Best Summit Wealth Strategies Podcasts (2025)

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Episode 149: Guiding Education with Sheena O'Connell 47:42

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40m ago47:42

47:42

Description In this episode, we're thrilled to welcome Sheena O'Connell, an educator and developer from South Africa who has been making waves in the Python education community. Sheena shares her journey from electrical engineering to founding Prelude, where she runs advanced Django learning sprints and teamwork training courses. We explore the cri…

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EY digital leader on the concerns, transparency and ethics of AI 29:31

5d ago29:31

29:31

Marc Jeschonneck of EY joins AccountingWEB technology editor Tom Herbert to discuss the importance of addressing AI concerns, ensuring buy-in from auditors and accountants who aren’t up to speed with the latest developments, and the ongoing role of regulators in the space.By AccountingWEBUK

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360: Paraguay: Economic Backbones Of A Rising Nation 20:35

6d ago20:35

20:35

If you’ve been looking for stability, opportunity, and sovereignty in one place, you need to start paying serious attention to Paraguay. With food independence, energy abundance, and a banking system that quietly outperforms many better-known jurisdictions, Paraguay is becoming a go-to destination for strategic offshore positioning. In this episode…

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How Annuities Can De-Risk Your Portfolio to Allow for More Growth 16:03

7d ago16:03

16:03

Shawn O’Keefe of Summit Wealth Strategies gives a primer on annuities – the bad ones, the okay ones, and the good ones. Shawn describes the evolution of annuities, how they are similar to pension plans, and why fixed index annuities can allow people to be more aggressive in other parts of their portfolios. If you have a million or more in investabl…

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No Accounting for Taste ep192: Insights into MTD readiness 27:24

11d ago27:24

27:24

AccountingWEB’s MTD Accountability Club is in full swing. In association with Sage, it follows accountants and bookkeepers preparing for the first mandation date. Richard Hattersley goes through the early results from our recent survey (which is still open), on how the profession is coping, exploring what the answers reveal about MTD readiness.Tom …

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359: Live Where You Invest: Inside My Panama Residential Project 1:01:01

13d ago1:01:01

1:01:01

A few weeks back, I unveiled a commercial project that’s already generating significant momentum in one of Panama’s most dynamic growth regions. Within hours, the messages started flooding in, everyone asking the same thing: “What about residential units… can I live here too?” Therefore, by popular demand, we present the residential aspect of the p…

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The Progressive Firm Podcast - S1E2: Recruitment and the Skills Gap 19:34

18d ago19:34

19:34

On the latest episode of The Progressive Firm Podcast, Leanne Wilkins of MHA and Jorgia Hatton of JS discuss the importance of recruitment in a growing firm, why communication is key and bridging the skills gap.By AccountingWEBUK

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358: Brazil Beachfront: A Perfect Portfolio Play Offshore 20:02

20d ago20:02

20:02

If you’ve been watching the global economy and wondering where smart investors are going next, you need to be paying attention to Brazil’s northeast coast. Between the booming tourism, the rising middle class, and its strategic role in the BRICS alliance, Brazil is becoming a powerhouse destination for offshore real estate. In this episode, I share…

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Three retirement money buckets and the job each has 20:56

21d ago20:56

20:56

Shawn O’Keefe of Summit Wealth Strategies discusses three retirement buckets: short-term, mid-term, and long-term. He shares what time period each bucket covers, what retirement and money tools are in each, and what those buckets are designed to do. Shawn also explains the danger of timing the market and the pitfalls of buying and selling stocks wi…

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357: Own Office Space In Panama’s Hottest Growth Corridor – Part 2 58:02

26d ago58:02

58:02

Investing in real estate requires discernment, responsibility, and a strategic outlook, and that’s exactly how I approach every opportunity before bringing it to the Expat Money community. In Part 1, we pulled back the curtain and introduced a very special project. After a long search for a location that ticks all the boxes, I finally found the ide…

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No Accounting for Taste ep191: Tech adoption isn’t all about the technology 28:51

25d ago28:51

28:51

Tom Herbert returns from the Sage Future user conference in Atlanta and spills all. He shares Sage’s artificial intelligence insights, classified into waves, and explores what each means. While discussing tech adoption, he argues that it’s not all about the technology, explaining other ways to get the attention of customers. Richard Hattersley refl…

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356: Own Office Space In Panama’s Hottest Growth Corridor – Part 1 1:20:04

27d ago1:20:04

1:20:04

If you’ve been following my work, you know I take real estate investments very seriously—and I do tremendous due diligence before ever presenting an opportunity to the Expat Money community. After years of searching for the right location for a very special project I had in mind—something that has the right infrastructure, aligns with my pro-freedo…

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355: Santiago Peña’s Paraguay: Latin America’s New Freedom Frontier 33:21

1M ago33:21

33:21

If you’ve been watching the shifting tides in geopolitics and looking for a solid offshore Plan-B, you need to be paying attention to Paraguay. Under the leadership of President Santiago Peña, the country is quietly becoming one of the most attractive destinations in Latin America for expats and investors. In this episode, I share what I learned du…

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The right combination of growth and protection in a portfolio 18:03

1M ago18:03

18:03

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 re…

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Sage CEO: AI is the future, but we’ll always need accountants 19:23

1M ago19:23

19:23

When Steve Hare first qualified as an accountant, he never imagined presenting to 4,000 people as chief executive of the UK's largest technology firm, steering it into the age of AI. However, he believes his accounting background will prove pivotal in managing one of the most transformational technologies seen in a generation. Hare joined Accountin…

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Episode 148: PyCon 2025 AI Education Open Space 57:25

1M ago57:25

57:25

In this special episode of Teaching Python, hosts Sean Tibor and Kelly Schuster-Paredes convene an open space discussion at PyCon US 2025 in Pittsburgh. Surrounded by a diverse group of educators, developers, and learners, they hand the mic to the community to answer two key questions: How are you using AI personally, and how do you see AI shaping …

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No Accounting for Taste ep190: Apprenticeship cuts, mid-market software and a new podcast 25:31

1M ago25:31

25:31

With the cut to Level 7 apprenticeship funding now confirmed, Richard Hattersley explains what it means for firms and training across the profession. He shares reactions from professional bodies and considers the long-term impact of the decision.Tom Herbert looks at the shift in focus from vendors and investors, from small business cloud accounting…

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354: Offshore Upside: How To Take Your IRA International 1:01:37

1M ago1:01:37

1:01:37

If your retirement money is tied up in an IRA or a 401(k) and exposed to the ups and downs of the U.S. stock market, your retirement savings may be more vulnerable than you think. With growing debt, inflation, and political uncertainty, relying solely on Wall Street is becoming an increasingly risky strategy. That’s why I brought in Matt Calhoun fr…

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353: Latin America Is The Future: Announcing The Summit 2025 32:29

2M ago32:29

32:29

Latin America is the future, and I invite you to explore this subject in depth with me at the next edition of our annual Expat Money Summit, taking place over three jam-packed days from October 10 to 12, 2025. This year, we’re focusing entirely on Latin America, a region that offers the best opportunities for freedom, investment, and long-term livi…

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The Progressive Firm Podcast - S1E1: Why Go for Growth? 17:53

2M ago17:53

17:53

In the first episode of The Progressive Firm Podcast, Laura Leslie of DSG and Scott Heath of DJH pull back the curtain on their growth journeys, looking at how such an idea is born and subsequently implemented.By AccountingWEBUK

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Solutions for the outdated 60/40 portfolio strategy 15:27

2M ago15:27

15:27

Shawn O’Keefe talks about different approaches to portfolio diversification, other than the 60/40 stocks-bonds strategy. Shawn shares how bands have given bad returns, what institutional private credits are, ways that he and the Summit Wealth Strategies team can help minimize risk and maximize returns, and what he considers to be “digital gold.” If…

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No Accounting for Taste ep189: Events season, tax avoidance and AI ethics 28:22

2M ago28:22

28:22

After attending six events this year, Tom Herbert wraps up the spring events season and shares what stood out. Suggesting there’s been a big push around software that sorts, stores and manages data, Herbert looks at why there’s an increased interest and whether firms actually want it or whether it’s a way for vendors to justify their GenAI investme…

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352: Javier Milei’s Argentina: What It Means For Expats And Freedom 33:22

2M ago33:22

33:22

While most world leaders double down on failed socialist policies, Javier Milei is doing the opposite: ripping the state down to its foundation in an unprecedented bid to restore individual freedom and economic sanity. In this episode, I unpack what Milei's bold reforms mean for Argentina, the Western world, and the global expat community. . IN TOD…

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351: Nine Legal Flag-Planting Strategies To Protect Your Freedom & Wealth 41:48

2M ago41:48

41:48

Many people spend their entire lives building wealth and security, but end up leaving everything they’ve built tied to a single country, exposing themselves to unnecessary risk. This is exactly why my Private Clients and I utilize a time-tested strategy called "flag planting." In this episode, I outline how you can do the same legally, efficiently,…

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Is the 60/40 portfolio outdated and why? 16:07

2M ago16:07

16:07

Shawn O’Keefe discusses the 60/40 pre-retirement, 40/60 during retirement portfolio rule of thumb. Shawn defines this blend between stocks and bonds and then explains why the bond market’s performance has made it obsolete. Shawn then explains how the U.S. dollar is losing value and why even reputable advisors have been wrong about this strategy. If…

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350: Canada Suicide Note: The System Isn’t Broken; It’s Working Against You 22:08

2M ago22:08

22:08

In this Expat Money Show episode, I don’t hold back. I’m going to tell you the truth about what’s really happening in Canada, and why I believe it’s no longer a place where you can build wealth or secure a future for your family. As someone born and raised in Canada, I’ve watched the country unravel. After visiting over 100 countries and planting r…

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No Accounting for Taste ep188: Spring tax update, cybersecurity and IPO’s 25:10

2M ago25:10

25:10

Just ahead of the bank holiday, the government released a surprise Spring tax update. Richard Hattersley breaks down the key announcements, including the delay to the mandation of payrolling benefits and updates to the CEST tool. He also looks at proposed simplifications, such as helping businesses integrate gov.uk guidance with their AI products.A…

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349: Brazil’s Booming Northeast: How To Ride The Wealth Migration Wave 2:06:04

3M ago2:06:04

2:06:04

If you're serious about protecting your wealth and crafting a strong offshore Plan-B, then you need to go where the smart money is moving, not where it’s already gone. In today’s episode, I’m going to share with you this past Saturday’s webinar, where we took a deep dive into the wealth migration taking place in Northeast Brazil. This region has la…

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No Accounting for Taste ep187: MTD, agentic AI and audit sanctions 30:29

3M ago30:29

30:29

With HMRC expanding the MTD pilot from 16 April, Richard Hattersley unpacks the updates, including long-awaited multi-agent access and questions around the value of quarterly updates. Tom Herbert adds insight into technical challenges and what this means for accountants.Herbert then shifts gears to agentic AI, a more advanced form of artificial int…

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348: Birth Tourism: How To Secure Your Family’s Future – Mike Qu 52:48

3M ago52:48

52:48

Most people spend their lives trying to build freedom for themselves, but equally important is how they can pass that freedom on to their children. Today, I’m pulling back the curtain on a powerful strategy I’ve used personally: birth tourism. All 3 of my kids were born in different countries—not just for the experience, but to secure real, lifelon…

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10 ways the blockchain will shape the future – part 2 16:59

3M ago16:59

16:59

Shawn O’Keefe discusses the next five of the 10 ways that blockchain technology is shaping the future. Shawn explains the blockchain’s influence on digital ownership, healthcare, decentralizing control of the internet, energy and sustainability, and new business models. Shawn also shares how Summit Wealth Strategies selectively invests in crypto an…

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347: Could Your Passport Be Your Downfall? 27:22

3M ago27:22

27:22

A passport is crucial to your freedom and global mobility, but what if your citizenship could be a liability? I recently read an interesting article on IMI Daily called “13 Ways Your Passport Could Ruin Your Life.” While I agree with many of the author’s points, I believe most of the real-world risks are misunderstood—and far more manageable—than p…

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346: Expat News: Trump’s Tariffs, Canada’s New PM, UK Bans “Ninja Swords” 46:23

3M ago46:23

46:23

Trump’s global tariff plan, a surprise shakeup in Canadian leadership, and a crackdown on citizenship programs are just a few of the major stories my co-host and resident newsman Marc Clair and I tackle in this latest edition of Expat News. After a whirlwind start to the year, we’re back in the newsroom format to bring you the hard truths behind th…

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No Accounting for Taste ep186: New tax year, AI and acquisitive growth 30:09

3M ago30:09

30:09

With the new tax year starting on 6 April, Richard Hattersley runs through the key changes, from the rise in employer national insurance to HMRC’s focus on debt management. He also covers the MTD countdown, HMRC’s confidence in a 2026 rollout and whether it’s time to rethink the UK tax year. Tom Herbert shares the latest MTD software market updates…

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10 ways the blockchain will shape the future – part 1 16:40

3M ago16:40

16:40

Shawn O’Keefe discusses the blockchain and how it deals with much more than crypto. Shawn explains how the blockchain will could help decentralize financial systems, enhance data security, smart contracts, supply chain transparency, and governance and voting. Shawn also explains how Summit Wealth Strategies is uniquely qualified to help people who …

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Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson 1:16:47

3M ago1:16:47

1:16:47

Guest: Nikki Henderson, a world-class professional sailor. In 2018, Nikki became the youngest skipper to lead a team in the Clipper Round the World Yacht Race. At the age of 25, over the course of more than 40,000 miles of ocean racing, Nikki led a diverse team of mostly amateur sailors from 16 countries to an extraordinary second place finish. She…

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NetSuite founder on AI progress, breaking down siloes and the one-person unicorn 17:33

3M ago17:33

17:33

Oracle NetSuite founder Evan Goldberg and senior vice president EMEA Nicky Tozer join AccountingWEB technology editor Tom Herbert to discuss new products launched at the show, how the developer is using artificial intelligence to connect businesses, and why technology could enable the first billion dollar company run by one person. For full show no…

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345: Reject the Black Pill & Find Freedom Offshore 56:31

3M ago56:31

56:31

For the freedom-minded, there’s plenty of doom and gloom where we look for it—wars, technocratic control systems, and economic collapse. But while most people stay stuck in fear or outrage, others are taking action. They’re securing second residencies, moving capital out of reach, and planting flags in places where freedom still has a fighting chan…

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No Accounting for Taste ep185: A 2025 Spring Statement special 19:55

4M ago19:55

19:55

Rachel Reeves kept her promise with no tax changes in yesterday’s Spring Statement. With expectations low, Richard Hattersley recaps the key takeaways, including the eight consultations and policy papers released and looks ahead to what the Autumn Budget might bring.One of the policy papers released confirmed that sole traders and landlords with in…

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344: Don’t Just Stand and Fight—Position Yourself to Win 1:02:16

4M ago1:02:16

1:02:16

There’s a freedom revolution quietly unfolding—and it’s not coming through politics. More and more people are taking matters into their own hands—setting up offshore structures, getting second residencies, diversifying their assets, and ensuring they’re not boxed in by failing systems. It’s not about fear—it’s about options and the ability to act o…

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

4M ago19:37

19:37

Shawn O’Keefe talks 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 wi…

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Episode 147: The Power of Teaching APIs 40:05

4M ago40:05

40:05

In Episode 147 of Teaching Python, Sean Tibor and Kelly Schuster-Paredes focus on the importance and power of teaching APIs to coding students. They share personal stories and practical strategies for engaging students with APIs, from simple use cases to more complex projects. Join them as they discuss how to make lessons fun and relevant, leveragi…

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Spring software shopping season 2025: Live from FAB 26:53

4M ago26:53

26:53

Recording on location from the Festival of Accounting & Bookkeeping, accountants Della Hudson and Aaron Patrick join host Tom Herbert to discuss the software systems that should be on practitioners' shopping lists in Spring 2025. The trio discuss Making Tax Digital, artificial intelligence and practice management systems, and make a few predictions…

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343: Austrian Investor Bets Big on Paraguay—And Wins – Markus Amann 53:36

4M ago53:36

53:36

Spotting opportunity in an emerging market before the crowd rushes in takes a special kind of vision—and a willingness to take risks. That’s exactly what today’s guest, Markus Amann, did when he left Austria and planted his flag in Paraguay nearly two decades ago. In this episode, Markus shares his incredible journey—from his first eye-opening trip…

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No Accounting for Taste ep184: The Festival of Accounting & Bookkeeping 9:06

4M ago9:06

9:06

In this short but sweet episode, recorded live on day two of the Festival of Accounting & Bookkeeping (FAB), the team take a look back at the key moments from day one and get ready for the discussions ahead.With AI continuing to reshape the profession, Making Tax Digital developments and tax changes keeping accountants on their toes, there was plen…

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342: Paraguay Tour Recap: Exploring Latin America’s Best Kept Secret 52:15

4M ago52:15

52:15

Paraguay has been on my radar for years, and after this latest trip, I’m more convinced than ever—it’s one of the best-kept secrets for expats and investors alike. With a territorial tax system, a pro-business government, and dirt-cheap real estate poised for massive growth, Paraguay checks all the boxes for a solid Plan-B country. In this episode,…

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

4M ago17:24

17:24

Shawn O’Keefe discusses 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 he…