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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Summit Wealth Strategies Podcasts
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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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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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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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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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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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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The Side of Jeezy You've NEVER Heard About! - Social Proof Podcast #531
1:08:33
1:08:33
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1:08:33This 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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#588 Tax Strategy Q&A: Mega Backdoor Roth, RV Write-Offs, and LLC Mistakes
41:22
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41:22Mark 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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A Game Changer: Deferring Taxes on the Sale of Highly Appreciated Assets
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17:21
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17:21Shawn 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 Untold Airbnb Origin Story: From Air Mattresses to Billionaires
11:32
11:32
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11:32The 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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Does Entrepreneurial Status Determine Who You Date? - David & Donni | Social Proof Podcast #530
49:39
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49:39Subscribe 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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#587 Trump Signs The Big Beautiful Bill: What This Means for Tax Planning
32:08
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32:08President 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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Episode 149: Guiding Education with Sheena O'Connell
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47:42Description 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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The $100 Million Dollar Exit. How To Scale A Business | Social Proof Podcast - Dr. Ben Hardy #529
1:19:58
1:19:58
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1:19:58We 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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Your Idea Of "A Lot Of Money" Is Actually Small - David Shands
3:41
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3:41Subscribe 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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How To Create A Show Using ChatGPT - David Shands Vlog
16:25
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16:25I 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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The Comedic Side Of Success & Failures In Entrepreneurship - Social Proof Podcast | KevonStage #528
1:36:23
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1:36:23Subscribe 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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#586 When Should I Register My LLC in a Different State?
29:13
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29:13Mark 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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Is Your Circle Killing Your Success? - David Shands
12:37
12:37
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12:37Sometimes 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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How Annuities Can De-Risk Your Portfolio to Allow for More Growth
16:03
16:03
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16:03Shawn 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? - David Shands
7:37
7:37
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7:37How 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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#585 New Tax Bill Signed Into Law By President Trump - What’s In and What's Out?
23:15
23:15
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23:15To 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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#584 The Best Real Estate Opportunity in a Decade — Featuring Chris Loeffler from Caliber
56:58
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56:58In 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 Many Entrepreneurs Have No Idea How To Scale Their Company - Social Proof Podcast #527
1:07:20
1:07:20
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1:07:20Why 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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#583 Strategic Strategies With a Self Directed IRA
26:52
26:52
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26:52Mark 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 Consistency In Business Is The Only CHEAT CODE? - David Shands
5:27
5:27
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5:27How 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 Power Of The Pivot During Times Of War - Social Proof Podcast #526
51:25
51:25
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51:25The 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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Three retirement money buckets and the job each has
20:56
20:56
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20:56Shawn 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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#582 How Gene Simmons Started as a Small Business Owner and Became #1
21:37
21:37
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21:37Gene 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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THIS May Be Safer Than Keeping Cash - David Shands
2:34
2:34
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2:34Subscribe 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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#581 Breaking News - Senate Tax Bill Text Released
32:56
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32:56Breaking 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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Strong Entrepreneurs Sometimes Hurt Too - Social Proof Podcast #525
1:02:31
1:02:31
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1:02:31David 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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#580 The 4 Phases of Business - Don’t Make the Same Mistakes We Did
40:38
40:38
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40:38In 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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Steal From Yourself To Become Wealthy - Entreprenuership Revealed
8:47
8:47
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8:47Making 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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Inside Brad Lea's Multi-Studio Facility: The Power of Content Creation
36:15
36:15
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36:15Here 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! Only V Wash You'll Ever Need - Salt XO | Social Proof Podcast #524
58:28
58:28
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58:28Over 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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The right combination of growth and protection in a portfolio
18:03
18:03
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18:03Shawn 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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This 7 Figure Virtual Weight Loss Clinic Is Licensed To Heal - Social Proof Podcast #523
50:22
50:22
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50:22In 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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Episode 148: PyCon 2025 AI Education Open Space
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57:25
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57:25In 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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Hypocritical Business Coaches - Social Proof Podcast #523
1:19:30
1:19:30
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1:19:30David 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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Money Games (Social Proof Podcast) - David Shands, Him500, Kendra Cathey & Kim Perrymond.
2:23:24
2:23:24
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2:23:24Subscribe 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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#579 Tax Hacks the Wealthy Use (Attorneys Break it Down)
54:05
54:05
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54:05In 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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Done For You Digital Communities - Make 10K Your First Month - Social Proof Podcast #522
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49:51Brooklynn 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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Controversial Thoughts On Black Businesses - Jay Hill | Social Proof Podcast #521
1:08:53
1:08:53
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1:08:53There'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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Real Estate Success Fueled By Setbacks - Social Proof Podcast #520
36:18
36:18
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36:18Our 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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#578 The Complete Guide to Estate Planning
20:29
20:29
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20:29In 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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Solutions for the outdated 60/40 portfolio strategy
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15:27
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15:27Shawn 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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The #1 Songwriter In The World! Theron Thomas - Social Proof Podcast #519
1:03:35
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1:03:35In 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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Learn To Have Entrepreneurial Success After Raising A Family - Social Proof Podcast #518
45:21
45:21
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45:21In 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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Learn How To Get Wealthy From The Weather - Social Proof #517
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55:12Welcome 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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$10,000 In The Mall... Did I Spend It All? - David Shands In Perimeter Mall Vlog
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42:45Hey, 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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How To Unlock The Gift That Has Always Been Inside Of You - Podcast Summit 2024
1:47
1:47
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1:47Unlock 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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A 40 Minute Masterclass About Branding - Social Proof Podcast #516
40:35
40:35
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40:35Welcome 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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