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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/

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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;

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.

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