Episodes
52
Latest episode
Aug 2026
Language
EN
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.
Shawn talks about how many investors are using tools from a 1990s playbook in a 2026 economy. He explains why we need to define “risk-off” differently. He dives into the liquid bond approach utilizing vehicles that are tailored to specific liquidity needs. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.
Shawn opens with a discussion on visionary tax strategies. The conversation then moves to the dollar and current issues with the monetary system since coming off the gold standard. There is also discussion on the finite aspect of bitcoin vs the dollar. If you have a $1,000,000 or more of investable assets and if you are looking for Tax reduction Strategies then schedule a complementary introduction meeting. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.
Shawn O’Keefe acknowledges the dramatic delivery of the financial news sources but offers a calmer and more strategic approach. In this podcast he addresses the market resiiency despite inflation and concerns of rate increases. Shawn talks about the importance of implementing a layer of protection in your portfolio to withstand the bad scenarios. If you have $1,000,000 or more of investable assets, or are looking for Tax reduction strategies, please schedule a complementary introduction meeting. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.
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/ Facebook See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
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/ Facebook See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
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/ Facebook See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
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/ Facebook See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
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/ Facebook See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
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/ Facebook See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
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/ Facebook See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
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