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:
Follow the podcast:
Tax Strategy For Recent Asset Liquidation
Have you recently realized a million dollars or more of capital gains? If so, Shawn offers a tax mitigation strategy for you. 303-954-8141 Summit Wealth Strategies
17:05
Deferred Tax Strategy For Imminent Asset Liquidation
Shawn offers a mitigation strategy for those with one million or more in capital gains exposure. 303-954-8141 Summit Wealth Strategies
15:39
The Broken Monetary System
Shawn holds a candid discussion on the state of the monetary system. He explains why his goal is not just beating the S&P 500 but facing the challenges presented by the U.S. dollar’s dilution. Shawn talks about a high-tech weighing strategy which he calls a strategic necessity to capture the most …
16:58
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