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Focused on You

Business & Economics Podcasts

We cover all aspects of your financial plan as well as give you a glimpse inside the personality of HUB/WFG.

Location:

United States

Description:

We cover all aspects of your financial plan as well as give you a glimpse inside the personality of HUB/WFG.

Language:

English

Contact:

703-847-4500


Episodes
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Women & Investing

6/23/2021
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 Focused on You 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.

Duration:00:10:22

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Financial Planning as you Approach Retirement

2/10/2021
Participants: Thanks for listening to Washington Financial Group’s Focused on You 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.

Duration:00:28:51

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Low Interest Rate Environment

12/15/2020
Participants: Thanks for listening to Washington Financial Group’s Focused on You 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.

Duration:00:09:04

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Asset Allocation 3

12/4/2020
Participants: Thanks for listening to Washington Financial Group’s Focused on You 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.

Duration:00:40:07

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Asset Allocation 2

11/17/2020
Participants: Thanks for listening to Washington Financial Group’s Focused on You 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.

Duration:00:39:31

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Asset Allocation 1

10/21/2020
Participants: Thanks for listening to Washington Financial Group’s Focused on You 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.

Duration:00:36:51

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A Show About Nothing

4/25/2020
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 Focused on You 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.

Duration:00:14:11

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Jay Gets Technical

4/14/2020
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 Focused on You 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.

Duration:00:13:07

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Market Update, 4/2/20

4/2/2020
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 Focused on You 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.

Duration:00:13:27

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Q&A with Jay Sanford

3/23/2020
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 Focused on You 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.

Duration:00:14:40

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Market Outlook

2/25/2020
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 Focused on You 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.

Duration:00:08:00

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Goal Based Planning

10/4/2019
If you have a question that you’d like us to address in a future episode, shoot us an email at info@washfinancial.com. 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 or tax advisor prior to investing. 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.

Duration:00:17:00

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Preparing for a New Life After Your Career

8/20/2019
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 Focused on You 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. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, LPL Financial and Washington Financial Group are separate non-affiliated entities.

Duration:00:13:23

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Who is the funniest person at WFG?

7/30/2019
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 Focused on You 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. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, LPL Financial and Washington Financial Group are separate non-affiliated entities.

Duration:00:09:26

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What do we do with underperforming investments?

7/9/2019
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 Focused on You 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. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, LPL Financial and Washington Financial Group are separate non-affiliated entities.

Duration:00:14:51

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What does ESG stand for and how are we investing for it?

6/18/2019
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 Focused on You 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. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, LPL Financial and Washington Financial Group are separate non-affiliated entities.

Duration:00:13:42

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How do we choose investments for the WFG Portfolios?

5/28/2019
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 Focused on You 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. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, LPL Financial and Washington Financial Group are separate non-affiliated entities.

Duration:00:12:58