All Episodes

Displaying episodes 1 - 17 of 17 in total

Women & Investing

Colin Clark discusses women and investing with Jean Dunn from T. Rowe Price.

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 Na...

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...

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. Lis...

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.

A Show About Nothing

Jay Sanford & Elena Peerson discuss... nothing having to do with finances. If you like ramblings about movies and tv, this is the episode for you.

Jay Gets Technical

Jay Sanford provides a revised annual market outlook. Make sure to listen to the very end as those of you who do will get a nice chuckle...

Market Update, 4/2/20

Jay Sanford provides a market update to start the second quarter. Make sure to listen to the very end as those of you who do will get a nice chuckle...

Q&A with Jay Sanford

Jay Sanford answers questions on the current state of the market.

Market Outlook

Jay Sanford discusses the current market outlook.

Goal Based Planning

In today’s episode, Jay Sanford, Jeff Hamblen, Mark Jensen and Curt Gupton discuss the importance of Goal Based Planning.

Preparing for a New Life After Your Career

Join Jeff Hamblen with special guest Katie Carlone as they discuss Preparing for a New Life After Your Career.

Who is the funniest person at WFG?

Join Jay Sanford, Jeff Hamblen and Mark Jensen as they answer the question: Who is the funniest person at WFG?

What do we do with underperforming investments?

Join Jay Sanford, Jeff Hamblen and Mark Jensen as they answer the question: What do we do with underperforming investments?

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

Join Jay Sanford, Jeff Hamblen and Mark Jensen as they answer the question: What does ESG stand for and how are we investing for it?

How do we choose investments for the WFG Portfolios?

In today’s episode, we answer the question: How do we choose investments for the WFG Portfolios?

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