Midwestern Millionaires are those who have down-to-earth, deeply rooted midwestern values and have worked hard over 40 years to save for retirement. They’ve mostly made frugal decisions and find themselves needing more help now because of how well they’ve saved.
My firm, Peak Retirement Planning, specializes in helping Midwestern Millionaires all across the U.S. (a book I wrote about them is coming soon!). I hit upon this nickname a few years ago while my team was serving a family who fit the description — and I realized we work with lots of families just like them.
