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.” Shawn shares practical advice for educating hesitant investors, balancing risk, and building a portfolio that keeps up with inflation. Whether you’re tech-curious or cautious, this conversation breaks down complex ideas for anyone planning their financial future.

 

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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