Podcast | Season 1 | Episode 56

The Description 

In this week's mini-episode, Ross Haycock in our Colorado Springs office will start a 4-week series each Friday on the 4 H's of financial wisdom. Join Ross as he takes a biblical approach, introducing financial topics found in scripture. 

Ross Haycock, CFP®, AIF®, CKA®, is the Vice President and Financial Advisor with Summit Wealth Group and manages the Colorado Springs branch office. As a Certified Kingdom Advisor, Ross offers a biblical approach to financial planning. Ross believes that the financial principles found in Scripture build the foundation for a healthy relationship with money. With the heart of a teacher, Ross specializes in carefully and thoughtfully guiding clients through often complex financial topics.

Ross is a 40+ year Colorado resident. He joined Summit Wealth Group in 2003 and became partner in 2006. He specializes in retirement and retirement income planning, focusing on pre-retirees/retirees and those in a major life transition. Ross regularly meets with clients in-person in Colorado Springs, Denver and surrounding areas, and also has clients located in various parts of the country who he meets with virtually. Ross also oversees the marketing team at Summit. 

Prior to Summit Wealth Group, Ross spent a decade in sales and marketing in the telecommunications industry, serving small businesses to Fortune 100 clients. He worked for AT&T as well as a couple of startup telecom companies. Ross graduated from the University of Northern Colorado with a degree in business administration. He is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). He holds FINRA Series 7 and 66 securities registrations and life/health/LTC insurance licenses.
 
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
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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The Transcript

Stephanie

"Ross Haycock, Certified Financial Planner and Vice President at Summit Wealth Group, is the host of today's mini episode."

Ross

"The first H in the four H's of financial wisdom has to do with our heart. And it really is about our behavior, and our behavior follows our belief. And there's a couple different areas within our heart when it comes to our finances to consider.

One is stewardship. Do I believe that God owns it all? The second is contentment. Do I believe that what I have right now is enough? For The third is faith. Do I believe that I demonstrate my faith through my finances? The fourth is wisdom. Do I believe that God's wisdom is true and available? Now there's a couple of questions you can ask yourself or rate yourself on that might help you understand a little bit better about where your heart is pertaining to your finances.

You can rate yourself on a score of one to five with one being never and five being always. In regards to stewardship, do I behave as a steward of my possessions by holding them with an open hand? And again you can rate yourself on a score of 1 to 5 with 1 being never and 5 being always. The second question has to do with contentment.

Am I content with what I have right now? The third is faith. Do I seek God's direction in my finances and rely on his provision? And the fourth has to do with wisdom. Do my financial decisions align with biblical principles?"

Stephanie

"Thanks for listening to a mini episode of the reach your summit podcast by summit wealth group. If you'd like to help support the podcast, please share with others and subscribe. So you don't miss an episode. Thanks again."