Shawn O’Keefe of Summit Wealth Strategies talks about the process of finding the right money-blend in retirement. Shawn explains how this starts with planning and gauging expenses vs. income. Shawn also discusses three stages of retirement and how demands change, along with the changes in buying power and a recent market shift that has made some retirement tools less effective. And Shawn celebrates his birthday and talks about the celebrations he had with family and the staff.

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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Shawn O&rsquo;Keefe of Summit Wealth Strategies talks about the process of finding the right money-blend in retirement. Shawn explains how this starts with planning and gauging expenses vs. income. Shawn also discusses three stages of retirement and how demands change, along with the changes in buying power and a recent market shift that has made some retirement tools less effective. And Shawn celebrates his birthday and talks about the celebrations he had with family and the staff.
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.