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
Should I Invest in a Roth or Traditional IRA?
When saving for retirement you have several options. The method you choose to save for retirement will have an impact on the tax treatment and could have a major impact on the overall value of your nest egg. It's important to get it right. In this week's mini-episode, Financial Advisor Josh Oller looks at two of the most common retirement savings vehicles: a Roth vs Traditional IRA.
Host: Josh Oller, CFP® | Financial Advisor
Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a financial advisor in Summit's Madison, MS branch office. Josh completed the CFP® certification in October of 2021. He spends time with Chris in an advisory role and is also part of Summit's financial planning department.
Josh is a graduate of Mississippi State University where he obtained both a Bachelor’s and Master’s degree in Business Administration all while competing for the MSU golf team. Josh began his career in the banking industry in 2012, and eventually found his niche in the credit department of the bank where he became the VP of Credit Administration. In this role, Josh was able to learn the many aspects of corporate finance, taxation, and business cash flow.
Josh later realized that his real passion was working with people. He wanted a career that helped people reach their goals and is excited to help our team assist clients with navigating the bumpy road to the lifestyle they seek.
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.
Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!