HeyJaredThe Retirement Summit
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?
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Tax Strategy For Recent Asset Liquidation (opens the original)
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Have you recently realized a million dollars or more of capital gains? If so, Shawn offers a tax mitigation strategy for you. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.
Deferred Tax Strategy For Imminent Asset Liquidation (opens the original)
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Shawn offers a mitigation strategy for those with one million or more in capital gains exposure. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.
The Broken Monetary System (opens the original)
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Shawn holds a candid discussion on the state of the monetary system. He explains why his goal is not just beating the S&P 500 but facing the challenges presented by the U.S. dollar’s dilution. Shawn talks about a high-tech weighing strategy which he calls a strategic necessity to capture the most productive parts of the global economy. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.
Liquid Bond Alternatives (opens the original)
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Shawn talks about how many investors are using tools from a 1990s playbook in a 2026 economy. He explains why we need to define “risk-off” differently. He dives into the liquid bond approach utilizing vehicles that are tailored to specific liquidity needs. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information.
The State of Our Monetary System (opens the original)
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Shawn opens with a discussion on visionary tax strategies. The conversation then moves to the dollar and current issues with the monetary system since coming off the gold standard. There is also discussion on the finite aspect of bitcoin vs the dollar. If you have a $1,000,000 or more of investable assets and if you are looking for Tax reduction Strategies then schedule a complementary introduction meeting. 303-954-8141 Summit Wealth Strategies See omnystudio.com/listener for privacy information
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