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Reach Your Summit Podcast

Summit Wealth Group

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. Join hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator as they bring a variety of perspectives to the discussion. If you have feelings of confusion and uncertainty about your financial future, or simply want to learn more about personal finance, join us as we help you navigate the path to a better, more secure future. | Phone: (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities 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.
How Your Financial Advisor Can Provide Value During Open Enrollment December 05, 2022 Episode artwork How to Be a More Impactful GiverNovember 22, 2022 Episode artwork Financial Steps to Take if Your Spouse Passes AwayNovember 18, 2022 Episode artwork TSP InvestmentsOctober 28, 2022 Episode artwork How You Can Make Retirement FulfillingOctober 21, 2022 Episode artwork How Can You Leave a Legacy?October 07, 2022 Episode artwork What Should I Do With a Large Inheritance or Sudden Windfall?September 16, 2022 Episode artwork How Can I Find Purpose In Retirement?September 09, 2022 Episode artwork How will I know the day when I'm financially able to retire?September 02, 2022 Episode artwork Live Episode From Our Summer Summit August 23, 2022 Episode artwork When Should I File for Social Security?August 19, 2022 Episode artwork 7 Common Mistakes Made in Retirement Part 2 August 12, 2022 Episode artwork 7 Common Mistakes Made in Retirement Part 1 August 05, 2022 Episode artwork What is a Fiduciary and Why Should You Be Sure Your Advisor is One?July 29, 2022 Episode artwork If time is money, how can we invest our time wisely? July 22, 2022 Episode artwork The Great ResignationJuly 19, 2022 Episode artwork Changing Careers? Here Are Some Financial ConsiderationsJuly 15, 2022 Episode artwork Should I Invest in a Roth or Traditional IRA?July 08, 2022 Episode artwork What Debt Should I Pay off First?July 01, 2022 Episode artwork Is a Financial Advisor Worth Their Fees?June 24, 2022 Episode artwork How can small business owners reduce their tax bill? June 17, 2022 Episode artwork Taxes During Retirement, It’s More Complicated Than You Think.June 14, 2022 Episode artwork What is a QCD, and How Does It Affect My Retirement?June 10, 2022 Episode artwork What is the Value of a Financial Advisor? May 27, 2022 Episode artwork Just Received a Large Inheritance?May 20, 2022 Episode artwork