The ESOP Podcast

By: EO Podcast Network
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  • Summary

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

    ESOP Summer School 43: Peter Newman - Successful Retirement Planning
    Jul 17 2024
    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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    45 mins
  • ESOP Summer School 42: From Independence to Interdependence

    ESOP Summer School 42: From Independence to Interdependence
    Jul 3 2024
    As the US begins to celebrate the July 4th holiday, we're resharing this classic episode in which Bret Keisling reflects on what the holiday means to him and how employee ownership can address what he sees as our most vexing problem in the US, our inability to work together to benefit us all. Shoutouts to NCEO co-founder Corey Rosen, the Employee Ownership News, and the "Owner to Owner" podcast with Jesse Tyler. The full transcript of this episode, which includes links to all of the topics mentioned, is available on our website https://www.theesoppodcast.com/post/esop-summer-school-42-from-independence-to-interdependence
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    5 mins
  • ESOP Summer School 41: Keith Butcher of ButcherJoseph, Part 1

    ESOP Summer School 41: Keith Butcher of ButcherJoseph, Part 1
    Jun 19 2024
    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. In part 1, Bret Keisling was joined by Keith Butcher, managing partner and co-founder of ButcherJoseph & Co., a national investment banking firm focused on middle market M&A and ESOP advisory. Keith shares his view that when mature ESOPs run into trouble, it is not because the ESOP structure is flawed, but that the company and leadership team has lost its entrepreneurial and strategic spirit. He discusses the positive interplay between private equity and employee ownership and why it's a good thing, and why companies should act like they're going to sell in 3 years, whether they intend to or not. This episode was originally published as the first in a two-part series, which is now available in its entirety on our website at: https://www.theesoppodcast.com/post/esop-summer-school-41-keith-butcher-of-butcherjoseph-part-1
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    33 mins
Economics
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