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

What happens after you sell the business or real estate that’s been funding your life for years? In part two of this tax‑strategy series, wealth advisor Shawn O’Keefe tackles the question every seller eventually faces: how to replace the “golden eggs” once the goose is gone. The conversation explores income creation after a liquidity event, the role of risk‑off and growth‑oriented assets, and why traditional stock‑and‑bond models may fall short for high‑net‑worth retirees. He also discusses the psychological shift from earning income at work to letting assets do the heavy lifting—and how intentional planning helps support both lifestyle and long‑term goals.

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 after you sell the business or real estate that&rsquo;s been funding your life for years? In part two of this tax‑strategy series, wealth advisor Shawn O&rsquo;Keefe tackles the question every seller eventually faces: how to replace the &ldquo;golden eggs&rdquo; once the goose is gone. The conversation explores income creation after a liquidity event, the role of risk‑off and growth‑oriented assets, and why traditional stock‑and‑bond models may fall short for high‑net‑worth retirees. He also discusses the psychological shift from earning income at work to letting assets do the heavy lifting&mdash;and how intentional planning helps support both lifestyle and long‑term goals.
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>

You Sold the Goose—Now Where Do the Golden Eggs Come From?

What if the real threat to your wealth isn’t market risk—but taxes you never planned for? In this episode of the Retirement Summit Podcast, Shawn O’Keefe unpacks how taxes quietly shape the outcome of selling a highly appreciated asset. From businesses and real estate to collectibles, they explore why many owners hesitate to sell, how deferred tax strategies work under existing tax code, and why planning before a sale matters. The conversation highlights generational implications, state tax considerations, and the role thoughtful financial planning plays in turning a major liquidity event into a long-term advantage.

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 real threat to your wealth isn&rsquo;t market risk&mdash;but taxes you never planned for? In this episode of the Retirement Summit Podcast, Shawn O&rsquo;Keefe unpacks how taxes quietly shape the outcome of selling a highly appreciated asset. From businesses and real estate to collectibles, they explore why many owners hesitate to sell, how deferred tax strategies work under existing tax code, and why planning before a sale matters. The conversation highlights generational implications, state tax considerations, and the role thoughtful financial planning plays in turning a major liquidity event into a long-term advantage.
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>

Selling the Golden Goose Without Letting Taxes Eat the Eggs

What if the money you’re trusting to protect your future is quietly losing power every single year? In this episode, Shawn O’Keefe breaks down the shifting financial landscape as digital assets, blockchain, and Bitcoin move from fringe concepts to mainstream tools. He explains why Bitcoin is considered “digital hard money,” why traditional currency continues to lose value, and how emerging technologies are reshaping wealth planning. Shawn also addresses the psychology behind trusting something you can’t physically hold and how advisors can help bridge that gap. Whether you’re curious or cautious, this conversation offers a clear, grounded look at the forces influencing modern retirement planning.


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 money you&rsquo;re trusting to protect your future is quietly losing power every single year? In this episode, Shawn O&rsquo;Keefe breaks down the shifting financial landscape as digital assets, blockchain, and Bitcoin move from fringe concepts to mainstream tools. He explains why Bitcoin is considered &ldquo;digital hard money,&rdquo; why traditional currency continues to lose value, and how emerging technologies are reshaping wealth planning. Shawn also addresses the psychology behind trusting something you can&rsquo;t physically hold and how advisors can help bridge that gap. Whether you&rsquo;re curious or cautious, this conversation offers a clear, grounded look at the forces influencing modern retirement planning.
 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;

Solutions for the outdated 60/40 portfolio strategy

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