It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break.
Part 1 of 3. Bret Keisling was joined by Peter Newman, founder of Peak Wealth Planning, a boutique financial advisory firm specializing in high net-worth individuals with an emphasis on employee ownership.
In this episode, Peter discusses the various considerations someone should make as they begin planning for a successful retirement. Many employee owners may retire with a nest egg that generates more income than the salary. Peter describes how a mindset shift can be necessary to focus on designing and funding a retirement lifestyle, and why making and implementing financial decisions during the career can have a huge impact on retirement.
Listen to this episode on Soundcloud or subscribe on Google / YouTube Podcasts, iHeart, Spotify, Amazon, or Apple Podcasts...
... or watch the video below.
The ESOP Podcast is licensed under a CC BY-NC-ND Creative Commons License.
This episode was originally published on January 10, 2024, as the first in a three-part series, which is now available in its entirety:
The EsOp Podcast Episode 263: Peter Newman Part 1 - Successful Retirement Planning
The EsOp Podcast Episode 264: Peter Newman Part 2 - Diversification and Distributions, A Deep Dive
The EsOp Podcast Episode 265: Peter Newman Part 3 - ESOP Company-Provided Personal Financial Wellness Planning
ESOP Summer School 43 Show Notes
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You can easily request The Employee Owner's Guide to Diversification and Retirement Planning from Peak Wealth Planning here.
About Peter Newman
Peter Newman founded Peak Wealth Planning in 2014 to provide financial planning and investment management for individuals who built their wealth through ESOP participation, business ownership, or real estate investing. He helps families diversify their concentrated stock, reduce estate taxes, preserve wealth, and generate stable retirement income.
Peter holds the Chartered Financial Analyst designation, considered by many to be the gold standard for investment management. Prior to founding Peak Wealth, Peter spent two decades in Treasury Operations at the University of Illinois System where he managed capital financing, insurance programs, banking, agricultural properties, and $3 billion of combined operating and endowment investments.
In his free time, Peter enjoys vegetable gardening, biking, skiing, and home remodeling.
Learn more about Peter here and learn more about working with Peak Wealth Planning here.
We'd love to hear from you! You can find us on Facebook at EO Podcast Network and on Twitter [X] @EsOpPodcast. This podcast has been produced by Bret Keisling for the EO Podcast Network. Original music composed by Max Keisling. Branding and marketing by BitsyPlus Design.
Standard Disclaimer: The views expressed herein are my own and don't represent those of my own firms or the organizations to which I belong. Nothing in the podcast should be construed as guidance or advice of any kind in any field and the fact that I mentioned an organizational website or an advocate or a company on a podcast does not reflect an endorsement, but if you've heard your name or your group's name mentioned on this podcast, I'd love to have you come on and talk about it yourself.