Navigating Inheritance with Confidence and Clarity Featuring Josh Jerele

Money Myths & Mixed Messages: What’s the Right Move?

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

Crafting a Multi-Generational Family Legacy with Josh Jerele

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

Navigating Inheritance with Confidence and Clarity Featuring Josh Jerele

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

Loose Stones, EP 2: Navigating Client Questions with Michael Shelton

Today we sit down with Michael Shelton to go over some client questions.  Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

Building Wealth on the Road for Nurses

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