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Summit Wealth Strategies Podcasts

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The Retirement Summit

Summit Wealth Strategies

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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? Every two weeks, 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 s ...
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Between Now and Success

Steve Sanduski

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Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
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7 Figure Summit

Scott Bywater

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In a world bustling with entrepreneurial stories, we noticed a void. There were countless tales of startups and early struggles, but what about those who've reached the coveted 7-figure mark? What were their battles, their learnings, their moments of doubt and triumph? 7 Figure Summit: Tales from the Top was born out of a desire to spotlight these trailblazers, to share the unheard chronicles of those who’ve made it to the summit. It's not just about the destination, but the journey – the ta ...
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Sphere of Being

debrablackman17

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Watch, listen and learn from our two inspiring, thought provoking and heart centered podcasts. Specifically designed for entrepreneurs, business owners and corporates to showcase their unique approach to business and highlight the value, solutions and leadership qualities that make them the Go To specialists in their market. Set up by Debra Blackman, Founder Viessentially LTD, Business Support Outsourcing, Podcasting for Publicity and Profit Academy, Podcast Host, International Speaker inclu ...
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Welcome to Uncommon Cents, your go-to podcast for financial education and retirement planning. Hosted by Erik Bowman of Bowman Financial Strategies in Englewood, Colorado, this series offers clear explanations, honest advice, and expert guidance to help you navigate the complexities of financial planning. Tune in for the latest commentary on investment, retirement, and insurance topics and trends. Discover the 80/20 Retirement Formula, focusing on three key areas: Clear Explanations, Honest ...
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You’re a successful service-based entrepreneur in your local town, but you know it’s time to stop being the best-kept secret and expand your brand online for greater income and impact. On this show, we explore what it takes for diverse leaders just like you to expand your brand online so you can increase your income, invest more in causes and communities you care about, and impact more lives through your work and wealth. Your host, Elizabeth Yang, Social Sales Monetization Strategist, Mindse ...
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Teaching Python

Sean Tibor and Kelly Paredes

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Welcome to "Teaching Python Podcast,” the go-to podcast for anyone interested in the intersection of education and coding. Hosted by Kelly Paredes and Sean Tibor, this podcast dives into the thrills and challenges of teaching middle school computer science through the engaging and versatile Python programming language. About the Hosts: Kelly Paredes brings a wealth of global experience in curriculum design and currently inspires sixth and eighth graders at Pine Crest School in Fort Lauderdal ...
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NTSA Wowcast 2.0

Randy Aranowitz

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Welcome to Wowcast 2.0, presented by Randy Aranowitz, an esteemed former president of the NTSA. Aranowitz brings a wealth of experience to the table, not only from his tenure at the helm of NTSA but also from his distinguished career at Kades-Margolis, where he recently retired as Executive Vice President after more than three decades of service. Despite stepping down from his executive role, he remains an active contributor to the financial advisory landscape, boasting over 33 years of expe ...
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The Unstoppable Business Growth Podcast is for Business owners and leaders who want to unlock value inside their organization so they can drive profitability inside their company. We will talk about the greatest wealth-building opportunities to grow your business. We'll explore how you can automate the work people don't want to do saving you time and money so you can scale revenue and outperform the competition. We will explore how you can automate your work with one platform, and bring AI i ...
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What if success is actually making you miserable? In this powerful episode, mental health and personal growth expert Sakirat Okewole shares her emotional journey from burnout and hospitalisation to discovering her true purpose. She opens up about the conditioning that pushed her to overwork, the crushing moment it all came crashing down, and the in…
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Create 5 Figure Monthly Passive Income #passiveincomestrategies #passiveincomeblueprints #propertyinvesting Helen Tarrant went from arriving in Australia with just AUD70 to her name, to building a commercial property empire worth over AUD10 million. In this episode, Helen shares the real story of how she started, what made her pivot from beauty the…
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Meet the dynamic power couple behind EventRaptor, Steve and Jennie Eriksen. In this episode, they reveal how they transformed their passion for virtual events into a global platform that’s helped hundreds of coaches, speakers, and service providers run profitable summits — without tech overwhelm, sleazy sales tactics, or paid ads. You’ll discover t…
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Faith-based strategy that works — in this episode, we uncover powerful, real-life methods rooted in faith and practical wisdom to help you achieve big goals, overcome setbacks, and create lasting success in your life and finances. Discover how to become mortgage-free, potentially in just 18 months, using biblically grounded strategies that build la…
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Join us for an inspiring episode with Sarah Yandell, an incredible business coach who has turned her vast experience into a transformative blueprint for success. In this conversation, Sarah dives deep into her personal journey, from managing teams at an early age to scaling her businesses to multi-million pound turnovers. With her unique B.U.I.L.D …
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Welcome to another episode of Sphere of Success, where we explore the journeys of remarkable individuals who are breaking barriers and achieving greatness. In today’s episode, we have the incredible Dawn Grant, a true trailblazer who seamlessly juggles a successful tech career, motivational speaking, and being a prolific author. With 22 books under…
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In this episode of Sphere of Success, I sit down with Debbie Williams, an international speaker, leadership trainer, and podcast host to uncover the often-overlooked fear of success and how it subtly sabotages our careers and confidence. Debbie shares her deeply personal journey from doubting her own voice to stepping into leadership at Toastmaster…
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Most coaches are making one huge marketing mistake... and don’t even realise it. In this refreshingly honest conversation, I sit down with Janine Coombes, a marketing coach and offer positioning expert for coach-shaped people. She shares the biggest mistake she sees coaches make in their marketing, and how to start fixing it now. We talk about how …
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In this inspiring episode, I chat with Jason Tan, founder of Engage AI and a self-described introvert turned entrepreneur. Jason shares the exact mindset shifts and practical tools he used to go from being a reserved, behind-the-scenes engineer to becoming a Top LinkedIn Voice, speaker, and business owner who helps others do the same. You'll learn …
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Shawn O’Keefe of Summit Wealth Strategies explains deferred tax strategies (DTS) and what kinds of transactions are eligible for them. Shawn also shares the benefits of DTS and how people can control how many taxes they pay by not paying Uncle Sam up front. Shawn also describes the comprehensive tax summary that he runs for people to show them how …
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𝘞𝘩𝘢𝘵 𝘥𝘰𝘦𝘴 𝘪𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘵𝘢𝘬𝘦 𝘵𝘰 𝘣𝘦 𝘢 𝘨𝘭𝘰𝘣𝘢𝘭 𝘪𝘯𝘧𝘭𝘶𝘦𝘯𝘤𝘦𝘳? In this thought-provoking conversation, I sit down with Abraham Paul Vatakencherry 𝐆𝐥𝐨𝐛𝐚𝐥 𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞𝐫, 𝐌𝐞𝐧𝐭𝐨𝐫 & 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐬𝐭 𝐀𝐦𝐛𝐚𝐬𝐬𝐚𝐝𝐨𝐫 - 𝐀𝐬𝐢𝐚 (𝐅𝐞𝐬𝐭𝐚𝐜 𝐀𝐟𝐫𝐢𝐜𝐚 𝐑𝐞𝐧𝐚𝐢𝐬𝐬𝐚𝐧𝐜𝐞 2025) 𝐆𝐥𝐨𝐛𝐚𝐥 𝐂𝐡𝐚𝐢𝐫, 𝐓𝐫𝐚𝐝𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐈𝐬𝐡𝐤𝐚𝐦𝐚 𝐆𝐥𝐨𝐛𝐚𝐥 𝐂𝐡𝐚𝐧𝐠𝐞, 𝐔𝐊 Whether you're scaling across borders, pitching to high-value clie…
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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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In this episode, I sit down with investment strategist and gold expert Simon Popple, the founder of The Gold Program. With over 20 years of experience in finance and property, Simon shares powerful insights into how to build long-term wealth, outperforming gold’s current 10.6% annual average return. We explore the "fantasy football" strategy that S…
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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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In this powerful and soul-stirring episode, I speak with Edmund Adamus, a highly respected Christian educator, consultant, and pastoral theology expert, about identity, integrity, and the true meaning of Christian love. Edmund shares hard-earned wisdom on living out Gospel values authentically — especially when it comes to loving others (even when …
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What happens when everything you built suddenly crumbles — your business, your relationship, your sense of self? For Steve Manns, that breakdown became the breakthrough. In this energising and deeply reflective episode of Sphere of Success, Steve shares how he went from burnout and confusion to becoming a Spartan Ultra-athlete, a wellness coach, an…
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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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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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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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In this episode, I sit down with Selina Yankson — a Self-Leadership Executive Coach, Career Strategist, and the force behind The YOU Review Podcast and Find Your Hidden Edge Career Audit™. With 15+ years of mentoring corporate professionals, Selina has one powerful message: leadership begins within. We explore the difference between your secret, pr…
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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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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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In this powerful episode of Sphere of Being, we sit down with Annie Page – an NLP Coach, Leadership Trainer, and Business Strategist – to uncover how high-performing professionals can lead without burning out. Annie works with executives, managers, and business owners who feel stuck in overwhelm, decision fatigue, and firefighting mode, helping the…
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How do you go from being a lawyer… to running your own tech company? This week on Sphere of Being, I sit down with Yudee Uzowulu, the dynamic CEO of Niños Global Tech. She opens up about the bold leap she made from law into the world of digital innovation — and how she’s helping others do the same. Yudee shares the secrets of starting over, embraci…
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In this inspiring conversation, Susanne Madsen shares her journey from project manager to globally recognised executive coach, helping leaders shift their identity, not just their skillset. Susanne unpacks the power of coaching to create lasting change in how leaders view themselves, enabling them to lead teams with clarity, confidence, and purpose…
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With over 20 years of experience as a business leader, Nuno Soares has dedicated his career to helping small business owners step out of the daily grind and embrace their true role as strategic, confident leaders. Having owned and scaled IT Managed Service companies, Nuno knows the reality of wearing too many hats and understands the pressure of bu…
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In this episode of Sphere of Success, we're joined by Emma Heley, the unstoppable entrepreneur behind Thinking Hat Media, a London-based PR and content agency working with some of the biggest names in the world — including Amazon, L’Oréal, and TripAdvisor. Emma’s journey began in 2015, just six weeks after an emergency cesarean, when she took the b…
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In this episode, I sit down with Charles McLachlan, founder of Future Perfect and creator of the CEO Growth Academy. Charles has made it his mission to help CEOs escape fear-based leadership and step into a more visionary, connected, and fulfilling way of leading — especially in today’s chaotic and ever-shifting business landscape. With his innovat…
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🎙️ THE REAL DEAL PODCAST – THE GLOBAL PODCAST WHERE DEALS ARE DONE 💼 🔥 Build your EMPIRE. Join us! 🔥 No SMALL TALK. Just real DEALS, real CONNECTIONS, real OPPORTUNITIES. To do more BUSINESS, join us! 💰 Do DEALS LIVE on the podcast – Not just talk, but action 🚀 NETWORK with power players – Investors, CEOs, and decision-makers 📈 Get SEEN, get HEARD,…
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In this heart-opening episode of Sphere of Success, I warmly welcome the extraordinary Dr. & Master Sha — a world-renowned Tao Grandmaster, healer, and humanitarian whose wisdom transcends borders and touches the soul. Master Sha offers a live healing session that invites you to feel the shift in energy and connect with deep inner peace. He shares …
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In this powerful episode of Sphere of Being, we sit down with Charles McLachlan, founder of Future Perfect, a company dedicated to helping CEOs and professionals transition into roles that reflect their full potential — without burnout, anxiety, or the burden of toxic work habits. Charles believes in creating environments where freedom and joy repl…
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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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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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In this episode, we sit down with Ron Hully, a corporate finance expert and partner at Logros Advisory Partners, to explore the high-stakes world of mergers, acquisitions, and raising capital. With over 20 years of experience, Ron has worked with top financial institutions and entrepreneurial businesses, helping owners secure game-changing deals, f…
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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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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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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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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…
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In a world where personal struggles often spill into the workplace, Celia Conrad is leading the way in supporting individuals and businesses through life-changing events. As an award-winning relationship consultant, author, speaker, and well-being advisor, Celia helps people navigate divorce, breakups, grief, and major life transitions. Through her…
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Are you a professional woman feeling stuck, doubting yourself, or wondering, "Is this all there is?" On this episode of Sphere of Being, breakthrough coach Janeen Sonsie shares her expertise in helping women overcome self-doubt, break free from limiting beliefs, and step into their confidence. With decades of experience navigating male-dominated in…
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In this episode, we speak with Mark-Sauls Elijah, co-director of Opsdel3000 LTD, author, podcast host, and process improvement specialist. Mark’s inspiring journey — from growing up in South Africa and Zimbabwe amidst racial discrimination to becoming a leader in process optimisation—has been shaped by resilience, self-awareness, and a passion for …
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In this episode of Sphere of Success, we sit down with Aarti Samani, a global AI strategist and cybersecurity expert, to uncover the hidden threats posed by AI-powered fraud. Aarti shares real-world cases, including how a small bank executive was manipulated through deep fake emails and how AI-driven impersonation scams are leaving lasting psycholo…
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AI-driven threats like deepfakes and social engineering scams are becoming more sophisticated — so how can businesses stay ahead? In this episode, we sit down with Aarti Samani, a leading AI strategist and expert in biometric security, to uncover the risks and solutions businesses need to know. With experience working with global institutions like …
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Shawn O’Keefe talks 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 o…
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In this episode, we sit down with Neil Linford-Relph, a true pioneer in digital transformation and champion of business creativity through AI. With a career that spans from the .com boom to cutting-edge AI innovations, Neil has led transformative projects such as creating the first data visualisation for UK high street banking, designing Barclays’ …
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