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At some point, everyone will face complicated money-related decisions. Each Tuesday, you can 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 | Phone: (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities and Advisory 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®.
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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...
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!
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 spend...
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...
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 ...
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 the layers on direct plus loans, subsidized and unsubsidized loans, and offering some hard-hitting advice on why you should think twice before jumping into debt. We're also sharing our personal experiences and insights into the potential pitfalls of taki...
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 loans. With our practical tips on understanding and completing the FAFSA, you'll be ready to maximize this free federal aid. Warning: do not mistake student loans for grants! We'll guide you on how to reach out to schools for aid information - the right ...
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 tides of budgeting, gift planning, and dealing with social pressures. Get ready to chart the course for your holiday spending with tips on creating a budget that considers not just gifts, but all the trimmings—decorations, food, and those cute Christma...
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 accounts and how starting early could drastically reduce the financial burden of college. The conversation doesn't stop at 529 plans, though. We move on to compare Coverdell ESAs and 529 plans, examining the pros, cons, and who they could be most suite...
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. From his personal journey as a former golf player at Mississippi State to his insightful perspective as an MBA graduate, Josh helps us navigate the path to a better, more secure future. We dive into the nitty-gritty of college planning and savings, explor...
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 management, he worked in Denver, Colorado, for two years as Vice-President of Executive Economic Services, Inc.In 1985, Randy founded Executive Financial Planning, Inc. (EFP), one of Mississippi's first financial planning firms. EFP became one of the nation's largest financial ...
Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!
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. Host: Daniel Cook, CFP®, AIF® | Chief Financial Officer Daniel Cook is one of the founders and serves as CFO of Summit Wealth Group. Through an integrated approach to personal financial planning, business management, and tax reduction strategies, Dan has hel...
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 part 1. Host: David Lee, CFP®, CIMA® | Vice President Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.David received...
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® | Financial AdvisorFor nearly a decade, Scott has guided his clients in planning for important life events, establishing legacies for future generations, and achieving financial independence. Through individualized financial planning, Scott and his team focus on se...
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