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,…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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)…
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…
Dr. Nii Darko: The Ups and Downs of the Health System
On today’s episode of Framework, Jamie talks with Dr. Nii Darko, a trauma surgeon and the host of Docs Outside the Box Podcast. Dr. Nii Darko has always been…
Your High-Income Years are Key to Retirement Planning. So Get Stubborn
There’s a funny quote from Cal Ripken Jr., the Iron Man of baseball: “A lot of people say stubbornness is a bad thing, but it’s served me well.” When it…
Nancy Davis: Rethinking Risk and Building a Business
In today’s episode of Framework, Jamie talks with Nancy Davis, Fixed Income Manager and Founder of Quadratic Capital Management. Nancy began her career at Goldman…
Samantha Russell: Tangible Tips for Success, Shifting Demographics and Why Marketing Matters
In today’s episode of Framework, Jamie talks with Samantha Russell, Chief Evangelist at FMG Suite. For the past several years, Samantha has helped advisors improve…
Christian Nwasike: Bridging the Racial Wealth Gap
In today’s episode of Framework, Jamie talks with Christian Nwasike, Managing Partner at Practice Management Consultants, a professional development consulting…
Marques Ogden: Losing Your Ego, Building A Business, and Embracing Social Media
On today’s episode of Framework, Jamie talks with Marques Ogden, former NFL athlete, international keynote speaker, corporate coach, and best-selling author. Throughout…
David Levenson: International Expansion, Employees Before Customers, and Why Collaboration Creates Change
On today’s episode of Framework, Jamie talks with David Levenson, President and CEO of LL Global, one of the world’s largest trade associations supporting life…
Deirdre Van Nest: The Power of Public Speaking & Compelling Communication
In today’s episode of Framework, Jamie talks with Deirdre Van Nest, a professional speaker who teaches advisors, wholesalers, and leaders in the financial industry…
Larry Sprung: Accessibility, Referrals, and the Future of Financial Advising
On today’s episode of Framework, Jamie Hopkins talks with Larry Sprung, the founder and wealth advisor at Mitlin Financial. When Larry was a teenager, his mom…
Ray Hennessey: Intentional Networking, The Pitfalls of Working From Home, and Leaving A Legacy
On today’s episode of Framework, Jamie Hopkins talks with Ray Hennessey, CEO of JConnelly, a marketing and public relations firm JConnelly. At a young age, Ray…
Stephanie Bogan: Finding Satisfaction in Success and Reframing Your Money Mindset
On today’s episode of Framework, Jamie talks with Stephanie Bogan, CEO & Founder of Limitless Advisor. Stephanie helps financial advisors and founders improve…