The Retirement Summit: Recent Episodes
Summit Wealth Strategies
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? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss 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.
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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’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/
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Shawn O’Keefe discusses the 60/40 pre-retirement, 40/60 during retirement portfolio rule of thumb. Shawn defines this blend between stocks and bonds and then explains why the bond market’s performance has made it obsolete. Shawn then explains how the U.S. dollar is losing value and why even reputable advisors have been wrong about this strategy.
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’Keefe discusses the next five of the 10 ways that blockchain technology is shaping the future. Shawn explains the blockchain’s influence on digital ownership, healthcare, decentralizing control of the internet, energy and sustainability, and new business models. Shawn also shares how Summit Wealth Strategies selectively invests in crypto and the types of industries they prefer.
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’Keefe discusses the blockchain and how it deals with much more than crypto. Shawn explains how the blockchain will could help decentralize financial systems, enhance data security, smart contracts, supply chain transparency, and governance and voting. Shawn also explains how Summit Wealth Strategies is uniquely qualified to help people who want to explore crypto investing. And Shawn discusses his outdoor plans, as winter thaws into spring.
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
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Shawn O’Keefe talks about market volatility during the DOGE cuts in the federal government. Shawn shares seven truths about these cuts and how the market was volatile early in President Trump’s first term, but then rebounded. Shawn also explains how he believes cutting government waste will greatly benefit the economy in the long run.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O’Keefe discusses how William Byron (and other drivers) didn’t pack extra clothes for the media appearances he would have to make if he won the Daytona 500. Shawn relates that to preparedness in retirement. He shares how he deals with successful people who have planned for years for their retirement and also the questions he asks people to help them prepare better. And Shawn talks about the great honor he had to recently speak at a cryptocurrency conference.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O’Keefe talks about long-term care. Shawn lays out the difference between traditional long-term care plans and newer ones that are more flexible. Shawn shares about the conversations Summit Wealth Management can have with people to get them to build these costs into their plans, instead of trying to self-fund one of the most expensive areas of retirement. Shawn also talks about the wildly mild weather he has recently gotten in Colorado and a ski trip he is planning.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O’Keefe discusses the whiplash news cycle and how people should not lose hope with because of the recent policy changes. In fact, Shawn identifies five areas that could positively benefit from some of President Trump’s proposals: Social Security taxes, Medicare Advantage, healthcare costs, drug costs, and income taxes. Shawn also talks about how recent podcast episodes on Bitcoin led to a prominent speaking engagement for him.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Part two of this mini-series on Bitcoin sees Shawn O’Keefe explain to listeners how Bitcoin is not a scam and how the federal government and several state governments are trying to invest in it. Shawn talks about the U.S. government building up a Bitcoin reserve and how some other countries are doing the same thing. He also shares how some industry analysts are projecting Bitcoin to nearly increase in value 10 times by 2030 and why most people should have at least some small part of their assets exposed to some market volatility.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O’Keefe tackles Bitcoin and blockchain. Shawn explains what Bitcoin is, the regulatory history of it, and why regulators and politicians in D.C. are more friendly to it. Shawn also describes cryptocurrency’s volatility and the pros and cons of investing in it and how Bitcoin could surpass gold in certain measurements.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O'Keefe discusses what he says are the nine factors into having enough to retire: lifestyle, assets, withdrawal rate, fixed income sources, healthcare costs, life expectancy, debt, taxes, investment strategy, and contingency plans. Shawn shares how an advisor can walk someone through these items and help them score the best results for their retirement. Shawn also reveals if there is a magic dollar amount that people should save for retirement or not. And Shawn talks about his future travel plans and the place that is on his bucket list.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O'Keefe discusses how to account for rising prices in the retirement years. Shawn shares figures about how much inflation has occurred in the last 50 years and different issues inflation causes: decreased buying power, not having enough money with fixed income, and how healthcare inflation is usually worse than the rest of the economy. Shawn also shares about the nice weather in Colorado and how his Thanksgiving went with his family.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O’Keefe mulls over a recent index that ranks America 29th out of 48 countries in different measures on retirement. Shawn explains the difficulties the U.S. faces and steps people can take to better prepare for retirement, including certain annuities and what they offer. Shawn also talks about his family’s Thanksgiving plans and his favorite dish.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O’Keefe and co-host Doug Turnbull discuss the effect that the election’s results can have on the market and how people can brace for that and should not freak out over any one particular result. Shawn also talks about a recent Gallup poll on how Americans feel worse off than they did in 2020 and some factors that play into that feeling. Shawn explains why diversification is a great strategy in retirement, no matter the environment.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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In this episode of The Retirement Summit, Shawn O'Keefe and Doug Turnbull cover the last six strategies to minimize tax burdens during retirement. Be sure to check out the previous episode to hear the first six!
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O'Keefe and Doug Turnbull address the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensive plan and working with a knowledgeable advisor to navigate the complexities of retirement taxes.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Shawn O'Keefe discusses the significant impact of inflation on retirement planning. He emphasizes the necessity of strategic planning to counteract inflation's effects on purchasing power and the importance of growing assets at a rate that outpaces inflation. The conversation also covers the need for a diversified investment portfolio and the importance of planning for various market conditions and unexpected expenses in retirement.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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In this episode of the Retirement Summit podcast, Shawn O'Keefe and Doug Turnbull discuss the importance of lifestyle retirement planning. They explore the various factors that influence retirement, including income sources, expenses, and lifestyle choices. Sean outlines the four peaks of retirement planning: retirement income, asset growth and protection, long-term care, and wealth transfer. The conversation also addresses the six stress points of retirement, including taxes, inflation, market volatility, and longevity, emphasizing the need for a comprehensive retirement plan.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
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Jeff Miles and Shawn O'Keefe discuss the critical aspects of managing a 401k during retirement. They explore the transition from accumulation to distribution, emphasizing the importance of financial planning and the role of a financial advisor in navigating this complex phase. The conversation highlights various investment options, tax strategies, and the need for a tailored approach to retirement planning to ensure financial security and growth.
For more information go to www.gosummitwealth.com
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In this episode of the Retirement Summit podcast, Jeff Miles and Sean O'Keefe discuss the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individuals to consider their unique circumstances and the value of professional guidance in achieving a fulfilling retirement.
For more information go to www.gosummitwealth.com
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The conversation discusses the 4% rule in retirement planning and its viability. It explores the variables that affect the rule, such as individual financial situations, assets, expenses, and inflation rates. The importance of having a plan and monitoring assets closely is emphasized. The conversation also highlights the need for a second opinion and the benefits of working with a knowledgeable advisor. The goal is to help individuals live their best life in retirement and alleviate the worry of running out of money.
Ready to connect with Shawn? For more information go to www.gosummitwealth.com
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This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sources, and investment options. The conversation highlights the need for professional financial advice to navigate the overwhelming amount of information available online. Other topics discussed include the potential future of social security, the impact of inflation and taxes on retirement income, and the importance of a comprehensive retirement plan.
For more information go to www.gosummitwealth.com
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In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a specialized trust and the potential for generational wealth transfer. The conversation highlights the importance of educating individuals about this strategy, as many CPAs and tax attorneys are unaware of its existence. The episode concludes with information on how listeners can learn more and schedule a consultation.
For more information go to www.gosummitwealth.com
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Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlights the importance of having the right attitude and gratitude in life.
To learn more about Shawn O'Keefe go to www.gosummitwealth.com
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Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep up with inflation. The conversation emphasizes the importance of planning and working with a financial advisor to navigate the complexities of retirement planning.
for more information go to www.gosummitwealth.com
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In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on investments and offers strategies for mitigating their effects. He concludes by highlighting the resilience and preparedness needed to navigate uncertain economic times.
For more information go to www.gosummitwealth.com
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Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They also explore different investment options, including fixed indexed annuities and cryptocurrencies, and highlight the need for a diversified portfolio. The conversation concludes with a reminder to seek the guidance of a financial advisor to make informed decisions
For more information go to www.gosummitwealth.com
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In this episode of the Retirement Summit Podcast, Jeff Miles and Sean O'Keefe discuss the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DIY investor has a low annual return of 2.9% compared to the broader stock market's average gain of 7.5%. They emphasize the value of having a professional financial advisor who can provide personalized financial planning and actively manage portfolios to minimize volatility and meet individual objectives.
for more information go to www.gosummitwealth.com
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Do you know how to beef up your 401(K) before retirement? Shawn O'Keefe and Dan Blair discuss the hidden fees in your retirement plans. They also talk about the history of the stock market and what role a presidential election can play on it.
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What role do interest rate hikes play in your retirement and what happens when they go up or down? Shawn O'Keefe and Dan Blair discuss the Fed and how politics can mess with your money. They also talk about self-flying airplanes and why you should never put your portfolio on autopilot.
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The Wall Street giants are calling for more active management in your retirement portfolio this year, but what do you really need? Shawn O'Keefe and Dan Blair breakdown the different parts of your portfolio and when/where you need the most attention. They also discuss Tiger Wood's recent split with Nike and the Wolf of Wall Street says no one can predict what is going to happen in the market.
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How will you generate income in retirement? What alternative options do you have to the stock market? Dan Blair discusses what is available to you and how to utilize each option as a total in your financial plan. He also talks about scammers after your money and why people struggle with reaching out to a financial advisor.
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Are high interest rates actually good for retirees? Shawn O'Keefe discusses the opportunities that become available in your portfolio when interest rates are elevated. He also talks about the new tax brackets for 2024 and what this means for your wallet!
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How would you like to create mailbox money in retirement? Shawn O'Keefe and Dan Blair discuss the most popular Christmas songs and how royalties from music can be similar to a retirement plan. They also talk about protecting your estate from market risk and the advantages of rolling over your IRA.
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How many different plot twists could you face in retirement? Shawn O'Keefe and Dan Blair breakdown different situations you could face in your financial future. They also discuss how long a first meeting with an advisor should last and unconventional plans you can utilize in your portfolio.
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How will the market react to the 2024 election? Shawn O'Keefe and Dan Blair discuss trends surrounding the market during previous presidential election cycles. They also discuss how annuities have changed and the roll they can play in your portfolio, as well as the retirement rules that have been around for decades, but do they still work today?
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16-time Grammy Award winner David Foster and his wife, American Idol’s own Katharine McPhee, sit down with Dan Blair in Nashville. They discuss the challenges you will face while working with your spouse, the difference between working on Broadway and TV, and what is the best financial advice you share with up-and-coming musicians.
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Do you have a retirement plan that can achieve your personal and financial goals? Shawn O'Keefe and Dan Blair discuss one of the biggest steps in retirement, creating a plan. They breakdown the four pillars that each plan should consist of and talk about why future tax planning is so crucial for financial success.
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Will next years social security rate put you in tax trouble? Shawn O'Keefe and Dan Blair discuss the potential tax consequences that you could see after the government raised social security rates for next year. They also talk about the current situation in the middle east and how war can affect the market.
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Is it finances or emotions that’s holding you back from retirement? Shawn O’Keefe and Dan Blair break down how to separate the two so you can feel more confident in your portfolio. They also discuss the fees that are eating up your 401(K), investments that can beat inflation, and why Bob Ross’ estate won’t see any money from the sale of his first painting.
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Will interest rates keep going up? Shawn O'Keefe and Dan Blair break down the media's speculation over the future direction of the market. They also discuss the most common mistakes made in 401(K)'s and ask if you know how much you will have to pay in taxes for a deferred account?
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Why are Americans retiring earlier and how are they able to do it? Shawn O'Keefe and Dan Blair discuss the proper ways to build a retirement plan that shows you when you can finally leave the work force. They also discuss death and taxes, as well as why you should pay the tax on the seed rather than the harvest.
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How many fees are actually in your 401(k)? Do you even know? Shawn O'Keefe and Dan Blair discuss the best way to find out. They also talk about if inflation will continue to rise, utilizing the Trump tax cuts in retirement, and what is the beard tax?
Schools are now starting to offer courses in financial education, but how financially savvy are you? Shawn O’Keefe and Dan Blair discuss what you need to know to create a successful financial future. They also talk about social security, and if it will be worthless in the future. Finally, they discuss the proper way to plan a retirement.
Where are the most common problems found in a retirement portfolio? Shawn O'Keefe and Dan Blair discuss the best ways to find these issues and address them today. They also talk about new rules coming to 401(k)'s and what roll an annuity can play in your retirement plan.
Have you heard of the "Stealth Tax?" Shawn O'Keefe and Dan Blair discuss what it is and how you are losing more money everyday to the government that you didn't even know about. They share tips for what you can do now to reduce the burden. They also discuss hanging out in Nashville with the lead singer of Rascal Flatts, Gary LeVox.
Shawn and Dan recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist.
Can you afford to retire? Shawn O'Keefe and Dan Blair discuss when is the right time to get a checkup on your retirement portfolio. They also talk about how the Secure Act 2.0 could change your retirement plans and who in your family should make the decision to meet with a financial advisor. Finally, they hear how a Rock 'n Roll Hall of Famer plans to spend her golden years.
At what point in your professional career should you start to plan your retirement? Shawn O'Keefe and Dan Blair say it's never too early to start getting a portfolio checkup. They also discuss the difference between tax filing and tax strategizing. Finally, they hear some financial tips from celebrities and share how you can incorporate these tips into your financial savings routine.
Do you know what stocks are in your portfolio? Do you have overlap? Shawn O'Keefe and Dan Blair discuss the advantages of having a diverse financial plan. They also talk about creating a market recovery strategy and the difference between growing your portfolio while you’re working and entering the distribution phase of life.
It takes a good team to win a championship just like the Denver Nuggets, but can you do the same when it comes to retirement? Shawn O’Keefe and Dan Blair discuss the pieces you need in place to create a successful financial team. They also celebrate Father’s Day weekend by sharing money saving tips from their dad’s and how to find out if your portfolio is inline with your moral beliefs.
What is the most difficult adjustments you will have to make in retirement? Dan Blair breaks down how to transition from getting a paycheck every two weeks to paying yourself out of your portfolio. He also discusses ways to keep up with inflation and how to transfer your wealthy to family members in the most tax efficient manner possible.
Shawn O'Keefe shares a tax strategy to help preserve wealth and become the more tax efficient if you are a small business owner or have a highly appreciating assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's.
What will be your greatest expense in retirement? Shawn O'Keefe and Dan Blair breakdown a new study that say's nearly 1/3 of your retirement money will be used paying taxes. How can you become more tax efficient with your plan? They also discuss how Market Guard works, the differences between a robo-advisor and an actual person, and what made each of them want to become a financial advisor.
Has inflation made it cheaper to go out to eat rather than buying groceries? Shawn O'Keefe and Dan Blair discuss how you can build inflation into your retirement plan so you can make your money last longer. They also talk about social security benefits for stay-at-home moms and the pros/cons to adding an annuity into your 401(k).
Shawn O'Keefe sits down with Bill Murray as he explains why it's so important to get involved in the community and his passion for charity work. He also talks about his free-spirited ways and his most recent act that he pulled on one of his brothers. Finally, he shares what drove him to dip his toe into the world of music.
Should you dip into your retirement next egg to help out your adult children? Shawn O'Keefe and Dan Blair discuss the financial struggles people need to avoid when it comes to family. They also talk about the benefits to deferring income and how to make sure your retirement plan lasts as long as you do.
Is cash king or is cash trash? Shawn O'Keefe breaks down how much of your savings you should keep in cash. He also discusses the rules you need to know about Roth IRA's, the reason annuities get a bad wrap, and what you should do if you have an old 401(k) sitting around.
How can you replace Social Security? Shawn O'Keefe and Dan Blair discuss the options that are available to you if the federal government decides to dial back your Social Security. They also talk about what you should do now if you are on the edge of retirement in such a volatile market and an NBA Hall of Famer shares his outlook on gambling.
Do you want to get a refund when you file your taxes? Shawn O'Keefe discusses why it might be better for you to cut a check to the government every year. He also talks about the Fed overreacting to inflation, when should you start planning trips in retirement, and will congress dial back the 40-hour work week to 32-hours?
The talking heads are saying we will see a pullback in the stock market in the next two months, but is this true? Shawn O'Keefe and Dan Blair break down the topic and also discuss what they are telling people who say, "I want to get out of the stock market." They also talk about which order you should take money out of your retirement accounts and what some people say they would be willing to do for a tax-free future.
How can you protect your portfolio today? Dan Blair discusses the right time to take social security, tax planning for a highly appreciating asset, what March madness and financial planning have in common, and the tooth fairy is following inflation.
Do you have a retirement plan that is able to shift with financial changes? Shawn O'Keefe and Dan Blair discuss retirement rule changes that you need to know. They also talk about creating an income distribution plan and do Americans actually understand how social security works?
What direction is inflation heading in the second half of the year? Shawn O'Keefe and Dan Blair discuss how creating an income strategy can help create a successful retirement. They also talk about the retirement phrases you should know, Dan shares his plans to knock something off his bucket list and what is the best Girl Scout cookie?
Are you sitting in dead money? Is cash still trash? Shawn O'Keefe and Dan Blair discuss the bad habits that could drain your retirement accounts faster and the importance of creating a plan for your portfolio.
If there is a recession, when will it hit? Shawn O'Keefe and Dan Blair discuss how you can maximize your quality of life in retirement and how to create a strategy that avoids chasing the next shinny object in the financial world. They also talk about why 90% of financial advisors only last 3 years in the industry and get some tips from Slyvestor Stallone on how to live life to the fullest in your later years.
Colorado has bene ranked one of the top 3 states to retire in! Shawn O'Keefe tells you why, as well as, the best way to find that sweet spot in your portfolio. He also discusses words of wisdom from a Rock and Roll Hall of Famer pertaining to living life to the fullest.
Is the 60/40 portfolio going to make a comeback in 2023? Dan Blair discusses the importance of anticipating your financial future and breaks down the 5 questions you should be asking your financial advisor.
Are you ready to retire? Shawn O'Keefe and Dan Blair breakdown a list of the 3 signs that you are ready to retire. They also discuss how to create a plan for a family that only has one working spouse and building a tax strategy for a highly appreciated asset.
Shawn O'Keefe and Dan Blair reflect on the financial year 2022 was and discuss what to expect in 2023. They also talk about what you should know about annuities and celebrate the anniversary of an iconic marketing campaign.
When will we see the bottom of the market. Shawn O'Keefe and Dan Blair discuss people's 2023 projections, if you should include an annuity in your 401(k), and a former NBA stars advice on finding your passion in retirement.
Shawn O'Keefe discusses the importance of stress testing your portfolio and the benefits of having a second set of eyes on your finances. He also talks about being forced into retirement and why creating a tax strategy now can payoff in the future.
Dan Blair discusses why it's important to create a custom retirement plan. He also talks about the possibility of the recession ending next year. the Christmas Price Index hitting an all-time high and some of the unusual clauses he's seen in a will.
Are you tax loss harvesting? Should you be? Shawn O'Keefe and Dan Blair discuss the pro's and con's, as well as how you can find balance in your portfolio and ways to create a strategy using an annuity.
What is Market Guard? Dan Blair and Shawn O'Keefe are joined by the CEO and creator of market guard, Brad Jenkins. They discuss the roll of Market Guard inside of a portfolio and the reason why it gives you the power of knowing!
A talking head gets it wrong, but what would happen if your advisor did the same? Shawn O'Keefe and Dan Blair discuss where you should be looking right now for bond replacements and are stock on clearance right now?
Has your portfolio experienced a downturn? What are you doing to protect it? Shawn O'Keefe and Dan Blair discuss when should you get a second set of eyes on your portfolio if you've been doing it yourself. They also talk the magic number to retire, and people who have had to delay their plans due to inflation.
Shawn O'Keefe and Dan Blair discuss if we are in a recession now or if the talking heads are correct when they say it will hit next year. They also talk about what options you have for bond alternatives and can the winner of the World Series predict a financial crisis?
Is the market about to rebound? Do you have a plan for your income in retirement or are do you only have concerns? Shawn O'Keefe and Dan Blair discuss using the proper tools that suit your lifestyle when you decided to end your working career.
Shawn O'Keefe and Dan Blair discuss the importance of having risk protected assets. They also talk about finding the bottom of a bear market, working in retirement, and John Czingula joins the show to discuss his life and new book “From Utopia to The American Dream.”
Shawn O'Keefe and Dan Blair discuss finding your maximum financial threshold. They also talk about how to remove emotions to identify investment trends and looking at your savings as a resource.
Shawn O'Keefe and Dan Blair discuss who is at the most risk in the market right now? They also talk about the stock market nearing the bottom, renewing CD's, and two traditional rules of finance that need to be updated.
Shawn O'Keefe and Dan Blair discuss the best way to be more tax efficient in today's economy. They also talk about the benefits of creating a custom portfolio, creating defense to combat inflation, and when will we see the bottom of the market?
Shawn O'Keefe and Dan Blair discuss the importance of creating a defensive plan for your portfolio in the current market. They also talk about how to de-risk your 401(k), quiet quitting, and Pro Football Hall of Famer Warren Moon's transition into retirement.
Shawn O'Keefe and Dan Blair discuss the addition of 87,000 IRS agents, the Inflation Reduction Act, and why you need to start tax planning for the future now. They also talk about game changers in the current financial climate and how many decisions you make in an average day.
Shawn O'Keefe and Dan Blair discuss the current state of the market and the direction in which inflation is heading. They also talk about the age you should change your retirement plan, do target date funds work, and the inheritance talk...have you had it?
Shawn O'Keefe and Dan Blair discuss tools being used to identify the trends in the market, are we in a recession or not, and you may have not won the billion dollar Mega Millions jackpot but how can you win the lottery in life.
Shawn O'Keefe and Dan Blair discuss what alternatives are out there other than CD's when it comes to creating risk protected income. They also talk about how you can prepare yourself for a recession now and checking off the items on your bucket list.
Shawn O'Keefe and Dan Blair discuss how long this bear market might last. They also talk about when is the right time to look at your 401(k) and inflation hitting another 40-year high.
Shawn O'Keefe and Dan Blair discuss how to properly manage the taxes on your assets. They also talk about the variables of retirement and when you should start creating a plan for the future.
Shawn O'Keefe and Dan Blair discuss what concerns you should have about the current state of the market. They also talk about how often you should be meeting with your advisor and what the talking heads are saying about your financial future.
The Avalanche are Stanley Cup Champions! Shawn O'Keefe and Dan Blair discuss working hard throughout your career to enjoy a championship retirement. They also talk about the steps you can take now to minimize the effects of a potential recession in your portfolio.
Shawn O'Keefe and Dan Blair discuss what expenses most people forget about when planning their retirement. They also talk about the different phases of retirement.
Shawn O'Keefe and Dan Blair sit down with former Vice President Mike Pence to discuss what is holding back America from being successful, the challenges he faced while in office, and what is the worst part about his retirement.
Shawn O'Keefe and Dan Blair discuss the concerns they are hearing surrounding inflation in the market. They also talk about benefits of meeting with an advisor and when is the right time to have your portfolio analyzed.
Shawn O'Keefe and Dan Blair discuss the differences between having a robo advisor and a real person. They also talk about starting the process of creating a retirement, as well as ways to make your portfolio more efficient.
Shawn O'Keefe and Dan Blair discuss the importance of creating a retirement peak income plan. They also talk about how to find out if you've outgrown your portfolio and income in retirement.
Dan and Shawn discuss some of the pros and cons about an increasingly popular financial vehicle for retirees - annuities. Learn the basics of annuities and if you have questions, reach out to our team for more information.
Have you factored inflation into your retirement plan? What should be on your anti-bucket list when it comes to your portfolio. Shawn O'Keefe and Dan Blair discuss these topics and much more on this week's show.
Shawn O'Keefe and Dan Blair discuss the hidden fees in your retirement plan. They also talk about factoring volatility into your portfolio and how young is too young to be playing the stock market?
Shawn O'Keefe and Dan Blair discuss crypto currency and if it should be in your retirement plan. They also talk about the benefits of using a real person advisor instead of a robo advisor, the benefits to customizing your retirement, and tax season scams.
Shawn O'Keefe and Dan Blair discuss the shift from working one day to being retired the next. They also talk about the benefits of stress testing your portfolio and creating a tax plan for the future.
Shawn O'Keefe and Dan Blair discuss the key peaks to creating a retirement plan. They also talk about the current social climate in the world and what direction will inflation head in the future?
Shawn O'Keefe and Dan Blair discuss how Russia-Ukraine and inflation could affect your retirement. They also talk about what market guard can do for you, creating a tax strategy, and the growing trend of romance scams.
Shawn O'Keefe and Dan Blair talk about the great wealth transfer and how to prepare yourself. They also discuss RMD repositions and how to avoid retiring like the International Space Station.
Shawn O'Keefe and Dan Blair discuss why you should get a second opinion on your portfolio. They also talk about what women worry about in retirement and how to know if your estate plan has been setup properly.
Shawn O'Keefe and Dan Blair discuss the volatility in the stock market and what steps you can take now to benefit you portfolio. They also talk about how rules have changed for 401(k) holders.
Shawn O'Keefe, Dan Blair, and Melissa Blair discuss the outlook on the market for 2022. They also talk about how to start your retirement plan, future taxes, and should you be involved with crypto?
Shawn O'Keefe and Dan Blair are joined by Market Guard creator and Chief Investment Officer Brad Jenkins. They discuss how Market Guard works, how to toe the line in your portfolio, and why you shouldn't let emotions affect your financial decisions.
Shawn O'Keefe, Dan Blair and Melissa Blair discuss why you should stress test your portfolio. They also talk about the most important debts to eliminate first and what is the ultimate portfolio plan for someone with a million dollars.
Shawn O'Keefe, Dan Blair, and Melissa Blair discuss the possibility of a financial tsunami. They also talk about the options to battle inflation, creating a strategy to sell a small business or property, and one famous news anchor is retiring.
Shawn O'Keefe, Dan Blair and Melissa Blair discuss some of the year end planning strategies they are working on with their clients. Plus, find out about their strategies to combat inflation and weather recent increased volatility in the market.
Shawn O'Keefe, Dan Blair, and Melissa Blair discuss legacy planning. They also talk about the importance of having a power of attorney and ask the question: when was the last time you reviewed your portfolio?
Shawn O'Keefe, Dan Blair and Melissa Blair discuss how they are helping their clients build income plans that account for the recent rise in inflation. Plus, how much of your portfolio should you have invested in cryptocurrency?
Shawn O'Keefe, Dan Blair and Melissa Blair discuss how inflation may hit your dinner table this holiday season. They also talk about the challenges small business owners face and if you should leave your 401k account with an old employer.
Shawn O'Keefe, Dan Blair, and Melissa Blair discuss the adjusting cost of living in American. They also talk about how the pandemic has changed the retirement date for many people, as well as how to create a road map for the future.
Shawn O'Keefe, Dan Blair, and Melissa Blair talk about the risks in owning cryptocurrency. They also talk about drowning out the voices creating fear in the market and a celebrity news anchor who may not have as much money as you think.
Shawn O'Keefe, Dan Blair and Melissa Blair react to the proposal from the IRS to monitor bank accounts with a balance of at least $600. Plus, financial steps to take near the end of the year to set yourself up for a better 2022 and beyond.
Shawn O'Keefe, Dan Blair, and Melissa Blair discuss the benefits of Roth IRAs and Roth conversions. Plus, what questions should you be asking yourself to find out if you're ready for retirement?
Shawn O'Keefe, Dan Blair and Melissa Blair talk about the importance of taking control of your finances and being prepared for retirement. Plus, what steps can you take before the end of the year to improve your retirement plans?
Dan Blair and Shawn O'Keefe discuss the possibility of a 10-20 percent market correction and how their goal is to set their clients' up with more protection in their retirement savings.
Make sure to subscribe to our feed so you get The Retirement Summit automatically downloaded to your device every week! Never miss a minute of Shawn, Dan and Melissa as they bring you the news and information that matters when it comes to your retirement savings.