Retirement Planning

Jul 16

ESOP Summer School 43: Peter Newman - Successful Retirement Planning

Interview with Peter Newman discussing successful retirement planning with an emphasis on employee ownership.

Mar 1

Mini-cast 256: EO and the Founder's Legacy

Bret Keisling discusses the impact of employee ownership on creating a permanent legacy for company founders looking to sell their business.

Jan 19

Mini-cast 252: A Mid-Career Retirement Check-in

An excerpt featuring Peter Newman of Peak Wealth Planning, discussing things to consider mid-career when looking towards retirement.

Jan 16

264: Peter Newman Part 2 -Diversification and Distributions, A Deep Dive

Peter Newman, founder of Peak Wealth Planning, joins us for a deep dive on ESOP plan Diversification and Distributions.

Jan 12

Mini-cast 251: ESOP Diversification - A Quick Look

Peter Newman of Peak Wealth Planning gives a quick look at ESOP Account Diversification.

Jan 9

263: Peter Newman Part 1 - Successful Retirement Planning

Peter Newman Peter discusses the various considerations an employee owners should make as they begin planning for a successful retirement.

Jan 5

Mini-cast 250: Peter Newman's EO A-ha Moment

Peter Newman, founder of Peak Wealth Planning, describes his employee ownership "A-ha Moment".