Your Retirement Paycheck: Income, Protection & Legacy with Peter Newman CFA · Founder, Peak Wealth Planning · Former Manager, $700M UI Endowment

from Sage Pathways · host Sage Lifestyle Concierge

Host Sun-Hee Yoon introduces Sage Pathways, a show focused on intentional longevity through expert guidance in health, wealth, legacy, and life design. She interviews Peter Newman, CFA, founder of Peak Wealth Planning and former manager of the $700 million University of Illinois endowment, about what changes when people stop accumulating wealth and begin living from it. Newman outlines three common gaps: creating a clear retirement paycheck replacement plan, protecting assets from unexpected “wealth destroyers” like accidents and lawsuits (including using proper titling and umbrella liability insurance), and completing estate planning by ensuring trusts are properly funded and accounts titled correctly. He explains retirement income planning using needs, wants, and desires, emphasizes tax-efficient withdrawals and psychological permission to spend, and describes a “doomsday file” to organize accounts, documents, and access information for crises. He offers a risk quantification questionnaire and directs listeners to peakwealthplanning.com.00:00 Welcome to Sage Pathways01:19 Meet Peter Newman03:56 From Saving to Spending06:47 Building Retirement Income10:02 Protecting Your Wealth13:53 Enjoy Today Give Wisely18:04 The Doomsday File21:30 Trusts and Follow Through25:07 One Action Step and Wrap26:02 Financial DisclaimerResources from Listeners:Follow Peak Wealth Planning on YoutubeVisit the Peak Wealth Planning WebsiteSubscribe to Peak InsiderRisk Quantification QuestionnaireThe content in this podcast is for educational purposes only and should not be considered individualized financial advice. Investment decisions should be made based on your personal financial situation and objectives. Please consult a financial professional before making investment decisions. Investments involve risk and may lose value. Any examples provided are for illustrative purposes only.

Episode metadata supplied by the publisher feed · Published Apr 24, 2026

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Your Retirement Paycheck: Income, Protection & Legacy with Peter Newman CFA · Founder, Peak Wealth Planning · Former Manager, $700M UI Endowment

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