Dr. Jim LoPresti: Managing Change
Managing change is a balancing act between creating new neural pathways and improving emotional intelligence to be aware of how you respond to change. In this episode,…
J.J. Peller: Unleashing Your Potential
At certain junctures in our personal or professional lives, it’s common to experience a sense of being stuck. For most people, the reason they feel stuck…
Tammy Breitenbach: Helping Advisors Transition Their Business
Transitioning business to the next generation can seem like an uphill battle, but reframing the transition makes stepping away and giving the next generation the…
Jessica Harrington: Coaching Advisors and Building Strong Teams
While remote work has been a great luxury for many, it comes with some unintended biases and challenges with team building. Fortunately, coaching programs and assessments…
Barbara Kay: Rewiring The Brain With Stress Coaching
Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and personal life? It’s time to take control of your productivity and achieve…
Aaron Schumm: Rethinking Retirement Planning
Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving and industry challenges that will make you rethink retirement planning. In…
Dr. Kristy Archuleta: Understanding Clients with Financial Therapy
In this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie Hopkins are joined by Dr. Kristy Archuleta, one of the founders of the financial…
Nathan Astle: Experiencing Money Differently
In this episode of the Framework podcast, Jamie and Ana interview Nathan Astle, who shares his story of accidentally becoming a financial therapist and the importance…
Megan McCoy: Unpacking Trust and the Power of Financial Planning Communication
Megan McCoy, a passionate researcher, teacher and financial planner, joins Jamie and Ana on the Framework podcast to discuss how a practitioner’s communication…
Reagan Cannon: The Courage to Lead and Practical Takeaways for Women
Reagan Cannon is an international speaker and coach who spent more than 20 years in corporate America, leading teams of more than 10,000 people globally. She…
Heidi Johnson Bixby: Finding Success Through Financial Planning and Teamwork
Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by running a successful financial planning firm, despite the…
Reshell Smith: Empowering Others to Use Their Voice
Reshell Smith is a Certified Financial Planner and Certified Divorce Financial Analyst who specializes in working with first-generation wealth, C-suite executives…
Julie Ragatz & Mary Kate Gulick: Women in Financial Services & Uncovering the Barriers
Be an ally and join the fight for social justice in financial services with the power of empathy, transparency and collaboration. Julie Ragatz is Vice President…
Nandita Das: Unlocking the Future, Student Success and Financial Planning
Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial planning more accessible for diverse communities. “Once you show…
Emma Cramm: Challenging Your Thinking on Estate Planning and Beyond
Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership Team. She is currently studying for her CFA and specializes in estate planning,…
Robert Van Beek: An International Bestseller’s Story
When Robert Van Beek was denied a career in law enforcement, his mother steered him toward a financial career. Decades later, Robert is a passionate, international…
James Lee: From Paper Route to FPA President
James Lee is the incoming FPA president and a financial planner with a background in investment research. He has a passion for helping people make good money decisions…
Chris Woods: From Financial Struggles to Financial Advising
Chris Woods was a pizza-loving kid from St. Louis who was fascinated with the stock market from a young age. His dad taught him about the stock market and opened…
Bob Burg: Impact of Mindset on Success
Bob Burg is the co-author of “The Go-Giver,” a book that promotes the idea of giving value to the marketplace. He is a well-known speaker on the topics…
The SECURE 2.0 Act’s Impact on Roth IRAs
As a special Christmas present to all of us, the SECURE 2.0 Act became law right before the holiday. The SECURE 2.0 Act caught a ride on the $1.7 billion omnibus…
Zoe Meggert: Finding Freedom Through Choice
Zoe Meggert is the founder of Perfectly Planned Content, a financial content agency. She provides financial advisors with organic content strategies to help them…
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…
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…
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…