Podcast | Season 1 | Episode 58

The Description

Join Ross as he takes a biblical approach, introducing financial topics found in scripture during part 3 of Ross Haycock’s 4 part series on 4 H's of financial wisdom. 

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 is unique in that he 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 third H in the four H's of financial wisdom is our habits. And there's five biblical principles to think about. The first one is spend less than you earn. And that's Proverbs 10.

4. The second is avoid the use of debt, which is Proverbs 22. 7 and Psalms 37. 21. The third is plan for financial margin, which you can look at Proverbs 6, 6 8. And Luke 14. 28. The third is set long term goals, which you can look at Ephesians 2. 10 and Philippians 3. 14. And the fifth one is give generously, which you can reference 2 Chronicles 8, 10 through 11.

Now, you can also kind of rate yourself in terms of where you're at in each one of these five biblical areas in terms of our habits. You can rate yourself from one to five with one being weak and five being strong. You can see where you sit as far as spending less than you earn, avoiding the use of debt, planning for financial margin.

Setting long-term goals and giving generously. And again, the rating system is one to five with one being weak and five being strong."

Stephanie

"Thanks for listening to a mini episode of the Reacher 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."