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Reach Your Summit Podcast

Reach Your Summit Podcast

By: Summit Wealth Group
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About this listen

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.

© 2025 Reach Your Summit Podcast Economics Personal Finance
Episodes
  • Money Myths & Mixed Messages: What’s the Right Move?

    Money Myths & Mixed Messages: What’s the Right Move?
    Mar 6 2025

    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!

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    31 mins
  • Crafting a Multi-Generational Family Legacy with Josh Jerele

    Crafting a Multi-Generational Family Legacy with Josh Jerele
    Sep 3 2024

    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!

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    26 mins
  • Navigating Inheritance with Confidence and Clarity Featuring Josh Jerele

    Navigating Inheritance with Confidence and Clarity Featuring Josh Jerele
    Aug 27 2024

    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!

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    24 mins
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