In this episode, Shawn O'Keefe, the founder and chief wealth advisor for Summit Wealth Strategies, talks about what to do with your 401k when you retire. He discusses the different options for managing your 401k, including leaving it in the current plan, rolling it over into an IRA, and considering tax efficiencies and investment strategies. He also emphasizes the importance of having a comprehensive retirement plan and working with a financial advisor to navigate the complexities of retirement.  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 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 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 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 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 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 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 www.gosummitwealth.com

Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlights the importance of having the right attitude and gratitude in life. To learn more about Shawn O'Keefe go to www.gosummitwealth.com

Shawn recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist.

Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's. 

Shawn O'Keefe sits down with Bill Murray as he explains why it's so important to get involved in the community and his passion for charity work. He also talks about his free-spirited ways and his most recent act that he pulled on one of his brothers. Finally, he shares what drove him to dip his toe into the world of music. 

Shawn O'Keefe sits down with former Vice President Mike Pence to discuss what is holding back America from being successful, the challenges he faced while in office, and what is the worst part about his retirement.