Reach Your Summit Podcast

In this week's mini-episode, Dan Gilbertson out of our Lakewood, CO office looks at the topic of a QCD. Not many people know what QCDs are, let alone how to incorporate them into their overall financial strategy. We invite you to listen! Hot:  Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice President Dan, Vice-President, has an extensive background in financial planning, insurance counseling, and...

During turbulent times in the market, a Financial Advisor may have more value than you think. Find out what we mean in this mini-episode.    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 acce...

Just received a large inheritance? Here's what you should do. 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 both a national firm, as well as an independent Register...

Here’s your guide on what to do after a loved one passes away, estate planning edition.  Hots:   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 was a partner in his own financial planning company and has worked in the financia...

Financial steps to take if 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 Financial Planning in Denver,...

Don't make these 5 common estate planning mistakes.  Hots:   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 was a partner in his own financial planning company and has worked in the financial industry for more than 25 yea...

What type of legacy do you want to leave behind? Jamie Cochran, CFP® shares ways to 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 him...

You may have heard of the term Estate Planning a time or two. But do you know what it actually means? Better yet, do you have your Estate Planning documents set up?  Hots:   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 was a...

At what age did you learn about money? Dan Cook of Summit Wealth Group has ideas for teaching your child(ren) the value of a dollar.  Host: Daniel Cook, CFP®, AIF® | Chief Financial Officer Daniel Cook is one of the founders and serves as CFO of Summit Wealth Group.  Through an integrated approach to personal financial planning, business management, and tax reduction strategies, Dan has helped hun...

Receiving a higher education is an exciting time for individuals. You have the opportunity to pursue a passion and start on a path that hopefully will eventually lead to a fulfilling and successful career for you. There’s no denying the price tag for a college education is high and continues to grow. Which emphasizes the importance of creating a plan. Listen to ways you can start preparing for the...

Compound interest can be a beautiful thing when it’s on your side. Listen to find out how you could buy 2 cars and get 1 FREE.    Host: Dave Adams | Senior Wealth Advisor Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-day management of their investable assets to him. He desires to help them embrace a...

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Financial planning can be a very complex subject and even overwhelming at times. Listen to find out how implementing this 3-bucket approach can simplify things for you.   3-Bucket Approach Mural: Click Here   Hosts: Dave Adams | Senior Wealth Advisor  Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-da...

College costs have increased 169% since 1980,  and this is the first time in over 30 years that college tuition is rising at a slower rate than inflation. Listen for different saving strategies.    Host: Chris Wells, CFP®, AIF® | Vice President Chris, Vice-President of Summit Wealth Group (SWG), is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a Registered Representative and Investment Adviso...

We have 3 tips on how to handle the stress when it comes to being a part of the sandwich generation.   Hosts:  Nathan M. Archuleta, CFP®, AIF® 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 Boulder where he earned a Bachelor’s...

We get it, no one has a crystal ball for the stock market but there are things you can do to increase your potential earnings. Listen to what Josh Oller recommends investing in instead of individual stocks.    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 offi...

How’s your March Madness bracket doing? Did your bracket break after one of the upsets or did you beat the odds and pick the underdog to win?     Hosts: Oliver Wilson | Registered Financial Assistant  Oliver Wilson, Registered Financial Assistant, joined the Lakewood office in February 2020. He holds the FINRA Series 7 and 63 licenses. Oliver has a B.S. in Sports Administration from Fort Lewis Col...

Do you know what your investment options are for your TSP?   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 adept at helping families...

Do you have a clear understanding of how the invasion of Ukraine is affecting the markets and the economy? Will the markets rebound, and gas prices go back to previous prices once the war is over? Even more importantly what does this geopolitical event mean for you and your investments?     Hosts:   Anu Gaggar, CFA®, FRM®  Anu Gaggar is a Senior Research Analyst in Investment Management and Resear...

What are alternative investments?  Hosts:  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 Financial Planning in Denver, Colorado, he ob...

If this is a priority for you then you’ll want to hear how you can do this 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 of the University of Colorado at Boulder wher...

How much risk am I taking in my investment portfolio? How do I properly diversify my investments? How do I reduce my risk?  These are common questions amongst investors.  In fact, many may not even know how much risk they are taking.   Taking on unintended risk is easy to do when the market is doing well.   Hosts:  David Lee, CFP®, CIMA® | Vice President   Prior to joining Summit Wealth Group in J...

Find out the answer in today’s mini-episode of Reach Your Summit Podcast.  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 Financial Planning, Inc. (EFP), on...

The fact that millennials are earning less than their parents did at their age isn’t a secret, but did you know it’s 20% less? Millennials have accrued only half the net worth that their parents had by their age.  If this concerns you then you’re going to want to hear what you can do to help close that gap.    Hosts:  David Lee, CFP®, CIMA® | Vice President  Prior to joining Summit Wealth Group in...

Find out the answer in today’s mini-episode of Reach Your Summit Podcast.  Host: Christopher E. Wells, CFP®, AIF® | Vice President Chris, Vice-President of Summit Wealth Group (SWG), is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC) and holds FINR...