Shawn O'Keefe and co-host Doug Turnbull discuss what Shawn says are the nine factors into having enough to retire: lifestyle, assets, withdrawal rate, fixed income sources, healthcare costs, life expectancy, debt, taxes, investment strategy, and contingency plans. Shawn shares how an advisor can walk someone through these items and help them score the best results for their retirement. Shawn also reveals if there is a magic dollar amount that people should save for retirement or not. And Shawn talks about his future travel plans and the place that is on his bucket list. 

To connect with Shawn and find out more information, visit www.gosummitwealth.com

Shawn O'Keefe and co-host Doug Turnbull discuss what Shawn says are the nine factors into having enough to retire: lifestyle, assets, withdrawal rate, fixed income sources, healthcare costs, life expectancy, debt, taxes, investment strategy, and contingency plans. Shawn shares how an advisor can walk someone through these items and help them score the best results for their retirement. Shawn also reveals if there is a magic dollar amount that people should save for retirement or not. And Shawn talks about his future travel plans and the place that is on his bucket list. 
To connect with Shawn and find out more information, visit <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

Do I have enough to retire? 

Shawn O'Keefe and co-host Doug Turnbull discuss how to account for rising prices in the retirement years. Shawn shares figures about how much inflation has occurred in the last 50 years and different issues inflation causes: decreased buying power, not having enough money with fixed income, and how healthcare inflation is usually worse than the rest of the economy. Shawn also shares about the nice weather in Colorado and how his Thanksgiving went with his family.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

Shawn O'Keefe and co-host Doug Turnbull discuss how to account for rising prices in the retirement years. Shawn shares figures about how much inflation has occurred in the last 50 years and different issues inflation causes: decreased buying power, not having enough money with fixed income, and how healthcare inflation is usually worse than the rest of the economy. Shawn also shares about the nice weather in Colorado and how his Thanksgiving went with his family.
To connect with Shawn and find out more information, visit <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

Planning for inflation during retirement 

Shawn O’Keefe and co-host Doug Turnbull mull over a recent index that ranks America 29th out of 48 countries in different measures on retirement. Shawn explains the difficulties the U.S. faces and steps people can take to better prepare for retirement, including certain annuities and what they offer. Shawn also talks about his family’s Thanksgiving plans and his favorite dish.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

Shawn O’Keefe and co-host Doug Turnbull mull over a recent index that ranks America 29th out of 48 countries in different measures on retirement. Shawn explains the difficulties the U.S. faces and steps people can take to better prepare for retirement, including certain annuities and what they offer. Shawn also talks about his family’s Thanksgiving plans and his favorite dish.
To connect with Shawn and find out more information, visit <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

America’s C+ retirement rating and the steps people should take 

Shawn O’Keefe and co-host Doug Turnbull discuss the effect that the election’s results can have on the market and how people can brace for that and should not freak out over any one particular result. Shawn also talks about a recent Gallup poll on how Americans feel worse off than they did in 2020 and some factors that play into that feeling. Shawn explains why diversification is a great strategy in retirement, no matter the environment.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

Shawn O’Keefe and co-host Doug Turnbull discuss the effect that the election’s results can have on the market and how people can brace for that and should not freak out over any one particular result. Shawn also talks about a recent Gallup poll on how Americans feel worse off than they did in 2020 and some factors that play into that feeling. Shawn explains why diversification is a great strategy in retirement, no matter the environment.
To connect with Shawn and find out more information, visit <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

The election and Americans’ financial confidence now, versus in 2020

In this episode of The Retirement Summit, Shawn O'Keefe and Doug Turnbull cover the last six strategies to minimize tax burdens during retirement. Be sure to check out the previous episode to hear the first six!

To connect with Shawn and find out more information, visit www.gosummitwealth.com

In this episode of The Retirement Summit, Shawn O'Keefe and Doug Turnbull cover the last six strategies to minimize tax burdens during retirement. Be sure to check out the previous episode to hear the first six!
To connect with Shawn and find out more information, visit <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

The second six of 12 strategies to minimize tax burdens during retirement

Shawn O'Keefe and Doug Turnbull address the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensive plan and working with a knowledgeable advisor to navigate the complexities of retirement taxes.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

Shawn O'Keefe and Doug Turnbull address the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensive plan and working with a knowledgeable advisor to navigate the complexities of retirement taxes.
To connect with Shawn and find out more information, visit <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

The First Six Strategies to Minimize Tax Burdens During Retirement

Shawn O'Keefe discusses the significant impact of inflation on retirement planning. He emphasizes the necessity of strategic planning to counteract inflation's effects on purchasing power and the importance of growing assets at a rate that outpaces inflation. The conversation also covers the need for a diversified investment portfolio and the importance of planning for various market conditions and unexpected expenses in retirement.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

Shawn O'Keefe discusses the significant impact of inflation on retirement planning. He emphasizes the necessity of strategic planning to counteract inflation's effects on purchasing power and the importance of growing assets at a rate that outpaces inflation. The conversation also covers the need for a diversified investment portfolio and the importance of planning for various market conditions and unexpected expenses in retirement.
To connect with Shawn and find out more information, visit <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

Preparing for the Unexpected in Retirement

Marker 02

In this episode of the Retirement Summit podcast, Shawn O'Keefe and Doug Turnbull discuss the importance of lifestyle retirement planning. They explore the various factors that influence retirement, including income sources, expenses, and lifestyle choices. Sean outlines the four peaks of retirement planning: retirement income, asset growth and protection, long-term care, and wealth transfer. The conversation also addresses the six stress points of retirement, including taxes, inflation, market volatility, and longevity, emphasizing the need for a comprehensive retirement plan.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

In this episode of the Retirement Summit podcast, Shawn O'Keefe and Doug Turnbull discuss the importance of lifestyle retirement planning. They explore the various factors that influence retirement, including income sources, expenses, and lifestyle choices. Sean outlines the four peaks of retirement planning: retirement income, asset growth and protection, long-term care, and wealth transfer. The conversation also addresses the six stress points of retirement, including taxes, inflation, market volatility, and longevity, emphasizing the need for a comprehensive retirement plan.
To connect with Shawn and find out more information, visit <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

The Four Peaks of Retirement Success

Jeff Miles and Shawn O'Keefe discuss the critical aspects of managing a 401k during retirement. They explore the transition from accumulation to distribution, emphasizing the importance of financial planning and the role of a financial advisor in navigating this complex phase. The conversation highlights various investment options, tax strategies, and the need for a tailored approach to retirement planning to ensure financial security and growth.

For more information go to www.gosummitwealth.com

Jeff Miles and Shawn O'Keefe discuss the critical aspects of managing a 401k during retirement. They explore the transition from accumulation to distribution, emphasizing the importance of financial planning and the role of a financial advisor in navigating this complex phase. The conversation highlights various investment options, tax strategies, and the need for a tailored approach to retirement planning to ensure financial security and growth.
For more information go to <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

Navigating the 401k Transition

In this episode of the Retirement Summit podcast, Jeff Miles and Sean O'Keefe discuss the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individuals to consider their unique circumstances and the value of professional guidance in achieving a fulfilling retirement.

For more information go to www.gosummitwealth.com

In this episode of the Retirement Summit podcast, Jeff Miles and Sean O'Keefe discuss the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individuals to consider their unique circumstances and the value of professional guidance in achieving a fulfilling retirement.
For more information go to <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

Decoding the 4% Rule for Retirement

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 of Summit Wealth Strategies in Denver, Colorado and Minneapolis, 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 Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 

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 of Summit Wealth Strategies in Denver, Colorado and Minneapolis, 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.
<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.

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.

The Retirement Summit

Social links:

Follow the podcast:

21 clip(s)