The Retirement Summit

Stress test your portfolio, so you can stress less

Shawn behind the mic

Summit Wealth Strategies
in the Media

As Seen and Heard On:

Summit Wealth Strategies on TV

See Summit Wealth Strategies Founder, Shawn O’Keefe, discussing hot financial topics in his latest TV segment on Money Matters.

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The Retirement Summit Podcast

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? Listen in to hear Shawn O’Keefe of Summit Wealth Strategies discuss the different topics and challenges that retirees face in today’s world. Learn how to prepare for retirement with the team from Summit Wealth Strategies.

Subscribe to our podcast on Apple Podcasts, Google Play, Spotify, or iHeartRadio and start listening now!

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Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Shawn O’Keefe or Summit Wealth Strategies™ is stated or implied.

Stress Test Your Portfolio!

Let's set a time to stress test your plan, so that you can stress less when it counts.
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