The Retirement Summit

The Retirement Summit

You've worked your whole career to reach the top of the mountain, but now that you're thinking about retirement, who will help guide you back down the trail? Each week, Shawn O'Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today's world. Learn how to prepare for retirement with the team from Summit Wealth Strategies.

Episodes

October 3, 2022 24 min

Shawn O'Keefe and Dan Blair discuss finding your maximum financial threshold. They also talk about how to remove emotions to identify investment trends and looking at your savings as a resource.  

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Shawn O'Keefe and Dan Blair discuss who is at the most risk in the market right now? They also talk about the stock market nearing the bottom, renewing CD's, and two traditional rules of finance that need to be updated. 

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September 19, 2022 24 min

Shawn O'Keefe and Dan Blair discuss the best way to be more tax efficient in today's economy. They also talk about the benefits of creating a custom portfolio, creating defense to combat inflation, and when will we see the bottom of the market?

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Shawn O'Keefe and Dan Blair discuss the importance of creating a defensive plan for your portfolio in the current market. They also talk about how to de-risk your 401(k), quiet quitting, and Pro Football Hall of Famer Warren Moon's transition into retirement. 

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August 29, 2022 26 min

Shawn O'Keefe and Dan Blair discuss the addition of 87,000 IRS agents, the Inflation Reduction Act, and why you need to start tax planning for the future now. They also talk about game changers in the current financial climate and how many decisions you make in an average day. 

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Shawn O'Keefe and Dan Blair discuss the current state of the market and the direction in which inflation is heading. They also talk about the age you should change your retirement plan, do target date funds work, and the inheritance talk...have you had it?

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Shawn O'Keefe and Dan Blair discuss tools being used to identify the trends in the market, are we in a recession or not, and you may have not won the billion dollar Mega Millions jackpot but how can you win the lottery in life. 

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August 1, 2022 18 min

Shawn O'Keefe and Dan Blair discuss what alternatives are out there other than CD's when it comes to creating risk protected income. They also talk about how you can prepare yourself for a recession now and checking off the items on your bucket list.  

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Shawn O'Keefe and Dan Blair discuss how long this bear market might last. They also talk about when is the right time to look at your 401(k) and inflation hitting another 40-year high. 

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July 18, 2022 19 min

Shawn O'Keefe and Dan Blair discuss how to properly manage the taxes on your assets. They also talk about the variables of retirement and when you should start creating a plan for the future. 

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Shawn O'Keefe and Dan Blair discuss what concerns you should have about the current state of the market. They also talk about how often you should be meeting with your advisor and what the talking heads are saying about your financial future. 

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July 5, 2022 25 min

The Avalanche are Stanley Cup Champions! Shawn O'Keefe and Dan Blair discuss working hard throughout your career to enjoy a championship retirement. They also talk about the steps you can take now to minimize the effects of a potential recession in your portfolio. 

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Shawn O'Keefe and Dan Blair discuss what expenses most people forget about when planning their retirement. They also talk about the different phases of retirement. 

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Shawn O'Keefe and Dan Blair sit 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. 

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May 30, 2022 21 min

Shawn O'Keefe and Dan Blair discuss the concerns they are hearing surrounding inflation in the market. They also talk about benefits of meeting with an advisor and when is the right time to have your portfolio analyzed. 

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Shawn O'Keefe and Dan Blair discuss the differences between having a robo advisor and a real person. They also talk about starting the process of creating a retirement, as well as ways to make your portfolio more efficient. 

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April 25, 2022 17 min

Shawn O'Keefe and Dan Blair discuss the importance of creating a retirement peak income plan. They also talk about how to find out if you've outgrown your portfolio and income in retirement. 

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April 18, 2022 8 min

Dan and Shawn discuss some of the pros and cons about an increasingly popular financial vehicle for retirees - annuities. Learn the basics of annuities and if you have questions, reach out to our team for more information.

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Have you factored inflation into your retirement plan? What should be on your anti-bucket list when it comes to your portfolio. Shawn O'Keefe and Dan Blair discuss these topics and much more on this week's show. 

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Shawn O'Keefe and Dan Blair discuss the hidden fees in your retirement plan. They also talk about factoring volatility into your portfolio and how young is too young to be playing the stock market? 

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