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Our recent posts

Dr. Jim LoPresti: Managing Change

Dr. Jim LoPresti: Managing Change

Managing change is a balancing act between creating new neural pathways and improving emotional intelligence to be aware of how you respond to change. In this episode,…

Jamie Hopkins May 29, 2023
J.J. Peller: Unleashing Your Potential

J.J. Peller: Unleashing Your Potential

At certain junctures in our personal or professional lives, it’s common to experience a sense of being stuck. For most people, the reason they feel stuck…

Jamie Hopkins May 22, 2023
Tammy Breitenbach: Helping Advisors Transition Their Business

Tammy Breitenbach: Helping Advisors Transition Their Business

Transitioning business to the next generation can seem like an uphill battle, but reframing the transition makes stepping away and giving the next generation the…

Jamie Hopkins May 15, 2023
Jessica Harrington: Coaching Advisors and Building Strong Teams

Jessica Harrington: Coaching Advisors and Building Strong Teams

While remote work has been a great luxury for many, it comes with some unintended biases and challenges with team building. Fortunately, coaching programs and assessments…

Jamie Hopkins May 8, 2023
Barbara Kay: Rewiring The Brain With Stress Coaching

Barbara Kay: Rewiring The Brain With Stress Coaching

Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and personal life? It’s time to take control of your productivity and achieve…

Jamie Hopkins May 1, 2023
Aaron Schumm: Rethinking Retirement Planning

Aaron Schumm: Rethinking Retirement Planning

Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving and industry challenges that will make you rethink retirement planning. In…

Jamie Hopkins April 24, 2023
Dr. Kristy Archuleta: Understanding Clients with Financial Therapy

Dr. Kristy Archuleta: Understanding Clients with Financial Therapy

 In this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie Hopkins are joined by Dr. Kristy Archuleta, one of the founders of the financial…

Jamie Hopkins April 17, 2023
Nathan Astle: Experiencing Money Differently

Nathan Astle: Experiencing Money Differently

In this episode of the Framework podcast, Jamie and Ana interview Nathan Astle, who shares his story of accidentally becoming a financial therapist and the importance…

Jamie Hopkins April 11, 2023
Megan McCoy: Unpacking Trust and the Power of Financial Planning Communication

Megan McCoy: Unpacking Trust and the Power of Financial Planning Communication

Megan McCoy, a passionate researcher, teacher and financial planner, joins Jamie and Ana on the Framework podcast to discuss how a practitioner’s communication…

Jamie Hopkins April 3, 2023
Reagan Cannon: The Courage to Lead and Practical Takeaways for Women

Reagan Cannon: The Courage to Lead and Practical Takeaways for Women

 Reagan Cannon is an international speaker and coach who spent more than 20 years in corporate America, leading teams of more than 10,000 people globally. She…

Jamie Hopkins March 27, 2023
Heidi Johnson Bixby: Finding Success Through Financial Planning and Teamwork 

Heidi Johnson Bixby: Finding Success Through Financial Planning and Teamwork 

Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by running a successful financial planning firm, despite the…

Jamie Hopkins March 20, 2023
Reshell Smith: Empowering Others to Use Their Voice

Reshell Smith: Empowering Others to Use Their Voice

Reshell Smith is a Certified Financial Planner and Certified Divorce Financial Analyst who specializes in working with first-generation wealth, C-suite executives…

Jamie Hopkins March 13, 2023
Julie Ragatz & Mary Kate Gulick: Women in Financial Services & Uncovering the Barriers

Julie Ragatz & Mary Kate Gulick: Women in Financial Services & Uncovering the Barriers

Be an ally and join the fight for social justice in financial services with the power of empathy, transparency and collaboration. Julie Ragatz is Vice President…

Jamie Hopkins March 6, 2023
Nandita Das: Unlocking the Future, Student Success and Financial Planning

Nandita Das: Unlocking the Future, Student Success and Financial Planning

Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial planning more accessible for diverse communities. “Once you show…

Jamie Hopkins February 27, 2023
Emma Cramm: Challenging Your Thinking on Estate Planning and Beyond

Emma Cramm: Challenging Your Thinking on Estate Planning and Beyond

Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership Team. She is currently studying for her CFA and specializes in estate planning,…

Jamie Hopkins February 23, 2023
Robert Van Beek: An International Bestseller’s Story

Robert Van Beek: An International Bestseller’s Story

When Robert Van Beek was denied a career in law enforcement, his mother steered him toward a financial career. Decades later, Robert is a passionate, international…

Jamie Hopkins February 22, 2023
James Lee: From Paper Route to FPA President

James Lee: From Paper Route to FPA President

James Lee is the incoming FPA president and a financial planner with a background in investment research. He has a passion for helping people make good money decisions…

Jamie Hopkins February 21, 2023
Chris Woods: From Financial Struggles to Financial Advising

Chris Woods: From Financial Struggles to Financial Advising

Chris Woods was a pizza-loving kid from St. Louis who was fascinated with the stock market from a young age. His dad taught him about the stock market and opened…

Jamie Hopkins February 20, 2023
Bob Burg: Impact of Mindset on Success

Bob Burg: Impact of Mindset on Success

Bob Burg is the co-author of “The Go-Giver,” a book that promotes the idea of giving value to the marketplace. He is a well-known speaker on the topics…

Jamie Hopkins February 13, 2023
The SECURE 2.0 Act’s Impact on Roth IRAs

The SECURE 2.0 Act’s Impact on Roth IRAs

As a special Christmas present to all of us, the SECURE 2.0 Act became law right before the holiday. The SECURE 2.0 Act caught a ride on the $1.7 billion omnibus…

Jamie Hopkins February 7, 2023
Zoe Meggert: Finding Freedom Through Choice

Zoe Meggert: Finding Freedom Through Choice

Zoe Meggert is the founder of Perfectly Planned Content, a financial content agency. She provides financial advisors with organic content strategies to help them…

Jamie Hopkins February 6, 2023
SECURE 2.0 Act Creates New Ways to Fund Emergency Savings

SECURE 2.0 Act Creates New Ways to Fund Emergency Savings

Many Americans run into unexpected health care situations, natural disasters or other unforeseeable tragedies that also become financial tragedies. We’ve seen…

Jamie Hopkins January 31, 2023
Laura Garfield and Sharon Gottula: When Story Meets Finance

Laura Garfield and Sharon Gottula: When Story Meets Finance

In this episode of Framework, Laura Garfield and Sharon Gottula explore the serendipitous story of how they transitioned from making videos for the wine industry…

Jamie Hopkins January 30, 2023
SECURE 2.0 Act Bringing 5 Major RMD Changes

SECURE 2.0 Act Bringing 5 Major RMD Changes

Back when the SECURE Act passed in 2019, I wrote an article for Forbes called “Why The SECURE Act Makes 2020 The Year of Missed RMDs.” The reality then was that…

Jamie Hopkins January 24, 2023
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