Fiduciary Fitness

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If your company has a retirement plan, then this podcast is for you.

Washington Financial Group


    • Aug 15, 2023 LATEST EPISODE
    • infrequent NEW EPISODES
    • 12m AVG DURATION
    • 42 EPISODES


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    Latest episodes from Fiduciary Fitness

    Introduction to Advisor Managed Accounts

    Play Episode Listen Later Aug 15, 2023 10:36


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark talks with Patrick Arey about Advisor Managed Accounts.Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Patrick Arey, Custom Solutions Sales Director, Empower  Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Participation in Managed Account Services does not guarantee investment success. All investing involves risk, including possible loss of principal. There can be no assurance that any financial strategy will be successful.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are not affiliated in any way with the services offered by Patrick Arey and Empower.

    Implementing FinPath

    Play Episode Listen Later Jul 19, 2023 17:34


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark talks with Matt Escalante about FinPath.Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Matt Escalante, Senior Vice President, TCG, a HUB International company  Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.

    FinPath User Experience

    Play Episode Listen Later Jul 6, 2023 13:59


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark talks with Matt Escalante about FinPath.Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Matt Escalante, Senior Vice President, TCG, a HUB International company  Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.

    The Need for FinPath

    Play Episode Listen Later May 10, 2023 14:10


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark talks with Matt Escalante about FinPath.Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Matt Escalante, Senior Vice President, TCG, a HUB International company  Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.

    Intro to FinPath

    Play Episode Listen Later Apr 18, 2023 12:52


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark talks with Matt Escalante about FinPath.Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Matt Escalante, Senior Vice President, TCG, a HUB International company  Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.

    Savings Checkpoints

    Play Episode Listen Later Feb 2, 2023 12:52


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark talks with J.P. Morgan's Kelly Hahn about savings checkpoints.Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Kelly Hahn, Executive Director, Defined Contribution Strategist, J.P. Morgan Asset Management Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are not affiliated in any way with the services offered by Kelly Hahn and J.P. Morgan Asset Management.

    Healthcare Costs in Retirement

    Play Episode Listen Later Jan 19, 2023 12:09


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark talks with J.P. Morgan's Kelly Hahn about healthcare costs in retirement.Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Kelly Hahn, Executive Director, Defined Contribution Strategist, J.P. Morgan Asset Management Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are not affiliated in any way with the services offered by Kelly Hahn and J.P. Morgan Asset Management.

    Longevity

    Play Episode Listen Later Jan 5, 2023 10:12


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark talks with J.P. Morgan's Kelly Hahn about longevity.Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Kelly Hahn, Executive Director, Defined Contribution Strategist, J.P. Morgan Asset Management Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are not affiliated in any way with the services offered by Kelly Hahn and J.P. Morgan Asset Management.

    Guide to Retirment

    Play Episode Listen Later Nov 29, 2022 11:10


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark talks with J.P. Morgan's Kelly Hahn about the Guide to Retirement.Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Kelly Hahn, Executive Director, Defined Contribution Strategist, J.P. Morgan Asset Management Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are not affiliated in any way with the services offered by Kelly Hahn and J.P. Morgan Asset Management.

    Plan Design

    Play Episode Listen Later Aug 4, 2022 17:40


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses retirement plan design with Jennifer Kiffmeyer from the Retirement Learning Center.Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jennifer Kiffmeyer, J.D., Chief Operating Officer, Retirement Learning Center Thanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group is the approved name under which LPL Financial business is conducted.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Jennifer Kiffmeyer and the Retirement Learning Center.

    The SECURE Act 2.0

    Play Episode Listen Later May 25, 2022 21:27


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses the SECURE Act 2.0 with Tami Giumelli from John Hancock.Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Tami Guimelli, AVP & Associate Chief Counsel, US Retirement Law, John Hancock Retirement Plan Services Thanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group is the approved name under which LPL Financial business is conducted.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Tami Guimelli and John Hancock Retirement Plan Services.

    Financial Wellness 2

    Play Episode Listen Later Apr 12, 2022 10:47


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark & Elena Peerson discuss financial wellness. Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Elena Peerson, Vice President, Financial Wellness and Engagement, Washington Financial Group, a division of HUB InternationalThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.

    Financial Wellness 1

    Play Episode Listen Later Mar 29, 2022 12:33


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark & Elena Peerson discuss financial wellness. Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Elena Peerson, Vice President, Financial Wellness and Engagement, Washington Financial Group, a division of HUB InternationalThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.

    Wellness

    Play Episode Listen Later Mar 8, 2022 10:45


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses wellness with Tina Tucker from HUB International.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Tina Tucker, HUB InternationalThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.

    Total Rewards

    Play Episode Listen Later Feb 17, 2022 5:54


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses Total Rewards with Tina Tucker from HUB International.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Tina Tucker, HUB InternationalThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.

    Health Savings Accounts

    Play Episode Listen Later Feb 10, 2022 9:19


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses Health Savings Accounts with Tina Tucker from HUB International.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Tina Tucker, HUB InternationalThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.

    Fiduciary Liability Insurance, Part 2

    Play Episode Listen Later Nov 30, 2021 14:00


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses fiduciary liability insurance with Bill Ridley from HUB International. Topics discussed include fidelity bonds and cyber insurance.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Bill Ridley, HUB InternationalThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.

    Fiduciary Liability Insurance

    Play Episode Listen Later Oct 27, 2021 7:25


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses fiduciary liability insurance with Bill Ridley from HUB International.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Bill Ridley, HUB InternationalThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.

    ESG's and Government Regulations

    Play Episode Listen Later Aug 26, 2021 12:33


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses ESG's and government regulations with Megan Fielding from Nuveen.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Megan Fielding, Senior Director of Responsible Investing, NuveenThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Megan Fielding and Nuveen.

    ESG's Role in Defined Contribution Plans

    Play Episode Listen Later Aug 17, 2021 13:48


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses ESG's role in defined contribution plans with Megan Fielding from Nuveen.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Megan Fielding, Senior Director of Responsible Investing, NuveenThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Megan Fielding and Nuveen.

    What is ESG?

    Play Episode Listen Later Jul 15, 2021 12:13


    Hello, and welcome to Fiduciary Fitness. In today's episode, Colin Clark discusses ESG investing with Megan Fielding from Nuveen.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Megan Fielding, Senior Director of Responsible Investing, NuveenThanks for listening to Washington Financial Group's Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Megan Fielding and Nuveen.

    Women & Investing, Part 2

    Play Episode Listen Later May 18, 2021 9:58


    Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Jean Dunn, Vice President, Insights Leader, T. Rowe Price Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Jean Dunn and T. Rowe Price. 

    Women & Investing, Part 1

    Play Episode Listen Later May 11, 2021 8:43


    Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Jean Dunn, Vice President, Insights Leader, T. Rowe Price Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Jean Dunn and T. Rowe Price. 

    Target Date Fund Analysis

    Play Episode Listen Later Apr 21, 2021 9:52


    Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International John Carl, President, Retirement Learning Center Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.An investment in a target date fund is not guaranteed at any time, including on or after the target date, the approximate date when an investor in the fund would retire and leave the workforce. Target date funds gradually shift their emphasis from more aggressive investments to more conservative ones based on the target date. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by John Carl and the Retirement Learning Center or Columbia Threadneedle.

    PPP Update

    Play Episode Listen Later Apr 14, 2021 7:46


    Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International John Carl, President, Retirement Learning Center Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by John Carl and the Retirement Learning Center.

    Update on the SECURE Act, Part 2

    Play Episode Listen Later Apr 7, 2021 7:37


    Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International John Carl, President, Retirement Learning Center Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by John Carl and the Retirement Learning Center.

    Update on the SECURE Act, Part 1

    Play Episode Listen Later Mar 16, 2021 7:24


    Colin Clark discusses the SECURE Act with John Carl from the Retirement Learning Center.

    CARES Act FAQs in 2021

    Play Episode Listen Later Mar 2, 2021 8:00


    Colin Clark discusses plan sponsors frequently asked questions about the CARES Act in 2021 with John Carl from the Retirement Learning Center.

    Top Issues in Plan Audits

    Play Episode Listen Later Nov 10, 2020 12:31


    Colin Clark discusses the top issues in plan audits and how to get ahead of them with CPA Jen Amato.

    The Cares Act

    Play Episode Listen Later Oct 6, 2020 8:19


    Colin Clark discusses the Cares Act with CPA Jen Amato.

    How to Prepare for an Audit

    Play Episode Listen Later Sep 22, 2020 6:53


    Colin Clark discusses how to prepare for an audit with CPA Jen Amato.

    ERISA Attorney Jewell Lim Esposito

    Play Episode Listen Later Aug 27, 2020 28:51


    Colin Clark discusses potential plan compliance issues with ERISA attorney Jewell Lim Esposito.

    Collective Investment Trusts

    Play Episode Listen Later Aug 12, 2020 7:41


    Colin Clark discusses Collective Investment Trusts (CITs).

    retirement collective 401k wfg investment trusts colin clark
    Target Date Funds

    Play Episode Listen Later May 21, 2020 6:55


    Colin Clark discusses Target Date Funds.

    Best Practices Approach

    Play Episode Listen Later Apr 4, 2020 10:57


    Colin Clark discusses WFG's Best Practices Approach to retirement plan consulting.

    SECURE Act, Part 2

    Play Episode Listen Later Feb 6, 2020 18:32


    Part 2 of our discussion on How the SECURE Act Will Change Retirement and What Employers Need to Know.

    SECURE Act, Part 1

    Play Episode Listen Later Jan 30, 2020 45:41


    In today’s episode, we’re going to discuss How the SECURE Act Will Change Retirement and What Employers Need to Know.

    ESG

    Play Episode Listen Later Nov 8, 2019 12:52


    Welcome to Fiduciary Fitness, the podcast that covers all aspects of running your company’s retirement plan. In today’s episode, we begin a multi-part discussion on ESG investing as Elena Peerson Arroyo interviews special guests Clarice Avery and Jonathan Ricketts from Natixis Investment Managers. If you’re curious about what the acronym S.P.I.N.E. has to do with ESG investing, then this is the episode for you.

    What are behavior gaps?

    Play Episode Listen Later Aug 6, 2019 10:38


    Join Tom Leverone, Joe DeNoyior and Colin Clark as they discuss the question: What are behavior gaps?

    What is retirement readiness?

    Play Episode Listen Later Jul 16, 2019 10:16


    Join Tom Leverone, Joe DeNoyior and Colin Clark as they discuss the question: What is retirement readiness?

    What are my duties as a fiduciary?

    Play Episode Listen Later Jun 25, 2019 10:58


    Join Tom Leverone, Joe DeNoyior and Colin Clark as they discuss the question: What are my duties as a fiduciary?

    What is a fiduciary?

    Play Episode Listen Later Jun 4, 2019 9:54


    In today’s episode, we answer the question: What is a fiduciary?

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