The right combination of growth and protection in a portfolio

Shawn O’Keefe of Summit Wealth Strategies talks about the process of finding the right money-blend in retirement. Shawn explains how this starts with planning and gauging expenses vs. income. Shawn also discusses three stages of retirement and how demands change, along with the changes in buying po…

Solutions for the outdated 60/40 portfolio strategy

Shawn O’Keefe talks about different approaches to portfolio diversification, other than the 60/40 stocks-bonds strategy. Shawn shares how bands have given bad returns, what institutional private credits are, ways that he and the Summit Wealth Strategies team can help minimize risk and maximize retu…

Is the 60/40 portfolio outdated and why?

Shawn O’Keefe discusses the 60/40 pre-retirement, 40/60 during retirement portfolio rule of thumb. Shawn defines this blend between stocks and bonds and then explains why the bond market’s performance has made it obsolete. Shawn then explains how the U.S. dollar is losing value and why even reputab…

10 ways the blockchain will shape the future – part 2

Shawn O’Keefe discusses the next five of the 10 ways that blockchain technology is shaping the future. Shawn explains the blockchain’s influence on digital ownership, healthcare, decentralizing control of the internet, energy and sustainability, and new business models. Shawn also shares how Summit…

10 ways the blockchain will shape the future – part 1

Shawn O’Keefe discusses the blockchain and how it deals with much more than crypto. Shawn explains how the blockchain will could help decentralize financial systems, enhance data security, smart contracts, supply chain transparency, and governance and voting. Shawn also explains how Summit Wealth S…

Seven truths about DOGE’s war on federal waste

Shawn O’Keefe talks about market volatility during the DOGE cuts in the federal government. Shawn shares seven truths about these cuts and how the market was volatile early in President Trump’s first term, but then rebounded. Shawn also explains how he believes cutting government waste will greatly…

Preparing for retirement better than a NASCAR driver packs their bags

Shawn O’Keefe discusses how William Byron (and other drivers) didn’t pack extra clothes for the media appearances he would have to make if he won the Daytona 500. Shawn relates that to preparedness in retirement. He shares how he deals with successful people who have planned for years for their ret…

How to allocate for future long-term care costs

Shawn O’Keefe talks about long-term care. Shawn lays out the difference between traditional long-term care plans and newer ones that are more flexible. Shawn shares about the conversations Summit Wealth Management can have with people to get them to build these costs into their plans, instead of tr…

Five positive impacts for retirees from Trump Administration policies

Shawn O’Keefe discusses the whiplash news cycle and how people should not lose hope with because of the recent policy changes. In fact, Shawn identifies five areas that could positively benefit from some of President Trump’s proposals: Social Security taxes, Medicare Advantage, healthcare costs, dr…

Potential catalysts and projections for Bitcoin

Part two of this mini-series on Bitcoin sees Shawn O’Keefe explain to listeners how Bitcoin is not a scam and how the federal government and several state governments are trying to invest in it. Shawn talks about the U.S. government building up a Bitcoin reserve and how some other countries are doi…