Fiduciary Fitness

Aug 15 2023 42 ep. 12 mins
Fiduciary Fitness Podcast artwork

If your company has a retirement plan, then this podcast is for you.

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Introduction to Advisor Managed Accounts

Aug 15 2023 10 mins  
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 ManagementPatrick 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

Implementing FinPath

Jul 19 2023 17 mins  
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 ManagementMatt 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 sh

FinPath User Experience

Jul 06 2023 13 mins  
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 ManagementMatt 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 sh

The Need for FinPath

May 10 2023 14 mins  
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 ManagementMatt 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 sh

Intro to FinPath

Apr 18 2023 12 mins  
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 ManagementMatt 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 sh

Savings Checkpoints

Feb 02 2023 12 mins  
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with J.P. Morgan's Kelly Hahn about savings checkpoints.

Healthcare Costs in Retirement

Jan 19 2023 12 mins  
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.

Longevity

Jan 05 2023 10 mins  
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with J.P. Morgan's Kelly Hahn about longevity.

Guide to Retirement

Nov 29 2022 11 mins  
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.

Plan Design

Aug 04 2022 17 mins  
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses retirement plan design with Jennifer Kiffmeyer from the Retirement Learning Center.