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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Liquid Bond Alternatives
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
15:40
The State of Our Monetary System
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 investa…
19:46
Tune Out the Financial News With Sound Planning
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 protectio…
18:08
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…
16:02
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…
17:13
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…
18:07
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 …
14:18
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…
16:52