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© 2020, Jamie Hopkins Retirement by Carson

Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

A Resource for Investors.
An Asset for Advisors.

Get To Know Jamie

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.

See Advisor Insights

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.

See Investor Insights

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

From Financial Advisor to Customer-Centric Business Owner with Dana Anspach

From Financial Advisor to Customer-Centric Business Owner with Dana Anspach

In today’s episode of Framework, Jamie talks with Dana Anspach, the CEO and founder of Sensible Money. Dana has worked in nearly every capacity as a financial…

Jamie Hopkins September 14, 2020
Empowering FinTech and Identifying the Right Value-Adds with Mark Casady

Empowering FinTech and Identifying the Right Value-Adds with Mark Casady

In today’s episode of Framework, Jamie talks with Mark Casady, the former CEO of LPL Financial. He also co-founded Vestigo Ventures with a focus on financing start-ups…

Jamie Hopkins September 8, 2020
Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin

Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin

In today’s episode of Framework, Jamie talks with Steve Lockshin, the founder and principal at AdvicePeriod. After realizing he did not want to be a doctor, Steve…

Jamie Hopkins August 31, 2020
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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.

  • This field is for validation purposes and should be left unchanged.