Robert Sofia: Why Marketing Matters and Doing Things Differently
On today’s episode of Framework, Jamie talks with Robert Sofia, CEO of Snappy Kraken and marketing expert helping financial advisors package their value. As a…
Kevin Mayeux: Adding Value and Building a Strategic Plan That Sticks
On today’s episode of Framework, Jamie talks with Kevin Mayeux, CEO of the National Association of Insurance and Financial Advisors (NAIFA). At just 11, Kevin…
Jennifer Tarsney: Educating Women and the Importance of Mentorship
On today’s episode of Framework, Jamie talks with Jennifer Tarsney, Director of Practice Management at New York Life Investments. Jennifer remembers selling…
Intentionality, Self-Awareness, and Leading by Example with Dr. Joy Lere
On today’s episode of Framework, Jamie talks with Dr. Joy Lere, a licensed clinical psychologist with a focus on behavioral finance. Dr. Lere helps patients upgrade…
Advisor Trust, The Impact of Cognitive Decline, and Planning Beyond Retirement with Dr. Anna Madamba
In this special Behavioral Finance Week episode of Framework, Jamie talks with Dr. Anna Madamba. Anna is a Senior Investment Strategist at Vanguard. Her research…
Investing Influences and Stock Market Gamification with Dr. Vicki Bogan
We continue with our Behavioral Finance Week as Jamie talks with Dr. Vicki Bogan. Vicki teaches at the SC Johnson College of Business at Cornell University. Her…
Mindful Money and the Future of Behavioral Finance with Dr. Daniel Crosby
In this episode for our Behavioral Finance Week on Framework, Jamie talks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. Dr. Crosby…
Retirement Relief and a Case for Raising the Minimum Wage with Teresa Ghilarducci
For the second episode in our Behavioral Finance Week, Jamie talks with Teresa Ghilarducci, a labor economist, an expert in retirement security, and an economics…
Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package
The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal…
Understanding Your Money Beliefs and Using Psychology To Coach Clients with Brad Klontz
In today’s episode of Framework, Jamie talks with Brad Klontz, a financial psychologist, author, and Managing Principal of Your Mental Wealth Advisors. Brad’s…
Social Justice, Financial Markets, and Divesting with Rachel Robasciotti
In today’s episode of Framework, Jamie talks with Rachel Robasciotti, the founder and CEO of Adasina Social Capital, a wealth management firm focused on providing…
Leveraging Your Strengths and Seizing Opportunities with Michael Kitces
In today’s episode of Framework, Jamie talks with Michael Kitces, the Head of Planning at Buckingham Wealth Partners and the founder of Kitces.com. Michael is…
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…
17 Things You Need to Know About the New Stimulus Package
By Jamie Hopkins, Director of Retirement Research at Carson Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus…
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…