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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