The Retirement Summit

The Retirement Summit

Por: 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? 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™.
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Investment advisory products and services made available through Summit Wealth Asset Management (SWAM), a Registered Investment Adviser doing business as Summit Wealth Strategies, LLC.
40 episodios disponibles

Latest episodes of the podcast The Retirement Summit

Quantitative Easing: What Retirees Need to Know 30/12/2025
Retirement in Turbulent Times: Can Your Plan Weather the Storm? 16/12/2025
Beyond Tariffs: The Hidden Threat to Your Retirement Savings 02/12/2025
Retirement Planning in a Digital World 18/11/2025
Is Your Retirement Portfolio Stuck in the Past? 04/11/2025
A Game Changer: Deferring Taxes on the Sale of Highly Appreciated Assets 22/07/2025
How Annuities Can De-Risk Your Portfolio to Allow for More Growth 08/07/2025
Three retirement money buckets and the job each has 24/06/2025
The right combination of growth and protection in a portfolio 10/06/2025
Solutions for the outdated 60/40 portfolio strategy 27/05/2025
Is the 60/40 portfolio outdated and why? 13/05/2025
10 ways the blockchain will shape the future – part 2 22/04/2025
10 ways the blockchain will shape the future – part 1 08/04/2025
Seven truths about DOGE’s war on federal waste 25/03/2025
Preparing for retirement better than a NASCAR driver packs their bags 11/03/2025
How to allocate for future long-term care costs 25/02/2025
Five positive impacts for retirees from Trump Administration policies 11/02/2025
Potential catalysts and projections for Bitcoin 28/01/2025
Bitcoin 101: what it is and why the government is warming up to it 16/01/2025
Do I have enough to retire?  24/12/2024
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