The Retirement Summit Summit Wealth Strategies

How will the market react to the 2024 election? Shawn O'Keefe and Dan Blair discuss trends surrounding the market during previous presidential election cycles. They also discuss how annuities have changed and the roll they can play in your portfolio, as well as the retirement rules that have been around for decades, but do they still work today?
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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...

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),...

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...