Marker 01

What does “quantitative easing” really mean for your retirement and portfolio? In this episode of the Retirement Summit Podcast, host Shawn O’Keefe, founder of Summit Wealth Strategies, breaks down how central bank policies shape markets, interest rates, and asset values. Shawn explains the impact on housing, inflation, and technology stocks, and shares why having the right balance of risk-off and growth assets is crucial for investors with $1 million or more. Whether you’re planning for retirement or managing significant wealth, this conversation offers practical insights for navigating today’s economic landscape.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

Facebook     

What does &ldquo;quantitative easing&rdquo; really mean for your retirement and portfolio? In this episode of the Retirement Summit Podcast, host Shawn O&rsquo;Keefe, founder of Summit Wealth Strategies, breaks down how central bank policies shape markets, interest rates, and asset values. Shawn explains the impact on housing, inflation, and technology stocks, and shares why having the right balance of risk-off and growth assets is crucial for investors with $1 million or more. Whether you&rsquo;re planning for retirement or managing significant wealth, this conversation offers practical insights for navigating today&rsquo;s economic landscape.
&nbsp;
If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O&rsquo;Keefe and the Summit Wealth Strategies team: <a href="https://gosummitwealth.com/contact-us/">https://gosummitwealth.com/contact-us/</a>
<a href="https://www.facebook.com/SummitWealthStrategiesLLC">Facebook </a>&nbsp;&nbsp;&nbsp;&nbsp;

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? Every two weeks, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, 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 Summit Wealth Asset Management (SWAM), a Registered Investment Adviser doing business as Summit Wealth Strategies, LLC.

You&rsquo;ve worked your whole career to reach the top of the mountain, but now that you&rsquo;re thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O&rsquo;Keefe of Summit Wealth Strategies&trade; in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today&rsquo;s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies&trade;.
<a href="https://gosummitwealth.com/">Visit us online!</a>
Investment advisory products and services made available through Summit Wealth Asset Management (SWAM), a Registered Investment Adviser doing business as Summit Wealth Strategies, LLC.

The Retirement Summit

Quantitative Easing: What Retirees Need to Know

What happens to your retirement plan when inflation, interest rates, and market volatility refuse to play by the rules? In this episode, Shawn O’Keefe digs into the realities of today’s unpredictable economy and what it means for retirees and those nearing retirement. From the challenge of keeping up with rising costs to the importance of portfolio “alpha” and emotional resilience, discover how smart planning and clear-eyed strategies can help you navigate uncertainty. Whether you’re already retired or counting down the years, this conversation offers practical insights for protecting your financial future—even when the headlines are anything but reassuring

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

Facebook     

What happens to your retirement plan when inflation, interest rates, and market volatility refuse to play by the rules? In this episode, Shawn O&rsquo;Keefe digs into the realities of today&rsquo;s unpredictable economy and what it means for retirees and those nearing retirement. From the challenge of keeping up with rising costs to the importance of portfolio &ldquo;alpha&rdquo; and emotional resilience, discover how smart planning and clear-eyed strategies can help you navigate uncertainty. Whether you&rsquo;re already retired or counting down the years, this conversation offers practical insights for protecting your financial future&mdash;even when the headlines are anything but reassuring
If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O&rsquo;Keefe and the Summit Wealth Strategies team: <a href="https://gosummitwealth.com/contact-us/">https://gosummitwealth.com/contact-us/</a>
<a href="https://www.facebook.com/SummitWealthStrategiesLLC">Facebook </a>&nbsp;&nbsp;&nbsp;&nbsp;

Retirement in Turbulent Times: Can Your Plan Weather the Storm?

Is the real threat to your retirement portfolio hiding behind the headlines about tariffs? In this episode, chief wealth advisor Shawn O’Keefe cuts through the noise to reveal why America’s soaring budget deficit and persistent inflation may be eroding your purchasing power far more than trade wars. Discover how retirees and those nearing retirement can rethink their investment strategies to protect their future, even as market volatility and political finger-pointing dominate the news. With practical insights, a dash of pop culture, and clear explanations, this episode brings clarity to a confusing economic landscape—so you can make smarter decisions for your financial well-being.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

Facebook     

Is the real threat to your retirement portfolio hiding behind the headlines about tariffs? In this episode, chief wealth advisor Shawn O&rsquo;Keefe cuts through the noise to reveal why America&rsquo;s soaring budget deficit and persistent inflation may be eroding your purchasing power far more than trade wars. Discover how retirees and those nearing retirement can rethink their investment strategies to protect their future, even as market volatility and political finger-pointing dominate the news. With practical insights, a dash of pop culture, and clear explanations, this episode brings clarity to a confusing economic landscape&mdash;so you can make smarter decisions for your financial well-being.
If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O&rsquo;Keefe and the Summit Wealth Strategies team: <a href="https://gosummitwealth.com/contact-us/">https://gosummitwealth.com/contact-us/</a>
<a href="https://www.facebook.com/SummitWealthStrategiesLLC">Facebook </a>&nbsp;&nbsp;&nbsp;&nbsp;

Beyond Tariffs: The Hidden Threat to Your Retirement Savings

Is the classic 60-40 portfolio still enough for retirement? In this episode, Shawn O’Keefe explains why technology, crypto, and blockchain are changing the rules for investors—and how retirees can adapt. Learn why bonds may no longer protect your buying power, how to plan for rising healthcare costs, and why every retirement strategy needs to account for longevity and “what ifs.” Shawn shares practical advice for educating hesitant investors, balancing risk, and building a portfolio that keeps up with inflation. Whether you’re tech-curious or cautious, this conversation breaks down complex ideas for anyone planning their financial future.

 

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

Facebook     

Is the classic 60-40 portfolio still enough for retirement? In this episode, Shawn O&rsquo;Keefe explains why technology, crypto, and blockchain are changing the rules for investors&mdash;and how retirees can adapt. Learn why bonds may no longer protect your buying power, how to plan for rising healthcare costs, and why every retirement strategy needs to account for longevity and &ldquo;what ifs.&rdquo; Shawn shares practical advice for educating hesitant investors, balancing risk, and building a portfolio that keeps up with inflation. Whether you&rsquo;re tech-curious or cautious, this conversation breaks down complex ideas for anyone planning their financial future.
&nbsp;
If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O&rsquo;Keefe and the Summit Wealth Strategies team: <a href="https://gosummitwealth.com/contact-us/">https://gosummitwealth.com/contact-us/</a>
<a href="https://www.facebook.com/SummitWealthStrategiesLLC">Facebook </a>&nbsp;&nbsp;&nbsp;&nbsp;

Quantitative Easing: What Retirees Need to Know

The Retirement Summit

In 1 playlist(s)

The Retirement Summit

Social links

Follow podcast

Recent clips