Podcast | Season 1 | Episode 59

The Description

The 4 H’s of Financial Wisdom Part 4

Join Ross as he takes a biblical approach, introducing financial topics found in scripture. Part 4 of the 4-week series on the 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 fourth H in the four H's of financial wisdom is hope, and it's really about tomorrow's promises. Changing our habits to increase margin is the only way to meet long term goals and align our hearts and hope toward eternity."

Without margin, it's difficult to respond to God's calling on our lives and to meet the needs of those He has put in our lives. And you may fall somewhere along this spectrum. You may be struggling right now, not able to make ends meet. You may be in survival mode where you're living paycheck to paycheck.

Or you may be stable, where you're saving some and you have an emergency fund. You might be feeling secure, where you're saving for your long term goals. Or you may be in a surplus stage where you have more than enough. And the question here to ask yourself is, what habits can you adopt to grow your margin to where you want to be?

I hope reviewing these four H's of financial wisdom has provided you some good foundations of where you can assess yourself in terms of your financial journey. We're here to help. We've got some great tools that you can use to help assess where you are right now and some areas that you might want to."

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."