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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? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss 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 ...
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Patrick Antrim, Founder and CEO of Multifamily Leadership, Producers of the Multifamily Leadership Innovation & AI Summit, the Multifamily Women® Summit, and the Best Places to Work Multifamily® will bring you success strategies for Multifamily CEOs, executive leaders and aspiring leaders that want to drive high performance results for their portfolio.
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Each week, Money Insights founders Christian Allen and Rod Zabriskie get together to discuss all things money and business. From the latest financial trends to unique strategic wealth-building strategies, Christian and Rod take the time to teach you what you need to know to achieve financial success in all aspects of your life.
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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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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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How do I grow my brand on social media? How do I come up with content to post? Can I become an influencer? Is it possible to make money online? Welcome to Social Media Decoded a podcast dedicated to helping creatives, influencers, business owners and entrepreneurs simplify social media and thrive online. Hosted by Michelle Thames a social media strategist, influencer, and owner of Thames Media Solutions. Michelle brings you all the best tips to help you understand social media better. Sharin ...
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Accelerating Entrepreneurial Success (Video) with John Bowen

John Bowen offers Strategic Coaching for Entrepreneurs who want to grow their business through life-changing interviews with Dan Sullivan, Peter Diamandis, Joe Polish, Bo Eason, Ned Hallowell, John Jantch, Jeff Walker and many more.

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Join John Bowen, co-founder of Accelerating Entrepreneurial Success, as he explores the secrets of success of some of the worlds leading entrepreneurs. Their sage insights and bold ideas will give you new strategies and inspiration for fast-tracking your own success. If you want to grow your business, build your personal wealth, serve your clients well and improve your quality of life by doing well by all stakeholders, this is the show for you.
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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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Welcome to The Successful Screenwriter Podcast your go-to source for in-depth discussions, expert insights, and captivating interviews in the world of screenwriting. Hosted by seasoned screenwriter Geoffrey D. Calhoun, this podcast is a valuable resource for both novice and experienced screenwriters, offering a wealth of insights and guidance. About the Podcast: Dive deep into the art and craft of screenwriting with our engaging episodes that cover a spectrum of topics – from mastering the s ...
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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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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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Summary In this episode, Michelle discusses the limitations of using the 'link in bio' strategy on Instagram and introduces MannyChat as a game-changing solution. She explains that asking people to leave the app and click on a link disrupts their flow and decreases engagement. MannyChat, on the other hand, allows for direct engagement within Instag…
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Mark your calendars for September 12, because we are hosting the Invest With Benefits Virtual Summit! This is a free but exclusive all day event for high-income earners looking to scale their financial independence beyond traditional investment avenues and into Real Estate, Crypto, Collectibles, and precious metals. We’ve got an incredible lineup o…
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JOIN THE SOCIALLY SAVVY CIRCLE In this episode, Michelle Thames discusses the importance of building a community on Instagram and provides actionable tips for cultivating a thriving community. She emphasizes the power of community in driving engagement, loyalty, and advocacy for brands. Michelle also introduces her exclusive community, the Socially…
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One of the most common questions we get is about Social Security and whether it’s going to run out. If you only read headlines, it seems to be a valid concern. But what’s the reality of the situation and how does it impact you when it’s time to file for Social Security? Here’s what we discuss in this episode: 0:00 – Intro 1:43 – 2024 Trustees Repor…
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Summary In this episode, Michelle interviews Bobby Robinson, an attorney and entrepreneur, about leveraging strategic growth and networking opportunities. They discuss the importance of networking on social media and attending events, as well as Bobby's upcoming event, the Millie CEO Summit. They also explore the future of entrepreneurship and the …
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Summary In this episode, Michelle Thames discusses the social media algorithm and how it affects our social media experience. She debunks common myths about the algorithm and provides strategies to increase visibility on social media platforms. The key takeaways include the importance of consistency, engagement, experimenting with different formats…
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Recent rule changes have made it more crucial than ever to understand the tax implications and distribution timelines associated with inherited IRAs. Listen in as Erik and Ben break down the latest IRS rule changes affecting inherited IRAs, including the newly condensed 10-year distribution timeline. They explore the implications of these rules for…
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In this episode, Michelle explores the attention economy concept and how to navigate the noisy digital landscape. She emphasizes the importance of relevance, value, emotion, uniqueness, and visual appeal in capturing attention. Michelle provides actionable strategies such as prioritizing quality over quantity, being consistent, building a community…
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How much life insurance do you actually need? This week we’re talking about life insurance in a little bit of a different way than we typically do: the more traditional sense. From human life value to business planning to death benefit, this episode covers all your bases. Money Insights is a strategic planning firm that is founded on the principle …
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Over the years, we have come across a few misunderstandings from people utilizing the Investment Optimizer strategy, sometimes due to confusion, lack of confidence, or unrealistic expectations. At the end of the day, it really is simple to execute the strategy, so in this episode, we cover maximizing your policy, some pitfalls to avoid, and conting…
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This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sour…
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In this episode, Michelle Thames discusses the importance of digital marketing for small businesses during the Black Friday season. She emphasizes the need to reach the target audience, build relationships, and track results. Michelle provides actionable strategies such as creating compelling offers, leveraging email marketing, generating social me…
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Prepare to unlock the secrets of next-gen AI solutions tailored to your business needs. Our latest episode features a conversation with Patrick Antrim, Founder & CEO of nectarflow.com and Chairman of the Multifamily Innovation® Council who reveals how integrating large language models with company-specific information can solve unique business chal…
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Are you ready to transform your business with custom AI solutions? In this episode, we make a bold claim: tailored AI can revolutionize your company's workflow and brand communication. We'll dissect the competitive landscape of artificial intelligence with insights into how major players like OpenAI and Anthropic are pushing boundaries to deliver s…
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Host: Geoffrey D. Calhoun, Author of The Guide For Every Screenwriter Guest: Mike Hammond, Retired Homicide Detective and Host of Detective Story Podcast Summary: In this episode, Geoffrey D. Calhoun welcomes retired homicide detective Mike Hammond. They delve into the intricacies of being a homicide detective, the challenges of communication in in…
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In this episode of the Multifamily Innovation® Podcast, Lauren Stinson welcomes Rachael Kish, Vice President of Operations at Asset Living. Rachael, a Multifamily Innovation® Council member and a speaker at the upcoming Multifamily Women® Summit in September, shares her inspiring career journey and insights into the multifamily industry. Rachael be…
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In this episode, Michelle Thames discusses the July 2024 updates on Instagram. She covers new features such as the ability to add 20 audio tracks to Instagram Reels, the upgraded notes feature, the testing of ads in Reels, the expanded access to broadcast channels, and the development of AI chatbots by Meta. Michelle provides actionable steps for l…
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JOIN THE SOCIALLY SAVVY CIRCLE In this episode, Michelle shares proven strategies for organic Instagram growth. She emphasizes the importance of organic followers who are genuinely interested in your content and brand. Michelle highlights the power of authenticity and building a community on Instagram. She discusses the types of content to create, …
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Do you need a traditional financial advisor? There's a lot of consternation around this issue, so our goal in this episode is to pull back the curtain and give you a reasonable direction moving forward. From why you might want one to why you might not need one to questions you should ask, this episode covers all your bases. Money Insights is a stra…
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JOIN THE SOCIALLY SAVVY CIRCLE In this episode, Michelle Thames discusses the power of community building through Facebook groups. She emphasizes that Facebook groups are not outdated and can be a secret weapon for brands. The main reasons to invest in a Facebook group are direct engagement, creating a sense of community, and gaining valuable insig…
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In this episode, Michelle Thames discusses the secret sauce to social media success and reveals the three biggest mistakes entrepreneurs make on social media. The first mistake is content chaos, where entrepreneurs post sporadically without a plan. The second mistake is the 'me, me, me' message and mess, where entrepreneurs constantly self-promote …
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In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a…
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In this episode, Michelle Thames discusses the benefits of starting a podcast and shares her secrets to podcasting success. She emphasizes the importance of positioning yourself as an expert, building trust and credibility, and growing your audience organically. Michelle also highlights the value of podcasting for content creation and networking. S…
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Building towards retirement is a key part of financial planning, so it's important to take a step back and look at all your options. Today we are exposing the 401(k) myth and flipping the idea of the accumulation methodology. In this episode, we take a look at three different case studies, some strategies for maintaining a higher income in retireme…
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Are you tired of chasing followers and wondering why your brand isn't popping? In this episode, your girl Michelle Thames is spilling the tea on why follower count is overrated and how to build a community that will ride for your brand till the wheels fall off! We're talking about the myth of follower count, the power of community, and practical ti…
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Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guest: TJ Noel-Sullivan, Writer and Director of "Midas" Summary: In this episode, Geoffrey D. Calhoun sits down with TJ Noel-Sullivan, the writer and director of the new film "Midas." They discuss TJ's journey into filmmaking, the inspiration behind "Midas," the ch…
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In this episode, Michelle Thames discusses the power of evergreen content and its benefits for content creators, influencers, and entrepreneurs. Evergreen content is content that remains relevant and useful to new and returning visitors, regardless of the current news cycle or season. Michelle explains that evergreen content can drive sustained tra…
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Get ready to unlock the secrets to successful real estate investment with Ed Bailey, the managing partner of Vision Capital Partners and Chief Capital Officer at nectarflow™. Ed’s journey from Wyoming to New York and back to Utah is filled with invaluable lessons that shaped his approach to finance and business. He'll discuss how first impressions …
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Student debt has more than doubled over the past 20 years. That's just a fact. Now if you ask Dave Ramsey, he'll tell you "there is no good student loan." But what do Christian and Rod think? In this episode, the two share their opinions on higher education, student loans, and alternative options. Money Insights is a strategic planning firm that is…
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Imagine navigating the AI landscape with the same confidence as you would the dot-com era. What key strategies can multifamily owners and operators learn from this parallel? Join us as we unpack this thought-provoking comparison, exploring the exponential growth of AI driven by breakthroughs in PC, internet, mobile, and cloud technologies. We disse…
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Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guests: Nicole Vernarec, Showrunner; Matthew Darcy Vieira, Producer Summary: In this episode, Geoffrey D. Calhoun sits down with showrunner Nicole Vernarec and producer Matthew Darcy Vieira to discuss their journey of creating the show "Rumors" and getting it onto …
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On this episode of the Multifamily Innovation® Show, Sal Buscemi, Managing Partner & Co-Founder of Brahmin Partners and author of "Investing Legacy: How the 0.001% Invest," joins us for an eye-opening discussion on high-stakes investment strategies. Find out how the 0.001% manage their portfolios and the principle-led strategies that underpin succe…
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In this episode, Michelle Thames shares tactics to increase visibility on Instagram through Instagram Reels. She emphasizes the power of Instagram Reels in reaching a broader audience and engaging with users. Michelle discusses the importance of using trending audio and having an engaging start to your reel. She also highlights the value of offerin…
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There are many ways a business can go wrong when trying to grow. However, instead of focusing on what not to do, we've put together 10 keys to building a business that thrives. From strong leadership to customer focus to clear vision, let's explore the DNA of a successful business. Money Insights is a strategic planning firm that is founded on the …
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Discover the inspiring journey of Patrick Antrim, the visionary founder of nectarflow.com, as he transitions from the high-stakes world of professional sports to the multifamily real estate industry. Patrick's early influences in real estate come from his grandmother, but his unexpected career with the New York Yankees provides him with invaluable …
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Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water. Whether it’s procrastination, fear of market crashes, or misunderstanding Social Security…
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In this episode of the Multifamily Innovation® Podcast, host Patrick Antrim sits down with Lynn Musil, CEO and Co-Founder of Pay Ready. Lynn shares his journey in the multifamily industry and the innovative solutions his company provides for managing post-move-out rent collections. The conversation delves into the origins of Pay Ready, highlighting…
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In this episode of the Retirement Summit Podcast, Jeff Miles and Sean O'Keefe discuss the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DI…
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Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlight…
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Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep…
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In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on inv…
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Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They …
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In this episode, Michelle Thames discusses a game-changing strategy for planning and organizing content. She emphasizes the importance of being intentional with content and aligning it with business goals. Michelle introduces AI tools like ChatGPT and Canva that can streamline the content creation process. She then outlines a one-hour content plann…
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This week, we're covering a really important topic that we don't typically get into: creating your personal investment philosophy. While we are here to provide guidelines and principles, it is your personal philosophy. You get to make your own checklist. Whether it's financial goals, risk tolerance, or asset allocation, pick a starting point and bu…
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In this episode, Michelle Thames discusses the benefits and process of starting a family-run business. She emphasizes the importance of trust, mutual respect, and clear communication when working with family members. Michelle shares several family business ideas, such as a plant nursery, holistic pet care, interior design, experiential learning pro…
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Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. So, in today’s episode, we’ll talk about the beauty of straightforward financial planning. Here’s what we discuss in this episode: 0:00 – Intro 0:46 – The 80/20 retirement formula 2:26 – How financial planning ge…
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Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guest: Ole Bornedal, Writer and Director of Nightwatch and Nightwatch Demons Are Forever Summary: In this episode, Geoffrey D. Calhoun interviews Ole Bornedal, the acclaimed writer and director behind the cult classic "Nightwatch" and its upcoming sequel "Nightwatc…
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On today's episode, Patrick Antrim, CEO of nectarflow.com and Chairman of the Multifamily Innovation® Council, brings his perspective on leveraging AI and technology in the multifamily industry to reposition properties. Patrick emphasizes that the core purpose of multifamily investments is to create value, both for investors seeking yields and for …
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Welcome back to Uncommon Cents, where Eric Bowman of Bowman Financial Strategies brings clarity to the world of financial planning. We're back with a revamped version of the show on YouTube and all your favorite podcast streaming platforms. We have a lot of exciting content coming your way- but first, let’s get to know your host! Here’s some of wha…
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In this episode, Michelle Thames discusses the importance of staying motivated as an entrepreneur, especially during challenging times. She emphasizes the need to embrace the journey and appreciate the growth that comes from adversity. Michelle also highlights the significance of setting small achievable goals and celebrating daily wins. Staying co…
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