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Social Security and Navigating Evolving Financial Environments with Mary Beth Franklin

Social Security and Navigating Evolving Financial Environments with Mary Beth Franklin

This week, Jamie Hopkins talks with Mary Beth Franklin.  Mary Beth is a thought leader in the world of retirement planning and a financial writer at Investment…

Jamie Hopkins May 26, 2020
Rethinking Fees and Challenging the Status Quo with Rick Ferri

Rethinking Fees and Challenging the Status Quo with Rick Ferri

This week, Jamie Hopkins talks with Rick Ferri, a CFA who is rethinking the way we charge clients and how we provide service as financial professionals. Rick went…

Jamie Hopkins May 18, 2020
Fearless Investing and Continual Innovation with Aaron Klein

Fearless Investing and Continual Innovation with Aaron Klein

This week, Jamie Hopkins talks with Aaron Klein. Aaron is the founder and CEO of Riskalyze and a Snappy Kraken board member. Since founding Riskalyze nearly a decade…

Jamie Hopkins May 11, 2020
Framework: Consistency, Process and Coaching Champions with Bob Bowman

Framework: Consistency, Process and Coaching Champions with Bob Bowman

This week, Jamie Hopkins talks with legendary coach Bob Bowman. Bob is the current head coach of the Arizona State University swim team and the head coach for the…

Jamie Hopkins May 4, 2020
Framework: Writing, Retirement Planning and Innovating with Wade Pfau

Framework: Writing, Retirement Planning and Innovating with Wade Pfau

Dr. Wade Pfau is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement…

Jamie Hopkins April 28, 2020
Framework: Impact Investing, Advocacy and Doing Better with Sonya Dreizler

Framework: Impact Investing, Advocacy and Doing Better with Sonya Dreizler

Sonya Dreizler is a speaker, financial advisor, advocate, consultant and a true leader in our profession. Though her father who was one of the pioneers of socially…

Jamie Hopkins April 28, 2020
Framework: Inclusion, Wealth Management and Work Ethic with Tyrone Ross Jr.

Framework: Inclusion, Wealth Management and Work Ethic with Tyrone Ross Jr.

Tyrone Ross Jr. is a natural competitor. His work ethic and drive helped him move up the ladder on Wall Street from a life that started in poverty. As a financial…

Jamie Hopkins April 28, 2020
Partner Call Replay: Understanding the Emotional State of Clients

Partner Call Replay: Understanding the Emotional State of Clients

Every morning, our partner firms join a call to discuss the markets, business operations, troubleshoot challenges, and hear the latest we are providing for them.…

Jamie Hopkins March 17, 2020
In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

By Jamie Hopkins, Director of Retirement Research Get ready for a new normal. With the SECURE Act comes the demise of the stretch strategy – and that could cost…

Jamie Hopkins December 18, 2019
The SECURE Act’s Effect on Financial Planning: 8 Takeaways for Advisors

The SECURE Act’s Effect on Financial Planning: 8 Takeaways for Advisors

The first major retirement income overhaul in more than a decade is slated for Congressional approval this week, marking a dramatic change to tax law that could…

Jamie Hopkins December 18, 2019
Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

By Jamie Hopkins, Director of Retirement Research As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement…

Jamie Hopkins November 25, 2019
Four Ways To Boost Your Retirement Savings You Haven't Thought Of

Four Ways To Boost Your Retirement Savings You Haven't Thought Of

Saving for the future and planning for retirement can be extremely daunting. You might feel frozen and unable to do everything you want to improve your situation.…

Jamie Hopkins November 1, 2019
Americans Hold Increasingly Positive Outlook On Their Financial Futures

Americans Hold Increasingly Positive Outlook On Their Financial Futures

Americans are feeling more secure. It’s no surprise seeing as unemployment rates are near an all-time low, companies look strong, the country just experienced…

Jamie Hopkins October 8, 2019
Who's Helped By Federal Interest Rates Cut? Start With Millennials

Who's Helped By Federal Interest Rates Cut? Start With Millennials

The Federal Reserve’s move to cut interest rates for the first time since the Great Recession of 2008 didn’t come as a surprise, but it has been met with skepticism. Despite…

Jamie Hopkins September 19, 2019
The Basics Of Required Minimum Distributions With Your Retirement Account

The Basics Of Required Minimum Distributions With Your Retirement Account

Retirement accounts like 401(k)s and IRAs allow individuals to save for their future in a tax advantaged manner. IRA and 401(k) contributions are often tax deductible…

Jamie Hopkins August 26, 2019
3 Aspects of Retirement Affected by Divorce

3 Aspects of Retirement Affected by Divorce

Divorce rates for people age 50 and over have doubled since 1990, according to the Pew Research Center. Divorce can have both positive and negative impacts on happiness…

Jamie Hopkins July 26, 2019
The Progression of Financial Planning Through Every Decade of Your Life

The Progression of Financial Planning Through Every Decade of Your Life

By Jamie Hopkins Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and…

Jamie Hopkins June 24, 2019
Key Takeaways from the SEC’s Reg BI Rules Package

Key Takeaways from the SEC’s Reg BI Rules Package

After an almost decade-long wait from the SEC, the commission moved forward rule changes that would expand regulatory responsibilities for brokers to act in the…

Jamie Hopkins June 12, 2019
What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want

What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want

“Avatar” and “Avengers: Endgame” sit as No. 1 and No. 2 on the list of the highest-grossing movies in history (not adjusted for inflation). Both have taken…

Jamie Hopkins June 11, 2019
How to Combat Growing Advisor Burnout

How to Combat Growing Advisor Burnout

Fluctuating markets, discussions of Social Security shortfalls, and health care constantly under pressure is leading to people feeling a great deal of uncertainty.…

Jamie Hopkins June 3, 2019
5 Reasons to Think About Long-Term Care Planning Today

5 Reasons to Think About Long-Term Care Planning Today

By Jamie Hopkins, Director of Retirement Research at Carson Group I once received an email from a family friend about long-term care insurance. He was frustrated…

Jamie Hopkins May 28, 2019
One Retirement Risk Few People Talk About

One Retirement Risk Few People Talk About

Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, health…

Jamie Hopkins May 15, 2019
Three Retirement Planning Needs Everyone Has

Three Retirement Planning Needs Everyone Has

Every retirement is unique. An individual’s situation – where they live, their health, their family, their finances, their goals – drives retirement. But,…

Jamie Hopkins May 15, 2019
How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research The Tax Cuts and Jobs Act was the single largest tax reform legislation…

Jamie Hopkins May 8, 2019
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