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

Mostrando página 2 de 2

Planning for inflation during retirement  10/12/2024
America’s C+ retirement rating and the steps people should take 26/11/2024
The election and Americans’ financial confidence now, versus in 2020 12/11/2024
The second six of 12 strategies to minimize tax burdens during retirement 05/11/2024
The First Six Strategies to Minimize Tax Burdens During Retirement 29/10/2024
Preparing for the Unexpected in Retirement 22/10/2024
The Four Peaks of Retirement Success 15/10/2024
Navigating the 401k Transition 08/10/2024
Decoding the 4% Rule for Retirement 01/10/2024
The Future of Social Security and Potential Changes 06/08/2024
Deferring Taxes on Highly Appreciated Assets 23/07/2024
Addressing the Challenge of Inflation 02/07/2024
Mitigating the Impact of Interest Rates and Inflation on Investments 02/07/2024
Understanding Inflation and Its Impact on Prices 02/07/2024
Managing Market Volatility and the Need for a Cash Position 02/07/2024
Attitude and Gratitude: Keys to Success and Happiness 02/07/2024
Country music star Gary LeVox shares his retirement plans 01/08/2023
Tax strategies for selling highly appreciate assets 29/05/2023
Sitting down with Bill Murray and the Murray Brothers 08/05/2023
Interview with Vice President Mike Pence 13/06/2022
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