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 Discover why the classic 60-40 stock/bond split may be outdated, how volatility can be managed, and why positive alpha matters for long-term growth.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 Discover why the classic 60-40 stock/bond split may be outdated, how volatility can be managed, and why positive alpha matters for long-term growth.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

The Retirement Summit

Is Your Retirement Portfolio Stuck in the Past?

What if the money you’re trusting to protect your future is quietly losing power every single year? In this episode, Shawn O’Keefe breaks down the shifting financial landscape as digital assets, blockchain, and Bitcoin move from fringe concepts to mainstream tools. He explains why Bitcoin is considered “digital hard money,” why traditional currency continues to lose value, and how emerging technologies are reshaping wealth planning. Shawn also addresses the psychology behind trusting something you can’t physically hold and how advisors can help bridge that gap. Whether you’re curious or cautious, this conversation offers a clear, grounded look at the forces influencing modern 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     

What if the money you&rsquo;re trusting to protect your future is quietly losing power every single year? In this episode, Shawn O&rsquo;Keefe breaks down the shifting financial landscape as digital assets, blockchain, and Bitcoin move from fringe concepts to mainstream tools. He explains why Bitcoin is considered &ldquo;digital hard money,&rdquo; why traditional currency continues to lose value, and how emerging technologies are reshaping wealth planning. Shawn also addresses the psychology behind trusting something you can&rsquo;t physically hold and how advisors can help bridge that gap. Whether you&rsquo;re curious or cautious, this conversation offers a clear, grounded look at the forces influencing modern 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&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">Facebook </a>&nbsp;&nbsp;&nbsp;&nbsp;

Bitcoin, Digital Gold, and the Future of Your Wealth

What if the biggest shift in money and finance is happening right now — and most people aren’t prepared for it? In this episode, Shawn O’Keefe breaks down how emerging technologies like AI, blockchain, and Bitcoin are reshaping the financial world faster than many advisors realize. He explains why today’s banking system is becoming outdated, why Bitcoin is viewed as “digital gold,” and how tokenization and instant global settlement could redefine wealth management. Whether you’re curious, skeptical, or simply trying to understand what’s coming, this conversation offers a clear, approachable look at the forces transforming the future of money.

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     

What if the biggest shift in money and finance is happening right now &mdash; and most people aren&rsquo;t prepared for it? In this episode, Shawn O&rsquo;Keefe breaks down how emerging technologies like AI, blockchain, and Bitcoin are reshaping the financial world faster than many advisors realize. He explains why today&rsquo;s banking system is becoming outdated, why Bitcoin is viewed as &ldquo;digital gold,&rdquo; and how tokenization and instant global settlement could redefine wealth management. Whether you&rsquo;re curious, skeptical, or simply trying to understand what&rsquo;s coming, this conversation offers a clear, approachable look at the forces transforming the future of money.
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 Entire Financial System About to Change?

Is the AI boom a bubble—or the start of a new era for investors? In this episode of the Retirement Summit Podcast, host and wealth advisor Shawn O’Keefe breaks down the headlines, hype, and realities of artificial intelligence in today’s market. Shawn shares insights from leading tech analysts, explains why today’s innovation differs from past bubbles, and discusses how volatility creates opportunity for long-term growth. Discover how to balance risk and reward, adapt your portfolio, and navigate the evolving job landscape. Whether you’re risk-averse or ready to dive in, this conversation offers practical strategies for positioning your wealth in the age of AI.

 

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 AI boom a bubble&mdash;or the start of a new era for investors? In this episode of the Retirement Summit Podcast, host and wealth advisor Shawn O&rsquo;Keefe breaks down the headlines, hype, and realities of artificial intelligence in today&rsquo;s market. Shawn shares insights from leading tech analysts, explains why today&rsquo;s innovation differs from past bubbles, and discusses how volatility creates opportunity for long-term growth. Discover how to balance risk and reward, adapt your portfolio, and navigate the evolving job landscape. Whether you&rsquo;re risk-averse or ready to dive in, this conversation offers practical strategies for positioning your wealth in the age of AI.
&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 Your Retirement Portfolio Stuck in the Past?

The Retirement Summit

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