2bfe2d30-2756-4510-8b2d-adff010aaaac c93d011e-b686-4077-8bdf-b46b0149d2a9 d348e596-2649-4154-aabc-b46b0149d2b4 en https://www.omnycontent.com/d/playlist/2bfe2d30-2756-4510-8b2d-adff010aaaac/c93d011e-b686-4077-8bdf-b46b0149d2a9/d348e596-2649-4154-aabc-b46b0149d2b4/podcast.rss The Retirement Summit http://www.gosummitwealth.com/ episodic You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™. Visit us online! Investment advisory products and services made available through Summit Wealth Asset Management (SWAM), a Registered Investment Adviser doing business as Summit Wealth Strategies, LLC. Impact Partnership radio@impactpartner.com Summit Wealth Strategies 2026 Summit Wealth Strategies clean https://www.omnycontent.com/d/playlist/2bfe2d30-2756-4510-8b2d-adff010aaaac/c93d011e-b686-4077-8bdf-b46b0149d2a9/d348e596-2649-4154-aabc-b46b0149d2b4/image.jpg?t=1781640054&size=Large The Retirement Summit http://www.gosummitwealth.com/ Where the Investment Puck Is Headed Next Where the Investment Puck Is Headed Next The investment world is changing fast—and doing nothing may be a bigger risk than doing something.
In part two of this Retirement Summit Podcast conversation, Shawn O’Keefe continues unpacking where the “investment puck” is headed next. He explores why traditional portfolio models are being challenged, how purchasing power erosion quietly impacts long‑term wealth, and what growing institutional adoption of digital assets could signal for investors. Shawn also discusses the role of education, planning, and second opinions when navigating uncertainty, headlines, and emerging technologies. This episode focuses on understanding why portfolios are structured the way they are—and how informed strategy matters in a rapidly evolving financial landscape.

 If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> The investment world is changing fast—and doing nothing may be a bigger risk than doing something.
In part two of this Retirement Summit Podcast conversation, Shawn O’Keefe continues unpacking where the “investment puck” is headed next. He explores why traditional portfolio models are being challenged, how purchasing power erosion quietly impacts long‑term wealth, and what growing institutional adoption of digital assets could signal for investors. Shawn also discusses the role of education, planning, and second opinions when navigating uncertainty, headlines, and emerging technologies. This episode focuses on understanding why portfolios are structured the way they are—and how informed strategy matters in a rapidly evolving financial landscape.

 If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> retirement planning portfolio strategy purchasing power digital assets market change financial education long-term investing retirement planning, portfolio strategy, purchasing power, digital assets, market change, financial education, long-term investing full Summit Wealth Strategies 035f51e6-358e-4022-9384-b441014bfa76 7d91dcf7-b039-481b-bfa4-b46b0149da7e Tue, 05 May 2026 20:10:58 +0000 963 https://omny.fm/shows/the-retirement-summit/where-the-investment-puck-is-headed-next Skating to Where the Money Is Going Skating to Where the Money Is Going What if the biggest risk to your retirement isn’t market swings—but standing still while the financial system changes around you? In this episode of the Retirement Summit Podcast, Shawn O’Keefe explores where the “investment puck” is headed next. Using a Wayne Gretzky analogy, he discusses currency debasement, inflation’s impact on purchasing power, and why traditional cash‑heavy strategies may quietly fall behind over time. The conversation also unpacks the evolving role of digital assets, regulation, and how forward‑looking investments fit into a broader retirement strategy without chasing speculation. This is a big‑picture look at preparing portfolios for a changing financial landscape.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> What if the biggest risk to your retirement isn’t market swings—but standing still while the financial system changes around you? In this episode of the Retirement Summit Podcast, Shawn O’Keefe explores where the “investment puck” is headed next. Using a Wayne Gretzky analogy, he discusses currency debasement, inflation’s impact on purchasing power, and why traditional cash‑heavy strategies may quietly fall behind over time. The conversation also unpacks the evolving role of digital assets, regulation, and how forward‑looking investments fit into a broader retirement strategy without chasing speculation. This is a big‑picture look at preparing portfolios for a changing financial landscape.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> retirement planning inflation risk purchasing power digital assets Bitcoin portfolio strategy financial system retirement planning, inflation risk, purchasing power, digital assets, Bitcoin, portfolio strategy, financial system full Summit Wealth Strategies 99771e50-d4a8-4f5c-afc8-b4320176097b 93956301-521d-4818-95e4-b46b0149dba3 Tue, 21 Apr 2026 08:00:00 +0000 1132 https://omny.fm/shows/the-retirement-summit/skating-to-where-the-money-is-going Inflation and Retirement: What Quietly Erodes Your Buying Power Inflation and Retirement: What Quietly Erodes Your Buying Power Inflation doesn’t just show up at the grocery store—it quietly reshapes retirement outcomes. In this episode of the Retirement Summit Podcast, Shawn O’Keefe breaks down how persistent inflation affects income, purchasing power, and long-term planning for those nearing or living in retirement. The conversation explores why many retirees feel the impact more intensely, common misconceptions about shifting from growth to preservation, and why having a clear income strategy still matters after you stop working. Shawn also explains how inflation, money supply, and portfolio structure intersect—and why planning, not panic, plays a central role in navigating today’s economic environment.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Inflation doesn’t just show up at the grocery store—it quietly reshapes retirement outcomes. In this episode of the Retirement Summit Podcast, Shawn O’Keefe breaks down how persistent inflation affects income, purchasing power, and long-term planning for those nearing or living in retirement. The conversation explores why many retirees feel the impact more intensely, common misconceptions about shifting from growth to preservation, and why having a clear income strategy still matters after you stop working. Shawn also explains how inflation, money supply, and portfolio structure intersect—and why planning, not panic, plays a central role in navigating today’s economic environment.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> inflation retirement income purchasing power retirement planning fixed income portfolio strategy economic uncertainty inflation, retirement income, purchasing power, retirement planning, fixed income, portfolio strategy, economic uncertainty full Summit Wealth Strategies ee8d4a3d-7c22-483a-b579-b41700f89b20 021e7e4f-f9c1-4fe8-9bf5-b46b0149da91 Tue, 07 Apr 2026 08:00:00 +0000 1034 https://omny.fm/shows/the-retirement-summit/inflation-and-retirement-what-quietly-erodes-your-buying-power Is Market Volatility Really the Villain in Retirement? Is Market Volatility Really the Villain in Retirement? Market swings can feel unsettling—but what if volatility isn’t the enemy retirees think it is? In this episode of the Retirement Summit Podcast, Shawn O’Keefe breaks down what today’s market volatility really means for those nearing or living in retirement. He explains the difference between risk and volatility, why emotional reactions often lead investors astray, and how portfolio structure matters even more once you’re in the distribution phase. The conversation also explores why cash and traditional bonds may fall short, how inflation and dollar dilution affect long-term buying power, and the importance of balancing offense and defense in a retirement income strategy.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Market swings can feel unsettling—but what if volatility isn’t the enemy retirees think it is? In this episode of the Retirement Summit Podcast, Shawn O’Keefe breaks down what today’s market volatility really means for those nearing or living in retirement. He explains the difference between risk and volatility, why emotional reactions often lead investors astray, and how portfolio structure matters even more once you’re in the distribution phase. The conversation also explores why cash and traditional bonds may fall short, how inflation and dollar dilution affect long-term buying power, and the importance of balancing offense and defense in a retirement income strategy.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> market volatility retirement planning income distribution risk vs volatility inflation portfolio structure emotional investing market volatility, retirement planning, income distribution, risk vs volatility, inflation, portfolio structure, emotional investing full Summit Wealth Strategies 0b822f81-98af-4ebe-aafc-b41700bc479f bbe89755-6770-42b2-bcfd-b46b0149e33a Tue, 24 Mar 2026 11:27:56 +0000 904 https://omny.fm/shows/the-retirement-summit/is-market-volatility-really-the-villain-in-retirement You Sold the Goose—Now Where Do the Golden Eggs Come From? You Sold the Goose—Now Where Do the Golden Eggs Come From? What happens after you sell the business or real estate that’s been funding your life for years? In part two of this tax‑strategy series, wealth advisor Shawn O’Keefe tackles the question every seller eventually faces: how to replace the “golden eggs” once the goose is gone. The conversation explores income creation after a liquidity event, the role of risk‑off and growth‑oriented assets, and why traditional stock‑and‑bond models may fall short for high‑net‑worth retirees. He also discusses the psychological shift from earning income at work to letting assets do the heavy lifting—and how intentional planning helps support both lifestyle and long‑term goals.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> What happens after you sell the business or real estate that’s been funding your life for years? In part two of this tax‑strategy series, wealth advisor Shawn O’Keefe tackles the question every seller eventually faces: how to replace the “golden eggs” once the goose is gone. The conversation explores income creation after a liquidity event, the role of risk‑off and growth‑oriented assets, and why traditional stock‑and‑bond models may fall short for high‑net‑worth retirees. He also discusses the psychological shift from earning income at work to letting assets do the heavy lifting—and how intentional planning helps support both lifestyle and long‑term goals.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> post sale income tax deferred strategies retirement income planning wealth psychology risk off investing high net worth planning generational wealth post sale income, tax deferred strategies, retirement income planning, wealth psychology, risk off investing, high net worth planning, generational wealth full Summit Wealth Strategies 23006f5e-71cb-49a5-868d-b40401639b9f 47b86e0d-54f7-480c-a211-b46b0149e375 Tue, 10 Mar 2026 08:00:00 +0000 1087 https://omny.fm/shows/the-retirement-summit/you-sold-the-goose-now-where-do-the-golden-eggs-come-from Selling the Golden Goose Without Letting Taxes Eat the Eggs Selling the Golden Goose Without Letting Taxes Eat the Eggs What if the real threat to your wealth isn’t market risk—but taxes you never planned for? In this episode of the Retirement Summit Podcast, Shawn O’Keefe unpacks how taxes quietly shape the outcome of selling a highly appreciated asset. From businesses and real estate to collectibles, they explore why many owners hesitate to sell, how deferred tax strategies work under existing tax code, and why planning before a sale matters. The conversation highlights generational implications, state tax considerations, and the role thoughtful financial planning plays in turning a major liquidity event into a long-term advantage.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> What if the real threat to your wealth isn’t market risk—but taxes you never planned for? In this episode of the Retirement Summit Podcast, Shawn O’Keefe unpacks how taxes quietly shape the outcome of selling a highly appreciated asset. From businesses and real estate to collectibles, they explore why many owners hesitate to sell, how deferred tax strategies work under existing tax code, and why planning before a sale matters. The conversation highlights generational implications, state tax considerations, and the role thoughtful financial planning plays in turning a major liquidity event into a long-term advantage.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> tax strategy deferred taxes selling a business highly appreciated assets retirement planning generational wealth capital gains tax strategy, deferred taxes, selling a business, highly appreciated assets, retirement planning, generational wealth, capital gains full Summit Wealth Strategies 40ebe61f-0c3d-494c-9665-b4040160f973 540c7d13-1110-4912-9949-b46b0149e440 Thu, 05 Mar 2026 21:33:22 +0000 858 https://omny.fm/shows/the-retirement-summit/selling-the-golden-goose-without-letting-taxes-eat-the-eggs Bitcoin, Digital Gold, and the Future of Your Wealth Bitcoin, Digital Gold, and the Future of Your Wealth What if the money you’re trusting to protect your future is quietly losing power every single year? In this episode, Shawn O’Keefe breaks down the shifting financial landscape as digital assets, blockchain, and Bitcoin move from fringe concepts to mainstream tools. He explains why Bitcoin is considered “digital hard money,” why traditional currency continues to lose value, and how emerging technologies are reshaping wealth planning. Shawn also addresses the psychology behind trusting something you can’t physically hold and how advisors can help bridge that gap. Whether you’re curious or cautious, this conversation offers a clear, grounded look at the forces influencing modern retirement planning.


If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> What if the money you’re trusting to protect your future is quietly losing power every single year? In this episode, Shawn O’Keefe breaks down the shifting financial landscape as digital assets, blockchain, and Bitcoin move from fringe concepts to mainstream tools. He explains why Bitcoin is considered “digital hard money,” why traditional currency continues to lose value, and how emerging technologies are reshaping wealth planning. Shawn also addresses the psychology behind trusting something you can’t physically hold and how advisors can help bridge that gap. Whether you’re curious or cautious, this conversation offers a clear, grounded look at the forces influencing modern retirement planning.


If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Bitcoin blockchain digital assets inflation retirement planning wealth strategy digital gold Bitcoin, blockchain, digital assets, inflation, retirement planning, wealth strategy, digital gold full Summit Wealth Strategies 929aecf9-4aeb-4a41-9f3c-b3ee01511ed6 247e2a97-e380-4158-935f-b46b0149e592 Wed, 11 Feb 2026 20:45:00 +0000 1013 https://omny.fm/shows/the-retirement-summit/bitcoin-digital-gold-and-the-future-of-your-wealth Is the Entire Financial System About to Change? Is the Entire Financial System About to Change? What if the biggest shift in money and finance is happening right now — and most people aren’t prepared for it? In this episode, Shawn O’Keefe breaks down how emerging technologies like AI, blockchain, and Bitcoin are reshaping the financial world faster than many advisors realize. He explains why today’s banking system is becoming outdated, why Bitcoin is viewed as “digital gold,” and how tokenization and instant global settlement could redefine wealth management. Whether you’re curious, skeptical, or simply trying to understand what’s coming, this conversation offers a clear, approachable look at the forces transforming the future of money.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> What if the biggest shift in money and finance is happening right now — and most people aren’t prepared for it? In this episode, Shawn O’Keefe breaks down how emerging technologies like AI, blockchain, and Bitcoin are reshaping the financial world faster than many advisors realize. He explains why today’s banking system is becoming outdated, why Bitcoin is viewed as “digital gold,” and how tokenization and instant global settlement could redefine wealth management. Whether you’re curious, skeptical, or simply trying to understand what’s coming, this conversation offers a clear, approachable look at the forces transforming the future of money.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Bitcoin blockchain AI digital gold tokenization wealth management financial future Bitcoin, blockchain, AI, digital gold, tokenization, wealth management, financial future full Summit Wealth Strategies 48d42f28-88dd-422c-a5c4-b3e00000ee3a ae90b801-6e0d-4d0e-8e7f-b46b0149e54d Wed, 28 Jan 2026 00:12:05 +0000 980 https://omny.fm/shows/the-retirement-summit/is-the-entire-financial-system-about-to-change AI Boom or Bubble? Investing in the Next Big Wave AI Boom or Bubble? Investing in the Next Big Wave Is the AI boom a bubble—or the start of a new era for investors? In this episode of the Retirement Summit Podcast, host and wealth advisor Shawn O’Keefe breaks down the headlines, hype, and realities of artificial intelligence in today’s market. Shawn shares insights from leading tech analysts, explains why today’s innovation differs from past bubbles, and discusses how volatility creates opportunity for long-term growth. Discover how to balance risk and reward, adapt your portfolio, and navigate the evolving job landscape. Whether you’re risk-averse or ready to dive in, this conversation offers practical strategies for positioning your wealth in the age of AI.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Is the AI boom a bubble—or the start of a new era for investors? In this episode of the Retirement Summit Podcast, host and wealth advisor Shawn O’Keefe breaks down the headlines, hype, and realities of artificial intelligence in today’s market. Shawn shares insights from leading tech analysts, explains why today’s innovation differs from past bubbles, and discusses how volatility creates opportunity for long-term growth. Discover how to balance risk and reward, adapt your portfolio, and navigate the evolving job landscape. Whether you’re risk-averse or ready to dive in, this conversation offers practical strategies for positioning your wealth in the age of AI.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> AI investing technology volatility portfolio retirement innovation AI, investing, technology, volatility, portfolio, retirement, innovation full Summit Wealth Strategies 175edd1d-b765-4e27-80cb-b3b700f876e0 9ea27b47-12b1-4ef5-a1f0-b46b0149e6e9 Tue, 13 Jan 2026 09:00:00 +0000 1071 https://omny.fm/shows/the-retirement-summit/ai-boom-or-bubble-investing-in-the-next-big-wave clean Quantitative Easing: What Retirees Need to Know Quantitative Easing: What Retirees Need to Know What does “quantitative easing” really mean for your retirement and portfolio? In this episode of the Retirement Summit Podcast, host Shawn O’Keefe, founder of Summit Wealth Strategies, breaks down how central bank policies shape markets, interest rates, and asset values. Shawn explains the impact on housing, inflation, and technology stocks, and shares why having the right balance of risk-off and growth assets is crucial for investors with $1 million or more. Whether you’re planning for retirement or managing significant wealth, this conversation offers practical insights for navigating today’s economic landscape.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> What does “quantitative easing” really mean for your retirement and portfolio? In this episode of the Retirement Summit Podcast, host Shawn O’Keefe, founder of Summit Wealth Strategies, breaks down how central bank policies shape markets, interest rates, and asset values. Shawn explains the impact on housing, inflation, and technology stocks, and shares why having the right balance of risk-off and growth assets is crucial for investors with $1 million or more. Whether you’re planning for retirement or managing significant wealth, this conversation offers practical insights for navigating today’s economic landscape.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> quantitative easing retirement portfolio interest rates inflation technology asset allocation quantitative easing, retirement, portfolio, interest rates, inflation, technology, asset allocation full Summit Wealth Strategies 98840e6e-c561-4ca5-9fb5-b3b700f826fe fd402460-52df-4195-9e25-b46b0149e5b3 Tue, 30 Dec 2025 09:00:00 +0000 1043 https://omny.fm/shows/the-retirement-summit/quantitative-easing-what-retirees-need-to-know clean Retirement in Turbulent Times: Can Your Plan Weather the Storm? Retirement in Turbulent Times: Can Your Plan Weather the Storm? What happens to your retirement plan when inflation, interest rates, and market volatility refuse to play by the rules? In this episode, Shawn O’Keefe digs into the realities of today’s unpredictable economy and what it means for retirees and those nearing retirement. From the challenge of keeping up with rising costs to the importance of portfolio “alpha” and emotional resilience, discover how smart planning and clear-eyed strategies can help you navigate uncertainty. Whether you’re already retired or counting down the years, this conversation offers practical insights for protecting your financial future—even when the headlines are anything but reassuring

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> What happens to your retirement plan when inflation, interest rates, and market volatility refuse to play by the rules? In this episode, Shawn O’Keefe digs into the realities of today’s unpredictable economy and what it means for retirees and those nearing retirement. From the challenge of keeping up with rising costs to the importance of portfolio “alpha” and emotional resilience, discover how smart planning and clear-eyed strategies can help you navigate uncertainty. Whether you’re already retired or counting down the years, this conversation offers practical insights for protecting your financial future—even when the headlines are anything but reassuring

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> retirement inflation market volatility interest rates portfolio financial planning uncertainty retirement, inflation, market volatility, interest rates, portfolio, financial planning, uncertainty full Summit Wealth Strategies 74e80016-3bd0-405a-bb78-b3a00156dfe2 ea23b7fb-8f13-4ebf-931e-b46b0149e738 Tue, 16 Dec 2025 09:00:00 +0000 1122 https://omny.fm/shows/the-retirement-summit/retirement-in-turbulent-times-can-your-plan-weather-the-storm clean Beyond Tariffs: The Hidden Threat to Your Retirement Savings Beyond Tariffs: The Hidden Threat to Your Retirement Savings Is the real threat to your retirement portfolio hiding behind the headlines about tariffs? In this episode, chief wealth advisor Shawn O’Keefe cuts through the noise to reveal why America’s soaring budget deficit and persistent inflation may be eroding your purchasing power far more than trade wars. Discover how retirees and those nearing retirement can rethink their investment strategies to protect their future, even as market volatility and political finger-pointing dominate the news. With practical insights, a dash of pop culture, and clear explanations, this episode brings clarity to a confusing economic landscape—so you can make smarter decisions for your financial well-being.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Is the real threat to your retirement portfolio hiding behind the headlines about tariffs? In this episode, chief wealth advisor Shawn O’Keefe cuts through the noise to reveal why America’s soaring budget deficit and persistent inflation may be eroding your purchasing power far more than trade wars. Discover how retirees and those nearing retirement can rethink their investment strategies to protect their future, even as market volatility and political finger-pointing dominate the news. With practical insights, a dash of pop culture, and clear explanations, this episode brings clarity to a confusing economic landscape—so you can make smarter decisions for your financial well-being.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> tariffs retirement inflation budget deficit investment strategy market volatility purchasing power tariffs, retirement, inflation, budget deficit, investment strategy, market volatility, purchasing power full Summit Wealth Strategies e5efe61d-3485-4089-adba-b3a001568f38 17a529f8-b873-49eb-9eef-b46b0149e6fe Tue, 02 Dec 2025 09:00:00 +0000 977 https://omny.fm/shows/the-retirement-summit/beyond-tariffs-the-hidden-threat-to-your-retirement-savings clean Retirement Planning in a Digital World Retirement Planning in a Digital World Is the classic 60-40 portfolio still enough for retirement? In this episode, Shawn O’Keefe explains why technology, crypto, and blockchain are changing the rules for investors—and how retirees can adapt. Learn why bonds may no longer protect your buying power, how to plan for rising healthcare costs, and why every retirement strategy needs to account for longevity and “what ifs.” Shawn shares practical advice for educating hesitant investors, balancing risk, and building a portfolio that keeps up with inflation. Whether you’re tech-curious or cautious, this conversation breaks down complex ideas for anyone planning their financial future.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Is the classic 60-40 portfolio still enough for retirement? In this episode, Shawn O’Keefe explains why technology, crypto, and blockchain are changing the rules for investors—and how retirees can adapt. Learn why bonds may no longer protect your buying power, how to plan for rising healthcare costs, and why every retirement strategy needs to account for longevity and “what ifs.” Shawn shares practical advice for educating hesitant investors, balancing risk, and building a portfolio that keeps up with inflation. Whether you’re tech-curious or cautious, this conversation breaks down complex ideas for anyone planning their financial future.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> retirement portfolio technology crypto blockchain healthcare costs risk retirement, portfolio, technology, crypto, blockchain, healthcare costs, risk full Summit Wealth Strategies 10060c38-d91d-4b63-ac1a-b3860148639e c3acc0f1-bcdb-4d28-8e91-b46b0149eb59 Tue, 18 Nov 2025 09:00:00 +0000 1051 https://omny.fm/shows/the-retirement-summit/retirement-planning-in-a-digital-world clean Is Your Retirement Portfolio Stuck in the Past? Is Your Retirement Portfolio Stuck in the Past? Is your retirement portfolio ready for the future of finance? In this episode, Shawn O’Keefe breaks down how Bitcoin, blockchain, and AI are reshaping investment strategies for retirees. Discover why the classic 60-40 stock/bond split may be outdated, how volatility can be managed, and why positive alpha matters for long-term growth. Shawn explains the realities of digital assets, risk, and inflation, and shares how portfolio analysis can help align investments with your goals. Whether you’re crypto-curious or already invested, this conversation offers practical insights for navigating new technology in retirement planning.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Is your retirement portfolio ready for the future of finance? In this episode, Shawn O’Keefe breaks down how Bitcoin, blockchain, and AI are reshaping investment strategies for retirees. Discover why the classic 60-40 stock/bond split may be outdated, how volatility can be managed, and why positive alpha matters for long-term growth. Shawn explains the realities of digital assets, risk, and inflation, and shares how portfolio analysis can help align investments with your goals. Whether you’re crypto-curious or already invested, this conversation offers practical insights for navigating new technology in retirement planning.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> retirement Bitcoin blockchain AI portfolio volatility alpha retirement, Bitcoin, blockchain, AI, portfolio, volatility, alpha full Summit Wealth Strategies d53236f2-0976-431c-924d-b386014815a3 4e4addf6-45b2-4a49-8708-b46b0149eabb Tue, 04 Nov 2025 09:00:00 +0000 933 https://omny.fm/shows/the-retirement-summit/is-your-retirement-portfolio-stuck-in-the-past clean A Game Changer: Deferring Taxes on the Sale of Highly Appreciated Assets A Game Changer: Deferring Taxes on the Sale of Highly Appreciated Assets Shawn O’Keefe of Summit Wealth Strategies explains deferred tax strategies (DTS) and what kinds of transactions are eligible for them. Shawn also shares the benefits of DTS and how people can control how many taxes they pay by not paying Uncle Sam up front. Shawn also describes the comprehensive tax summary that he runs for people to show them how to become more tax-efficient.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Shawn O’Keefe of Summit Wealth Strategies explains deferred tax strategies (DTS) and what kinds of transactions are eligible for them. Shawn also shares the benefits of DTS and how people can control how many taxes they pay by not paying Uncle Sam up front. Shawn also describes the comprehensive tax summary that he runs for people to show them how to become more tax-efficient.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Retirement Retirement Planning Financial Advisor Investment Strategies Market Trends Deferred Taxes Taxes Taxable Income Retirement, Retirement Planning, Financial Advisor, Investment Strategies, Market Trends, Deferred Taxes, Taxes, Taxable Income full Summit Wealth Strategies d0b7cd8b-53f3-43b8-929e-b3050141db8e 021574c7-4520-45a4-bc3b-b46b0149ebfc Tue, 22 Jul 2025 08:00:00 +0000 1041 https://omny.fm/shows/the-retirement-summit/how-deferred-tax-strategies-work-and-how-an-advisor-can-help How Annuities Can De-Risk Your Portfolio to Allow for More Growth How Annuities Can De-Risk Your Portfolio to Allow for More Growth Shawn O’Keefe of Summit Wealth Strategies gives a primer on annuities – the bad ones, the okay ones, and the good ones. Shawn describes the evolution of annuities, how they are similar to pension plans, and why fixed index annuities can allow people to be more aggressive in other parts of their portfolios.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Shawn O’Keefe of Summit Wealth Strategies gives a primer on annuities – the bad ones, the okay ones, and the good ones. Shawn describes the evolution of annuities, how they are similar to pension plans, and why fixed index annuities can allow people to be more aggressive in other parts of their portfolios.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Retirement Retirement Planning Financial Advisor Investment Strategies Annuities Pension Retirement, Retirement Planning, Financial Advisor, Investment Strategies, Annuities, Pension full Summit Wealth Strategies 1eb9a382-8a80-4677-a273-b30501417cbc 59e4583e-3710-4540-b567-b46b0149eb5e Tue, 08 Jul 2025 08:00:00 +0000 963 https://omny.fm/shows/the-retirement-summit/annuities-how-protection-can-allow-for-more-growth Three retirement money buckets and the job each has Three retirement money buckets and the job each has Shawn O’Keefe of Summit Wealth Strategies discusses three retirement buckets: short-term, mid-term, and long-term. He shares what time period each bucket covers, what retirement and money tools are in each, and what those buckets are designed to do. Shawn also explains the danger of timing the market and the pitfalls of buying and selling stocks with emotions. And Shawn comments on the decision to stop minting new pennies.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Shawn O’Keefe of Summit Wealth Strategies discusses three retirement buckets: short-term, mid-term, and long-term. He shares what time period each bucket covers, what retirement and money tools are in each, and what those buckets are designed to do. Shawn also explains the danger of timing the market and the pitfalls of buying and selling stocks with emotions. And Shawn comments on the decision to stop minting new pennies.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Retirement Retirement Planning Financial Advisor Investment Strategies Market Trends Retirement, Retirement Planning, Financial Advisor, Investment Strategies, Market Trends full Summit Wealth Strategies ae072d91-4552-4540-bdc8-b2f30161d4c5 deeca407-5fa3-4f63-8a54-b46b0149eeeb Tue, 24 Jun 2025 08:00:00 +0000 1256 https://omny.fm/shows/the-retirement-summit/three-retirement-money-buckets-and-the-job-each-has The right combination of growth and protection in a portfolio The right combination of growth and protection in a portfolio Shawn O’Keefe of Summit Wealth Strategies talks about the process of finding the right money-blend in retirement. Shawn explains how this starts with planning and gauging expenses vs. income. Shawn also discusses three stages of retirement and how demands change, along with the changes in buying power and a recent market shift that has made some retirement tools less effective. And Shawn celebrates his birthday and talks about the celebrations he had with family and the staff.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Shawn O’Keefe of Summit Wealth Strategies talks about the process of finding the right money-blend in retirement. Shawn explains how this starts with planning and gauging expenses vs. income. Shawn also discusses three stages of retirement and how demands change, along with the changes in buying power and a recent market shift that has made some retirement tools less effective. And Shawn celebrates his birthday and talks about the celebrations he had with family and the staff.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

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]]> Retirement Retirement Planning Financial Advisor Investment Strategies Market Trends Retirement, Retirement Planning, Financial Advisor, Investment Strategies, Market Trends full Summit Wealth Strategies aea24ae0-7e5b-4a54-a7b8-b2f301614b6c b00a9343-9547-4674-b531-b46b0149eebe Tue, 10 Jun 2025 08:00:00 +0000 1083 https://omny.fm/shows/the-retirement-summit/the-right-combination-of-growth-and-protection-in-a-portfolio Solutions for the outdated 60/40 portfolio strategy Solutions for the outdated 60/40 portfolio strategy Shawn O’Keefe talks about different approaches to portfolio diversification, other than the 60/40 stocks-bonds strategy. Shawn shares how bands have given bad returns, what institutional private credits are, ways that he and the Summit Wealth Strategies team can help minimize risk and maximize returns, and what he considers to be “digital gold.” 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

https://www.facebook.com/SummitWealthStrategiesLLC

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]]> Shawn O’Keefe talks about different approaches to portfolio diversification, other than the 60/40 stocks-bonds strategy. Shawn shares how bands have given bad returns, what institutional private credits are, ways that he and the Summit Wealth Strategies team can help minimize risk and maximize returns, and what he considers to be “digital gold.” 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

https://www.facebook.com/SummitWealthStrategiesLLC

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]]> Retirement Retirement Planning Financial Advisor Stocks Bonds Investment Strategies Market Trends Retirement, Retirement Planning, Financial Advisor, Stocks, Bonds, Investment Strategies, Market Trends full Summit Wealth Strategies 4ceb6bb2-3e84-41e3-9052-b2d7013dd567 cb0db49c-1ff3-4567-baac-b46b0149efa4 Tue, 27 May 2025 08:00:00 +0000 927 https://omny.fm/shows/the-retirement-summit/solutions-for-the-outdated-60-40-portfolio-strategy Is the 60/40 portfolio outdated and why? Is the 60/40 portfolio outdated and why? Shawn O’Keefe discusses the 60/40 pre-retirement, 40/60 during retirement portfolio rule of thumb. Shawn defines this blend between stocks and bonds and then explains why the bond market’s performance has made it obsolete. Shawn then explains how the U.S. dollar is losing value and why even reputable advisors have been wrong about this strategy.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

https://www.facebook.com/SummitWealthStrategiesLLC

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]]> Shawn O’Keefe discusses the 60/40 pre-retirement, 40/60 during retirement portfolio rule of thumb. Shawn defines this blend between stocks and bonds and then explains why the bond market’s performance has made it obsolete. Shawn then explains how the U.S. dollar is losing value and why even reputable advisors have been wrong about this strategy.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

https://www.facebook.com/SummitWealthStrategiesLLC

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]]> Retirement Retirement Planning Financial Advisor Investment Strategies Stocks Bonds Market Trends Retirement, Retirement Planning, Financial Advisor, Investment Strategies, Stocks, Bonds, Market Trends full Summit Wealth Strategies 354a3c9b-c0dd-4ab2-aae8-b2d7013d212a 5cde40af-4f8f-4143-9ee8-b46b0149f071 Tue, 13 May 2025 08:00:00 +0000 967 https://omny.fm/shows/the-retirement-summit/is-the-60-40-portfolio-outdated-and-why 10 ways the blockchain will shape the future – part 2 10 ways the blockchain will shape the future – part 2 Shawn O’Keefe discusses the next five of the 10 ways that blockchain technology is shaping the future. Shawn explains the blockchain’s influence on digital ownership, healthcare, decentralizing control of the internet, energy and sustainability, and new business models. Shawn also shares how Summit Wealth Strategies selectively invests in crypto and the types of industries they prefer.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

https://www.facebook.com/SummitWealthStrategiesLLC

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]]> Shawn O’Keefe discusses the next five of the 10 ways that blockchain technology is shaping the future. Shawn explains the blockchain’s influence on digital ownership, healthcare, decentralizing control of the internet, energy and sustainability, and new business models. Shawn also shares how Summit Wealth Strategies selectively invests in crypto and the types of industries they prefer.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

https://www.facebook.com/SummitWealthStrategiesLLC

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]]> Retirement Retirement Planning Financial Advisor Investment Strategies Blockchain Cryptocurrency Retirement, Retirement Planning, Financial Advisor, Investment Strategies, Blockchain, Cryptocurrency full Summit Wealth Strategies 2d91edb5-776e-4d5e-90f3-b2b500e5baff 5500520c-8f87-4f81-860d-b46b0149f24a Tue, 22 Apr 2025 08:00:00 +0000 1019 https://omny.fm/shows/the-retirement-summit/10-ways-the-blockchain-will-shape-the-future-part-2 10 ways the blockchain will shape the future – part 1 10 ways the blockchain will shape the future – part 1 Shawn O’Keefe discusses the blockchain and how it deals with much more than crypto. Shawn explains how the blockchain will could help decentralize financial systems, enhance data security, smart contracts, supply chain transparency, and governance and voting. Shawn also explains how Summit Wealth Strategies is uniquely qualified to help people who want to explore crypto investing. And Shawn discusses his outdoor plans, as winter thaws into spring.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

https://www.facebook.com/SummitWealthStrategiesLLC

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]]> Shawn O’Keefe discusses the blockchain and how it deals with much more than crypto. Shawn explains how the blockchain will could help decentralize financial systems, enhance data security, smart contracts, supply chain transparency, and governance and voting. Shawn also explains how Summit Wealth Strategies is uniquely qualified to help people who want to explore crypto investing. And Shawn discusses his outdoor plans, as winter thaws into spring.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

https://www.facebook.com/SummitWealthStrategiesLLC

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]]> Retirement Retirement Planning Financial Advisor Investment Strategies Blockchain Cryptocurrency Retirement, Retirement Planning, Financial Advisor, Investment Strategies, Blockchain, Cryptocurrency full Summit Wealth Strategies d9be62e0-aa03-41dd-a024-b2b500e53f90 bacf415c-51f9-4668-989e-b46b0149f295 Tue, 08 Apr 2025 08:00:00 +0000 1000 https://omny.fm/shows/the-retirement-summit/10-ways-the-blockchain-will-shape-the-future-part-1 Seven truths about DOGE’s war on federal waste Seven truths about DOGE’s war on federal waste Shawn O’Keefe talks about market volatility during the DOGE cuts in the federal government. Shawn shares seven truths about these cuts and how the market was volatile early in President Trump’s first term, but then rebounded. Shawn also explains how he believes cutting government waste will greatly benefit the economy in the long run.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O’Keefe talks about market volatility during the DOGE cuts in the federal government. Shawn shares seven truths about these cuts and how the market was volatile early in President Trump’s first term, but then rebounded. Shawn also explains how he believes cutting government waste will greatly benefit the economy in the long run.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor DOGE Investment Strategies Federal Spending Retirement, Retirement Planning, Financial Advisor, DOGE, Investment Strategies, Federal Spending full Summit Wealth Strategies bd1a5059-285a-4038-be63-b29d01397a29 ba50b1ea-3a4d-4863-ae1b-b46b0149f43f Tue, 25 Mar 2025 08:00:00 +0000 1177 https://omny.fm/shows/the-retirement-summit/seven-truths-about-doge-s-war-on-federal-waste Preparing for retirement better than a NASCAR driver packs their bags Preparing for retirement better than a NASCAR driver packs their bags Shawn O’Keefe discusses how William Byron (and other drivers) didn’t pack extra clothes for the media appearances he would have to make if he won the Daytona 500. Shawn relates that to preparedness in retirement. He shares how he deals with successful people who have planned for years for their retirement and also the questions he asks people to help them prepare better. And Shawn talks about the great honor he had to recently speak at a cryptocurrency conference.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O’Keefe discusses how William Byron (and other drivers) didn’t pack extra clothes for the media appearances he would have to make if he won the Daytona 500. Shawn relates that to preparedness in retirement. He shares how he deals with successful people who have planned for years for their retirement and also the questions he asks people to help them prepare better. And Shawn talks about the great honor he had to recently speak at a cryptocurrency conference.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Portfolio Investment Strategies Retirement, Retirement Planning, Financial Advisor, Portfolio, Investment Strategies full Summit Wealth Strategies 727588dd-d1ae-45e0-8093-b29d0138f5c8 7370abbf-6e17-42dd-8185-b46b0149f6f3 Tue, 11 Mar 2025 19:15:00 +0000 1044 https://omny.fm/shows/the-retirement-summit/preparing-for-retirement-better-than-a-nascar-pack How to allocate for future long-term care costs How to allocate for future long-term care costs Shawn O’Keefe talks about long-term care. Shawn lays out the difference between traditional long-term care plans and newer ones that are more flexible. Shawn shares about the conversations Summit Wealth Management can have with people to get them to build these costs into their plans, instead of trying to self-fund one of the most expensive areas of retirement. Shawn also talks about the wildly mild weather he has recently gotten in Colorado and a ski trip he is planning.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O’Keefe talks about long-term care. Shawn lays out the difference between traditional long-term care plans and newer ones that are more flexible. Shawn shares about the conversations Summit Wealth Management can have with people to get them to build these costs into their plans, instead of trying to self-fund one of the most expensive areas of retirement. Shawn also talks about the wildly mild weather he has recently gotten in Colorado and a ski trip he is planning.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Long Term Care Retirement, Retirement Planning, Financial Advisor, Long Term Care full Summit Wealth Strategies fef00fbb-96bc-4c57-b4fb-b27b01006494 cd4fd045-8d70-4f10-8aef-b46b0149f715 Tue, 25 Feb 2025 09:00:00 +0000 1036 https://omny.fm/shows/the-retirement-summit/how-to-allocate-for-future-long-term-care-costs Five positive impacts for retirees from Trump Administration policies Five positive impacts for retirees from Trump Administration policies Shawn O’Keefe discusses the whiplash news cycle and how people should not lose hope with because of the recent policy changes. In fact, Shawn identifies five areas that could positively benefit from some of President Trump’s proposals: Social Security taxes, Medicare Advantage, healthcare costs, drug costs, and income taxes. Shawn also talks about how recent podcast episodes on Bitcoin led to a prominent speaking engagement for him.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O’Keefe discusses the whiplash news cycle and how people should not lose hope with because of the recent policy changes. In fact, Shawn identifies five areas that could positively benefit from some of President Trump’s proposals: Social Security taxes, Medicare Advantage, healthcare costs, drug costs, and income taxes. Shawn also talks about how recent podcast episodes on Bitcoin led to a prominent speaking engagement for him.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Investment Strategies Trump Administration Retirement, Retirement Planning, Financial Advisor, Investment Strategies, Trump Administration full Summit Wealth Strategies ecf05091-fb47-4a71-896e-b27b00ffd3fc abc7d8ec-e0cc-44c2-a544-b46b0149f965 Tue, 11 Feb 2025 09:00:00 +0000 1032 https://omny.fm/shows/the-retirement-summit/five-positive-impacts-for-retirees-from-trump-admi Potential catalysts and projections for Bitcoin Potential catalysts and projections for Bitcoin Part two of this mini-series on Bitcoin sees Shawn O’Keefe explain to listeners how Bitcoin is not a scam and how the federal government and several state governments are trying to invest in it. Shawn talks about the U.S. government building up a Bitcoin reserve and how some other countries are doing the same thing. He also shares how some industry analysts are projecting Bitcoin to nearly increase in value 10 times by 2030 and why most people should have at least some small part of their assets exposed to some market volatility.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Part two of this mini-series on Bitcoin sees Shawn O’Keefe explain to listeners how Bitcoin is not a scam and how the federal government and several state governments are trying to invest in it. Shawn talks about the U.S. government building up a Bitcoin reserve and how some other countries are doing the same thing. He also shares how some industry analysts are projecting Bitcoin to nearly increase in value 10 times by 2030 and why most people should have at least some small part of their assets exposed to some market volatility.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Bitcoin Investment Strategies Retirement, Retirement Planning, Financial Advisor, Bitcoin, Investment Strategies full Summit Wealth Strategies 18f1e8d8-e95d-4c31-a375-b2660159203c ec54e1ed-758b-4e49-841c-b46b0149fa46 Tue, 28 Jan 2025 09:00:00 +0000 1206 https://omny.fm/shows/the-retirement-summit/potential-catalysts-and-projections-for-bitcoin Bitcoin 101: what it is and why the government is warming up to it Bitcoin 101: what it is and why the government is warming up to it Shawn O’Keefe tackles Bitcoin and blockchain. Shawn explains what Bitcoin is, the regulatory history of it, and why regulators and politicians in D.C. are more friendly to it. Shawn also describes cryptocurrency’s volatility and the pros and cons of investing in it and how Bitcoin could surpass gold in certain measurements.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O’Keefe tackles Bitcoin and blockchain. Shawn explains what Bitcoin is, the regulatory history of it, and why regulators and politicians in D.C. are more friendly to it. Shawn also describes cryptocurrency’s volatility and the pros and cons of investing in it and how Bitcoin could surpass gold in certain measurements.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Bitcoin Investment Strategies Retirement, Retirement Planning, Financial Advisor, Bitcoin, Investment Strategies full Summit Wealth Strategies a42f6561-25c0-4da1-8379-b2660158be37 e87f88a3-83b8-49db-b725-b46b0149fc34 Thu, 16 Jan 2025 09:00:00 +0000 1171 https://omny.fm/shows/the-retirement-summit/bitcoin-101-what-it-is-and-why-the-government-is-w Do I have enough to retire?  Do I have enough to retire?  Shawn O'Keefe discusses what he says are the nine factors into having enough to retire: lifestyle, assets, withdrawal rate, fixed income sources, healthcare costs, life expectancy, debt, taxes, investment strategy, and contingency plans. Shawn shares how an advisor can walk someone through these items and help them score the best results for their retirement. Shawn also reveals if there is a magic dollar amount that people should save for retirement or not. And Shawn talks about his future travel plans and the place that is on his bucket list. 

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O'Keefe discusses what he says are the nine factors into having enough to retire: lifestyle, assets, withdrawal rate, fixed income sources, healthcare costs, life expectancy, debt, taxes, investment strategy, and contingency plans. Shawn shares how an advisor can walk someone through these items and help them score the best results for their retirement. Shawn also reveals if there is a magic dollar amount that people should save for retirement or not. And Shawn talks about his future travel plans and the place that is on his bucket list. 

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Annuities Retirement, Retirement Planning, Financial Advisor, Annuities full Summit Wealth Strategies 3f83a036-923b-4a35-aa18-b2410106fbc1 d95cade1-453a-4cd1-8bb2-b46b0149fd07 Tue, 24 Dec 2024 09:00:00 +0000 1028 https://omny.fm/shows/the-retirement-summit/do-i-have-enough-to-retire Planning for inflation during retirement  Planning for inflation during retirement  Shawn O'Keefe discusses how to account for rising prices in the retirement years. Shawn shares figures about how much inflation has occurred in the last 50 years and different issues inflation causes: decreased buying power, not having enough money with fixed income, and how healthcare inflation is usually worse than the rest of the economy. Shawn also shares about the nice weather in Colorado and how his Thanksgiving went with his family.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O'Keefe discusses how to account for rising prices in the retirement years. Shawn shares figures about how much inflation has occurred in the last 50 years and different issues inflation causes: decreased buying power, not having enough money with fixed income, and how healthcare inflation is usually worse than the rest of the economy. Shawn also shares about the nice weather in Colorado and how his Thanksgiving went with his family.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Inflation Retirement, Retirement Planning, Financial Advisor, Inflation full Summit Wealth Strategies a8154746-4220-4f7b-815b-b23e00ffb64f cabef32e-6625-45be-b10c-b46b0149fd57 Tue, 10 Dec 2024 09:00:00 +0000 1075 https://omny.fm/shows/the-retirement-summit/planning-for-inflation-during-retirement America’s C+ retirement rating and the steps people should take America’s C+ retirement rating and the steps people should take Shawn O’Keefe mulls over a recent index that ranks America 29th out of 48 countries in different measures on retirement. Shawn explains the difficulties the U.S. faces and steps people can take to better prepare for retirement, including certain annuities and what they offer. Shawn also talks about his family’s Thanksgiving plans and his favorite dish.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O’Keefe mulls over a recent index that ranks America 29th out of 48 countries in different measures on retirement. Shawn explains the difficulties the U.S. faces and steps people can take to better prepare for retirement, including certain annuities and what they offer. Shawn also talks about his family’s Thanksgiving plans and his favorite dish.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Annuities Retirement, Retirement Planning, Financial Advisor, Annuities full Summit Wealth Strategies 18618488-34be-42ac-a5ba-b2260146dadd a6b0c223-5b58-4efb-b9cc-b46b0149ff22 Tue, 26 Nov 2024 09:00:00 +0000 1042 https://omny.fm/shows/the-retirement-summit/america-s-c-retirement-rating-and-the-steps-people The election and Americans’ financial confidence now, versus in 2020 The election and Americans’ financial confidence now, versus in 2020 Shawn O’Keefe discusses the effect that the election’s results can have on the market and how people can brace for that and should not freak out over any one particular result. Shawn also talks about a recent Gallup poll on how Americans feel worse off than they did in 2020 and some factors that play into that feeling. Shawn explains why diversification is a great strategy in retirement, no matter the environment.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O’Keefe discusses the effect that the election’s results can have on the market and how people can brace for that and should not freak out over any one particular result. Shawn also talks about a recent Gallup poll on how Americans feel worse off than they did in 2020 and some factors that play into that feeling. Shawn explains why diversification is a great strategy in retirement, no matter the environment.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Election Diversification Retirement, Retirement Planning, Financial Advisor, Election, Diversification full Summit Wealth Strategies bbef79a7-748f-4c59-800b-b22500fefa57 a26a47ed-567d-44e3-9059-b46b0149fe8e Tue, 12 Nov 2024 09:00:00 +0000 1019 https://omny.fm/shows/the-retirement-summit/the-election-and-americans-financial-confidence-no The second six of 12 strategies to minimize tax burdens during retirement The second six of 12 strategies to minimize tax burdens during retirement In this episode of The Retirement Summit, Shawn O'Keefe covers the last six strategies to minimize tax burdens during retirement. Be sure to check out the previous episode to hear the first six!

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> In this episode of The Retirement Summit, Shawn O'Keefe covers the last six strategies to minimize tax burdens during retirement. Be sure to check out the previous episode to hear the first six!

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Tax Strategies Retirement, Retirement Planning, Financial Advisor, Tax Strategies full Summit Wealth Strategies 3457fd8e-3aeb-4385-83a4-b20d00dbc637 34e0fb70-4047-424a-b3e3-b46b014a0060 Tue, 05 Nov 2024 09:00:00 +0000 1062 https://omny.fm/shows/the-retirement-summit/the-second-six-of-12-strategies-to-minimize-tax-bu The First Six Strategies to Minimize Tax Burdens During Retirement The First Six Strategies to Minimize Tax Burdens During Retirement Shawn O'Keefe addresses the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensive plan and working with a knowledgeable advisor to navigate the complexities of retirement taxes.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O'Keefe addresses the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensive plan and working with a knowledgeable advisor to navigate the complexities of retirement taxes.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Tax Strategies Retirement, Retirement Planning, Financial Advisor, Tax Strategies full Summit Wealth Strategies cf97d2ba-138a-4f8d-b53e-b2090158b6ad f6eca233-420c-43d9-8037-b46b0149ffd2 Tue, 29 Oct 2024 08:00:00 +0000 917 https://omny.fm/shows/the-retirement-summit/the-first-six-strategies-to-minimize-tax-burdens-d Preparing for the Unexpected in Retirement Preparing for the Unexpected in Retirement Shawn O'Keefe discusses the significant impact of inflation on retirement planning. He emphasizes the necessity of strategic planning to counteract inflation's effects on purchasing power and the importance of growing assets at a rate that outpaces inflation. The conversation also covers the need for a diversified investment portfolio and the importance of planning for various market conditions and unexpected expenses in retirement.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Shawn O'Keefe discusses the significant impact of inflation on retirement planning. He emphasizes the necessity of strategic planning to counteract inflation's effects on purchasing power and the importance of growing assets at a rate that outpaces inflation. The conversation also covers the need for a diversified investment portfolio and the importance of planning for various market conditions and unexpected expenses in retirement.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

See omnystudio.com/listener for privacy information.

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]]> Retirement Retirement Planning Financial Advisor Inflation Market Volatility Retirement, Retirement Planning, Financial Advisor, Inflation, Market Volatility full Summit Wealth Strategies 13d046a4-e9fb-439e-bd28-b2090156fb7f 9175e836-d784-4a73-aa42-b46b014a017d Tue, 22 Oct 2024 08:00:00 +0000 873 https://omny.fm/shows/the-retirement-summit/preparing-for-the-unexpected-in-retirement The Four Peaks of Retirement Success The Four Peaks of Retirement Success In this episode of the Retirement Summit podcast, Shawn O'Keefe discusses the importance of lifestyle retirement planning. They explore the various factors that influence retirement, including income sources, expenses, and lifestyle choices. Shawn outlines the four peaks of retirement planning: retirement income, asset growth and protection, long-term care, and wealth transfer. The conversation also addresses the six stress points of retirement, including taxes, inflation, market volatility, and longevity, emphasizing the need for a comprehensive retirement plan.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> In this episode of the Retirement Summit podcast, Shawn O'Keefe discusses the importance of lifestyle retirement planning. They explore the various factors that influence retirement, including income sources, expenses, and lifestyle choices. Shawn outlines the four peaks of retirement planning: retirement income, asset growth and protection, long-term care, and wealth transfer. The conversation also addresses the six stress points of retirement, including taxes, inflation, market volatility, and longevity, emphasizing the need for a comprehensive retirement plan.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor Asset Protection Wealth Management Retirement, Retirement Planning, Financial Advisor, Asset Protection, Wealth Management full Summit Wealth Strategies 4efd4a0e-d82b-4ace-a6b0-b2090152a9c9 1b192284-1343-4ef7-a809-b46b014a03f8 Tue, 15 Oct 2024 08:00:00 +0000 1307 https://omny.fm/shows/the-retirement-summit/the-four-peaks-of-retirement-success Navigating the 401k Transition Navigating the 401k Transition Shawn O'Keefe discusses the critical aspects of managing a 401k during retirement. They explore the transition from accumulation to distribution, emphasizing the importance of financial planning and the role of a financial advisor in navigating this complex phase. The conversation highlights various investment options, tax strategies, and the need for a tailored approach to retirement planning to ensure financial security and growth.

For more information go to www.gosummitwealth.com

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]]> Shawn O'Keefe discusses the critical aspects of managing a 401k during retirement. They explore the transition from accumulation to distribution, emphasizing the importance of financial planning and the role of a financial advisor in navigating this complex phase. The conversation highlights various investment options, tax strategies, and the need for a tailored approach to retirement planning to ensure financial security and growth.

For more information go to www.gosummitwealth.com

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]]> Retirement Retirement Planning Financial Advisor 401k Retirement Distribution Financial Consultation Retirement, Retirement Planning, Financial Advisor, 401k, Retirement Distribution, Financial Consultation full Summit Wealth Strategies 620c3c82-830e-4ad0-84df-b1f60131d7c4 b7048cf7-0c84-4152-b426-b46b014a0517 Tue, 08 Oct 2024 08:00:00 +0000 1449 https://omny.fm/shows/the-retirement-summit/navigating-the-401k-transition Decoding the 4% Rule for Retirement Decoding the 4% Rule for Retirement In this episode of the Retirement Summit podcast, Shawn O'Keefe discusses the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individuals to consider their unique circumstances and the value of professional guidance in achieving a fulfilling retirement.

For more information go to www.gosummitwealth.com

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]]> In this episode of the Retirement Summit podcast, Shawn O'Keefe discusses the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individuals to consider their unique circumstances and the value of professional guidance in achieving a fulfilling retirement.

For more information go to www.gosummitwealth.com

See omnystudio.com/listener for privacy information.

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]]> Retirement Retirement Planning Financial Advisor Wealth Management Investment Planning Retirement, Retirement Planning, Financial Advisor, Wealth Management, Investment Planning full Summit Wealth Strategies a0ab509f-296f-491f-922a-b1f60131650b 05ed6154-f38c-4c6d-954b-b46b014a088b Tue, 01 Oct 2024 08:00:00 +0000 1111 https://omny.fm/shows/the-retirement-summit/decoding-the-4-rule-for-retirement The Future of Social Security and Potential Changes The Future of Social Security and Potential Changes This episode revolves around the topic of social security and retirement planning. Shawn O'Keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sources, and investment options. The conversation highlights the need for professional financial advice to navigate the overwhelming amount of information available online. Other topics discussed include the potential future of social security, the impact of inflation and taxes on retirement income, and the importance of a comprehensive retirement plan.

For more information go to www.gosummitwealth.com

 

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]]> This episode revolves around the topic of social security and retirement planning. Shawn O'Keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sources, and investment options. The conversation highlights the need for professional financial advice to navigate the overwhelming amount of information available online. Other topics discussed include the potential future of social security, the impact of inflation and taxes on retirement income, and the importance of a comprehensive retirement plan.

For more information go to www.gosummitwealth.com

 

See omnystudio.com/listener for privacy information.

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]]> full Summit Wealth Strategies 5b066593-7916-414a-b5d2-b1b50152b668 0b336341-5361-4927-9866-b46b014a0789 Tue, 06 Aug 2024 08:00:00 +0000 1458 https://omny.fm/shows/the-retirement-summit/the-future-of-social-security-and-potential-change clean Deferring Taxes on Highly Appreciated Assets Deferring Taxes on Highly Appreciated Assets In this episode, Shawn O'Keefe discusses the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a specialized trust and the potential for generational wealth transfer. The conversation highlights the importance of educating individuals about this strategy, as many CPAs and tax attorneys are unaware of its existence. The episode concludes with information on how listeners can learn more and schedule a consultation.

For more information go to www.gosummitwealth.com

 

 

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]]> In this episode, Shawn O'Keefe discusses the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a specialized trust and the potential for generational wealth transfer. The conversation highlights the importance of educating individuals about this strategy, as many CPAs and tax attorneys are unaware of its existence. The episode concludes with information on how listeners can learn more and schedule a consultation.

For more information go to www.gosummitwealth.com

 

 

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]]> full Summit Wealth Strategies 4300a929-816a-42f6-b1a7-b1b50152b678 2a3a3dca-34da-4644-80ee-b46b014a0a13 Tue, 23 Jul 2024 08:00:00 +0000 1776 https://omny.fm/shows/the-retirement-summit/deferring-taxes-on-highly-appreciated-assets clean Understanding Inflation and Its Impact on Prices Understanding Inflation and Its Impact on Prices Shawn O'Keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They also explore different investment options, including fixed indexed annuities and cryptocurrencies, and highlight the need for a diversified portfolio. The conversation concludes with a reminder to seek the guidance of a financial advisor to make informed decisions

For more information go to www.gosummitwealth.com

 

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]]> Shawn O'Keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They also explore different investment options, including fixed indexed annuities and cryptocurrencies, and highlight the need for a diversified portfolio. The conversation concludes with a reminder to seek the guidance of a financial advisor to make informed decisions

For more information go to www.gosummitwealth.com

 

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]]> full Summit Wealth Strategies 9b5eea0b-0101-430e-bf3a-b19d01083744 6d24f517-ba12-4d8e-b5d9-b46b014a316d Tue, 02 Jul 2024 08:00:00 +0000 1385 https://omny.fm/shows/the-retirement-summit/understanding-inflation-and-its-impact-on-prices clean Mitigating the Impact of Interest Rates and Inflation on Investments Mitigating the Impact of Interest Rates and Inflation on Investments In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on investments and offers strategies for mitigating their effects. He concludes by highlighting the resilience and preparedness needed to navigate uncertain economic times.

For more information go to www.gosummitwealth.com

 

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]]> In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on investments and offers strategies for mitigating their effects. He concludes by highlighting the resilience and preparedness needed to navigate uncertain economic times.

For more information go to www.gosummitwealth.com

 

See omnystudio.com/listener for privacy information.

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]]> full Summit Wealth Strategies 946a399c-e204-4f07-82d1-b19d0108377b 54a03cf3-8002-447b-a7c3-b46b014a2f9b Tue, 02 Jul 2024 08:00:00 +0000 1392 https://omny.fm/shows/the-retirement-summit/mitigating-the-impact-of-interest-rates-and-inflat clean Managing Market Volatility and the Need for a Cash Position Managing Market Volatility and the Need for a Cash Position In this episode of the Retirement Summit Podcast, Shawn O'Keefe discusses the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DIY investor has a low annual return of 2.9% compared to the broader stock market's average gain of 7.5%. They emphasize the value of having a professional financial advisor who can provide personalized financial planning and actively manage portfolios to minimize volatility and meet individual objectives.

 

for more information go to www.gosummitwealth.com

 

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]]> In this episode of the Retirement Summit Podcast, Shawn O'Keefe discusses the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DIY investor has a low annual return of 2.9% compared to the broader stock market's average gain of 7.5%. They emphasize the value of having a professional financial advisor who can provide personalized financial planning and actively manage portfolios to minimize volatility and meet individual objectives.

 

for more information go to www.gosummitwealth.com

 

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]]> full Summit Wealth Strategies cdce1399-e353-44d5-a9b7-b19d01083742 7fb4de9a-d893-4597-94db-b46b014a11e6 Tue, 02 Jul 2024 08:00:00 +0000 1011 https://omny.fm/shows/the-retirement-summit/managing-market-volatility-and-the-need-for-a-cash clean Attitude and Gratitude: Keys to Success and Happiness Attitude and Gratitude: Keys to Success and Happiness Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlights the importance of having the right attitude and gratitude in life.

 

To learn more about Shawn O'Keefe go to www.gosummitwealth.com

 

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]]> Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlights the importance of having the right attitude and gratitude in life.

 

To learn more about Shawn O'Keefe go to www.gosummitwealth.com

 

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]]> full Summit Wealth Strategies cd1e8268-d82f-4d53-b0f7-b19d0107fb07 d616997c-3928-4a09-8dea-b46b014a123c Tue, 02 Jul 2024 08:00:00 +0000 913 https://omny.fm/shows/the-retirement-summit/attitude-and-gratitude-keys-to-success-and-happine clean Addressing the Challenge of Inflation Addressing the Challenge of Inflation Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep up with inflation. The conversation emphasizes the importance of planning and working with a financial advisor to navigate the complexities of retirement planning.

for more information go to www.gosummitwealth.com

 

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]]> Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep up with inflation. The conversation emphasizes the importance of planning and working with a financial advisor to navigate the complexities of retirement planning.

for more information go to www.gosummitwealth.com

 

See omnystudio.com/listener for privacy information.

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]]> full Summit Wealth Strategies 244448c3-c7ff-4aed-bf4d-b19d010bc0b8 8eed5390-57ea-4e18-adbc-b46b014a0be7 Tue, 02 Jul 2024 08:00:00 +0000 948 https://omny.fm/shows/the-retirement-summit/addressing-the-challenge-of-inflation clean Country music star Gary LeVox shares his retirement plans Country music star Gary LeVox shares his retirement plans Shawn recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist.

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]]> Shawn recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist.

See omnystudio.com/listener for privacy information.

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]]> full Summit Wealth Strategies a6a402b0-e79b-4e4e-857f-2ced3357304d c803fe85-a402-4cc1-b71f-b46b014a1673 Tue, 01 Aug 2023 12:33:07 +0000 392 https://omny.fm/shows/the-retirement-summit/country-music-star-gary-levox-shares-his-retiremen Tax strategies for selling highly appreciate assets Tax strategies for selling highly appreciate assets Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's. 

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]]> Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's. 

See omnystudio.com/listener for privacy information.

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]]> full Summit Wealth Strategies 2bd21257-f8bf-43db-8ed8-5ccdc430da5c 172e59e2-2151-4cae-9ffe-b46b014a19f6 Mon, 29 May 2023 08:00:00 +0000 1533 https://omny.fm/shows/the-retirement-summit/tax-strategies-for-small-business-owners Sitting down with Bill Murray and the Murray Brothers Sitting down with Bill Murray and the Murray Brothers Shawn O'Keefe sits down with Bill Murray as he explains why it's so important to get involved in the community and his passion for charity work. He also talks about his free-spirited ways and his most recent act that he pulled on one of his brothers. Finally, he shares what drove him to dip his toe into the world of music. 

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]]> Shawn O'Keefe sits down with Bill Murray as he explains why it's so important to get involved in the community and his passion for charity work. He also talks about his free-spirited ways and his most recent act that he pulled on one of his brothers. Finally, he shares what drove him to dip his toe into the world of music. 

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]]> full Summit Wealth Strategies fa1e6073-ce1a-4f4c-be50-b187134441d4 72db1c3e-bbb4-49a7-a802-b46b014a1d95 Mon, 08 May 2023 08:00:00 +0000 1216 https://omny.fm/shows/the-retirement-summit/sitting-down-with-bill-murray-and-the-murray-broth Interview with Vice President Mike Pence Interview with Vice President Mike Pence Shawn O'Keefe sits down with former Vice President Mike Pence to discuss what is holding back America from being successful, the challenges he faced while in office, and what is the worst part about his retirement. 

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]]> Shawn O'Keefe sits down with former Vice President Mike Pence to discuss what is holding back America from being successful, the challenges he faced while in office, and what is the worst part about his retirement. 

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]]> full Summit Wealth Strategies 65db31b4-5c82-48cd-a09d-6fb4c9eabb9a f44d489d-e3f0-4067-8cb2-b46b014a1db2 Mon, 13 Jun 2022 08:00:00 +0000 1111 https://omny.fm/shows/the-retirement-summit/interview-with-vice-president-mike-pence