The Retirement Summit

16-time Grammy Award winner David Foster and his wife, American Idol’s own Katharine McPhee, sit down with Dan Blair in Nashville. They discuss the challenges you will face while working with your spouse, the difference between working on Broadway and TV, and what is the best financial advice you share with up-and-coming musicians.

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Do you have a retirement plan that can achieve your personal and financial goals? Shawn O'Keefe and Dan Blair discuss one of the biggest steps in retirement, creating a plan. They breakdown the four pillars that each plan should consist of and talk about why future tax planning is so crucial for financial success. 

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Will next years social security rate put you in tax trouble? Shawn O'Keefe and Dan Blair discuss the potential tax consequences that you could see after the government raised social security rates for next year. They also talk about the current situation in the middle east and how war can affect the market.  

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Is it finances or emotions that’s holding you back from retirement? Shawn O’Keefe and Dan Blair break down how to separate the two so you can feel more confident in your portfolio. They also discuss the fees that are eating up your 401(K), investments that can beat inflation, and why Bob Ross’ estate won’t see any money from the sale of his first painting.

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Will interest rates keep going up? Shawn O'Keefe and Dan Blair break down the media's speculation over the future direction of the market. They also discuss the most common mistakes made in 401(K)'s and ask if you know how much you will have to pay in taxes for a deferred account?

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Why are Americans retiring earlier and how are they able to do it? Shawn O'Keefe and Dan Blair discuss the proper ways to build a retirement plan that shows you when you can finally leave the work force. They also discuss death and taxes, as well as why you should pay the tax on the seed rather than the harvest. 

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How many fees are actually in your 401(k)? Do you even know? Shawn O'Keefe and Dan Blair discuss the best way to find out. They also talk about if inflation will continue to rise, utilizing the Trump tax cuts in retirement, and what is the beard tax? 

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Schools are now starting to offer courses in financial education, but how financially savvy are you? Shawn O’Keefe and Dan Blair discuss what you need to know to create a successful financial future. They also talk about social security, and if it will be worthless in the future. Finally, they discuss the proper way to plan a retirement.

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Where are the most common problems found in a retirement portfolio? Shawn O'Keefe and Dan Blair discuss the best ways to find these issues and address them today. They also talk about new rules coming to 401(k)'s and what roll an annuity can play in your retirement plan. 

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Have you heard of the "Stealth Tax?" Shawn O'Keefe and Dan Blair discuss what it is and how you are losing more money everyday to the government that you didn't even know about. They share tips for what you can do now to reduce the burden. They also discuss hanging out in Nashville with the lead singer of Rascal Flatts, Gary LeVox. 

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Shawn and Dan recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist.

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Can you afford to retire? Shawn O'Keefe and Dan Blair discuss when is the right time to get a checkup on your retirement portfolio. They also talk about how the Secure Act 2.0 could change your retirement plans and who in your family should make the decision to meet with a financial advisor. Finally, they hear how a Rock 'n Roll Hall of Famer plans to spend her golden years. 

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Do you know what stocks are in your portfolio? Do you have overlap? Shawn O'Keefe and Dan Blair discuss the advantages of having a diverse financial plan. They also talk about creating a market recovery strategy and the difference between growing your portfolio while you’re working and entering the distribution phase of life. 

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What is the most difficult adjustments you will have to make in retirement? Dan Blair breaks down how to transition from getting a paycheck every two weeks to paying yourself out of your portfolio. He also discusses ways to keep up with inflation and how to transfer your wealthy to family members in the most tax efficient manner possible. 

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Shawn O'Keefe shares a tax strategy to help preserve wealth and become the more tax efficient if you are a small business owner or have a highly appreciating assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's. 

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Has inflation made it cheaper to go out to eat rather than buying groceries? Shawn O'Keefe and Dan Blair discuss how you can build inflation into your retirement plan so you can make your money last longer. They also talk about social security benefits for stay-at-home moms and the pros/cons to adding an annuity into your 401(k). 

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Shawn O'Keefe sits down with Bill Murray as he explains why it's so important to get involved in the community and his passion for charity work. He also talks about his free-spirited ways and his most recent act that he pulled on one of his brothers. Finally, he shares what drove him to dip his toe into the world of music. 

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