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Latest episodes from Your Money Questions Answered

Inflation

Play Episode Listen Later Mar 1, 2022 19:30


Hello, and welcome to Your Money Questions Answered. In today's episode, Elena Peerson provides an overview of inflation and how it affects you.Participants:·         Elena Peerson, Vice President, Financial Wellness and Engagement, Washington Financial Group, a division of HUB International Thanks for listening to Washington Financial Group's Your Money Questions Answered 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.

Parents & Children: Conversations About Money, Part 2

Play Episode Listen Later Sep 29, 2021 13:44


Hello, and welcome to Your Money Questions Answered. In today's episode, Colin Clark and Rick Hope continue their discussion about tips on how parents and children can have conversations about money.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Rick Hope, Senior Vice President, Washington Financial Group, a division of HUB International Thanks for listening to Washington Financial Group's Your Money Questions Answered 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.

Parents & Children: Conversations About Money

Play Episode Listen Later Sep 22, 2021 10:46


Hello, and welcome to Your Money Questions Answered. In today's episode, Colin Clark and Rick Hope discuss tips on how parents and children can have conversations about money.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Rick Hope, Senior Vice President, Washington Financial Group, a division of HUB International Thanks for listening to Washington Financial Group's Your Money Questions Answered 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.

Women & Investing

Play Episode Listen Later Jun 23, 2021 14:55


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 Your Money Questions Answered 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!There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. No strategy assures success or protects against loss.Investing in stocks includes numerous specific risks including: the fluctuation of dividends, loss of principal and potential liquidity of the investment in a falling market.Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially liquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.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. 

Financial Planning as you Approach Retirement

Play Episode Listen Later Feb 10, 2021 9:13


Colin Clark talks with Jeff Hamblen about how he works with clients as they approach retirement.

Low Interest Rate Environment

Play Episode Listen Later Dec 15, 2020 12:17


Colin Clark discusses the current low interest rate environment with Jeff Hamblen. But first, Jeff starts the show with the story of how his love for the Washington Nationals became permanent...

Asset Allocation 3

Play Episode Listen Later Dec 4, 2020 13:26


In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford conclude their discussion about asset allocation. And, back by popular demand, the cutting room floor ends the show.

Asset Allocation 2

Play Episode Listen Later Nov 17, 2020 13:08


In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford continue their discussion about asset allocation. Listeners who stay to the bitter end will be rewarded...

Asset Allocation 1

Play Episode Listen Later Oct 21, 2020 11:56


In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford discuss asset allocation.

5 Ways to Jump Start Your Emergency Savings

Play Episode Listen Later Jul 16, 2020 8:48


Elena Peerson discusses 5 ways to jump start your emergency savings.

Financial Experiments in Quarantine

Play Episode Listen Later Jun 25, 2020 8:28


Elena Peerson discusses different ways the pandemic may change how you view your finances.

Emotions and Your Retirement Savings

Play Episode Listen Later Jun 4, 2020 5:52


Rick Hope discusses keeping your emotions in check with your retirement savings.

Kids & Money

Play Episode Listen Later May 29, 2020 8:04


Elena Peerson discusses ideas to help you teach your kids about money.

Tom Talks to His Kids About Stocks and Bonds

Play Episode Listen Later May 2, 2020 9:41


Tom Leverone has an entertaining discussion with his 4 young-adult children about stocks and bonds. For some reason, they once again use fake names, but different fake names than the prior podcast. It's a very strange family...

Tom Talks to His Kids About Their Finances

Play Episode Listen Later Apr 18, 2020 14:06


Tom Leverone has an entertaining discussion with his 4 young-adult children about their finances. For some reason, they use fake names - we're not sure if it was to protect their identity or if they were just embarrassed to be doing a podcast with their dad...

What are my options with an old employer's 401(k)?

Play Episode Listen Later Apr 11, 2020 5:24


Tom Leverone discusses 3 options on what you can do if you have money in a former employer's retirement plan.

The 3 Questions

Play Episode Listen Later Apr 5, 2020 11:58


Elena Peerson discusses the 3 most important questions to answer about your retirement plan.

Financial Wellness - Part 1

Play Episode Listen Later Oct 18, 2019 11:05


In today’s episode, Elena Peerson Arroyo, Charlotte Kanka and Tom Leverone discuss financial wellness. This will be the first of a multi-part series on financial wellness, as there was just too much great content to fit into one show – much of it actually discussing the topic at hand, with just a few detours.

I need more money now – should I reduce my contributions or stop paying into my 401(k)?

Play Episode Listen Later Aug 13, 2019 10:19


Join Elena Peerson Arroyo, Charlotte Kanka and Rick Hope as they discuss the question: I need more money now – should I reduce my contributions or stop paying into my 401(k)?

What should I do with my retirement accounts from previous jobs?

Play Episode Listen Later Jul 23, 2019 9:24


Join Elena Peerson Arroyo, Charlotte Kanka and Rick Hope as they discuss the question: What should I do with my retirement accounts from previous jobs?

What if something goes wrong?

Play Episode Listen Later Jul 2, 2019 11:16


Join Elena Peerson Arroyo, Charlotte Kanka and Rick Hope as they discuss the question: What if something goes wrong?

Will I have enough money at retirement?

Play Episode Listen Later Jun 11, 2019 10:03


In today’s episode, we answer the question: Will I have enough money at retirement?

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