The Retirement Summit

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 misconceptions about shifting from growth to preservation, and why having a clear income strategy still matters after you stop working. Shawn also explains how inflation, money supply, and portfolio structure intersect—and why planning, not panic, plays a central role in navigating today’s economic environment.

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/

Facebook  

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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 portfolio structure matters even more once you’re in the distribution phase. The conversation also explores why cash and traditional bonds may fall short, how inflation and dollar dilution affect long-term buying power, and the importance of balancing offense and defense in a retirement income strategy.

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/

Facebook

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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‑oriented assets, and why traditional stock‑and‑bond models may fall short for high‑net‑worth retirees. He also discusses the psychological shift from earning income at work to letting assets do the heavy lifting—and how intentional planning helps support both lifestyle and long‑term goals.

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/

Facebook

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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 tax code, and why planning before a sale matters. The conversation highlights generational implications, state tax considerations, and the role thoughtful financial planning plays in turning a major liquidity event into a long-term advantage.

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/

Facebook

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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, and how emerging technologies are reshaping wealth planning. Shawn also addresses the psychology behind trusting something you can’t physically hold and how advisors can help bridge that gap. Whether you’re curious or cautious, this conversation offers a clear, grounded look at the forces influencing modern retirement planning.

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/

Facebook     

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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 “digital gold,” and how tokenization and instant global settlement could redefine wealth management. Whether you’re curious, skeptical, or simply trying to understand what’s coming, this conversation offers a clear, approachable look at the forces transforming the future of money.

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/

Facebook     

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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 volatility creates opportunity for long-term growth. Discover how to balance risk and reward, adapt your portfolio, and navigate the evolving job landscape. Whether you’re risk-averse or ready to dive in, this conversation offers practical strategies for positioning your wealth in the age of AI.

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/

Facebook     

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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 balance of risk-off and growth assets is crucial for investors with $1 million or more. Whether you’re planning for retirement or managing significant wealth, this conversation offers practical insights for navigating today’s economic landscape.

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/

Facebook     

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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 resilience, discover how smart planning and clear-eyed strategies can help you navigate uncertainty. Whether you’re already retired or counting down the years, this conversation offers practical insights for protecting your financial future—even when the headlines are anything but reassuring

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/

Facebook     

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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 strategies to protect their future, even as market volatility and political finger-pointing dominate the news. With practical insights, a dash of pop culture, and clear explanations, this episode brings clarity to a confusing economic landscape—so you can make smarter decisions for your financial well-being.

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/

Facebook     

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.