Over the next three weeks, Bret Keisling is bringing you episodes featuring Peter Newman, founder of Peak Wealth Planning [https://www.peakwealthplanning.com/], a boutique financial advisory firm specializing in high net-worth individuals with an emphasis on employee ownership.Part one with Peter Newman is a general look at issues people in their forties and fifties should be considering as they approach retirement age. The second episode is the deepest dive we've ever had on The EsOp Podcast about the nuts and bolts of diversification and distributions. In the third episode, Peter talks about the importance of companies providing financial wellbeing information and even classes to their employees about personal finances. To introduce Peter Newman to our listeners, we're sharing his EO A-ha Moment, excerpted from the third episode of our upcoming series.Show notes and the full transcript of this episode are available on our website at https://www.theesoppodcast.com/post/mini-cast-250-peter-newman-s-eo-a-ha-moment