top of page
Search
ESOP Insights
Employee stock ownership, or employee share ownership, is where a company's employees own shares in that company. Employees typically acquire shares through a share option plan.
Peter Newman, CFA®
Oct 25, 20245 min read
How Much Retirement Income Could Your ESOP Generate?
Discover how to turn your ESOP into a reliable retirement income with diversification and distribution strategies.
Peter Newman, CFA®
Oct 23, 20246 min read
The Diversification Option: Understand Your ESOP Benefit
You can sell your shares back to the company during your employment years, called diversification in ESOP terms. What are the pros and cons?
Elizabeth Wheeler
Oct 14, 20243 min read
Financial Planning for ESOP Participants
Learn key steps to successful retirement planning from Peter Newman of Peak Wealth Planning in his interview on Parksite’s Podcast 71.
Peter Newman, CFA®
Mar 7, 20246 min read
Should an ESOP Be Your Only Retirement Account?
Consider what portion of your retirement income will come from the ESOP and whether your sources of income are sufficiently diversified.
Bret Keisling
Feb 1, 20242 min read
A Deep Dive into ESOP Diversification and Distributions
Uncover the art of ESOP diversification and distribution strategies, vital for a secure retirement.
Bret Keisling
Jan 25, 20242 min read
Successful Retirement Planning
Discover key retirement insights with Peter Newman in Part 1 of 3 on The EsOp Podcast.
Peter Newman, CFA®
Nov 9, 20234 min read
Five Things Employee-Owners Need to Know About Their ESOP
Dive into five essential questions employee-owners should learn about their retirement benefits.
Peter Newman, CFA®
Oct 12, 20236 min read
How Does an Employee Stock Ownership Plan (ESOP) Work?
Diversification is the process of selling shares in your ESOP account and reinvesting the proceeds in another investment account.
Peter Newman, CFA®
Sep 28, 20235 min read
Five Advantages to Working at an Employee-Owned Company
Higher job satisfaction and security are just two reasons why getting hired at an employee-owned company could be a good career move.
Peter Newman, CFA®
Oct 27, 20224 min read
How Large A Slice Is ESOP In Your Retirement Pie
How much income can you generate from your assets? As an employee owner, your ESOP plan could be a large segment of your retirement pie.
Peter Newman, CFA®
Oct 20, 20225 min read
8 Ways to Increase Your ESOP Value and Wealth
There are many steps you can take to improve company profitability and employee productivity.
Peter Newman, CFA®
Oct 13, 20224 min read
How Much Retirement Income Will My ESOP Generate
As an employee owner, you have a handy wild card in your retirement planning portfolio – your ESOP plan.
Peter Newman, CFA®
Mar 31, 20223 min read
6 Questions ESOP Participants Should Ask
If you participate in an ESOP, there are 6 questions you should be asking your employer.
Peter Newman, CFA®
Mar 24, 20224 min read
The In’s and Out’s of ESOP Diversification
What does ESOP diversification mean? And, how will ESOP distribution impact you during your retirement planning?
Peter Newman, CFA®
Mar 17, 20224 min read
I am an ESOP Participant. When Will I Be Paid?
Most employees who participate in an ESOP are eligible to begin getting paid for their stock at age 55 and age 60.
bottom of page