Summit Wealth Group

Reach Your Summit Podcast

Business EN ↓ 83 episodes

At some point, everyone will face complicated money-related decisions. Join us for a brand-new episode with personal finance topics to give you the clarity you want 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 managing your budget better, paying down debt, retirement planning ideas, wealth-building, and tax minimization strategies. Join host Jessica Magnuson and guests within Summit Wealth Group as they bring various perspectives to the discussion....

Be sure to visit the podcast's website and support the creator: www.buzzsprout.com

Author

Summit Wealth Group

Episodes

Investing Lessons Learned From the Pandemic 01.03.2022 26:58

Confusion…. Fear….. Anxiety… I am sure you can recall early in the pandemic; all news was bad, and uncertainty was extraordinary. These emotions just scratch the surface of what you may have felt. Did you let your emotions overpower your rational thinking? Did the pandemic teach you anything about investing? If not, this episode will. Peter Essele and Nicole Davis compare the Covid-19 pandemic to...

What Is Pmi and How Can I Avoid It? 25.02.2022 1:52

If you are new to the home-buying process, you might not be familiar with the term PMI. When you get a mortgage to buy a house, you'll more than likely have to pay for mortgage insurance. PMI, or private mortgage insurance, is a type of mortgage insurance that is required for traditional loan borrowers who make low down payments on their property. Listen to our mini-episode to learn how you c...

Life Happens, Now What? 22.02.2022 19:57

Jamie Cochran shares personal stories of when life flipped his world upside down. Hosts: Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM, and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 8092...

Over 90% Of People Do This 18.02.2022 3:06

Why do people fail to reach their financial goals? In this week's mini-episode, Dan Cook based out of our Denver, CO branch shares some specific patterns he's seen over the years and how to avoid them. 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...

Is Buying a House on Your Bucket List? 15.02.2022 19:57

Do you dream about having a yard big enough for your dog(s) to run around? Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator talk about what you need to consider before you can make the “American dream” possible. Website | Facebook | LinkedIn | Twitter | YouTube (719)...

How to Get Financially Organized 09.02.2022 22:14

Don’t let getting (or trying to get) organized lead to more procrastination. Listen to hear how you on how you can get started with even the smallest step. Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator explain the importance of being finically organized. Summit Weal...

Setting Financial Goals 09.02.2022 32:13

Do you have financial goals that you aim for? Great! If you don’t know what your goals are. That’s ok too, this goal-setting episode will help provide some clarity on where to start. Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator bring a variety of perspectives to...

Introducing Reach Your Summit Podcast 07.02.2022 1:10

Welcome to the Reach Your Summit Podcast. We understand what it's like to have an idea of what you want your life to look like, but lack the clarity on how to get there. This is why we have been recognized by Forbes Magazine for providing Best-In-State financial planning services, we’ve helped countless people successfully find clarity and fulfillment in their financial journey. Each Tuesda...