พอดคาสท์ Fiduciary ชั้นนำ (2023)

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Fiduciary Fitness

1
Savings Checkpoints 12:52

2M ago12:52

12:52

Hello, 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 Strategist, J.P. Morgan Asset Management Thanks for listening to the Fiduc…

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Fiduciary Fitness

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Healthcare Costs in Retirement 12:09

2M ago12:09

12:09

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. Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Kelly Hahn, Executive Director, Defined Contribution Strategist, J.P. Morgan Asset Management Thanks for listening t…

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Fiduciary Fitness

1
Longevity 10:12

3M ago10:12

10:12

Hello, 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. Morgan Asset Management Thanks for listening to the Fiduciary Fitne…

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Fiduciary Investors Series

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Mandates need innovating to encompass sustainable investing 36:30

4M ago36:30

36:30

As carbon emissions continue to rise investors need to innovate on the nature of investment mandates says Colin le Duc, a founding partner of Generation Investment Management. He says real world impact is going in the wrong direction, even though sustainable investing is booming, and the credibility of transition plans is under scrutiny.…

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AIO Financial Advisors Fee Only Fiduciary

1
Assisted Living in Mexico 20:41

4M ago20:41

20:41

The post Assisted Living in Mexico appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Fitness

1
Guide to Retirment 11:10

4M ago11:10

11:10

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. Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Kelly Hahn, Executive Director, Defined Contribution Strategist, J.P. Morgan Asset Management Thanks for listening to the F…

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Fiduciary Fitness

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Plan Design 17:40

8M ago17:40

17:40

Hello, 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 Jennifer Kiffmeyer, J.D., Chief Operating Officer, Retirement Learning Ce…

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AIO Financial Advisors Fee Only Fiduciary

1
Retirement Software 16:59

9M ago16:59

16:59

The post Retirement Software appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Investors Series

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Energy markets post-COVID, amid a conflict and in a decarbonising world 38:11

9M ago38:11

38:11

Tom Nelson, head of thematic equity at Ninety One, talks to Conexus Financial managing editor Julia Newbould about the extent of the shock to energy markets through the Ukraine War and how it will impact the transition to clean energy and how portfolio managers can invest in renewables and achieve carbon zero targets in this volatile market.…

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AIO Financial Advisors Fee Only Fiduciary

1
4% Rule 12:27

10M ago12:27

12:27

The post 4% Rule appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Fitness

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The SECURE Act 2.0 21:27

10M ago21:27

21:27

Hello, 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 Chief Counsel, US Retirement Law, John Hancock Retirement Plan Servic…

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AIO Financial Advisors Fee Only Fiduciary

1
50-20-30 Budgeting Rule 19:12

11M ago19:12

19:12

The post 50-20-30 Budgeting Rule appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Investors Series

1
Valuation and risk as the rhetoric-action gap on climate mitigation closes 44:30

11M ago44:30

44:30

About Professor Julian Allwood Julian Allwood is Professor of Engineering and the Environment at the University of Cambridge. From 2009-13 he held an EPSRC Leadership Fellowship, to explore Material Efficiency as a climate mitigation strategy – delivering material services with less new material. This led to publication in 2012 of the book “Sustain…

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Fiduciary Investors Series

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Special guest speaker: Professor Sir David King 54:17

11M ago54:17

54:17

About Professor Sir David King Professor Sir David King is Emeritus Professor of Chemistry, University of Cambridge; Founder and Chair of the Centre for ClimateRepairin the University; Chair of the Climate Crisis advisory Group; an Affiliate Partner of SYSTEMIQ Limited; Senior Strategy Adviser to the President of Rwanda and founder member of the Cl…

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AIO Financial Advisors Fee Only Fiduciary

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Carbon Collective interview 31:07

11M ago31:07

31:07

The post Carbon Collective interview appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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AIO Financial Advisors Fee Only Fiduciary

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Home call center interview 18:04

11M ago18:04

18:04

The post Home call center interview appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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AIO Financial Advisors Fee Only Fiduciary

1
Costs in fees 26:10

11M ago26:10

26:10

The post Costs in fees appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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AIO Financial Advisors Fee Only Fiduciary

1
Emergency Fund 15:36

12M ago15:36

15:36

The post Emergency Fund appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Fitness

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Financial Wellness 2 10:47

12M ago10:47

10:47

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark & Elena Peerson discuss financial wellness. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Elena Peerson, Vice President, Financial Wellness and Engagement, Washington Financial Group, a division of HUB Interna…

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AIO Financial Advisors Fee Only Fiduciary

1
Ukraine – Russia Impact on your investments 11:49

12M ago11:49

11:49

The post Ukraine – Russia Impact on your investments appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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AIO Financial Advisors Fee Only Fiduciary

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Cost in hours of purchase 16:51

12M ago16:51

16:51

The post Cost in hours of purchase appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Fitness

1
Financial Wellness 1 12:33

12M ago12:33

12:33

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark & Elena Peerson discuss financial wellness. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Elena Peerson, Vice President, Financial Wellness and Engagement, Washington Financial Group, a division of HUB Interna…

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AIO Financial Advisors Fee Only Fiduciary

1
Spend less & Invest the rest 29:22

1y ago29:22

29:22

The post Spend less & Invest the rest appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Investors Series

1
Climate policy key to balancing incoming economic shocks: Warwick McKibbin 30:25

1y ago30:25

30:25

About Warwick McKibbin Professor Warwick McKibbin, AO, FASSA is Professor of Public Policy and Director of the Centre for Applied Macroeconomic Analysis (CAMA) in the Crawford School of Public Policy at the Australian National University (ANU). He is also Director of Policy Engagement, and ANU Node Leader, The ARC Centre of Excellence in Population…

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AIO Financial Advisors Fee Only Fiduciary

1
Why Invest? 34:24

1y ago34:24

34:24

The post Why Invest? appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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AIO Financial Advisors Fee Only Fiduciary

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Start Investing Now 31:16

1y ago31:16

31:16

The post Start Investing Now appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Fitness

1
Wellness 10:45

1y ago10:45

10:45

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses wellness with Tina Tucker from HUB International. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Tina Tucker, HUB International Thanks for listening to Washington Financial Group’s Fiduciary Fitness p…

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AIO Financial Advisors Fee Only Fiduciary

1
Plant-based & Climate Vegan ETF EATV 25:34

1y ago25:34

25:34

The post Plant-based & Climate Vegan ETF EATV appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Fitness

1
Total Rewards 5:54

1y ago5:54

5:54

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses Total Rewards with Tina Tucker from HUB International. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Tina Tucker, HUB International Thanks for listening to Washington Financial Group’s Fiduciary Fitn…

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Fiduciary Fitness

1
Health Savings Accounts 9:19

1y ago9:19

9:19

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses Health Savings Accounts with Tina Tucker from HUB International. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Tina Tucker, HUB International Thanks for listening to Washington Financial Group’s Fidu…

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AIO Financial Advisors Fee Only Fiduciary

1
Responsible Credit Cards 10:41

1+ y ago10:41

10:41

The post Responsible Credit Cards appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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AIO Financial Advisors Fee Only Fiduciary

1
Financial Advisors Kataya & Val 14:55

1+ y ago14:55

14:55

The post Financial Advisors Kataya & Val appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fiduciary Fitness

1
Fiduciary Liability Insurance, Part 2 14:00

1+ y ago14:00

14:00

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses fiduciary liability insurance with Bill Ridley from HUB International. Topics discussed include fidelity bonds and cyber insurance. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Bill Ridley, HUB Inte…

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Fiduciary Investors Series

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Sustainability: From inception to mainstream 32:34

1+ y ago32:34

32:34

What is the Fiduciary Investors series? The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the ch…

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Fiduciary Fitness

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Fiduciary Liability Insurance 7:25

1+ y ago7:25

7:25

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses fiduciary liability insurance with Bill Ridley from HUB International. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Bill Ridley, HUB International Thanks for listening to Washington Financial Group’…

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Fierce Fiduciary Podcast

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35 How to Be Wealthier and Happier...A Framework for Anyone 17:57

1+ y ago17:57

17:57

Where to begin your financial journey. A framework for simplifying the overwhelming complexity involved with financial decisions. Two controllable factors that affect our ability to accumulate wealth over time and our happiness about our finances. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donations…

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Fierce Fiduciary Podcast

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34: Excess Returns, Part 3 of 3 54:52

1+ y ago54:52

54:52

Dan and Brian conclude their discussion of Excess Returns, including the mindset necessary of great investors and indicators that those great investors followed. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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Fierce Fiduciary Podcast

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33: Excess Returns Part 2 41:29

1+ y ago41:29

41:29

Brian and Dan continue their discussion of Excess Returns To read the article we referenced, click HERE. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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Fierce Fiduciary Podcast

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32: Excess Returns Part 1 of 3 35:05

1+ y ago35:05

35:05

Brian and Dan discuss Excess Returns, by Frederik Vanhaverbeke. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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Fierce Fiduciary Podcast

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31: Investing for Kids 27:51

1+ y ago27:51

27:51

Brian and Dan discuss investing for children, including the various types of accounts like 529 plans, Coverdell accounts, and UTMA/UGMA accounts. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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Fierce Fiduciary Podcast

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30: Alzheimer's 18:01

1+ y ago18:01

18:01

Dan and Brian discuss some things they learned from a family that went through Alzheimer's disease in their family. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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Fierce Fiduciary Podcast

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29: Caregiving 21:52

1+ y ago21:52

21:52

Dan and Brian discuss caregiving, including: Early warning signs that extra help may be needed. Family communication Being a caregiver vs being a family member Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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Fierce Fiduciary Podcast

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28: The Psychology of Money Part 3 33:19

1+ y ago33:19

33:19

Dan and Brian finish their discussion on Morgan Housel's book: The Psychology of Money Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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Fiduciary Fitness

1
ESG's and Government Regulations 12:33

1+ y ago12:33

12:33

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG's and government regulations with Megan Fielding from Nuveen. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Megan Fielding, Senior Director of Responsible Investing, Nuveen Thanks for listening t…

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Fiduciary Fitness

1
ESG's Role in Defined Contribution Plans 13:48

1+ y ago13:48

13:48

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG's role in defined contribution plans with Megan Fielding from Nuveen. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Megan Fielding, Senior Director of Responsible Investing, Nuveen Thanks for lis…

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AIO Financial Advisors Fee Only Fiduciary

1
Sustainable Responsible Impact Investing 15:04

1+ y ago15:04

15:04

The post Sustainable Responsible Impact Investing appeared first on AIO Financial Advisors Fee Only Fiduciary.โดย Bill Holliday

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Fierce Fiduciary Podcast

1
27: The Psychology of Money Part 2 21:27

1+ y ago21:27

21:27

Brian and Dan continue their discussion of Morgan Housel's excellent 2020 book, The Psychology of Money. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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Fierce Fiduciary Podcast

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26: The Psychology of Money Part 1 28:51

1+ y ago28:51

28:51

Part one of 3 episodes covering Morgan Housel's book, The Psychology of Money. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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Fierce Fiduciary Podcast

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25: Risk Part 4: Risk Capacity 11:13

1+ y ago11:13

11:13

Matching your portfolio to your goals. In addition to knowing your own tolerance for risk, you also need to understand the range of risks that may lead to a high likelihood of success. What is the risk capacity of your portfolio? Of you behavior? Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donations…

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Fierce Fiduciary Podcast

1
24 Risk Part 3: Risk Perception 12:42

1+ y ago12:42

12:42

Understanding how risk tolerance and risk perception may differ. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsโดย Brian C. Beasley

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