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…
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…
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…
Jon Dauphine: Advocating for Financial Stability for Underserved People
Jon Dauphine is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. He is a…
David DeVoe: The Ultimate Business Rollercoaster
David DeVoe is CEO and Founder of DeVoe & Company, an investment bank and consulting firm. He has more than 20 years of experience in the business strategy…
Dan Moisand: Show People How Much You Care
In this episode of the Framework podcast, Dan Moisand, incoming Chair of the CFP Board and past President of FPA, shares his journey of discovering the power of…
Planning for Your First Required Minimum Distribution in Retirement
Jamie Hopkins, Managing Partner, Wealth Solutions Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s,…
Amie Agamata: Get Comfortable Being Uncomfortable
Amie Agamata has big plans as she steps into her latest role: President-Elect for the Financial Planning Association (FPA)’s NextGen community of new and…
Dave Yeske: The Crucial Role of Psychology in Financial Planning
Financial freedom is about having choices and designing a life where you can pursue the things that interest you and spend time with the people who matter to you.…
SECURE 2.0 Act Aims to Increase Retirement Savings for Americans
The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original SECURE Act hit in late 2019. As 55% of Americans say they don’t…
Howard Lindzon: Why Crypto Crashed and What to Expect in 2023
The past three years have been unprecedented on many levels. For investors and venture capital in particular, rising interest rates, hyper competitiveness and the…
Lauryn Williams: Teaching Young Professionals Financial Literacy
Lauryn Williams is a four-time Olympian and the first American woman to win medals in both the summer and winter games. When she retired from professional sports,…
Will Higher Education Ever Be Free? A Financial Advisor’s Guide to College Planning and Student Debt
There’s no question college costs are daunting: The average tuition and fees for the 2020-21 school year was $9,400 for public in-state four-year schools,…
Unintended Consequences Behind the SEC’s Proposed Rules on Service Providers
New rules proposed by the SEC would require greater due diligence for RIAs when working with third-party investment and compliance service providers. The proposed…
Susan Thompson: Inspiring Fearless Women
“Fearless Girl” has been an inspiration to women since State Street Global Advisors first placed the statue in New York’s financial district in 2017.…
Toussaint Bailey: Aligning Values with Investment
Aligning investments with personal values is a passion for Toussaint Bailey, and it’s the foundation of Uplifting Capital, the investment platform where he…
Framework: What It Takes to Find Financial Freedom
It’s a special episode of the Framework podcast as host Jamie Hopkins and Carson Group founder Ron Carson celebrate the launch of their new book Find Your…
Chris Schembra: Leveraging the Power of Gratitude
When Chris Schembra hosted a dinner party to show off his new pasta sauce recipe, he had no idea the conversation would lead him down a new career path. To foster…
Mary Kate Gulick: Write a Book to Supercharge Your Business
As a financial services marketing veteran who has coached numerous successful business owners, Mary Kate Gulick knows the power of authorship in establishing professional…
Jamie Hopkins: Finding Your Financial Freedom
Long-time listeners of the Framework podcast know one of the hosts’ favorite questions is about their guests’ first money memory. While it serves as…
Tucker Bryant: Unlocking Innovation Through Vulnerability
Poetry and leadership. What do they have in common? More than you might think, says Tucker Bryant. A poet and former marketing manager at Google, Tucker has a…
Odaro Aisueni: Get Ready for Gen Z Advisors
In the past, advisors sometimes took a circuitous route to their profession via roles at brokerage firms, insurance companies and altogether unrelated workplaces.…
Abby Wambach: How Rage Can Fuel Your Ambition
Can rage be a positive emotion? It is to Abby Wambach, one of the most celebrated women in U.S. soccer. Abby recalls a time in 2016, shortly after she retired from…
Lauren Simmons: The Power of Curiosity
For all the talk of diversity, equity and inclusion in the workplace, Wall Street remains a boys’ club, specifically a white boys’ club. But that didn’t…