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…
Framework: Consistency, Process and Coaching Champions with Bob Bowman
This week, Jamie Hopkins talks with legendary coach Bob Bowman. Bob is the current head coach of the Arizona State University swim team and the head coach for the…
Framework: Writing, Retirement Planning and Innovating with Wade Pfau
Dr. Wade Pfau is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement…
Framework: Impact Investing, Advocacy and Doing Better with Sonya Dreizler
Sonya Dreizler is a speaker, financial advisor, advocate, consultant and a true leader in our profession. Though her father who was one of the pioneers of socially…
Framework: Inclusion, Wealth Management and Work Ethic with Tyrone Ross Jr.
Tyrone Ross Jr. is a natural competitor. His work ethic and drive helped him move up the ladder on Wall Street from a life that started in poverty. As a financial…
Partner Call Replay: Understanding the Emotional State of Clients
Every morning, our partner firms join a call to discuss the markets, business operations, troubleshoot challenges, and hear the latest we are providing for them.…
In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.
By Jamie Hopkins, Director of Retirement Research Get ready for a new normal. With the SECURE Act comes the demise of the stretch strategy – and that could cost…
The SECURE Act’s Effect on Financial Planning: 8 Takeaways for Advisors
The first major retirement income overhaul in more than a decade is slated for Congressional approval this week, marking a dramatic change to tax law that could…
Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be
By Jamie Hopkins, Director of Retirement Research As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement…
Four Ways To Boost Your Retirement Savings You Haven't Thought Of
Saving for the future and planning for retirement can be extremely daunting. You might feel frozen and unable to do everything you want to improve your situation.…
Americans Hold Increasingly Positive Outlook On Their Financial Futures
Americans are feeling more secure. It’s no surprise seeing as unemployment rates are near an all-time low, companies look strong, the country just experienced…
Who's Helped By Federal Interest Rates Cut? Start With Millennials
The Federal Reserve’s move to cut interest rates for the first time since the Great Recession of 2008 didn’t come as a surprise, but it has been met with skepticism. Despite…
The Basics Of Required Minimum Distributions With Your Retirement Account
Retirement accounts like 401(k)s and IRAs allow individuals to save for their future in a tax advantaged manner. IRA and 401(k) contributions are often tax deductible…
3 Aspects of Retirement Affected by Divorce
Divorce rates for people age 50 and over have doubled since 1990, according to the Pew Research Center. Divorce can have both positive and negative impacts on happiness…
The Progression of Financial Planning Through Every Decade of Your Life
By Jamie Hopkins Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and…
Key Takeaways from the SEC’s Reg BI Rules Package
After an almost decade-long wait from the SEC, the commission moved forward rule changes that would expand regulatory responsibilities for brokers to act in the…
What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want
“Avatar” and “Avengers: Endgame” sit as No. 1 and No. 2 on the list of the highest-grossing movies in history (not adjusted for inflation). Both have taken…
How to Combat Growing Advisor Burnout
Fluctuating markets, discussions of Social Security shortfalls, and health care constantly under pressure is leading to people feeling a great deal of uncertainty.…
5 Reasons to Think About Long-Term Care Planning Today
By Jamie Hopkins, Director of Retirement Research at Carson Group I once received an email from a family friend about long-term care insurance. He was frustrated…
One Retirement Risk Few People Talk About
Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, health…
Three Retirement Planning Needs Everyone Has
Every retirement is unique. An individual’s situation – where they live, their health, their family, their finances, their goals – drives retirement. But,…
How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?
By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research The Tax Cuts and Jobs Act was the single largest tax reform legislation…