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Reach Your Summit Podcast
At some point, everyone will face complicated money-related decisions. Join us for a brand-new episode with personal finance topics to give you the clarity you want on your financial journey.
This podcast, hosted by Summit Wealth Group, is meant to provide practical advice to help the average person discover new financial strategies, including ideas on managing your budget better, paying down debt, retirement planning ideas, wealth-building, and tax minimization strategies.
Join host Jessica Magnuson and guests within Summit Wealth Group as they bring various perspectives to the discussion. If you have feelings of confusion and uncertainty about your financial future or want to learn more about personal finance, join us as we help you navigate the path to a better, more secure future.
www.summitwealthgroup.com | (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Summit Wealth Group, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by written request directly to: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.
Episodes
83 episodes
Money Myths & Mixed Messages: What’s the Right Move?
In this episode of Reach Your Summit, Jessica is joined by Summit Wealth Group advisors Ross and Kurt for an in-depth discussion on navigating conflicting financial advice. They break down key financial decisions, including life insura...
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31:21
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Crafting a Multi-Generational Family Legacy with Josh Jerele
What does it truly mean to leave a lasting family legacy? Join us as Jessica sits down with Josh Jerele, our expert advisor from Summit Wealth Group’s Lakewood office, to unravel the intricate fabric of what it means to think about a family leg...
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25:57
Navigating Inheritance with Confidence and Clarity Featuring Josh Jerele
Settling an estate is a meticulous process fraught with emotional and financial challenges. We guide you through the typical timeline for estate settlement, stressing the importance of clearing all debts before distributing assets. With Josh's ...
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23:50
Loose Stones, EP 2: Navigating Client Questions with Michael Shelton
Today we sit down with Michael Shelton to go over some client questions.
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11:52
Building Wealth on the Road for Nurses
How do travel nurses achieve financial stability amidst constant relocations and diverse assignments? On this episode of Reach Your Summit, we address this pressing question with insights from expert guest Michael Shelton from our Memphis offic...
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21:58
Making the Most of Your Golden Years with Strategic Planning
Unlock the secrets to a fulfilling retirement as we sit down with Michael Shelton from Summit Wealth Group's Memphis office. Have you ever wondered how you'd spend a Saturday free of obligations? Michael’s holistic approach to retirement planni...
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25:12
Maximizing Business Growth Through Strategic Tax Planning: Insights from Expert Jason
Unlock the full potential of your business with strategic tax planning that can boost profits and drive growth. In this gripping episode of Reach Your Summit, I, Jessica Magnuson, team up with the astute tax expert Jason to unravel the complexi...
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16:26
Loose Stones, EP 1: Navigating Client Conundrums with Jason Runung
Join us for our new Loose Stones segment as we tackle real client questions that can trip you up on your financial journey. Our clients asked questions, our advisors provided answers, and in this episode, Jason Runung adds his expert perspectiv...
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17:43
Are You Missing Out on Potential Tax Savings? Tax Planning with Jason Runung
Unlock the secrets to keeping more of your hard-earned money with tax planning strategies that are not reserved for the rich and famous. Financial guru Jason Runung, from our Denver office, joins us to demystify the world of taxes and demonstra...
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Season 2
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Episode 9
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14:48
Turning Financial Goals into Reality
Setting financial goals can be a daunting task, especially when life's stages bring about shifting priorities. To shed light on this, we've brought back Scott Marks, an expert voice from our Scottsdale office, to guide us through the complexiti...
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Season 2
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Episode 8
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11:13
Kickstarting 2024 with Solid Financial Goals!
Ready to kickstart 2024 with rock-solid financial goals? Join me and the seasoned financial expert, Scott Marks, as we launch the first part of a special series designed to set you on the path to financial success. Scott unravels the concept of...
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12:46
Making an Impact with Your Financial Planning with Scott Marks
What if your financial planning could include making a real impact? Join us in a riveting discussion with esteemed financial advisor Scott Marks, as we take a deep-dive into the world of charitable giving and how it intersects with financial pl...
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12:54
Guiding You through the Student Loan Labyrinth
Ever feel like you're in a maze when it comes to figuring out student loans and college financing? Well, you're not alone and we're here to guide you through it, step by step. Joined by Josh Oller, an expert on the subject, we're peeling back t...
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Season 2
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Episode 5
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18:59
Simplifying the Complex World of FAFSA and Student Loans
Prepare to navigate through the labyrinth of college planning and savings with us, your hosts Jessica Magnuson and advisor Josh Oller. We guarantee you'll be fully equipped with knowledge on how to utilize grants, scholarships, cash flow, and l...
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Season 2
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Episode 4
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17:15
The Festive Finance Guide: Smart Planning for Holiday Spending
Are you feeling the pre-holiday frenzy? Fear not, because on the Reach your Summit podcast, we're serving up tried-and-true strategies for navigating the holiday season without the stress. I'm Jessica Magnuson, your guide through the tumultuous...
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Season 2
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Episode 3
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13:00
Investing in Your Child's Future: Understanding Education Savings Accounts
Ever wondered how you can finance your child's college education without breaking the bank? Join us as we unpack the various options available with our expert advisor, Josh Oller. Learn about the tax-free growth potential of 529 college savings...
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Season 2
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Episode 2
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17:59
Securing a Bright Future: A Deep Dive into College Planning
Ready to discover the importance of early college planning and the tools to achieve it? Our guest, Josh Oller, a financial advisor at Summit Wealth Group, brings his unique blend of experiences and knowledge to illuminate this crucial topic. Fr...
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Season 2
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Episode 1
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16:49
Should I Put More Money Into Bonds the Closer I Get to Retirement?
Find out the answer in today’s mini-episode of Reach Your Summit Podcast. Host: Randy Morris, CFP®, ChFC®, AIF® | CEOAfter graduating from the University of Colorado in 1982 with a degree in business and organizational ma...
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2:16
Over 90% of people do this. Do you?
Over 90% of people fail to reach their financial goals. Why is that percentage so high? In this week's mini-episode, Dan Cook based out of our Denver, CO branch shares some specific patterns he's seen over the years and how to avoid them. <...
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3:06
7 Common Retirement Mistakes: Part 2
We've seen strong and not-so-strong retirement plans in the retirement planning business. This is part two of our two-week series on common mistakes we see in retirement planning and how to avoid them. If you didn't listen last week. Check out ...
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3:42
2023 Market Outlook
2023 market outlookAre we heading for a recession? If so, what does that mean for my investment portfolio? When can we expect the interest rates to level off? How does this impact my investments? Host: Scott Marks, CFP®, CRPC® |...
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9:20
7 Common Retirement Mistakes: Part 1
We've seen strong and not-so-strong retirement plans in the retirement planning business. This is part one of our two-week series on common mistakes we see in retirement planning and how to avoid them. Host: David Lee, CFP®, CIM...
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3:14