In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on investments and offers strategies for mitigating their effects. He concludes by highlighting the resilience and preparedness needed to navigate uncertain economic times.

For more information go to www.gosummitwealth.com

In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on investments and offers strategies for mitigating their effects. He concludes by highlighting the resilience and preparedness needed to navigate uncertain economic times.
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.

Mitigating the Impact of Interest Rates and Inflation on Investments

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>

Deferring Taxes on Highly Appreciated Assets

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Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep up with inflation. The conversation emphasizes the importance of planning and working with a financial advisor to navigate the complexities of retirement planning.

for more information go to www.gosummitwealth.com

Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep up with inflation. The conversation emphasizes the importance of planning and working with a financial advisor to navigate the complexities of retirement planning.
for more information go to <a href="http://www.gosummitwealth.com">www.gosummitwealth.com</a>

Addressing the Challenge of Inflation

Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They also explore different investment options, including fixed indexed annuities and cryptocurrencies, and highlight the need for a diversified portfolio. The conversation concludes with a reminder to seek the guidance of a financial advisor to make informed decisions

For more information go to www.gosummitwealth.com

Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They also explore different investment options, including fixed indexed annuities and cryptocurrencies, and highlight the need for a diversified portfolio. The conversation concludes with a reminder to seek the guidance of a financial advisor to make informed decisions
For more information go to <a href="http://www.gosummitwealth.com">www.gosummitwealth.com</a>

Mitigating the Impact of Interest Rates and Inflation on Investments

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