Dr. Daralee Barbera: The Access Point to Financial Literacy
In today’s episode of Framework, Jamie talks with Dr. Daralee Barbera, the President of Diversified Professional Coaching, LLC. Dr. Daralee Barbera is a professor,…
Laurence Kotlikoff: An Economist’s Take on Personal Finance, Taxes, and Retirement Planning
On today’s episode of Framework, Jamie chats with Laurence Kotlikoff, a Professor of Economics at Boston University. Laurence is an academic and a politician…
Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements
On today’s episode of Framework, Jamie talks with Phyllis Borzi, Former Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA)…
What to Consider if You Receive the Monthly Child Tax Credit Payments
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. The monthly distribution…
Dr. Nii Darko: The Ups and Downs of the Health System
On today’s episode of Framework, Jamie talks with Dr. Nii Darko, a trauma surgeon and the host of Docs Outside the Box Podcast. Dr. Nii Darko has always been…
Your High-Income Years are Key to Retirement Planning. So Get Stubborn
There’s a funny quote from Cal Ripken Jr., the Iron Man of baseball: “A lot of people say stubbornness is a bad thing, but it’s served me well.” When it…
Nancy Davis: Rethinking Risk and Building a Business
In today’s episode of Framework, Jamie talks with Nancy Davis, Fixed Income Manager and Founder of Quadratic Capital Management. Nancy began her career at Goldman…
Samantha Russell: Tangible Tips for Success, Shifting Demographics and Why Marketing Matters
In today’s episode of Framework, Jamie talks with Samantha Russell, Chief Evangelist at FMG Suite. For the past several years, Samantha has helped advisors improve…
Christian Nwasike: Bridging the Racial Wealth Gap
In today’s episode of Framework, Jamie talks with Christian Nwasike, Managing Partner at Practice Management Consultants, a professional development consulting…
Marques Ogden: Losing Your Ego, Building A Business, and Embracing Social Media
On today’s episode of Framework, Jamie talks with Marques Ogden, former NFL athlete, international keynote speaker, corporate coach, and best-selling author. Throughout…
David Levenson: International Expansion, Employees Before Customers, and Why Collaboration Creates Change
On today’s episode of Framework, Jamie talks with David Levenson, President and CEO of LL Global, one of the world’s largest trade associations supporting life…
Deirdre Van Nest: The Power of Public Speaking & Compelling Communication
In today’s episode of Framework, Jamie talks with Deirdre Van Nest, a professional speaker who teaches advisors, wholesalers, and leaders in the financial industry…
Larry Sprung: Accessibility, Referrals, and the Future of Financial Advising
On today’s episode of Framework, Jamie Hopkins talks with Larry Sprung, the founder and wealth advisor at Mitlin Financial. When Larry was a teenager, his mom…
Ray Hennessey: Intentional Networking, The Pitfalls of Working From Home, and Leaving A Legacy
On today’s episode of Framework, Jamie Hopkins talks with Ray Hennessey, CEO of JConnelly, a marketing and public relations firm JConnelly. At a young age, Ray…
Stephanie Bogan: Finding Satisfaction in Success and Reframing Your Money Mindset
On today’s episode of Framework, Jamie talks with Stephanie Bogan, CEO & Founder of Limitless Advisor. Stephanie helps financial advisors and founders improve…
George Nichols III: Life Insurance and the Power of Financial Literacy
On today’s episode of Framework, Jamie talks with George Nichols III, President and CEO of the American College of Financial Services, an organization on a mission…
Darrell Green: Staying Humble and Charitable
On today’s episode of Framework, Jamie talks with former NFL player and Hall of Famer Darrell Green. Darrell currently serves as the Associate Athletic Director…
Jacqueline Campbell: The Impact of Generational Wealth, Philanthropy as a Wealth-Driver, and Attracting Top Talent
On today’s episode of Framework, Jamie talks with Jacqueline Campbell, CEO of Alexander Legacy Private Wealth Management. Jacqueline has a passion for advancing…
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…