Best Summit Wealth Strategies Podcasts (2025)

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354: Offshore Upside: How To Take Your IRA International 58:33

1h ago58:33

58:33

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…

1
353: Latin America Is The Future: Announcing The Summit 2025 32:11

6d ago32:11

32:11

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…

1
Solutions for the outdated 60/40 portfolio strategy 15:27

7d ago15:27

15:27

Shawn O’Keefe and co-host Doug Turnbull talk 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…

1
352: Javier Milei’s Argentina: What It Means For Expats And Freedom 33:07

13d ago33:07

33:07

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…

1
351: Nine Legal Flag-Planting Strategies To Protect Your Freedom & Wealth 41:33

20d ago41:33

41:33

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,…

1
Is the 60/40 portfolio outdated and why? 16:07

22d ago16:07

16:07

Shawn O’Keefe and co-host Doug Turnbull discuss 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…

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350: Canada Suicide Note: The System Isn’t Broken; It’s Working Against You 21:52

28d ago21:52

21:52

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…

1
349: Brazil’s Booming Northeast: How To Ride The Wealth Migration Wave 2:05:49

1M ago2:05:49

2:05:49

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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348: Birth Tourism: How To Secure Your Family’s Future – Mike Qu 52:33

1M ago52:33

52:33

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

1M ago16:59

16:59

Shawn O’Keefe and co-host Doug Turnbull discuss 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 selectiv…

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347: Could Your Passport Be Your Downfall? 27:07

2M ago27:07

27:07

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” 46:08

2M ago46:08

46:08

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…

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

2M ago16:40

16:40

Shawn O’Keefe and co-host Doug Turnbull discuss 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 quali…

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

2M 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…

1
345: Reject the Black Pill & Find Freedom Offshore 56:16

2M ago56:16

56:16

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…

1
344: Don’t Just Stand and Fight—Position Yourself to Win 1:02:00

2M ago1:02:00

1:02:00

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

2M ago19:37

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 th…

1
Episode 147: The Power of Teaching APIs 40:05

2M 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…

1
343: Austrian Investor Bets Big on Paraguay—And Wins – Markus Amann 53:20

3M ago53:20

53:20

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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342: Paraguay Tour Recap: Exploring Latin America’s Best Kept Secret 52:00

3M ago52:00

52:00

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,…

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

3M ago17:24

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 questi…

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341: AI, Inflation & Economic Collapse: The Future Of Money – Thorsten Wittmann 48:06

3M ago48:06

48:06

Many people dream about financial freedom and international living, but few take the leap. Today's guest, Thorsten Wittmann, is an international financial author, speaker, and self-made multimillionaire who has mastered global investing, wealth protection, and financial sovereignty. In this episode, Thorsten shares his journey from a traditional fi…

1
340: Expat News: Trump Sends Rubio To Panama & Javier Milei’s Meme Coin Scandal 51:27

3M ago51:27

51:27

Trump sending Marco Rubio down to Panama, a shocking election annulment in Romania, and a surprising new fast-track citizenship program are only a few of the big news stories that have been piling up since the latest edition of Expat News more than two months ago. This week, we are changing up the Expat News format a bit as I invite my dear friend …

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

3M ago17:16

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 t…

1
Smart Tax Strategies for Small Business Owners After Selling Company 15:02

3M ago15:02

15:02

Today we’re going to dive into the intricacies of tax planning for small business owners facing a major transition: the sale of their business. This episode is particularly relevant for those in the midst of a liquidation event, where understanding the tax implications can make a significant difference in financial outcomes. Here’s what we discuss …

1
339: The Case For Latin America: Why Expats Are Moving South – Andrea Martinez 32:57

4M ago32:57

32:57

It’s no secret I am a big fan of Latin America. I’ve called Panama my home for the past five years, and my last two children were born in Chile and Brazil. Why are so many freedom-minded individuals and families choosing Latin America as their expat destination? Today’s guest, my good friend Andrea Martinez, is here to share her insights. Originall…

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338: Former Walmart Exec Finds Freedom Abroad – Xenia Schneider 57:15

4M ago57:15

57:15

Many dream of quitting their jobs to travel the world, but few actually do it—especially after spending a decade climbing the corporate ladder at a Fortune 500 company. That’s exactly what today’s guest, Xenia Schneider, did when she left a thriving corporate career at WalMart to pursue a life of full-time travel and personal freedom. In this episo…

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

4M ago17:12

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.…

1
337: Lunch With The President Of Paraguay 23:24

4M ago23:24

23:24

How often do you get to meet a sitting president? Well, last week, I did just that when I had the incredible opportunity to meet Santiago Peña, the President of Paraguay. In this episode, I’m pulling back the curtain on two major experiences from the past week—my in-person interview with Panamanian immigration officials as I work toward citizenship…

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336: Update: Panama Citizenship & Brazil Trip 35:54

4M ago35:54

35:54

As many of you know, I’ve been a resident of Panama for over five years, and I’m now in the process of pursuing my Panamanian citizenship. In today’s episode, I share an update on my latest (and somewhat nerve-wracking...) step in this journey. If you’re one of many listeners considering a second citizenship in Panama, you’ll definitely want to hea…

1
Potential catalysts and projections for Bitcoin 20:06

4M ago20:06

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 als…

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335: Canada: How Socialism Is Destroying The Great White North – Shaun Newman 1:14:19

4M ago1:14:19

1:14:19

Long-time listeners know I was born in Canada, but it’s been a long time since I’ve considered it “home.” Today’s guest is a lifelong Canadian who has been podcasting for the past six years about faith, family, life in Canada and the topics that divide us. Shaun Newman has spent years questioning the systems around him, from the hockey rink to the …

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Episode 146: PSF Education Outreach Workgroup and the Education Summit 52:32

4M ago52:32

52:32

In episode 146 of Teaching Python, hosts Sean Tibor and Kelly Schuster Perez delve into the newly established Python Education and Outreach Work Group, featuring guests Cheuk Ting Ho and Keith Murray. The group, aimed at enhancing Python education within the community, outlines its mission to gather feedback on educational resources and support ini…

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

5M ago19:31

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.…

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Episode 145: The Bigger Picture of Teaching Python 1:02:14

5M ago1:02:14

1:02:14

In episode 145 of Teaching Python, Sean Tibor and Kelly Schuster-Paredes celebrate their six-year podcast anniversary and discuss the shifts within computer science education and the growing influence of AI. They both reflect on the podcast’s journey, their experiences with Blue Sky, and the milestone of over 500,000 downloads. The conversation del…

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333: Spanish Lawyer Investing in Africa, Caribbean, & Latin America – Rafael Millan 1:13:10

5M ago1:13:10

1:13:10

Many of us love exploring off-the-radar countries few people have even heard of, but how many actually invest and build businesses there? That’s exactly what today’s guest, Rafael Millan—better known as Rafa—has been doing for nearly two decades. From Europe to Africa and eventually South America, Rafa’s journey is packed with both invaluable lesso…

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Episode 144: Python in Africa with Kudzayi Bamhare 53:18

5M ago53:18

53:18

In episode 144 of Teaching Python, hosts Sean Tibor and Kelly Schuster-Paredes are joined by special guest Kudzayi Bamhare from Zimbabwe. They dive into the important topic of Python education as a driver of innovation in Africa, focusing specifically on the challenges and opportunities in Zimbabwe. The conversation covers how coding communities ar…

1
332: A Red-Pilled New Year’s 1:18:38

5M ago1:18:38

1:18:38

Do you remember your own 'red pill moment'—that eye-opening experience that made you question everything you'd been taught and see the world through a new lens? For this first episode of 2025, I sat down with members of the Expat Money team to discuss our personal 'red pill moments.' From education to healthcare to legal systems, we share pivotal e…

1
My 3 Polarities for 2025 31:49

5M ago31:49

31:49

I discuss how well I executed on my 3 words from 2024 and then reveal why and how I’m changing the exercise for 2025. For 2025, I'm going to explore polarities—pairs of words that represent the tension and harmony between opposing yet complementary concepts. This shift feels like a natural evolution. Just as life is a balance of contrasts—action an…

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Episode 143: Computational Thinking 2.0 with Dr. John Chapin 55:59

5M ago55:59

55:59

In Episode 143 of Teaching Python, hosts Sean Tibor and Kelly Schuster-Paredes engage in a compelling conversation with Dr. John Chapin, a renowned computer science educator and presenter at CSTA. As the CS Pathway Leader at the Academies of Loudoun, Dr. Chapin brings over a decade of experience in primary and secondary education, creating and impl…

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331: 2024’s Greatest Hits: A Year In Review 1:07:07

5M ago1:07:07

1:07:07

Another year has come and gone, and this show has been a running log of my travels, adventures, and conversations with some of the brightest minds in the offshore world. Today, we’ll look back at the highlights of 2024—from my adventures to places like El Salvador, Chile, and the Balkans to the invaluable insights shared by guests like Joshua Sheat…

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Do I have enough to retire? 17:08

5M ago17:08

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 …

1
Episode 142: Middle School Magic: Integrating AI, Data Science, and Computational Thinking with Kelly Powers 1:00:01

5M ago1:00:01

1:00:01

In Episode 142 of Teaching Python, hosts Sean Tibor and Kelly Schuster-Paredes are joined by Kelly Powers, a fellow middle school educator and curriculum designer, to explore the dynamic world of middle school instruction. As a passionate advocate for computational thinking, Powers shares valuable insights on introducing students to the concepts of…

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