Reach Your Summit Podcast
At some point, everyone will face complicated money-related decisions. Each Tuesday, you can 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. If you have feelings of confusion and uncertainty about your financial future or want to learn more about personal finance, join us as we help you navigate the path to a better, more secure future. www.summitwealthgroup.com | Phone: (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities and Advisory 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®.
Reach Your Summit Podcast
Taxes During Retirement, It’s More Complicated Than You Think.
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 financial world for his clients and connecting their unique goals and values with a personalized solution. Josh supports clients by leveraging his knowledge and experience to create solutions for tax-friendly retirement distributions, estate planning, charitable giving, and legacy concerns. He is committed to helping educate clients with specific tools they need to ensure their family values are reflected in their finances.
Born and raised in Columbus, OH, Josh holds a bachelor’s degree in finance from Taylor University in Indiana. Josh worked as a Portfolio Advisor in Fort Wayne, IN, before joining UBS Private Wealth in Denver, CO. From there, he joined an RIA as a Wealth Advisor, where Josh continued to build on his extensive experience working with business owners, executives, and ultra-high-net-worth families. He now incorporates those past experiences to advise clients here at Summit Wealth Group.
Josh cares deeply about his clients and in building meaningful relationships with them. He strives to understand their passions, goals, and concerns to assist them in connecting those to their finances.
Nicole Davis | Director of Financial Planning Services
Nicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning.
Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
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.
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