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? Each week, Shawn O'Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today's world. Learn how to prepare for retirement with the team from S…Social links:
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How to improve your 401(k) before retirement
Do you know how to beef up your 401(K) before retirement? Shawn O'Keefe and Dan Blair discuss the hidden fees in your retirement plans. They also talk about the history of the stock market and what role a presidential election can play on it.
28:56
How Interest Rates Affect Your Retirement
What role do interest rate hikes play in your retirement and what happens when they go up or down? Shawn O'Keefe and Dan Blair discuss the Fed and how politics can mess with your money. They also talk about self-flying airplanes and why you should never put your portfolio on autopilot.
29:03
Active vs. Passive Portfolio Management
The Wall Street giants are calling for more active management in your retirement portfolio this year, but what do you really need? Shawn O'Keefe and Dan Blair breakdown the different parts of your portfolio and when/where you need the most attention. They also discuss Tiger Wood's recent split with…
26:03
Alternatives to the stock market in retirement!
How will you generate income in retirement? What alternative options do you have to the stock market? Dan Blair discusses what is available to you and how to utilize each option as a total in your financial plan. He also talks about scammers after your money and why people struggle with reaching ou…
23:51
Learn how to take advantage of high interest rates in retirement
Are high interest rates actually good for retirees? Shawn O'Keefe discusses the opportunities that become available in your portfolio when interest rates are elevated. He also talks about the new tax brackets for 2024 and what this means for your wallet!
25:22
Creating mailbox money in retirement!
How would you like to create mailbox money in retirement? Shawn O'Keefe and Dan Blair discuss the most popular Christmas songs and how royalties from music can be similar to a retirement plan. They also talk about protecting your estate from market risk and the advantages of rolling over your IRA.
28:18
Plot twists you should prepare for in retirement!
How many different plot twists could you face in retirement? Shawn O'Keefe and Dan Blair breakdown different situations you could face in your financial future. They also discuss how long a first meeting with an advisor should last and unconventional plans you can utilize in your portfolio.
27:58
How will the market react to the 2024 election?
How will the market react to the 2024 election? Shawn O'Keefe and Dan Blair discuss trends surrounding the market during previous presidential election cycles. They also discuss how annuities have changed and the roll they can play in your portfolio, as well as the retirement rules that have been a…
25:05
BONUS: Grammy Award winner David Foster & American Idol’s Katharine McPhee!
16-time Grammy Award winner David Foster and his wife, American Idol’s own Katharine McPhee, sit down with Dan Blair in Nashville. They discuss the challenges you will face while working with your spouse, the difference between working on Broadway and TV, and what is the best financial advice you s…
10:11
What is a retirement plan and where does it begin?
Do you have a retirement plan that can achieve your personal and financial goals? Shawn O'Keefe and Dan Blair discuss one of the biggest steps in retirement, creating a plan. They breakdown the four pillars that each plan should consist of and talk about why future tax planning is so crucial for fi…
23:16