Displaying all 18 episodes

Financial Planning as you Approach Retirement

Colin Clark talks with Jeff Hamblen about how he works with clients as they approach retirement.

Low Interest Rate Environment

Colin Clark discusses the current low interest rate environment with Jeff Hamblen. But first, Jeff starts the show with the story of how his love for the Washington Nationals became permanent...

Asset Allocation 3

In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford conclude their discussion about asset allocation. And, back by popular demand, the cutting room floor ends the show.

Asset Allocation 2

In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford continue their discussion about asset allocation. Listeners who stay to the bitter end will be rewarded...

Asset Allocation 1

In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford discuss asset allocation.

5 Ways to Jump Start Your Emergency Savings

Elena Peerson discusses 5 ways to jump start your emergency savings.

Financial Experiments in Quarantine

Elena Peerson discusses different ways the pandemic may change how you view your finances.

Emotions and Your Retirement Savings

Rick Hope discusses keeping your emotions in check with your retirement savings.

Kids & Money

Elena Peerson discusses ideas to help you teach your kids about money.

Tom Talks to His Kids About Stocks and Bonds

Tom Leverone has an entertaining discussion with his 4 young-adult children about stocks and bonds. For some reason, they once again use fake names, but different fake names than the prior podcast. It's a very strange family...

Tom Talks to His Kids About Their Finances

Tom Leverone has an entertaining discussion with his 4 young-adult children about their finances. For some reason, they use fake names - we're not sure if it was to protect their identity or if they were just embarrassed to be doing a podcast with their dad...

What are my options with an old employer's 401(k)?

Tom Leverone discusses 3 options on what you can do if you have money in a former employer's retirement plan.

The 3 Questions

Elena Peerson discusses the 3 most important questions to answer about your retirement plan.

Financial Wellness - Part 1

In today’s episode, Elena Peerson Arroyo, Charlotte Kanka and Tom Leverone discuss financial wellness. This will be the first of a multi-part series on financial wellness, as there was just too much great content to fit into one show – much of it actually discussing the topic at hand, with just a few detours.

I need more money now – should I reduce my contributions or stop paying into my 401(k)?

Join Elena Peerson Arroyo, Charlotte Kanka and Rick Hope as they discuss the question: I need more money now – should I reduce my contributions or stop paying into my 401(k)?

What should I do with my retirement accounts from previous jobs?

Join Elena Peerson Arroyo, Charlotte Kanka and Rick Hope as they discuss the question: What should I do with my retirement accounts from previous jobs?

What if something goes wrong?

Join Elena Peerson Arroyo, Charlotte Kanka and Rick Hope as they discuss the question: What if something goes wrong?

Will I have enough money at retirement?

In today’s episode, we answer the question: Will I have enough money at retirement?

Join our newsletter

Got it. You're on the list!
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. © 2020 Washington Financial Group