• ESOP Summer School 43: Peter Newman - Successful Retirement Planning

  • Jul 17 2024
  • Length: 45 mins
  • Podcast

ESOP Summer School 43: Peter Newman - Successful Retirement Planning

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  • Summary

  • 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. Bret Keisling was joined by Peter Newman, founder of Peak Wealth Planning [www.peakwealthplanning.com/], 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. This episode was originally published on January 10, 2023, as the first in a three-part series, which is now available in its entirety on our website. The show notes for this episode also include a helpful PDF called "The Employee Owner's Guide to Diversification and Retirement Planning." https://www.theesoppodcast.com/post/esop-summer-school-43-peter-newman-successful-retirement-planning
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