The Retirement Summit

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 thei...

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, includi...

Shawn 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. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's.  See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information. See omnystudio.com/li...

Shawn O'Keefe sits 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.  See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.