All Episodes
Reach Your Summit Podcast — 81 episodes
Money Myths & Mixed Messages: What’s the Right Move?
Crafting a Multi-Generational Family Legacy with Josh Jerele
Navigating Inheritance with Confidence and Clarity Featuring Josh Jerele
Loose Stones, EP 2: Navigating Client Questions with Michael Shelton
Building Wealth on the Road for Nurses
Making the Most of Your Golden Years with Strategic Planning
Maximizing Business Growth Through Strategic Tax Planning: Insights from Expert Jason
Loose Stones, EP 1: Navigating Client Conundrums with Jason Runung
Are You Missing Out on Potential Tax Savings? Tax Planning with Jason Runung
Turning Financial Goals into Reality
Kickstarting 2024 with Solid Financial Goals!
Making an Impact with Your Financial Planning with Scott Marks
Guiding You through the Student Loan Labyrinth
Simplifying the Complex World of FAFSA and Student Loans
The Festive Finance Guide: Smart Planning for Holiday Spending
Investing in Your Child's Future: Understanding Education Savings Accounts
Securing a Bright Future: A Deep Dive into College Planning
Should I Put More Money Into Bonds the Closer I Get to Retirement?
Insurance
Over 90% of people do this. Do you?
7 Common Retirement Mistakes: Part 2
2023 Market Outlook
7 Common Retirement Mistakes: Part 1
How to Pay off Multiple Forms of Debt
The 4 H’s of Financial Wisdom Part 4
The 4 H’s of Financial Wisdom Part 3
The 4 H’s of Financial Wisdom Part 2
The 4 H’s of Financial Wisdom Part 1
How Your Financial Advisor Can Provide Value During Open Enrollment
How to Be a More Impactful Giver
Financial Steps to Take if Your Spouse Passes Away
TSP Investments
How You Can Make Retirement Fulfilling
How Can You Leave a Legacy?
What Should I Do With a Large Inheritance or Sudden Windfall?
How Can I Find Purpose In Retirement?
How will I know the day when I'm financially able to retire?
Live Episode From Our Summer Summit
When Should I File for Social Security?
7 Common Mistakes Made in Retirement Part 2
7 Common Mistakes Made in Retirement Part 1
What is a Fiduciary and Why Should You Be Sure Your Advisor is One?
If time is money, how can we invest our time wisely?
The Great Resignation
Changing Careers? Here Are Some Financial Considerations
Should I Invest in a Roth or Traditional IRA?
What Debt Should I Pay off First?
Is a Financial Advisor Worth Their Fees?
How can small business owners reduce their tax bill?
Taxes During Retirement, It’s More Complicated Than You Think.
What is a QCD, and How Does It Affect My Retirement?
What is the Value of a Financial Advisor?
Just Received a Large Inheritance?
Losing a Loved One Step by Step Guide
5 Common Estate Planning Mistakes
How Can I Leave a Lasting Legacy?
Estate Planning 101
How to Teach Your Child About Money
Planning for College Expenses
Buy 2 Cars, Get 1 FREE
Graduating Debt Free
3-Bucket Approach to Financial Planning
Saving for College
Sandwich Generation- Top 3 Challenges
Is Picking Individual Stocks a Good Idea?
March Madness
What Are My Investment Options With a TSP?
How Russia Invading Ukraine is Affecting the US Markets
What Are Alternative Investments?
How Can I Align My Personal Values With My Investment Portfolio?
Am I Being Too Risky With My Investments?
Investing 101 for Millennials
Are Stock Market Swings a Cause for Concern?
Investing Lessons Learned From the Pandemic
What Is Pmi and How Can I Avoid It?
Life Happens, Now What?
Over 90% Of People Do This
Is Buying a House on Your Bucket List?
How to Get Financially Organized
Setting Financial Goals
Introducing Reach Your Summit Podcast