41 episodes

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.

The Retirement Summit Summit Wealth Strategies

    • Business

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.

    Keeping pace with inflation

    Keeping pace with inflation

    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. 

    • 24 min
    The 3 aspects of Investing

    The 3 aspects of Investing

    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?

    • 24 min
    Transitioning into retirement with Warren Moon

    Transitioning into retirement with Warren Moon

    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. 

    • 27 min
    Could a recession set in next year

    Could a recession set in next year

    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. 

    • 26 min
    Have we seen the bottom of the market yet

    Have we seen the bottom of the market yet

    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?

    • 24 min
    What rate of return should you be shooting for

    What rate of return should you be shooting for

    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. 

    • 24 min