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 returns, and what he considers to be “digital gold.” 

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/

https://www.facebook.com/SummitWealthStrategiesLLC

Shawn O&rsquo;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 returns, and what he considers to be &ldquo;digital gold.&rdquo;&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:&nbsp;<a href="https://gosummitwealth.com/contact-us/">https://gosummitwealth.com/contact-us/</a>
<a href="https://www.facebook.com/SummitWealthStrategiesLLC">https://www.facebook.com/SummitWealthStrategiesLLC</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? 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

Solutions for the outdated 60/40 portfolio strategy

The investment world is changing fast—and doing nothing may be a bigger risk than doing something.
In part two of this Retirement Summit Podcast conversation, Shawn O’Keefe continues unpacking where the “investment puck” is headed next. He explores why traditional portfolio models are being challenged, how purchasing power erosion quietly impacts long‑term wealth, and what growing institutional adoption of digital assets could signal for investors. Shawn also discusses the role of education, planning, and second opinions when navigating uncertainty, headlines, and emerging technologies. This episode focuses on understanding why portfolios are structured the way they are—and how informed strategy matters in a rapidly evolving financial 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/

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The investment world is changing fast&mdash;and doing nothing may be a bigger risk than doing something. In part two of this Retirement Summit Podcast conversation, Shawn O&rsquo;Keefe continues unpacking where the &ldquo;investment puck&rdquo; is headed next. He explores why traditional portfolio models are being challenged, how purchasing power erosion quietly impacts long‑term wealth, and what growing institutional adoption of digital assets could signal for investors. Shawn also discusses the role of education, planning, and second opinions when navigating uncertainty, headlines, and emerging technologies. This episode focuses on understanding why portfolios are structured the way they are&mdash;and how informed strategy matters in a rapidly evolving financial 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>

Where the Investment Puck Is Headed Next

What if the biggest risk to your retirement isn’t market swings—but standing still while the financial system changes around you? In this episode of the Retirement Summit Podcast, Shawn O’Keefe explores where the “investment puck” is headed next. Using a Wayne Gretzky analogy, he discusses currency debasement, inflation’s impact on purchasing power, and why traditional cash‑heavy strategies may quietly fall behind over time. The conversation also unpacks the evolving role of digital assets, regulation, and how forward‑looking investments fit into a broader retirement strategy without chasing speculation. This is a big‑picture look at preparing portfolios for a changing financial 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 if the biggest risk to your retirement isn&rsquo;t market swings&mdash;but standing still while the financial system changes around you? In this episode of the Retirement Summit Podcast, Shawn O&rsquo;Keefe explores where the &ldquo;investment puck&rdquo; is headed next. Using a Wayne Gretzky analogy, he discusses currency debasement, inflation&rsquo;s impact on purchasing power, and why traditional cash‑heavy strategies may quietly fall behind over time. The conversation also unpacks the evolving role of digital assets, regulation, and how forward‑looking investments fit into a broader retirement strategy without chasing speculation. This is a big‑picture look at preparing portfolios for a changing financial 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&rsquo;Keefe and the Summit Wealth Strategies team:&nbsp;<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;

Skating to Where the Money Is Going

Inflation doesn’t just show up at the grocery store—it quietly reshapes retirement outcomes. In this episode of the Retirement Summit Podcast, Shawn O’Keefe breaks down how persistent inflation affects income, purchasing power, and long-term planning for those nearing or living in retirement. The conversation explores why many retirees feel the impact more intensely, common misconceptions about shifting from growth to preservation, and why having a clear income strategy still matters after you stop working. Shawn also explains how inflation, money supply, and portfolio structure intersect—and why planning, not panic, plays a central role in navigating today’s economic environment.

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  

Inflation doesn&rsquo;t just show up at the grocery store&mdash;it quietly reshapes retirement outcomes. In this episode of the Retirement Summit Podcast, Shawn O&rsquo;Keefe breaks down how persistent inflation affects income, purchasing power, and long-term planning for those nearing or living in retirement. The conversation explores why many retirees feel the impact more intensely, common misconceptions about shifting from growth to preservation, and why having a clear income strategy still matters after you stop working. Shawn also explains how inflation, money supply, and portfolio structure intersect&mdash;and why planning, not panic, plays a central role in navigating today&rsquo;s economic environment.
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:&nbsp;<a href="https://gosummitwealth.com/contact-us/">https://gosummitwealth.com/contact-us/</a>
<a href="https://www.facebook.com/SummitWealthStrategiesLLC">Facebook</a>&nbsp;&nbsp;

Solutions for the outdated 60/40 portfolio strategy

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