Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
A Resource for Investors.
An Asset for Advisors.
GET TO KNOW
Jamie Hopkins
Jamie Hopkins is the Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.
Purposeful Approach
An Asset for Advisors
An advisor for advisors, Jamie specializes in modern retirement income planning, estate planning and tax efficiency. Help your clients get the most out of their retirement income.
A Resource for Investors
Are you ready for retirement or hope to get there one day? Get the most recent advice from Jamie on retirement income planning, estate planning and tax efficiency – and prepare for life after your career.
FOR INVESTORS
Understanding the SECURE Act
In this resource, Jamie Hopkins explains the full impact of the SECURE Act and how it affects required minimum distributions. Do you have an inherited 401(k), IRA or other retirement account? Your RMDs may be significantly changing.
REWIREMENT
Rewiring the Way You Think About Retirement!
You’ve been dutifully putting aside money for retirement, but what happens when that time arrives? How can you stretch your limited savings through decades of retirement? Retirement income planning takes a different mindset than retirement savings, but switching to a spending mentality can be difficult due to a number of behavioral finance biases and misconceptions. This book can help you overcome those biases en route to a more successful financial future.
THE LATEST
From Jamie Hopkins
Social Security and Navigating Evolving Financial Environments with Mary Beth Franklin
This week, Jamie Hopkins talks with Mary Beth Franklin. Mary Beth is a thought leader in the world of retirement planning and a financial writer at Investment…
Rethinking Fees and Challenging the Status Quo with Rick Ferri
This week, Jamie Hopkins talks with Rick Ferri, a CFA who is rethinking the way we charge clients and how we provide service as financial professionals. Rick went…
Fearless Investing and Continual Innovation with Aaron Klein
This week, Jamie Hopkins talks with Aaron Klein. Aaron is the founder and CEO of Riskalyze and a Snappy Kraken board member. Since founding Riskalyze nearly a decade…
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Ask Jamie Your Question
What do you want to know? Have an idea for Jamie’s next research project? Want to partner with Jamie and his team? Need consulting or coaching? Submit your ideas, questions, comments or requests and we’ll be in touch.
Ask Jamie Your Question
What do you want to know? Have an idea for Jamie’s next research project? Want to partner with Jamie and his team? Need consulting or coaching? Submit your ideas, questions, comments or requests and we’ll be in touch.