Adrian Grenier and Zach Conway: The Intersection Between Revenue and Social Impact
This week, Jamie Hopkins and Ana Trujillo Limon talk with Adrian Grenier and Zack Conway about social impact businesses, investing as more than just a financial…
Nzinga Shaw: Delivering Business Results Through Diversity and Inclusion
In today’s episode of Framework, Jamie and Ana talk with Nzinga Shaw, Vice President for Human Resources at Edelman. Nzinga is one of the strongest voices around…
Dr. Ajamu Loving: Wealth Building and Generational Planning for Minorities
In today’s episode of Framework, Ana talks with Dr. Ajamu Loving, Assistant Professor of Finance at The University of North Texas at Dallas. Dr. Ajamu is the…
Latest Build Back Better Proposal Includes New Taxes for Top Earners, Few Changes to Retirement Accounts
After months of negotiations, the Biden administration and Democrats in Congress are nearing a final version of the Build Back Better Act. The $1.75 trillion bill…
Dana Wilson: Encouraging Intentional Visibility in Finance
In today’s episode of Framework, Jamie and Ana talk to Dana Wilson, CEO and Founder of CHIP, a B2B2C financial services marketplace. As a 15-year veteran of the…
Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act
In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back…
Dr. Jen Welter: Leveling the Playing Field for Women
In today’s episode of Framework, Carson’s Jamie Hopkins and guest host Brodrick Lothringer talk with Dr. Jennifer Welter, first female coach in the National…
Luis Rosa: Addressing Disparities and Inequities in Finance
In today’s episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis Rosa, Certified Financial Planner and founder of Build a Better Financial…
Andrew Komarow: Financial Independence for Neurodiverse People
On today’s episode of Framework, Jamie and co-host, Ana Trujillo Limon, chat with Andrew Komarow, CEO and Founder of Planning Across the Spectrum. Having been…
Arlene Moss: Work-Life Balance, Compliance, and Scaling Up
On today’s episode of Framework, Jamie chats with Arlene Moss, Executive Business Coach at XY Planning Network. Before working with XY, Arlene had forays into…
Renee Baker: Amplifying the Voices of Diversity in Financial Services
On today’s episode of Framework, Jamie chats with Renee Baker, Head of PCG Advisor Inclusion Networks at Raymond James, Renee Baker. Before joining Raymond…
Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes
Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes,…
Dr. Anthony Chan: Creating an Impact through Public Speaking
On today’s episode of Framework, Jamie chats with Dr. Anthony Chan, the former chief economist at JPMorgan Wealth Management. During his nearly 40 years of financial…
Darla Mercado: Conscientious Financial Journalism for Advisors
On today’s episode of Framework, Jamie chats with Darla Mercado, markets editor for CNBC.com. Darla is a journalist-turned-financial planner who covered the financial…
Ksenia Yudina: Fintech for Resilience and Inclusion
On today’s episode of Framework, Jamie chats with Ksenia Yudina, CEO and founder of UNest. Growing up in Russia, Ksenia had a pre-planned path: to study and to…
Madeline Parra: Taking a Startup From 0 to 1
In today’s episode of Framework, Jamie talks with Madeline Parra, a startup founder and candidate for U.S. Congress in North Carolina’s 10th District. After…
Thinking of Social Security as Our Biggest Asset
You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest…
David Kolbe: Harnessing Your Instincts and Strengths in Decision-Making
On today’s episode of Framework, Jamie and guest co-host Jessica Harrington from Carson Coaching talk with David Kolbe, the CEO of Kolbe Corp. Prior to helping…
Shane Westhoelter: The Importance of Mentoring and Building a Legacy
In today’s episode of Framework, Jamie talks with Shane Westhoelter, President and CEO of Gateway Financial Advisors, Inc. Shane joined the financial industry…
Theodora Lau: Why Diversity and Inclusion Matter
In today’s episode of Framework, Jamie talks with Theodora Lau, Founder of Unconventional Ventures. Theodora is a public speaker, writer, and advisor who sparks…
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…