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>

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.

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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.

Preparing for the Unexpected in Retirement

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>

Preparing for the Unexpected in Retirement

The Retirement Summit

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