The Retirement Summit
The Retirement Summit
Playlist by The Retirement SummitYou’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 …Follow the podcast:
21 clip(s) in playlist
Do I have enough to retire?
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 wa…
17:08
Planning for inflation during retirement
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…
17:54
America’s C+ retirement rating and the steps people should take
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 offe…
17:22
The election and Americans’ financial confidence now, versus in 2020
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 …
16:58
The second six of 12 strategies to minimize tax burdens during retirement
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
17:41
The First Six 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 conversatio…
15:16
Preparing for the Unexpected in 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 f…
14:33
The Four Peaks of Retirement Success
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 retiremen…
21:46
Navigating the 401k Transition
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 high…
24:08
Decoding the 4% Rule for Retirement
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.…
18:31