
Reach Your Summit Podcast
Claim This Podcastby Summit Wealth Group
Podcast Authority
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Podcast Overview
<p>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. </p><p><br></p><p>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. </p><p><br></p><p>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. </p><p><br></p><p>www.summitwealthgroup.com | (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921</p><p><br></p><p>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. </p>
Language
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Publishing Since
2/7/2022
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Recent Episodes

March 6, 2025
Money Myths & Mixed Messages: What’s the Right Move?
Financial advisors Ross and Kurt from Summit Wealth Group discuss common money myths and mixed messages, offering insights on life insurance, mortgages, and long-term care planning in an interview with Jessica.

September 3, 2024
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 lik...

August 27, 2024
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...
81 total episodes available with 3 transcripts
Recent guests on Reach Your Summit Podcast
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Jessica
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Frequently asked questions
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- What is Reach Your Summit Podcast?
<p>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. </p><p><br></p><p>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. </p><p><br></p><p>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. </p><p><br></p><p>www.summitwealthgroup.com | (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921</p><p><br></p><p>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. </p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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