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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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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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Main Street Business

Mark J Kohler and Mat Sorensen

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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Social Proof Podcast

Social Proof Network

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The #1 Podcast for Entrepreneurs, The Social Proof Podcast, gives entrepreneurs intentional & proven strategies from high-level entrepreneurs daily. Hosted by David Shands & Donni Wiggins, each upload is a masterclass in entrepreneurial growth. Advertising inquiries contact: [email protected]
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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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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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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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This conversation with Jeezy reveals his true character. Even though his journey involved some illegal activity he used that journey to learn principles that polished him. Jeezy used music to help him to rise out of that life. He did the work on himself. He released the traumas. Now he's refined and doing great business. We are now witnessing his t…
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Mark Kohler and Mat Sorensen are back for another Open Forum episode of the Main Street Business Podcast — answering real tax, legal, and wealth-building questions from listeners across the country. In this episode, they cover advanced strategies and insider tips for: The Mega Backdoor Roth: How it works and who can use it Maximizing vehicle deduct…
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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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The Airbnb Story. This is a story that illustrates how renting an air mattresses along with breakfast has grown into a multi-million empire. This is the ultimate example of insanity meets creativity. After hitting a brick wall in the business it was realized that they needed testimonials and reviews to help build trust in prospect clients. Roadbloc…
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Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/social-proof-podcast/id1374373035 Spotify: https://open.spotify.com/show/6GT6Vgj...https://open.spotify.com/show/5QM1w9IfjTza1wwHR06WaR?si=7c3bcc1c3b954bb9 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TOD…
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President Trump just signed the Big Beautiful Bill into law — and it’s packed with tax breaks for small business owners, real estate investors, and everyday entrepreneurs. In this episode, tax attorney Mark J. Kohler and attorney Mat Sorensen break down the most useful strategies you can implement right now to save big. Here’s what you’ll learn: Ho…
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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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We usually use the past to determine our present. Also, we often use our present to determine our future. Well, Dr. Benjamin Hardy speaks about how to use the future to determine your present in an effort to scale exponentially. Tap in to this conversation as we discuss this perspective. Subscribe to the Social Proof Podcast: Apple Podcasts: https:…
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Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…
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I want to share with you a way that you can create a show using Chat GPT. I prompted Chat to write script for me so that I can direct from it. One key to using AI is feeding the appropriate prompt so that it gives me what I'm satisfied with. Always look over and proofread what it feeds back to you. Add or takeaway from it what you desire. Subscribe…
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Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…
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Mark J Kohler and Mat Sorensen dive deep into the world of LLC registration, revealing must-know strategies for small business owners and real estate investors. Learn how to: Properly register your business across state lines Protect your assets with the right LLC structure Avoid expensive penalties and legal pitfalls Maximize tax benefits for mult…
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Sometimes we should take inventory of the people and things that we surround ourselves with. Usually, your circle or "environment" is a reflection you carry. It's in your appearance, your speech and lifestyle. Some people who are in the position you aspire to be in can read you like a book in 5 mins based on what you say. Assess where you to determ…
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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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How do you embrace your biggest losses? Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 *…
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To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com In this special episode, Mat Sorensen breaks down President Trump’s newly signed tax legislation, known as the “Big Beautiful Bill," and what it means for your personal and business taxes. With sweeping changes taking effect in 2025, Mat outlines the …
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In this insightful episode, Mat Sorensen sits down with Chris Loeffler, CEO of Caliber, to dissect the current state of the real estate market and why commercial real estate is presenting one of the best buying opportunities in over a decade. With over $2.9 billion in assets under management and development, Chris breaks down the macroeconomic and …
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Why do many entrepreneurs know how to start a business but not scale it. This conversation has some key points that highlights this issue. Make sure that you take note of these pointers. Maybe you will structure your business to be able to scale in the future and ultimately have a lucrative exit that will make sense for you. Subscribe to the Social…
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Mark J. Kohler and Mat Sorensen reveal game-changing strategies for transforming your retirement accounts from Wall Street limitations to Main Street opportunities. Discover how to legally invest your IRA or 401(k) in high-potential assets beyond traditional stocks and mutual funds. Maximize Tax-Free Wealth: Learn Roth IRA investment strategies tha…
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How Does Consistency In Business Cause THIS To Happen? It is no secret why consistency and focus causes a change. One main thing to keep in mind is ind is that you are consistent with intention. It's also helpful to with the right "why" that fuels your intention. Let's hear what David has to say about it. Subscribe to the Social Proof Podcast: Appl…
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Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…
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The economy is impacted by the actions of people within it. The decisions of people in positions of power causes businesses to have to pay attention and pivot if needed. Entrepreneurs should pay attention to the needs within the economy in addition to the services they usually provide. This can lead to making adjustments to the products and service…
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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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Gene Simmons joins us for an unforgettable masterclass on business, life philosophy, and how KISS built a billion-dollar brand through strategic thinking and trademark protection. • The precious nature of time and why "you will never get this day back" • Why the "get rich slow scheme" is more reliable than get-rich-quick fantasies • How KISS became…
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Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…
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Breaking News - Senate Tax Bill Text Released. With both the House and Senate versions now on the table, which proposal offers bigger tax cuts? Which one could save you more money? I’m breaking down the differences between the House and Senate proposals and what’s changing and how it will affect you. Intro & Why This Tax Bill Matters 00:00 - 00:02:…
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David And Donni discusses being the strong person in your circle. Who do you talk to when you want to be vulnerable or when you have an "off" day. Who's there to correct you when you need to be held accountable? The strong people have times when they hurt as well. Check on your "Strong" friends. Subscribe to the Social Proof Podcast: Apple Podcasts…
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen walk you through the full business lifecycle—showing you how to start lean, systemize operations, scale smart, and exit on your terms. Get ready for real-world strategies that actually work. Here are some of the highlights: Mark shares his experience in the startup…
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Making money and keeping money are 2 separate skillsets. Are you spending above what you made? Once you hit a million, do you spend the million? If you make 200k, are you only actually spending about 75k considering that you have to pay taxes and reinvest your money? Making a million dollars doesn't make you a millionaire because what you keep will…
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Here is a peek inside of Brad Lea's Multi-Studio facility. David Shands and Brad Lea talk about how not only does he create content, but he is the content. It only makes sense to have every tool necessary to make this a reality. Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spo…
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Over 1 Million Yoni Gels Sold! The Only V Wash You'll Ever Need - Social Proof Podcast #524 Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https:/…
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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 discussion with Dr. Ebony Tillery, we talk about how she helps with her clients weight loss journey. She does this from the comfort of her own home. She is a Nurse Practitioner who is also help other NP's in the field achieve similar success. Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spo…
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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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David And Donni discuss a recent investment that didn't go as planned. They acquired commercial real estate as a partnership. The money it would have required to fully make the vision complete was more than they signed up for. As they were reluctant to proceed any further they sought out to sell the property to break even. Watch the full episode to…
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Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take on your toughest tax and business questions in an open forum style. From setting up the right business structure to handling a home office deduction the smart way, they give you the tips you wish your accountant and attorney actually explained. It’s smart, fas…
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Brooklynn is a digital entrepreneur who helps other course creators make 10K in the first month if you do the work. But much of the work is already done for you. Join a community of over 36,000 members and choose from over 60 courses to make money... Tap in with Brooklynn 👉🏽👉🏽👉🏽 :https://www.skool.com/digitalbosscode/about?ref=2fe49d067acc4224b80f1…
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There's nothing wrong with a little business banter. David Shands and Jay Hill shares opinions about current events and thoughts about business practices on big and small scales. Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: ht…
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Our special guest for this episode is Tanishia Ravnell, a CEO and entrepreneur from Jacksonville, Florida. Tanishia is a member of our My First Million Accelerator program, where we help individuals position their businesses to earn their first million dollars within a year. Tanishia shares her inspiring journey from being an HR director who was la…
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain why every adult—single or married, wealthy or not—needs a will and a revocable living trust. Learn the practical steps for setting up your estate plan, naming a trustee, and ensuring your assets stay protected and your wishes are followed. Here are some of …
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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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In this episode of the Social Proof Podcast, I had the pleasure of sitting down with the trend setting and talented Theron Thomas, a renowned songwriter from St. Thomas. Theron shared his journey from his early days in the Virgin Islands to becoming one of the most successful songwriters in the industry. He explained the unique way his name is pron…
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In this episode of the Social Proof Podcast, we had an engaging conversation with Chanda. Our guest specializes in helping new and aspiring entrepreneurs over 40 create sustainable and scalable businesses. She focuses on guiding individuals, particularly women, who have spent years supporting their families and now seek to pursue their own entrepre…
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Welcome to another edition of the Social Proof Podcast! In this episode, we dive deep into the world of natural disaster adjusting with our special guest, Nicholas Ward. Nicholas, hailing from the South Side of Chicago, has built a lucrative career as a natural disasters adjuster, working as an independent contractor with various insurance companie…
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Hey, family! In this episode, I took $10,000 to the mall with the mission to support small businesses. My goal was to spend the entire amount, buying whatever the business owners recommended. I wanted to highlight a common issue among entrepreneurs: not asking for the sale. 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇…
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Unlock The Gift That Has Always Been Inside Of You Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcas…
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Welcome to another episode of the Social Proof Podcast! Today, we dive deep into the world of branding with our special guest, Shanelle Q, also known as The Brand Hustler. Shanelle is a dynamic entrepreneur who specializes in helping product-based businesses build profitable brands. Subscribe to the Social Proof Podcast: Apple Podcasts: https://pod…
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