The Retirement Summit

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 r...

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 He explains why today’s banking system is becoming outdated, why Bitcoin is viewed as “digital gold,” and how tokeni...

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 lon...

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...

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 plannin...

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 a...

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 advic...

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 inflation, and shares how portfolio...

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 million or more in investable asset...

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 tax planning, risk-protected plans, ...

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 decision to stop minting new pennies.

If...

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 celebrates his birthday and talks abou...

Shawn O’Keefe talks about different approaches to portfolio diversification, other than the 60/40 stocks-bonds strategy. Shawn shares how bands have given bad returns, what institutional private credits are, ways that he and the Summit Wealth Strategies team can help minimize risk and maximize returns, and what he considers to be “digital gold.” 

If you have a million or more in investable assets and want to ...

Shawn O’Keefe discusses the 60/40 pre-retirement, 40/60 during retirement portfolio rule of thumb. Shawn defines this blend between stocks and bonds and then explains why the bond market’s performance has made it obsolete. Shawn then explains how the U.S. dollar is losing value and why even reputable advisors have been wrong about this strategy.

If you have a million or more in investable assets and want to talk wealth ...

Shawn O’Keefe discusses the next five of the 10 ways that blockchain technology is shaping the future. Shawn explains the blockchain’s influence on digital ownership, healthcare, decentralizing control of the internet, energy and sustainability, and new business models. Shawn also shares how Summit Wealth Strategies selectively invests in crypto and the types of industries they prefer.

If you have a million or more in i...

Shawn O’Keefe discusses the blockchain and how it deals with much more than crypto. Shawn explains how the blockchain will could help decentralize financial systems, enhance data security, smart contracts, supply chain transparency, and governance and voting. Shawn also explains how Summit Wealth Strategies is uniquely qualified to help people who want to explore crypto investing. And Shawn discusses his outdoor plans, as win...

Shawn O’Keefe talks about market volatility during the DOGE cuts in the federal government. Shawn shares seven truths about these cuts and how the market was volatile early in President Trump’s first term, but then rebounded. Shawn also explains how he believes cutting government waste will greatly benefit the economy in the long run.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

See o...

Shawn O’Keefe discusses how William Byron (and other drivers) didn’t pack extra clothes for the media appearances he would have to make if he won the Daytona 500. Shawn relates that to preparedness in retirement. He shares how he deals with successful people who have planned for years for their retirement and also the questions he asks people to help them prepare better. And Shawn talks about the great honor he had to r...

Shawn O’Keefe talks about long-term care. Shawn lays out the difference between traditional long-term care plans and newer ones that are more flexible. Shawn shares about the conversations Summit Wealth Management can have with people to get them to build these costs into their plans, instead of trying to self-fund one of the most expensive areas of retirement. Shawn also talks about the wildly mild weather he has recently go...