Fiduciary Fitness
44 episodes - English - Latest episode: 9 months ago - ★★★★★ - 2 ratingsIf your company has a retirement plan, then this podcast is for you.
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Episodes
Introduction to Advisor Managed Accounts
August 15, 2023 13:49 - 10 minutes - 7.97 MBHello, 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...
Implementing FinPath
July 19, 2023 18:23 - 17 minutes - 12.2 MBHello, 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 ti...
FinPath User Experience
July 06, 2023 17:04 - 13 minutes - 10.1 MBHello, 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 ti...
The Need for FinPath
May 10, 2023 10:00 - 14 minutes - 10.2 MBHello, 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 ti...
Intro to FinPath
April 18, 2023 18:02 - 12 minutes - 9.36 MBHello, 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 ti...
Savings Checkpoints
February 02, 2023 12:00 - 12 minutes - 9.65 MBHello, 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 wherev...
Healthcare Costs in Retirement
January 19, 2023 12:00 - 12 minutes - 9.16 MBHello, 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 iTune...
Longevity
January 05, 2023 12:00 - 10 minutes - 7.97 MBHello, 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 acc...
Guide to Retirment
November 29, 2022 15:21 - 11 minutes - 8.61 MBHello, 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 wh...
Guide to Retirement
November 29, 2022 15:21 - 11 minutes - 8.61 MBHello, 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 wh...
Plan Design
August 04, 2022 11:00 - 17 minutes - 11.7 MBHello, 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 enj...
The SECURE Act 2.0
May 25, 2022 11:00 - 21 minutes - 14.3 MBHello, 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...
Financial Wellness 2
April 12, 2022 11:00 - 10 minutes - 7.81 MBHello, 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 International Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfina...
Financial Wellness 1
March 29, 2022 11:00 - 12 minutes - 9.02 MBHello, 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 International Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfina...
Wellness
March 08, 2022 14:22 - 10 minutes - 8.27 MBHello, 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 podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wher...
Total Rewards
February 17, 2022 18:11 - 5 minutes - 5.4 MBHello, 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 Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or...
Health Savings Accounts
February 10, 2022 12:00 - 9 minutes - 7.42 MBHello, 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 Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on...
Fiduciary Liability Insurance, Part 2
November 30, 2021 11:00 - 14 minutes - 10.1 MBHello, 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 International Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfina...
Fiduciary Liability Insurance
October 27, 2021 16:33 - 7 minutes - 6.27 MBHello, 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’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscr...
ESG's and Government Regulations
August 26, 2021 12:00 - 12 minutes - 9.04 MBHello, 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 to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show...
ESG's Role in Defined Contribution Plans
August 17, 2021 18:14 - 13 minutes - 9.68 MBHello, 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 listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy ...
What is ESG?
July 15, 2021 11:00 - 12 minutes - 8.77 MBHello, 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 Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you...
Women & Investing, Part 2
May 18, 2021 11:00 - 9 minutes - 7.39 MBParticipants: · 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 info...
Women & Investing, Part 1
May 11, 2021 11:00 - 8 minutes - 6.77 MBParticipants: · 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 info...
Target Date Fund Analysis
April 21, 2021 13:30 - 9 minutes - 7.89 MBParticipants: 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 intend...
PPP Update
April 14, 2021 13:30 - 7 minutes - 6.48 MBParticipants: 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 intend...
Update on the SECURE Act, Part 2
April 07, 2021 13:49 - 7 minutes - 6.49 MBParticipants: 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 intend...
Update on the SECURE Act, Part 1
March 16, 2021 14:11 - 7 minutes - 6.46 MBParticipants: 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 intend...
CARES Act FAQs in 2021
March 02, 2021 14:50 - 8 minutes - 6.91 MBParticipants: 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, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time! The opinions voiced in this program...
Top Issues in Plan Audits
November 10, 2020 18:52 - 12 minutes - 9.37 MBParticipants: · 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 access your podcasts. Until next time! The opinions voiced in this program are for general information only and are no...
The Cares Act
October 06, 2020 16:53 - 8 minutes - 6.75 MBParticipants: · 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 access your podcasts. Until next time! The opinions voiced in this program are for general information only and are no...
How to Prepare for an Audit
September 22, 2020 16:54 - 6 minutes - 5.93 MBParticipants: · 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 access your podcasts. Until next time! The opinions voiced in this program are for general information only and are no...
ERISA Attorney Jewell Lim Esposito
August 27, 2020 14:51 - 28 minutes - 18.8 MBParticipants: · 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 you access your podcasts. Until next time! The opinions voiced in this program are for general information only and a...
Collective Investment Trusts
August 12, 2020 16:57 - 7 minutes - 7.38 MBThanks 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 opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for ...
Target Date Funds
May 21, 2020 12:00 - 6 minutes - 7.63 MBIf you have a question that you’d like us to address in a future episode, shoot us an email at [email protected]. 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! __________ An investment in a target date fund is not guaranteed at any time, including on or after the target date, the approxi...
Best Practices Approach
April 04, 2020 11:00 - 10 minutes - 8.52 MBIf you have a question that you’d like us to address in a future episode, shoot us an email at [email protected]. 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 ...
SECURE Act, Part 2
February 06, 2020 15:00 - 18 minutes - 13.5 MBWelcome to Fiduciary Fitness, the podcast that covers all aspects of running your company’s retirement plan. The most significant retirement plan legislation in more than a decade – the SECURE Act – was signed into law in December 2019. It seeks to make it easier for businesses to offer retirement plans, and for individuals to save for retirement. Join us for Part 2 of a 2-part discussion on the key provisions of the SECURE Act and its potential impact on retirement plan sponsors a...
SECURE Act, Part 1
January 30, 2020 15:50 - 45 minutes - 28.8 MBWelcome to Fiduciary Fitness, the podcast that covers all aspects of running your company’s retirement plan. The most significant retirement plan legislation in more than a decade – the SECURE Act – was signed into law in December 2019. It seeks to make it easier for businesses to offer retirement plans, and for individuals to save for retirement. Join us for Part 1 of a 2-part discussion on the key provisions of the SECURE Act and its potential impact on retirement plan sponsors a...
ESG
November 08, 2019 19:45 - 12 minutes - 14.6 MBIf you have a question that you’d like us to address in a future episode, shoot us an email at [email protected]. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial ...
ESG, Part 1
November 08, 2019 19:45 - 12 minutes - 14.6 MBWelcome 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?
August 06, 2019 10:00 - 10 minutes - 12.2 MBIf you have a question that you’d like us to address in a future episode, shoot us an email at [email protected]. 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 ...
What is retirement readiness?
July 16, 2019 10:00 - 10 minutes - 11.9 MBIf you have a question that you’d like us to address in a future episode, shoot us an email at [email protected]. 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 ...
What are my duties as a fiduciary?
June 25, 2019 10:00 - 10 minutes - 12.3 MBIf you have a question that you’d like us to address in a future episode, shoot us an email at [email protected]. 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 ...
What is a fiduciary?
June 04, 2019 10:00 - 9 minutes - 11.3 MBIf you have a question that you’d like us to address in a future episode, shoot us an email at [email protected]. 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 ...