Best Denver Wealth Management Podcasts (2024)

1
How to improve your 401(k) before retirement 28:56

3M ago28:56

28:56

Do you know how to beef up your 401(K) before retirement? Shawn O'Keefe and Dan Blair discuss the hidden fees in your retirement plans. They also talk about the history of the stock market and what role a presidential election can play on it. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
How Interest Rates Affect Your Retirement 29:04

3M ago29:04

29:04

What role do interest rate hikes play in your retirement and what happens when they go up or down? Shawn O'Keefe and Dan Blair discuss the Fed and how politics can mess with your money. They also talk about self-flying airplanes and why you should never put your portfolio on autopilot. See omnystudio.com/listener for privacy information.…

1
Active vs. Passive Portfolio Management 26:03

3M ago26:03

26:03

The Wall Street giants are calling for more active management in your retirement portfolio this year, but what do you really need? Shawn O'Keefe and Dan Blair breakdown the different parts of your portfolio and when/where you need the most attention. They also discuss Tiger Wood's recent split with Nike and the Wolf of Wall Street says no one can p…

1
Alternatives to the stock market in retirement! 23:51

4M ago23:51

23:51

How will you generate income in retirement? What alternative options do you have to the stock market? Dan Blair discusses what is available to you and how to utilize each option as a total in your financial plan. He also talks about scammers after your money and why people struggle with reaching out to a financial advisor. See omnystudio.com/listen…

1
Learn how to take advantage of high interest rates in retirement 25:23

4M ago25:23

25:23

Are high interest rates actually good for retirees? Shawn O'Keefe discusses the opportunities that become available in your portfolio when interest rates are elevated. He also talks about the new tax brackets for 2024 and what this means for your wallet! See omnystudio.com/listener for privacy information.…

1
Creating mailbox money in retirement! 28:18

5M ago28:18

28:18

How would you like to create mailbox money in retirement? Shawn O'Keefe and Dan Blair discuss the most popular Christmas songs and how royalties from music can be similar to a retirement plan. They also talk about protecting your estate from market risk and the advantages of rolling over your IRA. See omnystudio.com/listener for privacy information…

1
Plot twists you should prepare for in retirement! 27:59

5M ago27:59

27:59

How many different plot twists could you face in retirement? Shawn O'Keefe and Dan Blair breakdown different situations you could face in your financial future. They also discuss how long a first meeting with an advisor should last and unconventional plans you can utilize in your portfolio. See omnystudio.com/listener for privacy information.…

1
How will the market react to the 2024 election? 25:05

6M ago25:05

25:05

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? Se…

1
BONUS: Grammy Award winner David Foster & American Idol’s Katharine McPhee! 10:11

6M ago10:11

10:11

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. See omnystudio.c…

1
What is a retirement plan and where does it begin? 23:16

6M ago23:16

23:16

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. See omnystudio.com/listener for pr…

1
Will next years social security rate put you in tax trouble? 26:12

6M ago26:12

26:12

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. See omnystudio.com/listener for privacy i…

1
Finances or Emotions: Which is holding you back from retiring? 24:33

7M ago24:33

24:33

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 p…

1
Will interest rates keep going up? 28:58

7M ago28:58

28:58

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? See omnystudio.com/listener for privacy information.…

1
Discover Why Some Americans Are Retiring Sooner. 26:47

8M ago26:47

26:47

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. See omnystudio.com/listener for priv…

1
How many fees are actually in your 401(k)? 26:49

8M ago26:49

26:49

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? See omnystudio.com/listener for privacy information.…

1
When will social security run out? 30:41

9M ago30:41

30:41

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. See omnyst…

1
The most common problems found in a retirement portfolio 27:19

9M ago27:19

27:19

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. See omnystudio.com/listener for privacy information.…

1
The Stealth Tax: money you're losing and didn't even know 26:44

9M ago26:44

26:44

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. See omnystudio.c…

1
Country music star Gary LeVox shares his retirement plans 6:32

9M ago6:32

6:32

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. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
Can you afford to retire? 28:27

9M ago28:27

28:27

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…

1
How much overlap do you have in your portfolio? 17:44

10M ago17:44

17:44

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. See omnystudio.com/lis…

1
Creating a Championship Retirement 28:15

11M ago28:15

28:15

It takes a good team to win a championship just like the Denver Nuggets, but can you do the same when it comes to retirement? Shawn O’Keefe and Dan Blair discuss the pieces you need in place to create a successful financial team. They also celebrate Father’s Day weekend by sharing money saving tips from their dad’s and how to find out if your portf…

1
How to create income in retirement 24:18

11M ago24:18

24:18

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. See omnys…

1
Tax strategies for selling highly appreciate assets 25:33

11M ago25:33

25:33

Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
What is the difference between a robo-advisor and a real person? 27:06

12M ago27:06

27:06

What will be your greatest expense in retirement? Shawn O'Keefe and Dan Blair breakdown a new study that say's nearly 1/3 of your retirement money will be used paying taxes. How can you become more tax efficient with your plan? They also discuss how Market Guard works, the differences between a robo-advisor and an actual person, and what made each …

1
Is it cheaper to eat out than buy groceries? 24:20

12M ago24:20

24:20

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). See omnystudio.com…

1
Sitting down with Bill Murray and the Murray Brothers 20:16

12M ago20:16

20:16

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. See omnystudio.com/listen…

1
Family and Financial Sacrifices 24:48

1y ago24:48

24:48

Should you dip into your retirement next egg to help out your adult children? Shawn O'Keefe and Dan Blair discuss the financial struggles people need to avoid when it comes to family. They also talk about the benefits to deferring income and how to make sure your retirement plan lasts as long as you do. See omnystudio.com/listener for privacy infor…

1
How much of your savings should be sitting in cash? 27:35

1y ago27:35

27:35

Is cash king or is cash trash? Shawn O'Keefe breaks down how much of your savings you should keep in cash. He also discusses the rules you need to know about Roth IRA's, the reason annuities get a bad wrap, and what you should do if you have an old 401(k) sitting around. See omnystudio.com/listener for privacy information.…

1
Are you prepared if Social Security gets cut? 26:08

1y ago26:08

26:08

How can you replace Social Security? Shawn O'Keefe and Dan Blair discuss the options that are available to you if the federal government decides to dial back your Social Security. They also talk about what you should do now if you are on the edge of retirement in such a volatile market and an NBA Hall of Famer shares his outlook on gambling. See om…

1
If you get a refund, did you file your taxes right? 27:34

1y ago27:34

27:34

Do you want to get a refund when you file your taxes? Shawn O'Keefe discusses why it might be better for you to cut a check to the government every year. He also talks about the Fed overreacting to inflation, when should you start planning trips in retirement, and will congress dial back the 40-hour work week to 32-hours? See omnystudio.com/listene…

1
What would you be willing to do for a tax-free future? 27:15

1y ago27:15

27:15

The talking heads are saying we will see a pullback in the stock market in the next two months, but is this true? Shawn O'Keefe and Dan Blair break down the topic and also discuss what they are telling people who say, "I want to get out of the stock market." They also talk about which order you should take money out of your retirement accounts and …

1
What can you do to protect your portfolio today 28:38

1y ago28:38

28:38

How can you protect your portfolio today? Dan Blair discusses the right time to take social security, tax planning for a highly appreciating asset, what March madness and financial planning have in common, and the tooth fairy is following inflation. See omnystudio.com/listener for privacy information.…

1
The importance of getting financially educated 25:58

1y ago25:58

25:58

Do you have a retirement plan that is able to shift with financial changes? Shawn O'Keefe and Dan Blair discuss retirement rule changes that you need to know. They also talk about creating an income distribution plan and do Americans actually understand how social security works? See omnystudio.com/listener for privacy information.…

1
Where will your income come from in retirement 22:45

1y ago22:45

22:45

What direction is inflation heading in the second half of the year? Shawn O'Keefe and Dan Blair discuss how creating an income strategy can help create a successful retirement. They also talk about the retirement phrases you should know, Dan shares his plans to knock something off his bucket list and what is the best Girl Scout cookie? See omnystud…

1
Bad habits that will burn your retirement savings faster 29:57

1y ago29:57

29:57

Are you sitting in dead money? Is cash still trash? Shawn O'Keefe and Dan Blair discuss the bad habits that could drain your retirement accounts faster and the importance of creating a plan for your portfolio. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
How can you maximize your quality of life in retirement 28:42

1y ago28:42

28:42

If there is a recession, when will it hit? Shawn O'Keefe and Dan Blair discuss how you can maximize your quality of life in retirement and how to create a strategy that avoids chasing the next shinny object in the financial world. They also talk about why 90% of financial advisors only last 3 years in the industry and get some tips from Slyvestor S…

1
Why is Colorado one of the best states to retire in 27:20

1y ago27:20

27:20

Colorado has bene ranked one of the top 3 states to retire in! Shawn O'Keefe tells you why, as well as, the best way to find that sweet spot in your portfolio. He also discusses words of wisdom from a Rock and Roll Hall of Famer pertaining to living life to the fullest. See omnystudio.com/listener for privacy information.…

1
Who pays the most in taxes 26:07

1+ y ago26:07

26:07

Is the 60/40 portfolio going to make a comeback in 2023? Dan Blair discusses the importance of anticipating your financial future and breaks down the 5 questions you should be asking your financial advisor. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
Signs that you are ready to retire 25:14

1+ y ago25:14

25:14

Are you ready to retire? Shawn O'Keefe and Dan Blair breakdown a list of the 3 signs that you are ready to retire. They also discuss how to create a plan for a family that only has one working spouse and building a tax strategy for a highly appreciated asset. See omnystudio.com/listener for privacy information.…

1
How close are you to dipping into your retirement savings 32:19

1+ y ago32:19

32:19

Shawn O'Keefe and Dan Blair reflect on the financial year 2022 was and discuss what to expect in 2023. They also talk about what you should know about annuities and celebrate the anniversary of an iconic marketing campaign. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
Finding your passion in retirement 28:20

1+ y ago28:20

28:20

When will we see the bottom of the market. Shawn O'Keefe and Dan Blair discuss people's 2023 projections, if you should include an annuity in your 401(k), and a former NBA stars advice on finding your passion in retirement. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
Creating a comprehensive plan for market conditions 34:39

1+ y ago34:39

34:39

Shawn O'Keefe discusses the importance of stress testing your portfolio and the benefits of having a second set of eyes on your finances. He also talks about being forced into retirement and why creating a tax strategy now can payoff in the future. See omnystudio.com/listener for privacy information.…

1
Customizing your retirement 28:46

1+ y ago28:46

28:46

Dan Blair discusses why it's important to create a custom retirement plan. He also talks about the possibility of the recession ending next year. the Christmas Price Index hitting an all-time high and some of the unusual clauses he's seen in a will. See omnystudio.com/listener for privacy information.…

1
Recession Indicators 24:43

1+ y ago24:43

24:43

Are you tax loss harvesting? Should you be? Shawn O'Keefe and Dan Blair discuss the pro's and con's, as well as how you can find balance in your portfolio and ways to create a strategy using an annuity. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
What is Market Guard 26:47

1+ y ago26:47

26:47

What is Market Guard? Dan Blair and Shawn O'Keefe are joined by the CEO and creator of market guard, Brad Jenkins. They discuss the roll of Market Guard inside of a portfolio and the reason why it gives you the power of knowing! See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
How can you retire without a pension 25:13

1+ y ago25:13

25:13

A talking head gets it wrong, but what would happen if your advisor did the same? Shawn O'Keefe and Dan Blair discuss where you should be looking right now for bond replacements and are stock on clearance right now? See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
Creating confidence during inflation 23:49

1+ y ago23:49

23:49

Has your portfolio experienced a downturn? What are you doing to protect it? Shawn O'Keefe and Dan Blair discuss when should you get a second set of eyes on your portfolio if you've been doing it yourself. They also talk the magic number to retire, and people who have had to delay their plans due to inflation. See omnystudio.com/listener for privac…

1
Bond Alternatives 24:03

1+ y ago24:03

24:03

Shawn O'Keefe and Dan Blair discuss if we are in a recession now or if the talking heads are correct when they say it will hit next year. They also talk about what options you have for bond alternatives and can the winner of the World Series predict a financial crisis? See omnystudio.com/listener for privacy information.…

1
The tools to retire 24:44

1+ y ago24:44

24:44

Is the market about to rebound? Do you have a plan for your income in retirement or are do you only have concerns? Shawn O'Keefe and Dan Blair discuss using the proper tools that suit your lifestyle when you decided to end your working career. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

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Denver Wealth Management Podcasts

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