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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 Discover why the classic 60-40 stock/bond split may be outdated, how volatility can be managed, and why positive alpha matters for long-term growth.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/

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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 Discover why the classic 60-40 stock/bond split may be outdated, how volatility can be managed, and why positive alpha matters for long-term growth.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.
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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;

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.

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