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

Shawn talks about how many investors are using tools from a 1990s playbook in a 2026 economy.&nbsp; He explains why we need to define &ldquo;risk-off&rdquo; differently.&nbsp; He dives into the liquid bond approach utilizing vehicles that are tailored to specific liquidity needs.
303-954-8141
<a href="https://gosummitwealth.com">Summit Wealth Strategies</a>

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™.

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Investment advisory products and services made available through Summit Wealth Asset Management (SWAM), a Registered Investment Adviser doing business as Summit Wealth Strategies, LLC.

The Retirement Summit

Liquid Bond Alternatives

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

Shawn opens with a discussion on visionary tax strategies.&nbsp; The conversation then moves to the dollar and current issues with the monetary system since coming off the gold standard.&nbsp; 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
<a href="https://gosummitwealth.com">Summit Wealth Strategies</a>

The State of Our Monetary System

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

 

Shawn O&rsquo;Keefe acknowledges the dramatic delivery of the financial news sources but offers a calmer and more strategic approach.&nbsp; In this podcast he addresses the market resiiency despite inflation and concerns of rate increases.&nbsp; Shawn talks about the importance of implementing a layer of protection in your portfolio to withstand the bad scenarios. &nbsp;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
<a href="https://https://gosummitwealth.com">Summit Wealth Strategies</a>
&nbsp;

Tune Out the Financial News With Sound Planning

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/

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See omnystudio.com/listener for privacy information.

The investment world is changing fast&mdash;and doing nothing may be a bigger risk than doing something. In part two of this Retirement Summit Podcast conversation, Shawn O&rsquo;Keefe continues unpacking where the &ldquo;investment puck&rdquo; 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&mdash;and how informed strategy matters in a rapidly evolving financial landscape. &nbsp;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&rsquo;Keefe and the Summit Wealth Strategies team: <a href="https://gosummitwealth.com/contact-us/">https://gosummitwealth.com/contact-us/</a> <a href="https://www.facebook.com/SummitWealthStrategiesLLC">Facebook</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Liquid Bond Alternatives

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