Shawn O’Keefe discusses the 60/40 pre-retirement, 40/60 during retirement portfolio rule of thumb. Shawn defines this blend between stocks and bonds and then explains why the bond market’s performance has made it obsolete. Shawn then explains how the U.S. dollar is losing value and why even reputable advisors have been wrong about this strategy.

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/

https://www.facebook.com/SummitWealthStrategiesLLC

Shawn O&rsquo;Keefe discusses the 60/40 pre-retirement, 40/60 during retirement portfolio rule of thumb. Shawn defines this blend between stocks and bonds and then explains why the bond market&rsquo;s performance has made it obsolete. Shawn then explains how the U.S. dollar is losing value and why even reputable advisors have been wrong about this strategy.
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:&nbsp;<a href="https://gosummitwealth.com/contact-us/">https://gosummitwealth.com/contact-us/</a>
<a href="https://www.facebook.com/SummitWealthStrategiesLLC">https://www.facebook.com/SummitWealthStrategiesLLC</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™.

Visit us online!

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

You&rsquo;ve worked your whole career to reach the top of the mountain, but now that you&rsquo;re thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O&rsquo;Keefe of Summit Wealth Strategies&trade; in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today&rsquo;s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies&trade;.
<a href="https://gosummitwealth.com/">Visit us online!</a>
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

Is the 60/40 portfolio outdated and why?

Marker 01

Is the real threat to your retirement portfolio hiding behind the headlines about tariffs? In this episode, chief wealth advisor Shawn O’Keefe cuts through the noise to reveal why America’s soaring budget deficit and persistent inflation may be eroding your purchasing power far more than trade wars. Discover how retirees and those nearing retirement can rethink their investment strategies to protect their future, even as market volatility and political finger-pointing dominate the news. With practical insights, a dash of pop culture, and clear explanations, this episode brings clarity to a confusing economic landscape—so you can make smarter decisions for your financial well-being.

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/

Facebook     

Is the real threat to your retirement portfolio hiding behind the headlines about tariffs? In this episode, chief wealth advisor Shawn O&rsquo;Keefe cuts through the noise to reveal why America&rsquo;s soaring budget deficit and persistent inflation may be eroding your purchasing power far more than trade wars. Discover how retirees and those nearing retirement can rethink their investment strategies to protect their future, even as market volatility and political finger-pointing dominate the news. With practical insights, a dash of pop culture, and clear explanations, this episode brings clarity to a confusing economic landscape&mdash;so you can make smarter decisions for your financial well-being.
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>&nbsp;&nbsp;&nbsp;&nbsp;

Beyond Tariffs: The Hidden Threat to Your Retirement Savings

Is the classic 60-40 portfolio still enough for retirement? In this episode, Shawn O’Keefe explains why technology, crypto, and blockchain are changing the rules for investors—and how retirees can adapt. Learn why bonds may no longer protect your buying power, how to plan for rising healthcare costs, and why every retirement strategy needs to account for longevity and “what ifs.” Shawn shares practical advice for educating hesitant investors, balancing risk, and building a portfolio that keeps up with inflation. Whether you’re tech-curious or cautious, this conversation breaks down complex ideas for anyone planning their financial future.

 

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/

Facebook     

Is the classic 60-40 portfolio still enough for retirement? In this episode, Shawn O&rsquo;Keefe explains why technology, crypto, and blockchain are changing the rules for investors&mdash;and how retirees can adapt. Learn why bonds may no longer protect your buying power, how to plan for rising healthcare costs, and why every retirement strategy needs to account for longevity and &ldquo;what ifs.&rdquo; Shawn shares practical advice for educating hesitant investors, balancing risk, and building a portfolio that keeps up with inflation. Whether you&rsquo;re tech-curious or cautious, this conversation breaks down complex ideas for anyone planning their financial future.
&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>&nbsp;&nbsp;&nbsp;&nbsp;

Retirement Planning in a Digital World

Is your retirement portfolio ready for the future of finance? In this episode, Shawn O’Keefe breaks down how Bitcoin, blockchain, and AI are reshaping investment strategies for retirees. Discover why the classic 60-40 stock/bond split may be outdated, how volatility can be managed, and why positive alpha matters for long-term growth. Shawn explains the realities of digital assets, risk, and inflation, and shares how portfolio analysis can help align investments with your goals. Whether you’re crypto-curious or already invested, this conversation offers practical insights for navigating new technology in retirement planning.

 

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/

Facebook     

Is your retirement portfolio ready for the future of finance? In this episode, Shawn O&rsquo;Keefe breaks down how Bitcoin, blockchain, and AI are reshaping investment strategies for retirees. Discover why the classic 60-40 stock/bond split may be outdated, how volatility can be managed, and why positive alpha matters for long-term growth. Shawn explains the realities of digital assets, risk, and inflation, and shares how portfolio analysis can help align investments with your goals. Whether you&rsquo;re crypto-curious or already invested, this conversation offers practical insights for navigating new technology in retirement planning.
&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>&nbsp;&nbsp;&nbsp;&nbsp;

Is the 60/40 portfolio outdated and why?

In 1 playlist(s)

The Retirement Summit

Social links

Follow podcast

Recent clips