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Our recent posts

Adrian Grenier and Zach Conway: The Intersection Between Revenue and Social Impact

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…

Jamie Hopkins November 22, 2021
Nzinga Shaw: Delivering Business Results Through Diversity and Inclusion

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…

Jamie Hopkins November 15, 2021
Dr. Ajamu Loving: Wealth Building and Generational Planning for Minorities

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…

Jamie Hopkins November 8, 2021
Latest Build Back Better Proposal Includes New Taxes for Top Earners, Few Changes to Retirement Accounts

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…

Jamie Hopkins November 2, 2021
Dana Wilson: Encouraging Intentional Visibility in Finance

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…

Jamie Hopkins November 1, 2021

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…

Jamie Hopkins October 29, 2021
Dr. Jen Welter: Leveling the Playing Field for Women

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…

Jamie Hopkins October 25, 2021
Luis Rosa: Addressing Disparities and Inequities in Finance

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…

Jamie Hopkins October 18, 2021
Andrew Komarow: Financial Independence for Neurodiverse People

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…

Jamie Hopkins October 11, 2021
Arlene Moss: Work-Life Balance, Compliance, and Scaling Up

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…

Jamie Hopkins October 4, 2021
Renee Baker: Amplifying the Voices of Diversity in Financial Services

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…

Jamie Hopkins September 27, 2021

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,…

Jamie Hopkins September 21, 2021
Dr. Anthony Chan: Creating an Impact through Public Speaking

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…

Jamie Hopkins September 20, 2021
Darla Mercado: Conscientious Financial Journalism for Advisors

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…

Jamie Hopkins September 13, 2021
Ksenia Yudina: Fintech for Resilience and Inclusion

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…

Jamie Hopkins September 7, 2021
Madeline Parra: Taking a Startup From 0 to 1

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…

Jamie Hopkins August 30, 2021

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…

Jamie Hopkins August 25, 2021
David Kolbe: Harnessing Your Instincts and Strengths in Decision-Making

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…

Jamie Hopkins August 23, 2021
Shane Westhoelter: The Importance of Mentoring and Building a Legacy

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…

Jamie Hopkins August 16, 2021
Theodora Lau: Why Diversity and Inclusion Matter

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…

Jamie Hopkins August 9, 2021
Dr. Daralee Barbera: The Access Point to Financial Literacy

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,…

Jamie Hopkins August 2, 2021
Laurence Kotlikoff: An Economist’s Take on Personal Finance, Taxes, and Retirement Planning

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…

Jamie Hopkins July 26, 2021
Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements

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)…

Jamie Hopkins July 19, 2021
What to Consider if You Receive the Monthly Child Tax Credit Payments

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…

Jamie Hopkins July 16, 2021
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