Reach Your Summit Podcast

Summit Wealth Group
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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. 

  1. 3월 6일

    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 insurance options, the pros and cons of paying off your mortgage early, and strategies for long-term care planning. With their combined decades of experience, they offer valuable insights on when and how to make these financial moves based on your unique situation. Tune in for expert guidance and practical takeaways! Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

    31분

  2. 2024. 09. 03.

    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 legacy. Together, we promise to provide you with actionable insights that go beyond financial inheritance, diving into how values, beliefs, and family history can be preserved and cherished by future generations. Josh sheds light on impactful practices like creating videos or emails for future generations and stresses the importance of teaching financial responsibility to children early on. Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

    26분

  3. 2024. 08. 27.

    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 expert advice, we underscore the value of professional guidance from financial and legal advisors. Learn how to honor a loved one's legacy through charitable donations or thoughtful financial planning for future generations, balancing prudent management with family values. Tune in to gain practical insights that will help you navigate the delicate journey of inheritance and estate planning. Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

    24분

  4. 2024. 08. 20.

    Loose Stones, EP 2: Navigating Client Questions with Michael Shelton

    Today we sit down with Michael Shelton to go over some client questions.  Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

    12분

  5. 2024. 08. 14.

    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 office. Michael draws from his extensive experience to discuss the unique financial challenges travel nurses face, from budgeting inconsistencies to saving for retirement. Learn practical steps for establishing a reliable budget and discover the key to spending less than you earn, no matter where you are. We also explore the adaptability required for financial advisors to effectively support this dynamic group. Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

    22분

  6. 2024. 07. 23.

    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 planning encourages clients to envision just that, helping you craft a clear picture of your financial goals. We cover essential retirement accounts like 401(k)s, 403(b)s, and Roth options, stressing the importance of employer matches as "free money." We wrap up by emphasizing the emotional satisfaction advisors feel when helping clients achieve their retirement dreams. Don’t miss out on this episode loaded with valuable insights—share it with friends and subscribe for more expert advice on reaching your financial summit! Show Notes Resources Mentioned: ●      Summit Wealth Group: Website ●      Contact: info@summitwealthgroup.com Connect with Us: ●      Follow us on Instagram: @summitwealthgroup  ●      Like us on Facebook: Facebook ●      Join our LinkedIn Group: LinkedIn Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

    25분

  7. 2024. 04. 30.

    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 complexities of tax strategies, demonstrating their crucial impact on a company's success. We delve into why a well-crafted tax plan is not just a legal necessity but a competitive advantage, propelling your business ahead by smartly reinvesting savings. Here is more about Jason: Jason is a Senior Financial Advisor in the Denver, CO office and Vice President of Summit Wealth Group. His work experience has been focused in the financial services industry since 2006. He held positions as a Financial Advisor in both a national firm, as well as an independent Registered Investment Advisor (RIA). Additionally, he participated as the Director of Business development for a private equity firm and an Advisor Relationship Manager for a national custodial institution. Jason received his Bachelor of Science degree in Economics from Texas A&M University. He holds the FINRA Series 7 and 66 securities registrations and he is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/ SIPC). Throughout his career Jason has helped young professionals and families establish day-to-day habits and plans that will impact the entirety of their financial future. They are often surprised at his ability to interpret, analyze and translate complex financial concepts in a way that helps them feel comfortable and secure about their finances. By delivering an approachable and comprehensive plan, Jason helps clients clarify the path to their goals. He has assisted mature couples by confirming their diligence and persistence have paid off and they are ready to retire. And he has helped small business owners review their current operations, the impact on their personal standings, and how to take care of themselves, as well as their employees and clients in the long run. Being an active member of his community is a passion of Jason’s, having previously helped establish and coach the Four Corners Rugby Club and San Juan Spartans Rugby Club of Farmington, New Mexico. Additionally, he has been active with Habitat for Humanity, Big Brothers Big Sisters of America and a board member for the Institute for Attachment and Child Development. He is a current member of Sons of Norway. However, Jason primarily focuses on spending time with his wife, Kendra and daughters, Ava and Anya, but also enjoys cooking, playing rugby, snowboarding and taking advantage of his private pilot’s license given the opportunity. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

    16분

  8. 2024. 04. 16.

    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 perspective to the mix.  Jason joins us from our Denver Tech Center office and is a wealth of knowledge. From investment strategies to retirement planning, we're here to clear the path to your financial summit. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

    18분
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소개

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. 

정보

  • 제작진
    Summit Wealth Group
  • 방송 연도
    2022년 - 2025년
  • 에피소드
    83
  • 등급
    전체 연령 사용가
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    © 2025 Reach Your Summit Podcast
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    Reach Your Summit Podcast