The right combination of growth and protection in a portfolio
Description
Shawn O’Keefe of Summit Wealth Strategies talks about the process of finding the right money-blend in retirement. Shawn explains how this starts with planning and gauging expenses vs. income. Shawn also discusses three stages of retirement and how demands change, along with the changes in buying power and a recent market shift that has made some retirement tools less effective. And Shawn celebrates his birthday and talks about the celebrations he had with family and the staff.
If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/
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United States
