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The Retirement Summit

Summit Wealth Strategies

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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 of Summit Wealth Strategies in Denver, Colorado and Minneapolis, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies. Visit us online! Investment advisory products and services ...
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For over two decades, the Group of Nations (aka CAT Company Inc.) has built an unparalleled reputation for producing and distributing publications and events that bridge the gap between government policy and the global business community. We started in 1997 with our first official print edition to memorialize the agenda of the G8 Summit in Denver, United States. Since then, our portfolio has evolved to include exclusive as well as official publications for the G20, B20, G20 YEA, and APEC sum ...
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Welcome to OMP Talks, the podcast that delves into the world of supply chain planning challenges and solutions. Join us as we share valuable insights and strategies for success in clear and concise episodes under 15 minutes, perfect for your busy schedule. You’ll hear from industry leaders and get inspired by the innovators behind the latest tech. Tune in to stay on the cutting edge of supply chain planning!
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#VoiceoftheCity

#VoiceoftheCity Podcast

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#VoiceoftheCity is a collaborative, 6 episode, podcast between itsmeSiMBA and the Denver Opportunity Youth Initiative. The podcast aims to inform and inspire the audience throughout each episode.
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Ribcast

Mark Kryskow

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Welcome to Ribcasts, the official podcast of the Chest Wall Injury Society. We hope that you find these episodes educational and interesting. For more information on rib fixation or the CWIS please see our website at https://cwisociety.org/
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Your home is a great place to make a positive environmental impact! Join your host, Joan Gregerson, for a weekly podcast for interviews with experts and everyday eco-enthusiasts who are making a difference. Joan is a Solar Consultant with Powur. She helps homeowners across the US go solar, reducing their carbon footprints and saving money. Joan is also an eco-focused investor. Catch our Climate Action Homes YouTube Channel
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🎧| DJ/Producer 🎙| Podcast Host @sitb ⭐️| @hoodpoliticsrecords A&R Chicago-based artist Sherm has never stopped his relentless pursuit to create and influence since his start in 2014. His artistry and passion has given him global recognition for his accomplishments in the music industry as a DJ, Producer, A&R and Podcast Host. Sherm's undeniable ability to entertain is what sets him apart. He has a 360 degree skillset including performing in front of thousands at festivals, producing memorabl ...
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TCC is THE podcast for conservative educators, parents, and patriots who believe in free speech, traditional values, and education without indoctrination. Each week, we dive into the issues that are plaguing our education system and keeping you up at night. Each episode offers common sense ideas to improve education in our classrooms and communities. You may feel like you’re the last conservative educator, but you are not alone. Tune in to hear insightful, thought-provoking, common-sense ide ...
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Discover how Evonik Oxeno embraced decision-centric planning to enhance business value. By transitioning from process-centric to decision-centric planning and running hundreds of scenarios weekly, the company is better prepared for disruptions and equipped to make data-driven decisions. Hear from David Kochanek, Supply Chain Solution Manager, as he…
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Shawn O’Keefe and co-host Doug Turnbull tackle Bitcoin and blockchain. Shawn explains what Bitcoin is, the regulatory history of it, and why regulators and politicians in D.C. are more friendly to it. Shawn also describes cryptocurrency’s volatility and the pros and cons of investing in it and how Bitcoin could surpass gold in certain measurements.…
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Shawn O'Keefe and co-host Doug Turnbull discuss what Shawn 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 …
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Continuing the Christmas story, the lives of Simeon and Anna offer a profound reminder to trust God’s calling, wait patiently for His promises, and embrace His perfect timing—even amidst the certainty of pain and loss. Where is God inviting you to trust Him more deeply, anchor yourself in His Word, and respond to His guidance through prayer? From L…
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Tune in as Philip Vervloesem, Jasper Wouters, and Flo Daelemans deliver a dynamic recap of the Gartner Supply Chain Planning Summit in Denver. Continuing in our new "on the go" format, they unpack the conference's key themes shaping 2025 and beyond, from the power of data in decision-centric planning to innovations such as Gen AI and Green Planning…
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Shawn O'Keefe and co-host Doug Turnbull discuss how to account for rising prices in the retirement years. Shawn shares figures about how much inflation has occurred in the last 50 years and different issues inflation causes: decreased buying power, not having enough money with fixed income, and how healthcare inflation is usually worse than the res…
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Shawn O’Keefe and co-host Doug Turnbull mull over a recent index that ranks America 29th out of 48 countries in different measures on retirement. Shawn explains the difficulties the U.S. faces and steps people can take to better prepare for retirement, including certain annuities and what they offer. Shawn also talks about his family’s Thanksgiving…
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Shawn O’Keefe and co-host Doug Turnbull discuss the effect that the election’s results can have on the market and how people can brace for that and should not freak out over any one particular result. Shawn also talks about a recent Gallup poll on how Americans feel worse off than they did in 2020 and some factors that play into that feeling. Shawn…
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In this episode of The Retirement Summit, Shawn O'Keefe and Doug Turnbull cover the last six strategies to minimize tax burdens during retirement. Be sure to check out the previous episode to hear the first six! To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…
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Tune into an engaging discussion featuring Philip Vervloesem and Flo Daelemans as they recap the recent Gartner Supply Chain Planning Summit in London. In this new "on the go" format, discover how discussions on AI, digital transformation, and effective storytelling are shaping the future of the industry. Join us as they explore what made this summ…
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Shawn O'Keefe and Doug Turnbull address the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensi…
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Shawn O'Keefe discusses the significant impact of inflation on retirement planning. He emphasizes the necessity of strategic planning to counteract inflation's effects on purchasing power and the importance of growing assets at a rate that outpaces inflation. The conversation also covers the need for a diversified investment portfolio and the impor…
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In this episode of the Retirement Summit podcast, Shawn O'Keefe and Doug Turnbull discuss the importance of lifestyle retirement planning. They explore the various factors that influence retirement, including income sources, expenses, and lifestyle choices. Sean outlines the four peaks of retirement planning: retirement income, asset growth and pro…
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Jeff Miles and Shawn O'Keefe discuss the critical aspects of managing a 401k during retirement. They explore the transition from accumulation to distribution, emphasizing the importance of financial planning and the role of a financial advisor in navigating this complex phase. The conversation highlights various investment options, tax strategies, …
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In this episode of the Retirement Summit podcast, Jeff Miles and Sean O'Keefe discuss the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individua…
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This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sour…
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In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a…
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Send us a text What if the institutions meant to protect educators are the very ones undermining their values and rights? This week on The Conservative Classroom, we bring you an exclusive interview from the Teacher Freedom Summit in Denver, Colorado. Our guests, Aaron Withe, CEO of the Freedom Foundation, and Eloise Smith, Director of Teacher Enga…
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Send us a text Ever felt isolated as a conservative educator in a predominantly progressive environment? Discover how finding a community of like-minded individuals can energize you to stand up for education. Listen to Justin Steele, a high school social studies teacher from Fort Collins, as he shares his first-time experience at the Teacher Freedo…
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Send us a text Join us as we sit down with Bill Copeland, Syracuse University professor and author of "10 Things Employers Want You to Learn in College," for an eye-opening conversation about the first two essential skill sets for student success: taking responsibility and developing physical skills. He sheds light on how owning your education goes…
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Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep…
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Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlight…
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Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They …
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In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on inv…
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