Best WFG Podcasts (2024)

1
Focus on Affordability: WFG's Patrick Stone on What it Will Take, and How Long 17:22

17d ago17:22

17:22

Inventory is increasing and homes are on the market longer. But prices and mortgage interest rates remain high as we head into summer, making it difficult for median income home buyers to purchase a home. In this timely episode, WFG Chairman and Founder Patrick Stone joins us to address the affordability issue. How long, and what will it take to ma…

1
Higher for Longer? WFG's Patrick Stone Calls for One Rate Cut and Improving Market Conditions 22:30

2M ago22:30

22:30

In this timely download, WFG Chairman and Founder Patrick Stone downplays talk of economic stagflation and calls for one Fed rate cut, perhaps as early as Q3. When that happens, Stone shares the impact it'll have on mortgage rates, and subsequently inventory as we hope to finish the year strong.By WFG / Feedback Media

1
Patrick Stone Offers a Cautiously Optimistic Outlook for the Second Half of 2024 18:58

4M ago18:58

18:58

Inflation persists impacting mortgage interest rates, and inventory is still scarce. But WFG Chairman and Founder Patrick Stone believes in the builders and an improving interest rate environment as we move through the year. In this episode, he delivers an upbeat forecast, but cautions there are several wildcards that could impact the economy and t…

1
Update: WFG Founder Patrick Stone Reacts to the Missouri Real Estate Verdict 23:41

7M ago23:41

23:41

The real estate market is a media favorite for sensational headlines and clickbait. So it's no surprise the Missouri real estate verdict in the Sitzer/Burnett buyer broker commission lawsuit moved the needle. The outcome will no doubt change the way real estate agents conduct business, but to what extent? And how can the real estate industry come t…

1
Advice from Patrick Stone: Filter Through the Noise and Focus on Business 31:59

8M ago31:59

31:59

In a challenging time, its easy to be lured into social media posts, dire predictions and gossip about the economy and the real estate market. We are experiencing an unprecedented period, and while the circumstances may be different this time, its nothing new for our industry. In this download, WFG Chairman & Founder Patrick Stone calms concerns ab…

1
The Reality of the Real Estate Market: Patrick Stone's Path Forward in a Challenging Time 21:01

10M ago21:01

21:01

Expectations of lower mortgage interest rates this fall are no longer in the forecast and it appears Q4 of 2023 and at least the first half of 2024 will continue to be challenging for real estate professionals. So what should you be doing now to prepare for the next cycle? And when will the market bounce back? In this download, WFG Chairman & Found…

1
Introduction to Advisor Managed Accounts 10:36

10M ago10:36

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 washf…

1
Implementing FinPath 17:34

11M ago17:34

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 was…

1
Ignore the Media Clickbait: The Housing Market is Healthy, Just as Patrick Stone Predicted 21:50

12M ago21:50

21:50

In spite of dire predictions last year of another real estate market crash, home prices remain stable, competition is fierce is some markets, and consumers are adjusting to higher mortgage interest rates. WFG Chairman & Founder Patrick Stone remains one of the few voices of reason in the real estate industry, and correctly forecast the market we're…

1
FinPath User Experience 13:59

12M ago13:59

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 was…

1
High Rates and Low Inventory: Patrick Stone's Updated Outlook on the Market 19:10

1y ago19:10

19:10

Headlines suggest a strong job market and slowing inflation. But WFG Founder & Chairman Patrick Stone always investigates what's beyond the headlines. Armed with that data and 48 years experience in the real estate industry, he sees things differently that most prognosticators. In this episode, Stone reveals what he's watching, and why the housing …

1
The Need for FinPath 14:10

1y ago14:10

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 was…

1
Intro to FinPath 12:52

1y ago12:52

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 was…

1
When Will the Real Estate Market Get Moving Again? WFG's Patrick Stone Shares His Roadmap 25:11

1y ago25:11

25:11

The spring real estate season has arrived but there hasn't been much change in market conditions. Mortgage rates are still higher than most consumers would like, housing inventory remains low, and until we see a significant uptick in construction these market conditions will hold. How long until things get moving again? What concerns are there in t…

1
WFG Founder Patrick Stone: What's Driving a Surprisingly Good Start to 2023 21:41

1+ y ago21:41

21:41

Predictions of doom & gloom in the real estate market are beginning to brighten- and spring is still over a month away! What's driving this solid start? And why does WFG Chairman & Founder Patrick Stone feel so optimistic as we move through the year? In this download, he shares his reasons for optimism, along with key insight on The Fed, interest r…

1
Savings Checkpoints 12:52

1+ y ago12:52

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 Fiduc…

1
Healthcare Costs in Retirement 12:09

1+ y ago12:09

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 t…

1
2023 Forecast: WFG's Patrick Stone Offers an Optimistic Outlook for the Second Half of the Year 22:23

1+ y ago22:23

22:23

There's no question the first half of this year will likely be the toughest real estate market ever. While the Great Recession was brutal, the industry was busy with foreclosures and short sales. This time, there are few transactions as the market is paralyzed due to higher rates, low inventory, and a significant lack of affordability. In spite of …

1
Longevity 10:12

1+ y ago10:12

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 Fitne…

1
Guiding Your Real Estate Business Through the Challenging Year Ahead 26:07

1+ y ago26:07

26:07

No one expects 2023 to be a good year in the real estate industry. So if you haven't already made the tough decisions, now is the time. In this episode, WFG Founder & Executive Chairman Patrick Stone offers a blunt assessment of the market and advice on how to manage through it. He also offers an optimistic outlook for the latter half of next year-…

1
Guide to Retirement 11:10

1+ y ago11:10

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 F…

1
A Candid Conversation and Real Estate Reality Check with WFG Founder Patrick Stone 21:30

1+ y ago21:30

21:30

It's almost impossible to ignore the real estate and economic headlines. If we're not already in a recession, we're on the verge, and there appears to be no end in sight to rising rates and energy prices. So what is the timeline? How long will this market downturn last? And how will we rebound and return to business as usual- if there is such a thi…

1
The Real Estate Market is Contracting: Now is the Perfect Time to Expand! 15:20

2y ago15:20

15:20

With business slowing and a challenging 12-18 month forecast ahead, it's natural to consider cutting back in response to the market. But in this episode, WFG Founder and Executive Chairman Patrick Stone leans in, announcing WFG's ambitious expansion plans in the builder market and commercial real estate. Stone also explains why you should invest in…

1
S5 E7. Your Favorite Mentor series with Tom Golden: Advice on life, relationship, career, writing books etc 47:54

2y ago47:54

47:54

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! Tom Golden has a national reputation in forensic accounting and fraud investigation. He has been quoted in major world-wide publications including Journal of Accountancy, USA Today, The Financial Times, Business Week, Chicago Tribune, and The Age (Melbour…

1
Ignore the Headlines and Focus on Your Business! WFG's Patrick Stone Offers His Insight 15:59

2y ago15:59

15:59

Inflation appears to be cooling, albeit slowly- just as WFG Founder & Executive Chairman Patrick Stone predicted in previous episodes. Now, it's time for a check up from the neck up: Try to ignore sensational headlines and focus instead on improving your business while you have time. In this episode, Patrick offers his checklist for what you should…

1
Plan Design 17:40

2y ago17:40

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 Ce…

1
The Only Thing Certain is Uncertainty: Five Factors Influencing the Housing Market 25:56

2y ago25:56

25:56

Inflation is raging, rates are on a rollercoaster and a recession is looming, or may have already arrived. But that's not necessarily bad news for the real estate market, as consumers and the industry welcomes an uptick in inventory while adjusting to higher rates. In this episode, WFG Founder & Executive Chairman Patrick Stone corrects the headlin…

1
S5 E6. Your Favorite Mentor series with Catherine Flax: Updates + Rebroadcast The secrets to successful mentorships 45:13

2y ago45:13

45:13

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! Mentorship has been our core theme of this podcast, and ever since the pilot episodes, we kept getting endless questions about this topic. I’m excited to invite my mentor, Catherine Flax, to come back to have this coffee chat, while we rebroadcast the ori…

1
S5 E5. Serendipity in Accounting, Technology and Asian Stereotypes with Donny Shimamoto 50:32

2y ago50:32

50:32

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! I am so excited to invite my friend, one of the few Asian thought leaders, educators and influencers in accounting, Donny Shimamoto, to talk about all things accounting, technology, small businesses and… Asian Representation!!! Well, you are probably very…

1
S5 E4. Your Favorite Mentor series with Chuck Burch: Updates + Rebroadcast How to embrace masculinity and vulnerability 1:12:09

2y ago1:12:09

1:12:09

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! S5 E4. Your Favorite Mentor series with Chuck Burch: Updates + *Rebroadcast* How to embrace masculinity and vulnerability One of the most downloaded episodes has been season 3, episode 6 with Chuck where we talked about masculinity, vulnerability and inse…

1
S5 E3. How to Build an Impactful Business Empire with WFG Executive Chairwoman, Penney Ooi 1:04:49

2y ago1:04:49

1:04:49

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! I am so excited to invite my mentor, Penney Ooi, to chat about how to build an impactful business as an Asian female leader in the wealth management space! She is recognized as the first woman to achieve the highest field advancement level within World Fi…

1
Bubble Babble: Patrick Stone Explains Why We're NOT in a Real Estate Bubble 21:56

2y ago21:56

21:56

Many "experts" are calling current conditions a housing bubble and predicting a significant reset in the real estate market. But while inflation rages, rates rise and segments of the economy slow, WFG Founder and Executive Chairman Patrick Stone shares why real estate prices will remain elevated. That doesn't mean the market won't be challenging, a…

1
S5 E2. The best kept secret in Corporate America: The PhD Project 1:08:54

2y ago1:08:54

1:08:54

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! What does Diversity Equity and Inclusion truly mean? Over 20 years ago, The KPMG Foundation, which invests in business education and volunteering, started a national program called The PhD Project, with the mission to increase the diversity of business sc…

1
The SECURE Act 2.0 21:27

2y ago21:27

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 Servic…

1
S5 E1. Learn tax strategies to reduce taxes and build wealth with James Rainwater, CPA 47:47

2y ago47:47

47:47

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! What are some of the things that rich people know and most of us may not know? Yes, tax strategy is definitely one of the biggest ones. In this episode, I invited my strategic tax coach, James Rainwater, to come on the show to share some tax tips and loop…

1
Guidance, Insight and Advice During the Most Unpredictable Market Ever 25:03

2y ago25:03

25:03

Inflation and high gas prices are impacting consumer spending habits. Mortgage rates have spiked to their highest levels since 2008. Supply chains are still impacted by lockdowns in China, and Russia's war on Ukraine has rocked the commodities market. Now, as the Fed raises rates to fight inflation, what will the impact be on the housing market? Fo…

1
Financial Wellness 2 10:47

2y ago10:47

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 Interna…

1
Mortgage Rates Spike as Inflation Rages: Patrick Stone's Game Plan 22:46

2y ago22:46

22:46

As mortgage rates flirt with 5% and inflation impacts consumer buying power, now is the time to adjust your game plan, if you haven't already. This episode is a must-listen, as WFG Founder & Executive Chairman Patrick Stone provides a game plan and offers an outlook for the real estate market in 2022. Plus, clarity on the headlines and how to help …

1
S4 E5. Women in Accounting and Finance 34:22

2y ago34:22

34:22

This week’s podcast guest has more celebrated achievements that's worth listing; Jessica McClain’s leadership and innovation continually spur our industry forward, and I’m excited to share our conversation with all of you. In this episode, we talk about what it takes to succeed as a woman in business, how to effectively manage a mentorship relation…

1
Financial Wellness 1 12:33

2y ago12:33

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 Interna…

1
UPDATED FORECAST: The Impact of War, Inflation and Rate Hikes on the Real Estate Market 26:47

2+ y ago26:47

26:47

WFG Founder and Executive Chairman has seen it all in his 40+ years in the real estate industry. But even the veteran industry expert admits he's never seen anything like we're experiencing in 2022. Russia's invasion of Ukraine, inflation, and Fed rate hikes are creating a conundrum for economists with no consensus on the outlook. In this episode, …

1
Wellness 10:45

2+ y ago10:45

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 International Thanks for listening to Washington Financial Group’s Fiduciary Fitness p…

1
S4 E4. How to create joy and purpose in your life? 36:59

2+ y ago36:59

36:59

I’m so excited to share this week’s episode with Danny Bader. Danny is an incredible public speaker, motivational instructor, author, provider, and more. After a near-death experience, Danny connected with the process and feeling of being alive in a whole new way. He advocates and helps others create joy, purpose, and fulfillment. In this episode, …

1
S4 E3. How to Prepare Students Now for the New CPA Evolution 2024 53:43

2+ y ago53:43

53:43

CPA licensing can open a lot of doors but opportunity cost matters; the field needs to consider shifts in its current approach in order to attract top talent, and this is an incredibly exciting time for the profession! I’m so excited to chat with Liz Kolar - her life resume encompasses all walks of experience, from public accounting at PwC to colle…

1
Total Rewards 5:54

2+ y ago5:54

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 International Thanks for listening to Washington Financial Group’s Fiduciary Fitn…

1
Rates on the Rise: WFG Founder Patrick Stone Forecasts Fed Action and Market Impact 21:07

2+ y ago21:07

21:07

With inflation pegging the meter at rates not seen since the 1980's, the Fed will be forced to raise rates. The questions are how much, how quickly, and what the impact will be on longer-term mortgage interest rates and the red hot housing market. In this episode, WFG Founder & Executive Chairman Patrick Stone addresses the hype in media reports, p…

1
Health Savings Accounts 9:19

2+ y ago9:19

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 International Thanks for listening to Washington Financial Group’s Fidu…

1
S4 E2. How we can better support first generation students to achieve career success with Paul Posoli 46:33

2+ y ago46:33

46:33

I am so excited to have Paul Posoli, the founder and president of CareerSpring to talk about his inspiration, mission and vision for this social impact platform that help so many students and graduates with limited economic resources; and how he combined his two decades of executive leadership in global businesses, and leadership in education to bu…

1
Valutrust Solutions: Proprietary Technology and an Experienced Network of Appraisers 16:42

2+ y ago16:42

16:42

With property values continuing to climb across the country, and a surge of buyers searching for homes as interest rates slowly rise, experienced appraisal technology and teams are critical. In this episode, we welcome Sean Pyle, President of WFG-owned appraisal management company and property valuation service provider Valutrust Solutions. Pyle di…

1
S4 E1. Center for Accounting Diversity with Dr. Kecia Williams Smith 1:10:28

2+ y ago1:10:28

1:10:28

The topic of Diversity in Accounting is not new. I have been hearing about it even before I entered into the profession almost two decades ago! Yet, the accounting profession is still not where it should be in terms of diversity goals. Any studies or statistics would show you that the representation of minorities in the accounting profession is low…

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