Reach Your Summit Podcast

About 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.

Publisher

Summit Wealth Group

Category

business

Language

en

Explicit

No

First episode

7 Feb 2022

Latest episode

6 Mar 2025

Latest episodes

3 of 81 episodes have a transcript.

1. 

   6 Mar 2025TRANSCRIPT

   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.

2. 

   3 Sept 2024TRANSCRIPT

   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...

3. 

   27 Aug 2024TRANSCRIPT

   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...

Inside a recent episode

Money Myths & Mixed Messages: What’s the Right Move?

Published 6 Mar 2025 · Transcript excerpt

[…] So I want to start off how about Kurt, you let us know what is the difference? First, what are the main differences when clients ask you about this? And how do you go about advising them on it? Well, generally, I do like insurance quite a bit and watch that it is a guarantee that often can't be met with other investments. And so, you know, especially when a young couple starting out, they're having kids, they take on a lot of debt between school loans and home loans and all those things. Term insurance seems to make the most sense. It's inexpensive, you can buy a lot of coverage, you're young, you're healthy, you've got a lot of good things happening there. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

7,139

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

13 ratings

Spotify

4.6 / 5

9 ratings

Podcast Authority Score: 68 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

79

Social presence

0

YouTube

68

Engagement

77

Contact Reach Your Summit Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.