The Retirement Summit podcast

#Trading #Business News #Business #News #Impact Partnership #Summit Wealth Strategies

32:17

Jay is more than just the host of All About Change podcast. He is a lawyer and international activist, who has focused his life’s work on seeking social justice by advocating for the rights of people with disabilities worldwide. On the special episode of All About Change, Mijon Zulu, the managing producer of the "All About Change" podcast, is taking over hosting duties to interview Jay Ruderman about his new book, his activist journey, and why activism is even more important today. Episode Chapters (0:00) intro (02:38) How does one choose a cause to go after? (03:33) Jay’s path to activism (07:50) Practical steps a new activist can take (09:24) Confrontation vs trolling (17:36) Learning from activists operating in different sectors (19:20) Resilience in activism (22:24) Reflections on Find Your Fight and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

The Retirement Summit

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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 Minnetonka, 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 made available through Summit Wealth Asset Management (SWAM), a Registered Investment Adviser doing business as Summit Wealth Strategies, LLC.

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27 episoade

The Retirement Summit

updated acum 11 zile

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Visit us online!

27 episoade

#Trading #Business News #Business #News #Impact Partnership #Summit Wealth Strategies

ทุกตอน

1
Seven truths about DOGE’s war on federal waste 19:37

acum 11 zile19:37

19:37

Shawn O’Keefe and co-host Doug Turnbull talk about market volatility during the DOGE cuts in the federal government. Shawn shares seven truths about these cuts and how the market was volatile early in President Trump’s first term, but then rebounded. Shawn also explains how he believes cutting government waste will greatly benefit the economy in the long run. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
Preparing for retirement better than a NASCAR driver packs their bags 17:24

acum 25 zile17:24

17:24

Shawn O’Keefe and co-host Doug Turnbull discuss how William Byron (and other drivers) didn’t pack extra clothes for the media appearances he would have to make if he won the Daytona 500. Shawn relates that to preparedness in retirement. He shares how he deals with successful people who have planned for years for their retirement and also the questions he asks people to help them prepare better. And Shawn talks about the great honor he had to recently speak at a cryptocurrency conference. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
How to allocate for future long-term care costs 17:16

acum 6 weeks17:16

17:16

Shawn O’Keefe and co-host Doug Turnbull talk about long-term care. Shawn lays out the difference between traditional long-term care plans and newer ones that are more flexible. Shawn shares about the conversations Summit Wealth Management can have with people to get them to build these costs into their plans, instead of trying to self-fund one of the most expensive areas of retirement. Shawn also talks about the wildly mild weather he has recently gotten in Colorado and a ski trip he is planning. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
Five positive impacts for retirees from Trump Administration policies 17:12

acum 8 weeks17:12

17:12

Shawn O’Keefe and co-host Doug Turnbull discuss the whiplash news cycle and how people should not lose hope with because of the recent policy changes. In fact, Shawn identifies five areas that could positively benefit from some of President Trump’s proposals: Social Security taxes, Medicare Advantage, healthcare costs, drug costs, and income taxes. Shawn also talks about how recent podcast episodes on Bitcoin led to a prominent speaking engagement for him. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
Potential catalysts and projections for Bitcoin 20:06

acum 10 weeks20:06

20:06

Part two of this mini-series on Bitcoin sees Shawn O’Keefe explain to listeners and co-host Doug Turnbull how Bitcoin is not a scam and how the federal government and several state governments are trying to invest in it. Shawn talks about the U.S. government building up a Bitcoin reserve and how some other countries are doing the same thing. He also shares how some industry analysts are projecting Bitcoin to nearly increase in value 10 times by 2030 and why most people should have at least some small part of their assets exposed to some market volatility. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
Bitcoin 101: what it is and why the government is warming up to it 19:31

acum 11 weeks19:31

19:31

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. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
Do I have enough to retire? 17:08

acum 15 weeks17:08

17:08

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 the best results for their retirement. Shawn also reveals if there is a magic dollar amount that people should save for retirement or not. And Shawn talks about his future travel plans and the place that is on his bucket list. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
Planning for inflation during retirement 17:55

acum 17 weeks17:55

17:55

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 rest of the economy. Shawn also shares about the nice weather in Colorado and how his Thanksgiving went with his family. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
America’s C+ retirement rating and the steps people should take 17:22

acum 19 weeks17:22

17:22

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 plans and his favorite dish. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
The election and Americans’ financial confidence now, versus in 2020 16:59

acum 21 weeks16:59

16:59

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 explains why diversification is a great strategy in retirement, no matter the environment. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
The second six of 12 strategies to minimize tax burdens during retirement 17:42

acum 22 weeks17:42

17:42

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.…

1
The First Six Strategies to Minimize Tax Burdens During Retirement 15:17

acum 23 weeks15:17

15:17

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 comprehensive plan and working with a knowledgeable advisor to navigate the complexities of retirement taxes. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
Preparing for the Unexpected in Retirement 14:34

acum 24 weeks14:34

14:34

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 importance of planning for various market conditions and unexpected expenses in retirement. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
The Four Peaks of Retirement Success 21:47

acum 25 weeks21:47

21:47

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 protection, long-term care, and wealth transfer. The conversation also addresses the six stress points of retirement, including taxes, inflation, market volatility, and longevity, emphasizing the need for a comprehensive retirement plan. To connect with Shawn and find out more information, visit www.gosummitwealth.com See omnystudio.com/listener for privacy information.…

1
Navigating the 401k Transition 24:09

acum 26 weeks24:09