In this episode of the Retirement Summit Podcast, Jeff Miles and Sean O'Keefe discuss the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DIY investor has a low annual return of 2.9% compared to the broader stock market's average gain of 7.5%. They emphasize the value of having a professional financial advisor who can provide personalized financial planning and actively manage portfolios to minimize volatility and meet individual objectives.



for more information go to www.gosummitwealth.com

In this episode of the Retirement Summit Podcast, Jeff Miles and Sean O'Keefe discuss the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DIY investor has a low annual return of 2.9% compared to the broader stock market's average gain of 7.5%. They emphasize the value of having a professional financial advisor who can provide personalized financial planning and actively manage portfolios to minimize volatility and meet individual objectives.
 
for more information go to <a href="http://www.gosummitwealth.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.

Managing Market Volatility and the Need for a Cash Position

The conversation discusses the 4% rule in retirement planning and its viability. It explores the variables that affect the rule, such as individual financial situations, assets, expenses, and inflation rates. The importance of having a plan and monitoring assets closely is emphasized. The conversation also highlights the need for a second opinion and the benefits of working with a knowledgeable advisor. The goal is to help individuals live their best life in retirement and alleviate the worry of running out of money.

Ready to connect with Shawn? For more information go to www.gosummitwealth.com

The conversation discusses the 4% rule in retirement planning and its viability. It explores the variables that affect the rule, such as individual financial situations, assets, expenses, and inflation rates. The importance of having a plan and monitoring assets closely is emphasized. The conversation also highlights the need for a second opinion and the benefits of working with a knowledgeable advisor. The goal is to help individuals live their best life in retirement and alleviate the worry of running out of money.
Ready to connect with Shawn? For more information go to <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

The Impact of Variables on the "4% Rule"

This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sources, and investment options. The conversation highlights the need for professional financial advice to navigate the overwhelming amount of information available online. Other topics discussed include the potential future of social security, the impact of inflation and taxes on retirement income, and the importance of a comprehensive retirement plan.

For more information go to www.gosummitwealth.com

This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sources, and investment options. The conversation highlights the need for professional financial advice to navigate the overwhelming amount of information available online. Other topics discussed include the potential future of social security, the impact of inflation and taxes on retirement income, and the importance of a comprehensive retirement plan.
For more information go to <a href="http://www.gosummitwealth.com">www.gosummitwealth.com</a>

The Future of Social Security and Potential Changes

In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a specialized trust and the potential for generational wealth transfer. The conversation highlights the importance of educating individuals about this strategy, as many CPAs and tax attorneys are unaware of its existence. The episode concludes with information on how listeners can learn more and schedule a consultation.

For more information go to www.gosummitwealth.com

In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a specialized trust and the potential for generational wealth transfer. The conversation highlights the importance of educating individuals about this strategy, as many CPAs and tax attorneys are unaware of its existence. The episode concludes with information on how listeners can learn more and schedule a consultation.
For more information go to <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

Managing Market Volatility and the Need for a Cash Position

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