The Retirement Summit

Shawn discusses the situations causing concern presently including the direction of interest rates, the stability of the markets and even AI and the midterm elections.  He stresses the necessity of staying focused on what we control in our financial lives including maintaining proper growth, wealth planning, and tax strategies. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener...

Shawn offers a mitigation strategy for those with one million or more in capital gains exposure. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.

Have you recently realized a million dollars or more of capital gains?  If so, Shawn offers a tax mitigation strategy for you. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.

Shawn holds a candid discussion on the state of the monetary system.  He explains why his goal is not just beating the S&P 500 but facing the challenges presented by the U.S. dollar’s dilution. Shawn talks about a high-tech weighing strategy which he calls a strategic necessity to capture the most productive parts of the global economy. 303-954-8141 Summit Wealth Strategies   S...

Shawn talks about how many investors are using tools from a 1990s playbook in a 2026 economy.  He explains why we need to define “risk-off” differently.  He dives into the liquid bond approach utilizing vehicles that are tailored to specific liquidity needs. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.

Shawn opens with a discussion on visionary tax strategies.  The conversation then moves to the dollar and current issues with the monetary system since coming off the gold standard.  There is also discussion on the finite aspect of bitcoin vs the dollar. If you have a $1,000,000 or more of investable assets and if you are looking for Tax reduction Strategies then schedule a complementary...

Shawn O’Keefe acknowledges the dramatic delivery of the financial news sources but offers a calmer and more strategic approach.  In this podcast he addresses the market resiiency despite inflation and concerns of rate increases.  Shawn talks about the importance of implementing a layer of protection in your portfolio to withstand the bad scenarios.   If you have $1,000,000 or...

The investment world is changing fast—and doing nothing may be a bigger risk than doing something. In part two of this Retirement Summit Podcast conversation, Shawn O’Keefe continues unpacking where the “investment puck” is headed next. He explores why traditional portfolio models are being challenged, how purchasing power erosion quietly impacts long‑term wealth, and what...

What if the biggest risk to your retirement isn’t market swings—but standing still while the financial system changes around you? In this episode of the Retirement Summit Podcast , Shawn O’Keefe explores where the “investment puck” is headed next. Using a Wayne Gretzky analogy, he discusses currency debasement, inflation’s impact on purchasing power, and why tra...

Inflation doesn’t just show up at the grocery store—it quietly reshapes retirement outcomes. In this episode of the Retirement Summit Podcast , Shawn O’Keefe breaks down how persistent inflation affects income, purchasing power, and long-term planning for those nearing or living in retirement. The conversation explores why many retirees feel the impact more intensely, common misc...

Market swings can feel unsettling—but what if volatility isn’t the enemy retirees think it is? In this episode of the Retirement Summit Podcast , Shawn O’Keefe breaks down what today’s market volatility really means for those nearing or living in retirement. He explains the difference between risk and volatility, why emotional reactions often lead investors astray, and how...

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‑o...

What if the real threat to your wealth isn’t market risk—but taxes you never planned for? In this episode of the Retirement Summit Podcast , Shawn O’Keefe unpacks how taxes quietly shape the outcome of selling a highly appreciated asset. From businesses and real estate to collectibles, they explore why many owners hesitate to sell, how deferred tax strategies work under existing...

What if the money you’re trusting to protect your future is quietly losing power every single year? In this episode, Shawn O’Keefe breaks down the shifting financial landscape as digital assets, blockchain, and Bitcoin move from fringe concepts to mainstream tools. He explains why Bitcoin is considered “digital hard money,” why traditional currency continues to lose value,...

What if the biggest shift in money and finance is happening right now — and most people aren’t prepared for it? In this episode, Shawn O’Keefe breaks down how emerging technologies like AI, blockchain, and Bitcoin are reshaping the financial world faster than many advisors realize. He explains why today’s banking system is becoming outdated, why Bitcoin is viewed as “...

Is the AI boom a bubble—or the start of a new era for investors? In this episode of the Retirement Summit Podcast, host and wealth advisor Shawn O’Keefe breaks down the headlines, hype, and realities of artificial intelligence in today’s market. Shawn shares insights from leading tech analysts, explains why today’s innovation differs from past bubbles, and discusses how vol...

What does “quantitative easing” really mean for your retirement and portfolio? In this episode of the Retirement Summit Podcast, host Shawn O’Keefe, founder of Summit Wealth Strategies, breaks down how central bank policies shape markets, interest rates, and asset values. Shawn explains the impact on housing, inflation, and technology stocks, and shares why having the right balan...

What happens to your retirement plan when inflation, interest rates, and market volatility refuse to play by the rules? In this episode, Shawn O’Keefe digs into the realities of today’s unpredictable economy and what it means for retirees and those nearing retirement. From the challenge of keeping up with rising costs to the importance of portfolio “alpha” and emotional res...

Is the real threat to your retirement portfolio hiding behind the headlines about tariffs? In this episode, chief wealth advisor Shawn O’Keefe cuts through the noise to reveal why America’s soaring budget deficit and persistent inflation may be eroding your purchasing power far more than trade wars. Discover how retirees and those nearing retirement can rethink their investment strateg...

Is the classic 60-40 portfolio still enough for retirement? In this episode, Shawn O’Keefe explains why technology, crypto, and blockchain are changing the rules for investors—and how retirees can adapt. Learn why bonds may no longer protect your buying power, how to plan for rising healthcare costs, and why every retirement strategy needs to account for longevity and “what ifs.&...

Is your retirement portfolio ready for the future of finance? In this episode, Shawn O’Keefe breaks down how Bitcoin, blockchain, and AI are reshaping investment strategies for retirees. Discover why the classic 60-40 stock/bond split may be outdated, how volatility can be managed, and why positive alpha matters for long-term growth. Shawn explains the realities of digital assets, risk, and...

Shawn O’Keefe of Summit Wealth Strategies explains deferred tax strategies (DTS) and what kinds of transactions are eligible for them. Shawn also shares the benefits of DTS and how people can control how many taxes they pay by not paying Uncle Sam up front. Shawn also describes the comprehensive tax summary that he runs for people to show them how to become more tax-efficient. If you have a...

Shawn O’Keefe of Summit Wealth Strategies gives a primer on annuities – the bad ones, the okay ones, and the good ones. Shawn describes the evolution of annuities, how they are similar to pension plans, and why fixed index annuities can allow people to be more aggressive in other parts of their portfolios. If you have a million or more in investable assets and want to talk wealth and t...

Shawn O’Keefe of Summit Wealth Strategies discusses three retirement buckets: short-term, mid-term, and long-term. He shares what time period each bucket covers, what retirement and money tools are in each, and what those buckets are designed to do. Shawn also explains the danger of timing the market and the pitfalls of buying and selling stocks with emotions. And Shawn comments on the decis...

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 cel...