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Crafting Financial Content and the Future of Cryptocurrency with Morgen Rochard

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…

Jamie Hopkins February 22, 2021
Changing the Complexion of Wealth and Striking Out on Your Own with Emlen Miles-Mattingly

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…

Jamie Hopkins February 15, 2021
Changing Careers and Embracing the Present with Carolyn McClanahan

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,…

Jamie Hopkins February 8, 2021
Planning for Succession and Educating the Next Generation with Hannah Moore

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…

Jamie Hopkins February 1, 2021
Finding Focus as a Leader and Empowered Philanthropy with Chris Blunt

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,…

Jamie Hopkins January 25, 2021
Financial Literacy and Pushing Through Barriers with David Rhoiney

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…

Jamie Hopkins January 18, 2021
Creating Value-Add Content and Educating Clients with Jason Ray

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…

Jamie Hopkins January 11, 2021
Proactive Change and Decentralization with Douglas Boneparth

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…

Jamie Hopkins January 4, 2021
5 Planning Points from the New Relief Package Advisors Should Cover with Clients

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…

Jamie Hopkins December 29, 2020
Putting Your Money to Work and Creating Financial Goals with Jon Stein

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…

Jamie Hopkins December 28, 2020
17 Things You Need to Know About the New Stimulus Package

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…

Jamie Hopkins December 23, 2020
Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

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…

Jamie Hopkins December 21, 2020
Changing the System and Conscious Investing with Phuong Luong

Changing the System and Conscious Investing with Phuong Luong

In today’s episode of Framework, Jamie talks with Phuong Luong, the founder of Just Wealth Planning — a mission-oriented wealth planning firm. Phuong is the…

Jamie Hopkins December 14, 2020
Shaping How We Learn and Top-to-Bottom Value with Tom Rollins

Shaping How We Learn and Top-to-Bottom Value with Tom Rollins

In today’s episode of Framework, Jamie talks with Tom Rollins, the founder of The Great Courses and The Teaching Company. Through his work with The Great Courses,…

Jamie Hopkins December 7, 2020
Empowering Women of Color and Working With Values with Anna‌ ‌N’Jie-Konte

Empowering Women of Color and Working With Values with Anna‌ ‌N’Jie-Konte

In today’s episode of Framework, Jamie talks with Anna N’Jie-Konte a CFP, podcaster, and the founder of Dare to Dream Financial Planning, where she helps empower…

Jamie Hopkins November 30, 2020
The Profession of Financial Planning and Writing About Retirement with Robert Powell

The Profession of Financial Planning and Writing About Retirement with Robert Powell

In today’s episode of Framework, Jamie talks with Robert Powell. Robert, sometimes known as ‘Mr. Retirement’, is a financial writer who is currently running…

Jamie Hopkins November 23, 2020
Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton

Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton

In today’s episode of Framework, Jamie talks with Lazetta Braxton. Lazetta has been deeply involved with the CFP industry for a long time. She’s on the board…

Jamie Hopkins November 16, 2020
Protecting Opportunity Cost and Building SaaS Products with Brian Ross

Protecting Opportunity Cost and Building SaaS Products with Brian Ross

In today’s episode of Framework, Jamie talks with Brian Ross. Brian is the CEO of Fix Flyer, a FinTech company that’s helping wealth managers work smarter. Brian…

Jamie Hopkins November 9, 2020
The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry

The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry

In today’s episode of Framework, Jamie talks with Dr. Preston Cherry. Preston is a CFP who runs his own firm, Concurrent Financial Planning. Preston is passionate…

Jamie Hopkins November 2, 2020
Mentoring, Leading, and Asking Questions with Sheryl Hickerson

Mentoring, Leading, and Asking Questions with Sheryl Hickerson

In today’s episode of Framework, Jamie talks with Sheryl Hickerson. Sheryl is the founder of Females & Finance, an international speaker, and a sought-after…

Jamie Hopkins October 26, 2020
Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss

Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss

In today’s episode of Framework, Jamie talks with Skip Schweiss, the former managing director of retirement plan services and advisor advocacy at TD Ameritrade…

Jamie Hopkins October 19, 2020
Growth Through Acquisition and the Importance of Culture With Eric Clarke

Growth Through Acquisition and the Importance of Culture With Eric Clarke

In today’s episode of Framework, Jamie talks with Eric Clarke, the CEO of Orion Advisor Solutions. Orion Advisor Solutions focuses on creating portfolio management…

Jamie Hopkins October 12, 2020
Creating a Software Roadmap and Getting Creative With Sheryl O’Connor

Creating a Software Roadmap and Getting Creative With Sheryl O’Connor

In today’s episode of Framework, Jamie talks with Sheryl O’Connor, the CEO of Wealth Conductor, a retirement income-based software that helps advisors demonstrate…

Jamie Hopkins October 5, 2020
Making Bold Predictions and Raising the Bar With Adam Holt

Making Bold Predictions and Raising the Bar With Adam Holt

In today’s episode of Framework, Jamie talks with Adam Holt of Asset-Map, a financial software company that helps families focus on what matters, make more engaged…

Jamie Hopkins September 28, 2020
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