Shawn O'Keefe discusses what he says are the nine factors into having enough to retire: lifestyle, assets, withdrawal rate, fixed income sources, healthcare costs, life expectancy, debt, taxes, investment strategy, and contingency plans. Shawn shares how an advisor can walk someone through these items and help them score the best results for their retirement. Shawn also reveals if there is a magic dollar amount that people should save for retirement or not. And Shawn talks about his future travel plans and the place that is on his bucket list.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
See omnystudio.com/listener for privacy information.
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.