Reach Your Summit Podcast Summit Wealth Group

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...

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...

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 demonstrate how proactive planning can benefit everyone, from the salaried employee to the serial entrepreneur. Brace yourself for an eye-opening discussion that promises to transform the way you view your financial blueprint. We're not just talking deductions a...

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 complexities of financial planning. This chat reveals the art of customizing your financial plans according to your individual goals, whether you're a 20-something grappling with student loans or a 50-something plotting your retirement. Scott unravels the importa...

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 SMART goals, offering insights into how these targeted, time-conscious objectives can be your stepping stones to financial freedom. Harness the power of penning down your goals and keep tabs on your progress throughout your journey. Join us as we empow...

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 planning. We'll guide you through the various types of charitable accounts, including the practical benefits of donor advised funds. The timing of your charitable contribution can play a vital role in your financial planning - and we'll help you navigate ...