Fiduciary Fitness

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Summary

Colin Clark discusses the importance of conducting a target date fund analysis with John Carl from the Retirement Learning Center.

Show Notes

Participants:

Thanks for listening to Washington Financial Group’s Fiduciary Fitness 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.

An investment in a target date fund is not guaranteed at any time, including on or after the target date, the approximate date when an investor in the fund would retire and leave the workforce. Target date funds gradually shift their emphasis from more aggressive investments to more conservative ones based on the target date. 

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 John Carl and the Retirement Learning Center or Columbia Threadneedle.

What is Fiduciary Fitness?

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