In this episode of Reach Your Summit, Jessica is joined by Summit Wealth Group advisors Ross and Kurt for an in-depth discussion on navigating conflicting financial advice. They break down key financial decisions, including life insurance options, the pros and cons of paying off your mortgage early, and strategies for long-term care planning. With their combined decades of experience, they offer valuable insights on when and how to make these financial moves based on your unique situation. Tune in for expert guidance and practical takeaways!

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What does it truly mean to leave a lasting family legacy? Join us as Jessica sits down with Josh Jerele, our expert advisor from Summit Wealth Group’s Lakewood office, to unravel the intricate fabric of what it means to think about a family legacy. Together, we promise to provide you with actionable insights that go beyond financial inheritance, diving into how values, beliefs, and family history can be preserved and cherished by future generations. Josh sheds light on impactful practices like creating videos or emails for future generations and stresses the importance of teaching financial responsibility to children early on.

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Settling an estate is a meticulous process fraught with emotional and financial challenges. We guide you through the typical timeline for estate settlement, stressing the importance of clearing all debts before distributing assets. With Josh's expert advice, we underscore the value of professional guidance from financial and legal advisors. Learn how to honor a loved one's legacy through charitable donations or thoughtful financial planning for future generations, balancing prudent management with family values. Tune in to gain practical insights that will help you navigate the delicate journey of inheritance and estate planning.

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Today we sit down with Michael Shelton to go over some client questions. 

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How do travel nurses achieve financial stability amidst constant relocations and diverse assignments? On this episode of Reach Your Summit, we address this pressing question with insights from expert guest Michael Shelton from our Memphis office. Michael draws from his extensive experience to discuss the unique financial challenges travel nurses face, from budgeting inconsistencies to saving for retirement. Learn practical steps for establishing a reliable budget and discover the key to spending less than you earn, no matter where you are. We also explore the adaptability required for financial advisors to effectively support this dynamic group.

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Unlock the secrets to a fulfilling retirement as we sit down with Michael Shelton from Summit Wealth Group's Memphis office. Have you ever wondered how you'd spend a Saturday free of obligations? Michael’s holistic approach to retirement planning encourages clients to envision just that, helping you craft a clear picture of your financial goals. We cover essential retirement accounts like 401(k)s, 403(b)s, and Roth options, stressing the importance of employer matches as "free money."

We wrap up by emphasizing the emotional satisfaction advisors feel when helping clients achieve their retirement dreams. Don’t miss out on this episode loaded with valuable insights—share it with friends and subscribe for more expert advice on reaching your financial summit!


Show Notes

Resources Mentioned:

●      Summit Wealth Group: Website

●      Contact: [email protected]

Connect with Us:

●      Follow us on Instagram: @summitwealthgroup 

●      Like us on Facebook: Facebook

●      Join our LinkedIn Group: LinkedIn

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

Unlock the full potential of your business with strategic tax planning that can boost profits and drive growth. In this gripping episode of Reach Your Summit, I, Jessica Magnuson, team up with the astute tax expert Jason to unravel the complexities of tax strategies, demonstrating their crucial impact on a company's success. We delve into why a well-crafted tax plan is not just a legal necessity but a competitive advantage, propelling your business ahead by smartly reinvesting savings.

Here is more about Jason:

Jason is a Senior Financial Advisor in the Denver, CO office and Vice President of Summit Wealth Group. His work experience has been focused in the financial services industry since 2006. He held positions as a Financial Advisor in both a national firm, as well as an independent Registered Investment Advisor (RIA). Additionally, he participated as the Director of Business development for a private equity firm and an Advisor Relationship Manager for a national custodial institution.

Jason received his Bachelor of Science degree in Economics from Texas A&M University. He holds the FINRA Series 7 and 66 securities registrations and he is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/ SIPC).

Throughout his career Jason has helped young professionals and families establish day-to-day habits and plans that will impact the entirety of their financial future. They are often surprised at his ability to interpret, analyze and translate complex financial concepts in a way that helps them feel comfortable and secure about their finances. By delivering an approachable and comprehensive plan, Jason helps clients clarify the path to their goals. He has assisted mature couples by confirming their diligence and persistence have paid off and they are ready to retire. And he has helped small business owners review their current operations, the impact on their personal standings, and how to take care of themselves, as well as their employees and clients in the long run.

Being an active member of his community is a passion of Jason’s, having previously helped establish and coach the Four Corners Rugby Club and San Juan Spartans Rugby Club of Farmington, New Mexico. Additionally, he has been active with Habitat for Humanity, Big Brothers Big Sisters of America and a board member for the Institute for Attachment and Child Development. He is a current member of Sons of Norway. However, Jason primarily focuses on spending time with his wife, Kendra and daughters, Ava and Anya, but also enjoys cooking, playing rugby, snowboarding and taking advantage of his private pilot’s license given the opportunity.

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

Join us for our new Loose Stones segment as we tackle real client questions that can trip you up on your financial journey. Our clients asked questions, our advisors provided answers, and in this episode, Jason Runung adds his expert perspective to the mix.  Jason joins us from our Denver Tech Center office and is a wealth of knowledge. From investment strategies to retirement planning, we're here to clear the path to your financial summit.

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

Unlock the secrets to keeping more of your hard-earned money with tax planning strategies that are not reserved for the rich and famous. Financial guru Jason Runung, from our Denver office, joins us to demystify the world of taxes and demonstrate how proactive planning can benefit everyone, from the salaried employee to the serial entrepreneur. Brace yourself for an eye-opening discussion that promises to transform the way you view your financial blueprint. We're not just talking deductions and credits; this is about shaping your financial destiny, one tax year at a time.

Tune in and learn how to turn tax planning into a powerful tool in your financial arsenal, ensuring that when it comes to your money, you're making all the right moves.

Here is more about Jason:

Jason is a Senior Financial Advisor in the Denver, CO office and Vice President of Summit Wealth Group. His work experience has been focused in the financial services industry since 2006. He held positions as a Financial Advisor in both a national firm, as well as an independent Registered Investment Advisor (RIA). Additionally, he participated as the Director of Business development for a private equity firm and an Advisor Relationship Manager for a national custodial institution.

Jason received his Bachelor of Science degree in Economics from Texas A&M University. He holds the FINRA Series 7 and 66 securities registrations and he is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/ SIPC).

Throughout his career Jason has helped young professionals and families establish day-to-day habits and plans that will impact the entirety of their financial future. They are often surprised at his ability to interpret, analyze and translate complex financial concepts in a way that helps them feel comfortable and secure about their finances. By delivering an approachable and comprehensive plan, Jason helps clients clarify the path to their goals. He has assisted mature couples by confirming their diligence and persistence have paid off and they are ready to retire. And he has helped small business owners review their current operations, the impact on their personal standings, and how to take care of themselves, as well as their employees and clients in the long run.

Being an active member of his community is a passion of Jason’s, having previously helped establish and coach the Four Corners Rugby Club and San Juan Spartans Rugby Club of Farmington, New Mexico. Additionally, he has been active with Habitat for Humanity, Big Brothers Big Sisters of America and a board member for the Institute for Attachment and Child Development. He is a current member of Sons of Norway. However, Jason primarily focuses on spending time with his wife, Kendra and daughters, Ava and Anya, but also enjoys cooking, playing rugby, snowboarding and taking advantage of his private pilot’s license given the opportunity.

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

Setting financial goals can be a daunting task, especially when life's stages bring about shifting priorities. To shed light on this, we've brought back Scott Marks, an expert voice from our Scottsdale office, to guide us through the complexities of financial planning. This chat reveals the art of customizing your financial plans according to your individual goals, whether you're a 20-something grappling with student loans or a 50-something plotting your retirement. Scott unravels the importance of adaptability and why we need to relentlessly update our plans to meet our ever-evolving goals. Our discussion with Scott delves deeper into how to review and adjust financial goals. What should you do when you find you're veering off the path to meet your yearly goals? This episode is a gold mine for anyone who yearns to get a grip on their financial journey and navigate it better.

MEET SCOTT MARKS:
For nearly a decade, Scott has guided his clients in planning for important life events, establishing legacies for future generations, and achieving financial independence. Through individualized financial planning, Scott and his team focus on serving the needs of high-net-worth families with a focus on retirement and legacy planning. Scott is passionate about improving the financial lives of those he serves and prides himself on being accessible, relatable, and transparent.

Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010.  Drawn to the world of finance, he began work as a credit analyst in the commercial lending department with Alliance Bank of Arizona.

After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term financial plans for clients around the country. 

In August of 2016, Scott joined Summit Wealth Group to provide more holistic wealth management and planning solutions for his clients.  Scott is a Certified Financial Planner (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).

In 2023, Scott Marks was honored with the Forbes Top Next-Gen Wealth Advisors Best-in-State award, recognizing his exceptional achievements and contributions as a Financial Advisor.

Scott lives with his wife, Alysa, in Cave Creek, AZ.  In his free time, he enjoys golfing, coaching his son Redford’s baseball team, and spending time with his daughters, Abby and Scarlett.

*2023 Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2023 based on data gathered from March 2022 to March 2023. 3738 Advisors were considered, 1464 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!