Ready to kickstart 2022 with rock-solid financial goals? Join me and the seasoned financial expert, Scott Marks, as we launch the first part of a special series designed to set you on the path to financial success.

Ready to kickstart 2022 with rock-solid financial goals? Join me and the seasoned financial expert!

What if your financial planning could include making a real impact? Join us as we take a deep-dive into the world of charitable giving and how it intersects with financial planning.

Ever feel like you're in a maze when it comes to figuring out student loans and college financing? Well, you're not alone and we're here to guide you through it, step by step.

Prepare to navigate through the labyrinth of college planning and savings with us. We guarantee you'll be fully equipped with knowledge on how to utilize grants, scholarships, cash flow, and loans. 

Are you feeling the pre-holiday frenzy? Fear not, because on the Reach your Summit podcast, we're serving up tried-and-true strategies for navigating the holiday season without the stress.

Ever wondered how you can finance your child's college education without breaking the bank? Learn about the tax-free growth potential of 529 college savings accounts and how starting early could drastically reduce the financial burden of college.

Ready to discover the importance of early college planning and the tools to achieve it? 

Find out the answer in today’s mini-episode of Reach Your Summit Podcast

Insurance may be hard to talk about. Let's work through it together. 

Over 90% of people fail to reach their financial goals. Why is that percentage so high?

We've seen strong and not-so-strong retirement plans in the retirement planning business. This is part two of our two-week series on common mistakes we see in retirement planning and how to avoid them. If you didn't listen last week. Check out part 1. 

2023 market outlook
Are we heading for a recession? If so, what does that mean for my investment portfolio? When can we expect the interest rates to level off? How does this impact my investments?

We've seen strong and not-so-strong retirement plans in the retirement planning business. This is part two of our two-week series on common mistakes we see in retirement planning and how to avoid them. If you didn't listen last week. Check out part 1. 

Do you have multiple forms of debt and are unsure which to pay off first? In this week's mini-episode we will address this topic. 

Join Ross as he takes a biblical approach, introducing financial topics found in scripture. 

Join Ross as he takes a biblical approach, introducing financial topics found in scripture during part 3

In this week's mini-episode, Ross Haycock in our Colorado Springs office continues his 4-week series on the 4 H's of financial wisdom. Here’s episode 2 of that mini-series. 

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.

Do you know how your Financial Advisor can provide more value to you during open enrollment? Listen now to find out how. 

Charitable giving is one of our favorite financial topics; during this time of year, it seems to be on people's minds more.  

Do you have a TSP account? Do you know what your investment options are? Listen now.

What do you plan on retiring to? In this week's mini-episode, Dan Gilbertson from of our Lakewood, CO office shares way you can make your retirement more fulfilling. 

What type of legacy do you want to leave behind? Jamie Cochran, CFP®, shares how you can figure this out in today’s mini-episode.

Often, people seek a financial advisor when they run into a sudden windfall, such as an inheritance. In this mini episode, Scott Marks, CFP®, CRPC®  from our Scottsdale office, discusses what you should do if you find yourself in that position. 

If you are near or in retirement, or perhaps you are simply thinking about what your retirement years might one day look like, we invite you to check out this mini episode. 

The 4 steps that Randy Morris covers in this mini episode creates a simple formula for figuring out when you will be able to retire financially. 

This episode is different from any other we have published before! Jamie Cochran, CFP®, and Stephanie Brinkman stepped out of their comfort zone to host a live episode while the rest of Summit Wealth Group played a game of Jeopardy. It was recorded during our annual Summer Summit meeting in Denver, CO. Can you guess the correct answers faster?

If you’re starting to transition into the retirement phase of your life or simply want to learn more about Social Security. Listen to Scott Marks share some critical points regarding filing for Social Security.

In this week's mini-episode, we conclude our two-week series on common mistakes we see in retirement planning and how to avoid them. Part 2

We've seen strong and not-so-strong retirement plans in the retirement planning business. This is part one of our two-week series on common mistakes we see in retirement planning and how to avoid them.