Crafting Financial Content and the Future of Cryptocurrency with Morgen Rochard
In today’s episode of Framework, Jamie talks with Morgen Rochard, the founder of Origin Wealth Advisors, a financial planning firm based in Bee Cave, TX. Morgen…
Changing the Complexion of Wealth and Striking Out on Your Own with Emlen Miles-Mattingly
In today’s episode of Framework, Jamie talks with Emlen Miles-Mattingly, the host of the Minority Money Podcast and founder and CEO of Gen Next Wealth based in…
Changing Careers and Embracing the Present with Carolyn McClanahan
In today’s episode of Framework, Jamie talks with Dr. Carolyn McClanahan, the founder of Life Planning Partners, a fee-only financial planning firm based in Jacksonville,…
Planning for Succession and Educating the Next Generation with Hannah Moore
In today’s episode of Framework, Jamie talks with Hannah Moore, a Certified Financial Planner, financial planner educator and owner of Guiding Wealth. Hannah…
Finding Focus as a Leader and Empowered Philanthropy with Chris Blunt
In today’s episode of Framework, Jamie talks with Chris Blunt, the CEO of Fidelity & Guaranty Life, a financial and insurance services firm based in Des Moines,…
Financial Literacy and Pushing Through Barriers with David Rhoiney
In today’s episode of Framework, Jamie talks with Dr. David Rhoiney, a surgeon and the founder of SurgiFi, a personal finance site dedicated to helping people…
Creating Value-Add Content and Educating Clients with Jason Ray
In today’s episode of Framework, Jamie talks with Jason Ray, the founder and CEO of Zenith Wealth Partners, a financial planning firm in Philadelphia. Jason…
Proactive Change and Decentralization with Douglas Boneparth
In today’s episode of Framework, Jamie talks with Douglas Boneparth, the author of The Millennial Money Fix and President of Bone Fide Wealth. Doug is a thought…
5 Planning Points from the New Relief Package Advisors Should Cover with Clients
The new relief package has been signed into law, which means advisors will soon face questions from clients. Take advantage of this opportunity to proactively help…
Putting Your Money to Work and Creating Financial Goals with Jon Stein
In today’s episode of Framework, Jamie talks with Jon Stein, the founder and former CEO of Betterment, an automated investing platform that makes it easier to…
Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything…
Changing the System and Conscious Investing with Phuong Luong
In today’s episode of Framework, Jamie talks with Phuong Luong, the founder of Just Wealth Planning — a mission-oriented wealth planning firm. Phuong is the…
Shaping How We Learn and Top-to-Bottom Value with Tom Rollins
In today’s episode of Framework, Jamie talks with Tom Rollins, the founder of The Great Courses and The Teaching Company. Through his work with The Great Courses,…
Empowering Women of Color and Working With Values with Anna N’Jie-Konte
In today’s episode of Framework, Jamie talks with Anna N’Jie-Konte a CFP, podcaster, and the founder of Dare to Dream Financial Planning, where she helps empower…
The Profession of Financial Planning and Writing About Retirement with Robert Powell
In today’s episode of Framework, Jamie talks with Robert Powell. Robert, sometimes known as ‘Mr. Retirement’, is a financial writer who is currently running…
Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton
In today’s episode of Framework, Jamie talks with Lazetta Braxton. Lazetta has been deeply involved with the CFP industry for a long time. She’s on the board…