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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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 Inte…

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 International Thanks for listening to Washington Financial Group’…

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, Wa…

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…

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, Nuveen Thanks for listening t…

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, Nuveen Thanks for lis…

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, Nuveen Thanks for listening to Washington Financ…

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 Focused on You podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes…

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 subs…

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 iTu…

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 iTu…

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 wherev…

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 wherev…

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 wherev…

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 wherev…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International John Carl, President, Retirement Learning Center Items referenced: CARES Act “Clean-Up in Aisle 9” Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, …

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jeff Hamblen, Executive 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 enj…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jeff Hamblen, Executive Vice President, Washington Financial Group, a division of HUB International Thanks for listening to Washington Financial Group’s Focused on You podcast. Connect with us at washfinancial.com. If you enjoy our show, we…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jeff Hamblen, Executive Vice President, Washington Financial Group, a division of HUB International Thanks for listening to Washington Financial Group’s Focused on You podcast. Connect with us at washfinancial.com. If you enjoy our show, we…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jeff Hamblen, Executive 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 enj…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jay Sanford, Director, Investments, Washington Financial Group, a division of HUB International Thanks for listening to Washington Financial Group’s Focused on You podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d l…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jay Sanford, Director, Investments, 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 o…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jay Sanford, Director, Investments, Washington Financial Group, a division of HUB International Thanks for listening to Washington Financial Group’s Focused on You podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d l…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jay Sanford, Director, Investments, 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 o…

Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Jen Amato, CPA, Director, SC&H Group 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 a…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jay Sanford, Director, Investments, 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 o…

Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jay Sanford, Director, Investments, Washington Financial Group, a division of HUB International Thanks for listening to Washington Financial Group’s Focused on You podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d l…

Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Jen Amato, CPA, Director, SC&H Group 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 a…

Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Jen Amato, CPA, Director, SC&H Group 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 a…

Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Jewell Esposito, Partner, FisherBroyles 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 yo…

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! __________ Investing in Collective Investment Trusts involve risk, including possible loss of principal. The opin…

If you have a question that you’d like us to address in a future episode, shoot us an email at info@washfinancial.com. 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.…

If you have a question that you’d like us to address in a future episode, shoot us an email at info@washfinancial.com. 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.…