Jessica Magnuson | Content Strategist
Get ready for more laughs, insights, and maybe a few unexpected detours as Jessica takes the mic and guides you through the peaks and valleys of life. She's got the wit, wisdom, and a knack for finding humor in the most unlikely places. So, grab your headphones and a cup of coffee, and join us as we kick off season two with a bang. Jessica Magnuson is here to make your ears happy, your heart light and your 2024 Spotify Wrapped even more legendary! |
What is Reach your Summit Podcast about?
At some point, everyone will face complicated money-related decisions. Each Tuesday, join us for a brand-new episode with personal finance topics aimed to provide you with the clarity you are looking for 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 how to better manage your budget, pay down debt, retirement planning ideas, wealth-building, and tax minimization strategies.
Turning Financial Goals into Reality | Season 2 | Episode 08
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.
Kickstarting 2024 with Solid Financial Goals | Season 2 | Episode 07
Ready to kickstart 2022 with rock-solid financial goals? Join me and the seasoned financial expert!
Making an Impact with Your Financial Planning | Season 2 | Episode 06
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.
Guiding You through the Student Loan Labyrinth | Season 2 | Episode 05
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.
Simplifying the Complex World of FAFSA and Student Loans | Season 2 | Episode 04
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.
The Festive Finance Guide: Smart Planning for Holiday Spending | Season 2 | Episode 03
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.
Investing in Your Child's Future: Understanding Education Savings Accounts | Season 2 | Episode 02
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.
Securing a Bright Future: A Deep Dive into College Planning | Season 2 | Episode 01
Ready to discover the importance of early college planning and the tools to achieve it?
Should I Put More Money Into Bonds the Closer I Get to Retirement? | Season 1 | Episode 66
Find out the answer in today’s mini-episode of Reach Your Summit Podcast
Insurance | Season 1 | Episode 65
Insurance may be hard to talk about. Let's work through it together.
Over 90% of people do this. Do you?| Season 1 | Episode 64
Over 90% of people fail to reach their financial goals. Why is that percentage so high?
7 Common Retirement Mistakes: Part 2 | Season 1 | Episode 63
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| Season 1 | Episode 62
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?
7 Common Retirement Mistakes: Part 1 | Season 1 | Episode 61
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.
How to Pay off Multiple Forms of Debt | Season 1 | Episode 60
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.
The 4 H’s of Financial Wisdom Part 4 | Season 1 | Episode 59
Join Ross as he takes a biblical approach, introducing financial topics found in scripture.
The 4 H’s of Financial Wisdom Part 3 | Season 1 | Episode 58
Join Ross as he takes a biblical approach, introducing financial topics found in scripture during part 3
The 4 H’s of Financial Wisdom Part 2 | Season 1 | Episode 57
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.
The 4 H’s of Financial Wisdom Part 1 | Season 1 | Episode 56
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.
How Your Financial Advisor Can Provide Value During Open Enrollment | Season 1 | Episode 55
Do you know how your Financial Advisor can provide more value to you during open enrollment? Listen now to find out how.
How to Be a More Impactful Giver | Season 1 | Episode 54
Charitable giving is one of our favorite financial topics; during this time of year, it seems to be on people's minds more.
TSP Investments | Season 1 | Episode 53
Do you have a TSP account? Do you know what your investment options are? Listen now.
How You Can Make Retirement Fulfilling | Season 1 | Episode 52
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.
How Can You Leave a Legacy? | Season 1 | Episode 51
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.
What Should I Do With a Large Inheritance or Sudden Windfall? | Season 1 | Episode 50
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.
How Can I Find Purpose In Retirement? | Season 1 | Episode 49
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.
How will I know the day when I'm financially able to retire? | Season 1 | Episode 48
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.
Live Episode From Our Summer Summit | Season 1 | Episode 47
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?
When Should I File for Social Security? | Season 1 | Episode 46
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.
7 Common Mistakes Made in Retirement Part 2| Season 1 | Episode 45
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
7 Common Mistakes Made in Retirement Part 1 | Season 1 | Episode 44
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.