Diana G. Yáñez: Building Good Money Habits in Community
What would it look like if financial advisors adopted a group approach to coaching? It’s a question Certified Financial Planner and newly minted entrepreneur…
Ann Garcia: Helping Families Pay for College
Student loan forgiveness is a hot topic, but not a new one. Neither is the idea of free college. Many people with young kids think they don’t need to bother…
Lorne Jenkins: Money Lessons Designed to Empower
What would the world be like if kids graduated high school understanding how money works and how to take control of their personal finances? It’s a question…
Louis Barajas: Breaking Down Barriers to Wealth Creation
Louis Barajas is on a mission to break down cultural and socioeconomic barriers to ensure the CFP industry reflects – and serves – the entire population.…
Terence ‘Bud’ Crawford: Fighting for Change
Ranked one of the world’s best pound-for-pound boxers, Terence “Bud” Crawford was born to fight. His father, grandfather and an uncle were all…
Burt White: The New Currency is Human
Here’s today’s embed code: Carson Group is redefining how the financial advice industry thinks and talks about wealth. Helping to shape this evolution…
Bonnie Treichel: How to Enter the 401(k) Space
The House of Representatives just passed the Securing a Strong Retirement Act, or SECURE Act 2.0. If it gains Senate approval, this new law would make it easier…
What You Need to Do 10, 5 and 1 Year Before Retirement
by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP® Regardless of how far off you are from retirement, there’s one main goal your planning should be…
Framing the Issue: Craig Lemoine on the Path to the Advice Profession
For many, the path to financial services happens by accident, often as part of a career change. This is changing thanks to an increase in financial planning…
What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation
By Jamie Hopkins, Managing Partner, Wealth Solutions The next wave of retirement planning reform is headed for shore. The Securing A Strong Retirement Act of…
Bill Crager: Introducing Informed Financial Choices to a Broader Population
In this episode, Jamie and Ana talk with Bill Crager, co-founder and Chief Executive Officer of Envestnet. For more than 20 years, Bill has been the mastermind…
Investing in Socially and Environmentally Conscious Ideals
Sustainable and socially conscious investing is not a new concept, but it’s gained traction in recent years. And if there’s anything the last few years have…
Janet Alvarez: Understanding Debt, Personal Finance and Sincerity in Financial Journalism
In this episode, Jamie and Ana talk with Janet Alvarez, veteran financial journalist and the Deputy Business Editor at the Philadelphia Inquirer.…
Edgar Villanueva: Decolonizing Wealth and Wealth Management
In this episode, Jamie and Ana talk with Edgar Villanueva, founder of the Decolonizing Wealth Project and the bestselling author of the book “Decolonizing…
Zach and Michael Conway: Aligning Life and Wealth In Investing
In this episode, Jamie and Ana talk with Zach and Michael Conway from Conway Wealth Group and Seeds Investor. Zach and Michael are longstanding initiators…
Gabe Rissman: How ESG Creates Impact for Clients
In this episode, Jamie and Ana talk with Gabe Rissman, co-founder and President of YourStake. Gabe and his partner built an ESG platform for financial…
Jay Lipman: How to Talk About ESG With Clients
In this episode, Jamie and Ana talk with Jay Lipman, co-founder and President of Ethic. Jay uses data to help companies understand how to utilize their…
Sarah Kjellberg: Pushing the Industry Toward a More Sustainable Future
In this episode, Jamie and Ana talk with Sarah Kjellberg, Head of Sustainable ETFs at BlackRock. Sarah leads the overall strategy for sustainable ETFs…
Sonya Dreizler & Liv Gagnon: Bringing Diverse Perspectives into the Spotlight
Getting other people’s perspectives is essential to nurturing and growing our society. We were not all born the same; we didn’t grow up in the…
Anders Jones: Holistic Financial Services and Achieving Client Success
In this episode, Jamie Hopkins and Ana Trujillo Limon talk to Anders Jones, CEO and co-founder of Facet Wealth. Anders and his team create high-impact plans…
Scott Harrison: Bringing Clean Water to the World
In this episode, Jamie Hopkins talks with Scott Harrison, founder and CEO of charity: water, a nonprofit that aims to solve the global water crisis. Scott founded…
Erin Wood: Personal Finance From One Generation to Another
n this episode, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood, Senior Vice President for Financial Planning at Carson Group. Erin oversees all financial…
Justin Castelli: Creating Content and Building a Holistic Community for Advisors
In today’s episode, Jamie and Ana talk with Justin Castelli, Chief of Staff at Onramp Invest and co-founder of The AGC. Justin is working to bring crypto-assets…
Nicole Casperson: Diving Into the World of Fintech Media
In today’s episode, Jamie and Ana talk with Nicole Casperson, Founder of WTFintech? and founding content creator for Workweek. Nicole is well-known for her…