Part 3 of 3. Bret Keisling again welcomes Peter Newman of Peak Wealth Planning for a discussion on the benefits of ESOP companies providing personal financial wellness training to employee owners.Â
We know that ESOPs provide greater retirement wealth than non-EO companies, but too many employee owners face the same retirement uncertainties and insecurities as non-employee owners. Just as many ESOPs emphasize open book management, Peter Newman discusses why it's important to include personal financial wellness planning, which leads to higher job security and satisfaction as well as increased retention among workers. Peak Wealth Planning works with companies to offer three tiers of education, tailoring each program to where people are in their career cycle.
Peak Wealth Planning is a boutique financial advisory firm specializing in high net-worth individuals with an emphasis on employee ownership.
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Episode 265 Show Notes
For the first part of our conversation with Peter Newman, check out The EsOp Podcast Episode 263: Peter Newman Part 1 - Successful Retirement Planning.
For the second part of our conversation with Peter Newman, check out The EsOp Podcast Episode 264: Peter Newman Part 2 -Diversification and Distributions, A Deep Dive.
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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.Â
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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.Â
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In his free time, Peter enjoys vegetable gardening, biking, skiing, and home remodeling.
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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.