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Successful Retirement Planning

Content originally published on the EsOp Podcast on January 9, 2024.

In The EsOp Podcast Episode 263, Part 1 of 3: "Successful Retirement Planning," Bret Keisling is joined by Peter Newman, the founder of Peak Wealth Planning, a boutique financial advisory firm specializing in high-net-worth individuals with a strong emphasis on employee ownership. Together, they explore the key considerations that go into planning for a successful retirement.
Peter Newman of Peak Wealth Planning joins Bret Keisling on the ESOP Podcast to discuss Successful Retirement Planning
Peter Newman of Peak Wealth Planning joins Bret Keisling on the ESOP Podcast to discuss Successful Retirement Planning

Part 1 covers the shifting perspectives for a secure retirement. In this opening episode, Peter Newman delves into the essential factors that individuals should take into account as they embark on their retirement journey. One striking point he makes is that many employee owners may retire with a nest egg that generates more income than their previous salary. It's a remarkable feat, but it also calls for a shift in mindset.

Peter emphasizes the importance of transitioning from a focus on merely saving for retirement to designing and funding a retirement lifestyle. He underscores how the financial decisions made and implemented during one's career can have a profound impact on the quality of life in retirement.

Part 1 provides a valuable introduction to the broader discussion of retirement planning, setting the stage for deeper exploration in subsequent episodes.

To hear the full interview with Peter Newman and gain further insights into successful retirement planning, please check out The EsOp Podcast Episode 263 on SoundCloud.

Final thought.

Planning for retirement is a complex and multi-faceted journey, and Peter Newman's expertise, as shared on The EsOp Podcast, offers invaluable guidance. As we look forward to Parts 2 and 3 of this enlightening conversation, remember that achieving a successful retirement requires more than just amassing wealth; it involves crafting a tailored strategy that aligns with your unique goals and aspirations.

For access to the full podcast episode and additional resources, visit The EsOp Podcast's website.

Stay tuned for more insights on retirement planning in the upcoming episodes!

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About the Author

Bret Keisling has been involved in ESOPs and employee ownership since 2008. From 2009 to 2012, he served as the CEO of a 100% ESOP company. In 2012, he co-founded Capital Trustees, a boutique ESOP fiduciary firm, where he held the position of managing director. Since 2017, Bret has been the host of The ESOP Podcast, a twice-weekly show internationally recognized for its passionate coverage of employee ownership. Additionally, he produces The Owner to Owner Podcast for the EO Podcast Network.

In 2019, Bret Keisling sold his interest in the trustee firm and established The Keisop Group. The Keisop Group provides consulting and various services to a wide range of employee-owned companies and those considering a transition to employee ownership. You can contact him at for inquiries.


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