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Suggest who benefits264: Peter Newman Part 2 -Diversification and Distributions, A Deep Dive
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Suggest questionPart 2 of 3. Bret Keisling is joined again by Peter Newman, founder of Peak Wealth Planning [www.peakwealthplanning.com/], for our deepest dive ever on Diversification and Distributions. ESOP plans allow participants to diversify, i.e., sell some of their shares back to the company, at various points prior to retirement. Peter describes various considerations, include taxes and total portfolio management, that may lead a participant to diversify or not. He also shares what participants should consider about post-employment life as they plan to use their ESOP distributions for a successful retirement. The show notes for this episode, including a helpful PDF called "The Employee Owner's Guide to Diversification and Retirement Planning," are available on our website at
About The ESOP Podcast
The ESOP Podcast invites listeners to hear insights from the best in the world of employee ownership, from lawyers, to valuators, to CEOs, and even employee owners themselves – each bringing their own unique outlook and experience to our ongoing conversation about what makes ESOP participation so valuable to companies!