Shawn O'Keefe and Dan Blair reflect on the financial year 2022 was and discuss what to expect in 2023. They also talk about what you should know about annuities and celebrate the anniversary of an iconic marketing campaign. 

Shawn O'Keefe and Dan Blair reflect on the financial year 2022 was and discuss what to expect in 2023. They also talk about what you should know about annuities and celebrate the anniversary of an iconic marketing campaign.

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.

Shawn O'Keefe and Dan Blair reflect on the financial year 2022 was and discuss what to expect in 2023. They also talk about what you should know about annuities and celebrate the anniversary of an iconic marketing campaign.

How close are you to dipping into your retirement savings

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. 

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.

How to improve your 401(k) before 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. 

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.

How Interest Rates Affect Your Retirement

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 Nike and the Wolf of Wall Street says no one can predict what is going to happen in the market. 

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 Nike and the Wolf of Wall Street says no one can predict what is going to happen in the market.

How close are you to dipping into your retirement savings

In 1 playlist(s)

The Retirement Summit

Social links

Follow podcast

Recent clips