Scroll to top
© 2020, Jamie Hopkins Retirement by Carson

Insights


Our recent posts

Diana G. Yáñez: Building Good Money Habits in Community

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…

Jamie Hopkins May 23, 2022
Ann Garcia: Helping Families Pay for College

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…

Jamie Hopkins May 16, 2022
Lorne Jenkins: Money Lessons Designed to Empower

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…

Jamie Hopkins May 9, 2022
Louis Barajas: Breaking Down Barriers to Wealth Creation

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.…

Jamie Hopkins May 2, 2022
Terence ‘Bud’ Crawford: Fighting for Change

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…

Jamie Hopkins April 25, 2022
Burt White: The New Currency is Human

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…

Jamie Hopkins April 18, 2022
Bonnie Treichel: How to Enter the 401(k) Space

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…

Jamie Hopkins April 11, 2022

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…

Jamie Hopkins April 7, 2022
Framing the Issue: Craig Lemoine on the Path to the Advice Profession

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…

Jamie Hopkins April 4, 2022

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…

Jamie Hopkins April 1, 2022
Bill Crager: Introducing Informed Financial Choices to a Broader Population

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…

Jamie Hopkins March 28, 2022
Investing in Socially and Environmentally Conscious Ideals

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…

Jamie Hopkins March 25, 2022
Janet Alvarez: Understanding Debt, Personal Finance and Sincerity in Financial Journalism

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.…

Jamie Hopkins March 21, 2022
Edgar Villanueva: Decolonizing Wealth and Wealth Management

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…

Jamie Hopkins March 18, 2022
Zach and Michael Conway: Aligning Life and Wealth In Investing

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…

Jamie Hopkins March 17, 2022
Gabe Rissman: How ESG Creates Impact for Clients

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…

Jamie Hopkins March 16, 2022
Jay Lipman: How to Talk About ESG With Clients

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…

Jamie Hopkins March 15, 2022
Sarah Kjellberg: Pushing the Industry Toward a More Sustainable Future

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…

Jamie Hopkins March 14, 2022
Sonya Dreizler & Liv Gagnon: Bringing Diverse Perspectives into the Spotlight

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…

Jamie Hopkins March 7, 2022
Anders Jones: Holistic Financial Services and Achieving Client Success

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…

Jamie Hopkins February 28, 2022
Scott Harrison: Bringing Clean Water to the World

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…

Jamie Hopkins February 23, 2022
Erin Wood: Personal Finance From One Generation to Another

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…

Jamie Hopkins February 14, 2022
Justin Castelli: Creating Content and Building a Holistic Community for Advisors

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…

Jamie Hopkins February 7, 2022
Nicole Casperson: Diving Into the World of Fintech Media

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…

Jamie Hopkins January 31, 2022
Loading