Your Money Questions Answered

HUB Retirement and Wealth Management

The title says it all. read less
BusinessBusiness

Episodes

Parents & Children: Conversations About Money, Part 2
Sep 29 2021
Parents & Children: Conversations About Money, Part 2
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, 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 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. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.
Women & Investing
Jun 23 2021
Women & Investing
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 subscribe on iTunes or wherever you access your podcasts. Until next time!There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. No strategy assures success or protects against loss.Investing in stocks includes numerous specific risks including: the fluctuation of dividends, loss of principal and potential liquidity of the investment in a falling market.Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially liquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.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. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Jean Dunn and T. Rowe Price.
Financial Planning as you Approach Retirement
Feb 10 2021
Financial Planning as you Approach Retirement
Participants:Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB InternationalJeff 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 enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. No strategy assures success or protects against loss.Investing in stocks includes numerous specific risks including: the fluctuation of dividends, loss of principal and potential liquidity of the investment in a falling market.Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially liquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.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. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.
Low Interest Rate Environment
Dec 15 2020
Low Interest Rate Environment
Participants:Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB InternationalJeff 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 enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. No strategy assures success or protects against loss.Investing in stocks includes numerous specific risks including: the fluctuation of dividends, loss of principal and potential liquidity of the investment in a falling market.Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially liquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.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. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.
Asset Allocation 3
Dec 4 2020
Asset Allocation 3
Participants:Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB InternationalJay 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 our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. No strategy assures success or protects against loss.Investing in stocks includes numerous specific risks including: the fluctuation of dividends, loss of principal and potential liquidity of the investment in a falling market.Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially liquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.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. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.
Asset Allocation 2
Nov 17 2020
Asset Allocation 2
Participants:Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB InternationalJay 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 our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. No strategy assures success or protects against loss.Investing in stocks includes numerous specific risks including: the fluctuation of dividends, loss of principal and potential liquidity of the investment in a falling market.Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially liquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.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. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.
Asset Allocation 1
Oct 21 2020
Asset Allocation 1
Participants:Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB InternationalJay 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 our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. No strategy assures success or protects against loss.Investing in stocks includes numerous specific risks including: the fluctuation of dividends, loss of principal and potential liquidity of the investment in a falling market.Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially liquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.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. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.
Tom Talks to His Kids About Stocks and Bonds
May 2 2020
Tom Talks to His Kids About Stocks and Bonds
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. 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. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Investing involves risk including loss of principal. No strategy assures success or protects against loss.Securities offered through LPL Financial, member FINRA & SIPC. Investment advice 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.