
Speaker 3 (06:28):
Of them, and I'll do the Columbus one in October.
Speaker 1 (06:30):
I feel like anyone who carries goo with them, like
do it for the taste? No, you don't, You do
it for the energy. So I went to Gosh, you'll
laugh at me, but I went to a nineties themed
birthday party at Dave and Busters at Friday night for
my best friend who turned for forty five. Wow, and
(06:52):
I'd not been to Dave and Busters for a while
minus kids.
Speaker 3 (06:56):
You get some prizes and some.
Speaker 1 (06:58):
I won, like six hundred and seventy tickets, But six
hundred and seventy tickets doesn't get you mess.
Speaker 3 (07:04):
I've always thought that it was the biggest scam as
those places.
Speaker 1 (07:06):
So you'll love this. I saved them, I saved my guard,
and I saved my tickets for next time.
Speaker 3 (07:12):
You can accumulate them.
Speaker 2 (07:13):
But I think we've got some bigger news here to announce.
Sounds like you've got twenty years of marriage coming up there, shir.
Speaker 1 (07:21):
I do we are about to hit this landmark. I
was just I didn't know if I was going to
scape it or not. But Joe brings it up, so
that's fine and it's great. Yeah, twenty years on Wednesday,
July second, so we had a July fourth birthday, we
had a July fourth wedding. And one of the things
that happened twenty years ago on July second, when we
got married, I decided to be a really good idea
(07:43):
that instead of throwing rice, which now I know people
don't throw rice because they it does something to birds stomachs,
I think I did fireworks, and well I did, I
did really big sparklers.
Speaker 2 (07:56):
Joe uh oh, And I've got a story about sparklers too.
Speaker 3 (08:01):
Well, this may work with it.
Speaker 1 (08:02):
Then I think I burned holes in a few of
the women's dresses as we were walking out of the
church because they had these sparklers and it wasn't like
it was even nighttime. It was a Catholic middle of
the day wedding. So that's my story about that twentieth
anniversary memory. What is your sparkler's story.
Speaker 3 (08:20):
It's more of my cousin.
Speaker 2 (08:22):
So growing up, we always did big Fourth of July parties,
a bunch of fireworks, and my cousin took like, I
don't know how many packs, like multiple packs of sparklers
and lit them all at once, and he just burned
his hand. And it wasn't you know, it wasn't that significant.
It's severe, but it was definitely painful.
Speaker 1 (08:38):
It was a lesson.
Speaker 2 (08:39):
Yeah, I mean, I have am very careful anytime I
see sparklers nowadays, but yeah.
Speaker 3 (08:44):
Very well.
Speaker 1 (08:45):
Thank you from the Ohio State Fire Marshall and my
day job for sharing that, because you do have to
be super careful with kids around, even sparklers. Yeah, you
need to be watching and someone needs to be watching
sober right all the things, and yeah they're not toys now.
Speaker 3 (09:06):
And you said you're going to Rome for this uh
big celebrate.
Speaker 1 (09:09):
Okay, so we're gonna go to Italy for the our
twentieth but we're not going right now because it's hotter.
Speaker 2 (09:14):
Yes, So I went to Rome last year at this
time and it was it was. It was miserable weather wise,
but it was a great experience.
Speaker 1 (09:23):
So I feel like I kind of remember some of
your pictures. Did you only go to Rome or did
you venture?
Speaker 3 (09:29):
I went to Florence in Rome, I was just there
for a week.
Speaker 1 (09:32):
You were there for a week. And he already tells me,
Joe already tells me that he has a place that
I must go.
Speaker 2 (09:39):
Yeah, best pizza and pasta in the entire world in
my opinion that I've had Personally, they may be better
out there, but I've never had that.
Speaker 1 (09:46):
So tell everybody, because I'm sure there's some other Italian
trekkers on there listening or what to we're planned to?
What's the name?
Speaker 3 (09:53):
We're gonna have to wait till next segment so I
can look it up. Okay, but but it's got an
Italian name. It's of course, which we tad Nella's or
something like that.
Speaker 1 (10:00):
Probably won't be able to pronounce it, but really so
it was the best pizza and pasta you've had in
your life.
Speaker 3 (10:06):
Yeah, and it was a line out the door.
Speaker 2 (10:08):
I mean it was just a hole in the wall
corner of the you know, in an alley. I mean,
hard to find it was. It was just one of
those experiences. And you know, it wasn't a white tablecloth
type meal. It was just a real natural casual meal,
which I love. And it was it was really really good.
Speaker 1 (10:24):
Okay, So we're gonna tell you that next segment, we're
going to talk hot topics. I have a really fun
one for you, and I'm while you're looking up this
Italian joint in Rome, what else would it be other
than an Italian joint in Rome. I'm gonna share with
you guys what those over eighty are doing right now.
And Joe, given that your clients want to be in
(10:47):
a great position at eighty, I can't wait to share
this with you. And what these folks are doing.
Speaker 3 (10:53):
I'm a little scared.
Speaker 1 (10:54):
Maybe you should be so great food of funny story.
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