Fiduciary Fitness

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.