Latest Wfg Podcast Episodes
Focus on Affordability: WFG's Patrick Stone on What it Will Take, and How Long
WFG Insights - June 03, 2024 15:00 - 17 minutes ★★★★★ - 4 ratingsInventory 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 affo...
Higher for Longer? WFG's Patrick Stone Calls for One Rate Cut and Improving Market Conditions
WFG Insights - May 08, 2024 02:00 - 22 minutes ★★★★★ - 4 ratingsIn 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.
Patrick Stone Offers a Cautiously Optimistic Outlook for the Second Half of 2024
WFG Insights - February 15, 2024 11:00 - 18 minutes ★★★★★ - 4 ratingsInflation 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...
Update: WFG Founder Patrick Stone Reacts to the Missouri Real Estate Verdict
WFG Insights - November 24, 2023 22:00 - 23 minutes ★★★★★ - 4 ratingsThe 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 wh...
Advice from Patrick Stone: Filter Through the Noise and Focus on Business
WFG Insights - October 25, 2023 22:00 - 31 minutes ★★★★★ - 4 ratingsIn 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, ...
The Reality of the Real Estate Market: Patrick Stone's Path Forward in a Challenging Time
WFG Insights - August 18, 2023 23:00 - 21 minutes ★★★★★ - 4 ratingsExpectations 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 mark...
Introduction to Advisor Managed Accounts
Fiduciary Fitness - August 15, 2023 13:49 - 10 minutes ★★★★★ - 2 ratingsHello, 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...
Implementing FinPath
Fiduciary Fitness - July 19, 2023 18:23 - 17 minutes ★★★★★ - 2 ratingsHello, 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 f...
Ignore the Media Clickbait: The Housing Market is Healthy, Just as Patrick Stone Predicted
WFG Insights - July 13, 2023 22:00 - 21 minutes ★★★★★ - 4 ratingsIn 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 es...
FinPath User Experience
Fiduciary Fitness - July 06, 2023 17:04 - 13 minutes ★★★★★ - 2 ratingsHello, 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 f...
High Rates and Low Inventory: Patrick Stone's Updated Outlook on the Market
WFG Insights - June 15, 2023 18:00 - 19 minutes ★★★★★ - 4 ratingsHeadlines 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, ...
The Need for FinPath
Fiduciary Fitness - May 10, 2023 10:00 - 14 minutes ★★★★★ - 2 ratingsHello, 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 f...
Intro to FinPath
Fiduciary Fitness - April 18, 2023 18:02 - 12 minutes ★★★★★ - 2 ratingsHello, 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 f...
When Will the Real Estate Market Get Moving Again? WFG's Patrick Stone Shares His Roadmap
WFG Insights - April 16, 2023 03:00 - 25 minutes ★★★★★ - 4 ratingsThe 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...
WFG Founder Patrick Stone: What's Driving a Surprisingly Good Start to 2023
WFG Insights - February 16, 2023 01:00 - 21 minutes ★★★★★ - 4 ratingsPredictions 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 o...
Savings Checkpoints
Fiduciary Fitness - February 02, 2023 12:00 - 12 minutes ★★★★★ - 2 ratingsHello, 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 Strategi...
Healthcare Costs in Retirement
Fiduciary Fitness - January 19, 2023 12:00 - 12 minutes ★★★★★ - 2 ratingsHello, 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 Contributi...
2023 Forecast: WFG's Patrick Stone Offers an Optimistic Outlook for the Second Half of the Year
WFG Insights - January 09, 2023 04:00 - 22 minutes ★★★★★ - 4 ratingsThere'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,...
Longevity
Fiduciary Fitness - January 05, 2023 12:00 - 10 minutes ★★★★★ - 2 ratingsHello, 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. M...
Guiding Your Real Estate Business Through the Challenging Year Ahead
WFG Insights - December 06, 2022 04:00 - 26 minutes ★★★★★ - 4 ratingsNo 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 a...
Guide to Retirment
Fiduciary Fitness - November 29, 2022 15:21 - 11 minutes ★★★★★ - 2 ratingsHello, 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 Stra...
Guide to Retirement
Fiduciary Fitness - November 29, 2022 15:21 - 11 minutes ★★★★★ - 2 ratingsHello, 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 Stra...
A Candid Conversation and Real Estate Reality Check with WFG Founder Patrick Stone
WFG Insights - October 21, 2022 02:00 - 21 minutes ★★★★★ - 4 ratingsIt'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 a...
The Real Estate Market is Contracting: Now is the Perfect Time to Expand!
WFG Insights - September 08, 2022 22:00 - 15 minutes ★★★★★ - 4 ratingsWith 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 rea...
Ignore the Headlines and Focus on Your Business! WFG's Patrick Stone Offers His Insight
WFG Insights - August 15, 2022 10:00 - 15 minutes ★★★★★ - 4 ratingsInflation 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 epi...
Plan Design
Fiduciary Fitness - August 04, 2022 11:00 - 17 minutes ★★★★★ - 2 ratingsHello, 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 Jennife...
The Only Thing Certain is Uncertainty: Five Factors Influencing the Housing Market
WFG Insights - July 14, 2022 18:00 - 25 minutes ★★★★★ - 4 ratingsInflation 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 &...
Bubble Babble: Patrick Stone Explains Why We're NOT in a Real Estate Bubble
WFG Insights - June 09, 2022 01:00 - 21 minutes ★★★★★ - 4 ratingsMany "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...
The SECURE Act 2.0
Fiduciary Fitness - May 25, 2022 11:00 - 21 minutes ★★★★★ - 2 ratingsHello, 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 Chi...
Guidance, Insight and Advice During the Most Unpredictable Market Ever
WFG Insights - May 05, 2022 21:00 - 25 minutes ★★★★★ - 4 ratingsInflation 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 inflat...
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