The Retirement Summit
The Retirement Summit
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 w…Social links:
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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 challen…
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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…
18:51
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 c…
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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 a…
15:03
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 explor…
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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 …
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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 consid…
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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 …
16:20
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, exp…
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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 …
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