Scroll to top
© 2020, Jamie Hopkins Retirement by Carson

Insights


Our recent posts

SECURE 2.0 Act Creates New Ways to Fund Emergency Savings

SECURE 2.0 Act Creates New Ways to Fund Emergency Savings

Many Americans run into unexpected health care situations, natural disasters or other unforeseeable tragedies that also become financial tragedies. We’ve seen…

Jamie Hopkins January 31, 2023
Laura Garfield and Sharon Gottula: When Story Meets Finance

Laura Garfield and Sharon Gottula: When Story Meets Finance

In this episode of Framework, Laura Garfield and Sharon Gottula explore the serendipitous story of how they transitioned from making videos for the wine industry…

Jamie Hopkins January 30, 2023
SECURE 2.0 Act Bringing 5 Major RMD Changes

SECURE 2.0 Act Bringing 5 Major RMD Changes

Back when the SECURE Act passed in 2019, I wrote an article for Forbes called “Why The SECURE Act Makes 2020 The Year of Missed RMDs.” The reality then was that…

Jamie Hopkins January 24, 2023
Jon Dauphine: Advocating for Financial Stability for Underserved People

Jon Dauphine: Advocating for Financial Stability for Underserved People

Jon Dauphine is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. He is a…

Jamie Hopkins January 23, 2023
David DeVoe: The Ultimate Business Rollercoaster

David DeVoe: The Ultimate Business Rollercoaster

David DeVoe is CEO and Founder of DeVoe & Company, an investment bank and consulting firm. He has more than 20 years of experience in the business strategy…

Jamie Hopkins January 17, 2023
Dan Moisand: Show People How Much You Care

Dan Moisand: Show People How Much You Care

In this episode of the Framework podcast, Dan Moisand, incoming Chair of the CFP Board and past President of FPA, shares his journey of discovering the power of…

Jamie Hopkins January 9, 2023

Planning for Your First Required Minimum Distribution in Retirement

Jamie Hopkins, Managing Partner, Wealth Solutions Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s,…

Jamie Hopkins January 5, 2023
Amie Agamata: Get Comfortable Being Uncomfortable

Amie Agamata: Get Comfortable Being Uncomfortable

Amie Agamata has big plans as she steps into her latest role: President-Elect for the Financial Planning Association (FPA)’s NextGen community of new and…

Jamie Hopkins January 3, 2023
Dave Yeske: The Crucial Role of Psychology in Financial Planning

Dave Yeske: The Crucial Role of Psychology in Financial Planning

Financial freedom is about having choices and designing a life where you can pursue the things that interest you and spend time with the people who matter to you.…

Jamie Hopkins December 29, 2022
SECURE 2.0 Act Aims to Increase Retirement Savings for Americans

SECURE 2.0 Act Aims to Increase Retirement Savings for Americans

The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original SECURE Act hit in late 2019. As 55% of Americans say they don’t…

Jamie Hopkins December 23, 2022
Howard Lindzon: Why Crypto Crashed and What to Expect in 2023

Howard Lindzon: Why Crypto Crashed and What to Expect in 2023

The past three years have been unprecedented on many levels. For investors and venture capital in particular, rising interest rates, hyper competitiveness and the…

Jamie Hopkins December 20, 2022
Lauryn Williams: Teaching Young Professionals Financial Literacy

Lauryn Williams: Teaching Young Professionals Financial Literacy

Lauryn Williams is a four-time Olympian and the first American woman to win medals in both the summer and winter games. When she retired from professional sports,…

Jamie Hopkins December 14, 2022
Will Higher Education Ever Be Free? A Financial Advisor’s Guide to College Planning and Student Debt

Will Higher Education Ever Be Free? A Financial Advisor’s Guide to College Planning and Student Debt

There’s no question college costs are daunting: The average tuition and fees for the 2020-21 school year was $9,400 for public in-state four-year schools,…

Jamie Hopkins December 13, 2022
Unintended Consequences Behind the SEC’s Proposed Rules on Service Providers

Unintended Consequences Behind the SEC’s Proposed Rules on Service Providers

New rules proposed by the SEC would require greater due diligence for RIAs when working with third-party investment and compliance service providers. The proposed…

Jamie Hopkins December 5, 2022
Susan Thompson: Inspiring Fearless Women

Susan Thompson: Inspiring Fearless Women

“Fearless Girl” has been an inspiration to women since State Street Global Advisors first placed the statue in New York’s financial district in 2017.…

Jamie Hopkins December 5, 2022
Toussaint Bailey: Aligning Values with Investment

Toussaint Bailey: Aligning Values with Investment

Aligning investments with personal values is a passion for Toussaint Bailey, and it’s the foundation of Uplifting Capital, the investment platform where he…

Jamie Hopkins November 28, 2022
Framework: What It Takes to Find Financial Freedom

Framework: What It Takes to Find Financial Freedom

It’s a special episode of the Framework podcast as host Jamie Hopkins and Carson Group founder Ron Carson celebrate the launch of their new book Find Your…

Jamie Hopkins November 25, 2022
Chris Schembra: Leveraging the Power of Gratitude

Chris Schembra: Leveraging the Power of Gratitude

When Chris Schembra hosted a dinner party to show off his new pasta sauce recipe, he had no idea the conversation would lead him down a new career path. To foster…

Jamie Hopkins November 24, 2022
Mary Kate Gulick: Write a Book to Supercharge Your Business

Mary Kate Gulick: Write a Book to Supercharge Your Business

As a financial services marketing veteran who has coached numerous successful business owners, Mary Kate Gulick knows the power of authorship in establishing professional…

Jamie Hopkins November 23, 2022
Jamie Hopkins: Finding Your Financial Freedom

Jamie Hopkins: Finding Your Financial Freedom

Long-time listeners of the Framework podcast know one of the hosts’ favorite questions is about their guests’ first money memory. While it serves as…

Jamie Hopkins November 21, 2022
Tucker Bryant: Unlocking Innovation Through Vulnerability

Tucker Bryant: Unlocking Innovation Through Vulnerability

Poetry and leadership. What do they have in common? More than you might think, says Tucker Bryant. A poet and former marketing manager at Google, Tucker has a…

Jamie Hopkins November 14, 2022
Odaro Aisueni: Get Ready for Gen Z Advisors

Odaro Aisueni: Get Ready for Gen Z Advisors

In the past, advisors sometimes took a circuitous route to their profession via roles at brokerage firms, insurance companies and altogether unrelated workplaces.…

Jamie Hopkins November 7, 2022
Abby Wambach: How Rage Can Fuel Your Ambition

Abby Wambach: How Rage Can Fuel Your Ambition

Can rage be a positive emotion? It is to Abby Wambach, one of the most celebrated women in U.S. soccer. Abby recalls a time in 2016, shortly after she retired from…

Jamie Hopkins October 31, 2022
Lauren Simmons: The Power of Curiosity

Lauren Simmons: The Power of Curiosity

For all the talk of diversity, equity and inclusion in the workplace, Wall Street remains a boys’ club, specifically a white boys’ club. But that didn’t…

Jamie Hopkins October 26, 2022
Loading