Reach Your Summit Podcast

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 ap...

The 4 H’s of Financial Wisdom Part 2 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.  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...

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...

Do you know how your Financial Advisor can provide more value to you during open enrollment? Listen now to find out how.  Hosts:  Jamie Cochran, CFP® | Financial Advisor  Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to t...

Charitable giving is one of our favorite financial topics; during this time of year, it seems to be on people's minds more.    Many of our clients here at Summit Wealth Group are charitably inclined, as evidenced by the spike in requests we see annually, to redeem investments toward the end of each calendar year so that they can give to their church or other favorite charity.  The problem is...

David Lee covers financial steps you should take after your spouse passes away.  Host: David Lee, CFP®, CIMA® | Vice President  Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985. David received his bachelor’s degree from Florida State University. After professional studies through the College for F...

Do you have a TSP account? Do you know what your investment options are? Listen now. Host: Scott Marks, CFP®, CRPC® | Financial Advisor Scott truly has a passion for his work. He is willing to go the extra mile to ensure every client is confident with their customized financial plan. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is particularly a...

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.  Hot:  Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice President Dan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management. Prior to joining Summit Wealth Group, he w...

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.    Host: Jamie Cochran, CFP® | Financial Advisor  Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for...

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.  Host: Scott Marks, CFP®, CRPC® | Financial Advisor Scott truly has a passion for his work. He is willing to go the extra mile to ensure every client is co...

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. Dan Gilbertson, out of our Lakewood, CO office, talks about ways you can find meaning and purpose during your "Golden Years"!      Hot:  Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice President Dan, Vice-President, has a...

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. Listen now.  Host: Randy Morris, CFP®, ChFC®, AIF® | CEO After graduating from the University of Colorado in 1982 with a business and organizational management degree, he worked in Denver, Colorado, for two years as Vice-President of Executive Economic Se...

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?    Jamie Cochran, CFP® | Financial Advisor  Jamie join...

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. Host: Scott Marks, CFP®, CRPC®| Financial Advisor  Scott truly has a passion for his work. He is willing to go the extra mile to ensure every client is confident with their customized finan...

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. Listen now!   Host: David Lee, CFP®, CIMA® | Vice President  Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985. David received his bachelor’s degree from Florida...

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. Host: David Lee, CFP®, CIMA® | Vice President    Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began i...

Nate Archuleta from our Colorado Springs office explains what a fiduciary is and why you should be sure your advisor is one in today’s mini-episode.  Host: Nathan M. Archuleta, CFP®, AIF® | Senior Advisor  Nathan is passionate about serving individuals, families, and business owners and feels called to lead clients towards achieving long-term financial fitness and contentment. Nathan is a graduate...

How are you spending your most valuable asset... time? If time is money, how can we invest our time wisely?  Host: Randy Morris, CFP®, ChFC®, AIF® | CEO After graduating from the University of Colorado in 1982 with a degree in business and organizational management, he worked in Denver, Colorado, for two years as Vice-President of Executive Economic Services, Inc. In 1985, Randy founded Executive...

Are you a part of the Great Resignation?  Have you joined the ever-increasing number of workers who find themselves in “Free Agent” status?  Today we’ll discuss the pros and cons of starting your own business – or more accurately – becoming your own boss, free to work on your own terms but also – suddenly responsible for your own taxes, benefits, and compliance with regulations.   Hots:   Daniel C...

Are you ready for a change? Do you feel burnt out in your current job? Listen to this mini episode to hear a few things Jamie Cochran, CFP®, recommends considering before making a career change.    Host: Jamie Cochran, CFP® | Financial Advisor  Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field p...

When saving for retirement you have several options. The method you choose to save for retirement will have an impact on the tax treatment and could have a major impact on the overall value of your nest egg. It's important to get it right. In this week's mini-episode, Financial Advisor Josh Oller looks at two of the most common retirement savings vehicles: a Roth vs Traditional IRA. Host...

If you have debt and are wondering what to pay off first listen to this mini-episode. Jason Runung, CFP® will break it down.  Host: Jason Runung, CFP® | Vice President Jason is a Senior Financial Advisor in the Lone Tree, CO office and Vice President of Summit Wealth Group. His work experience has been focused on the financial services industry since 2006. He held positions as a Financial Advisor...

In times of uncertainty, Financial Advisors provide more value than you think. Listen to Josh Oller from our Madison, MS office explain during this mini-episode.    Host: Josh Oller, CFP® | Financial Advisor Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a financial advisor in Summit's Madison, MS branch office.  Josh completed the CFP® certification in...

Nate Archuleta from our Colorado Springs office dives into this topic in this week's mini-episode. Enjoy! Host: Nathan M. Archuleta, CFP®, AIF® | Senior Advisor  Nathan is passionate about serving individuals, families, and business owners and feels called to lead clients towards achieving long-term financial fitness and contentment. Nathan is a graduate of the University of Colorado at Bould...

You are probably familiar with paying income taxes and capital gains taxes, but do you know your social security could be taxed too? Depending on your income, including tax-exempt interest from your investments, up to 85% of your social security could be added to your taxable income.    Hosts: Josh Jerele, CFP® | Wealth Advisor As a Wealth Advisor, Josh is passionate about simplifying the financia...