In this episode of the Retirement Summit podcast, Jeff Miles and Sean O'Keefe discuss the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individuals to consider their unique circumstances and the value of professional guidance in achieving a fulfilling retirement.

For more information go to www.gosummitwealth.com

In this episode of the Retirement Summit podcast, Jeff Miles and Sean O'Keefe discuss the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individuals to consider their unique circumstances and the value of professional guidance in achieving a fulfilling retirement.
For more information go to <a href="http://www.summitwealth.com">www.gosummitwealth.com</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? 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 about different ways to help prepare for retirement with the team from Summit Wealth Strategies.

Visit us online!

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3264157 - 12/23

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 about different ways to help prepare for retirement with the team from Summit Wealth Strategies.
<a href="https://gosummitwealth.com/">Visit us online!</a>
Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3264157 - 12/23

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 Summit Wealth Strategies.

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