How to improve your 401(k) before retirement
The Retirement Summit
by Summit Wealth Strategies
3w ago
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 ..read more
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Active vs. Passive Portfolio Management
The Retirement Summit
by Summit Wealth Strategies
1M ago
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 predict what is going to happen in the market.  See omnystudio.com/listener for privacy information ..read more
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Alternatives to the stock market in retirement!
The Retirement Summit
by Summit Wealth Strategies
1M ago
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/listener for privacy information ..read more
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How to take advantage of high interest rates in retirement!
The Retirement Summit
by Summit Wealth Strategies
1M ago
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 ..read more
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Creating mailbox money in retirement!
The Retirement Summit
by Summit Wealth Strategies
2M ago
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 ..read more
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Plot twists you should prepare for in retirement!
The Retirement Summit
by Summit Wealth Strategies
3M ago
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 ..read more
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How will the market react to the 2024 election?
The Retirement Summit
by Summit Wealth Strategies
3M ago
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? See omnystudio.com/listener for privacy information ..read more
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BONUS: Grammy Award winner David Foster & American Idol’s Katharine McPhee!
The Retirement Summit
by Summit Wealth Strategies
3M ago
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.com/listener for privacy information ..read more
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What is a retirement plan and where does it begin?
The Retirement Summit
by Summit Wealth Strategies
4M ago
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 privacy information ..read more
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Recession Indicators
The Retirement Summit
by Summit Wealth Strategies
4M ago
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 ..read more
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