Scroll to top
© 2020, Jamie Hopkins Retirement by Carson

Insights


Our recent posts

Robert Sofia: Why Marketing Matters and Doing Things Differently

Robert Sofia: Why Marketing Matters and Doing Things Differently

On today’s episode of Framework, Jamie talks with Robert Sofia, CEO of Snappy Kraken and marketing expert helping financial advisors package their value. As a…

Jamie Hopkins April 12, 2021
Kevin Mayeux: Adding Value and Building a Strategic Plan That Sticks

Kevin Mayeux: Adding Value and Building a Strategic Plan That Sticks

On today’s episode of Framework, Jamie talks with Kevin Mayeux, CEO of the National Association of Insurance and Financial Advisors (NAIFA). At just 11, Kevin…

Jamie Hopkins April 5, 2021
Jennifer Tarsney: Educating Women and the Importance of Mentorship

Jennifer Tarsney: Educating Women and the Importance of Mentorship

 On today’s episode of Framework, Jamie talks with Jennifer Tarsney, Director of Practice Management at New York Life Investments. Jennifer remembers selling…

Jamie Hopkins March 29, 2021
Intentionality, Self-Awareness, and Leading by Example with Dr. Joy Lere

Intentionality, Self-Awareness, and Leading by Example with Dr. Joy Lere

On today’s episode of Framework, Jamie talks with Dr. Joy Lere, a licensed clinical psychologist with a focus on behavioral finance. Dr. Lere helps patients upgrade…

Jamie Hopkins March 22, 2021
Advisor Trust, The Impact of Cognitive Decline, and Planning Beyond Retirement with Dr. Anna Madamba

Advisor Trust, The Impact of Cognitive Decline, and Planning Beyond Retirement with Dr. Anna Madamba

In this special Behavioral Finance Week episode of Framework, Jamie talks with Dr. Anna Madamba. Anna is a Senior Investment Strategist at Vanguard. Her research…

Jamie Hopkins March 19, 2021
Investing Influences and Stock Market Gamification with Dr. Vicki Bogan

Investing Influences and Stock Market Gamification with Dr. Vicki Bogan

We continue with our Behavioral Finance Week as Jamie talks with Dr. Vicki Bogan. Vicki teaches at the SC Johnson College of Business at Cornell University. Her…

Jamie Hopkins March 18, 2021
Mindful Money and the Future of Behavioral Finance with Dr. Daniel Crosby

Mindful Money and the Future of Behavioral Finance with Dr. Daniel Crosby

In this episode for our Behavioral Finance Week on Framework, Jamie talks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. Dr. Crosby…

Jamie Hopkins March 17, 2021
Retirement Relief and a Case for Raising the Minimum Wage with Teresa Ghilarducci

Retirement Relief and a Case for Raising the Minimum Wage with Teresa Ghilarducci

For the second episode in our Behavioral Finance Week, Jamie talks with Teresa Ghilarducci, a labor economist, an expert in retirement security, and an economics…

Jamie Hopkins March 16, 2021
Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal…

Jamie Hopkins March 15, 2021
Understanding Your Money Beliefs and Using Psychology To Coach Clients with Brad Klontz

Understanding Your Money Beliefs and Using Psychology To Coach Clients with Brad Klontz

In today’s episode of Framework, Jamie talks with Brad Klontz, a financial psychologist, author, and Managing Principal of Your Mental Wealth Advisors. Brad’s…

Jamie Hopkins March 15, 2021
Social Justice, Financial Markets, and Divesting with Rachel Robasciotti

Social Justice, Financial Markets, and Divesting with Rachel Robasciotti

In today’s episode of Framework, Jamie talks with Rachel Robasciotti, the founder and CEO of Adasina Social Capital, a wealth management firm focused on providing…

Jamie Hopkins March 8, 2021
Leveraging Your Strengths and Seizing Opportunities with Michael Kitces

Leveraging Your Strengths and Seizing Opportunities with Michael Kitces

In today’s episode of Framework, Jamie talks with Michael Kitces, the Head of Planning at Buckingham Wealth Partners and the founder of Kitces.com. Michael is…

Jamie Hopkins March 1, 2021
Crafting Financial Content and the Future of Cryptocurrency with Morgen Rochard

Crafting Financial Content and the Future of Cryptocurrency with Morgen Rochard

In today’s episode of Framework, Jamie talks with Morgen Rochard, the founder of Origin Wealth Advisors, a financial planning firm based in Bee Cave, TX. Morgen…

Jamie Hopkins February 22, 2021
Changing the Complexion of Wealth and Striking Out on Your Own with Emlen Miles-Mattingly

Changing the Complexion of Wealth and Striking Out on Your Own with Emlen Miles-Mattingly

In today’s episode of Framework, Jamie talks with Emlen Miles-Mattingly, the host of the Minority Money Podcast and founder and CEO of Gen Next Wealth based in…

Jamie Hopkins February 15, 2021
Changing Careers and Embracing the Present with Carolyn McClanahan

Changing Careers and Embracing the Present with Carolyn McClanahan

In today’s episode of Framework, Jamie talks with Dr. Carolyn McClanahan, the founder of Life Planning Partners, a fee-only financial planning firm based in Jacksonville,…

Jamie Hopkins February 8, 2021
Planning for Succession and Educating the Next Generation with Hannah Moore

Planning for Succession and Educating the Next Generation with Hannah Moore

In today’s episode of Framework, Jamie talks with Hannah Moore, a Certified Financial Planner, financial planner educator and owner of Guiding Wealth. Hannah…

Jamie Hopkins February 1, 2021
Finding Focus as a Leader and Empowered Philanthropy with Chris Blunt

Finding Focus as a Leader and Empowered Philanthropy with Chris Blunt

In today’s episode of Framework, Jamie talks with Chris Blunt, the CEO of Fidelity & Guaranty Life, a financial and insurance services firm based in Des Moines,…

Jamie Hopkins January 25, 2021
Financial Literacy and Pushing Through Barriers with David Rhoiney

Financial Literacy and Pushing Through Barriers with David Rhoiney

In today’s episode of Framework, Jamie talks with Dr. David Rhoiney, a surgeon and the founder of SurgiFi, a personal finance site dedicated to helping people…

Jamie Hopkins January 18, 2021
Creating Value-Add Content and Educating Clients with Jason Ray

Creating Value-Add Content and Educating Clients with Jason Ray

In today’s episode of Framework, Jamie talks with Jason Ray, the founder and CEO of  Zenith Wealth Partners, a financial planning firm in Philadelphia. Jason…

Jamie Hopkins January 11, 2021
Proactive Change and Decentralization with Douglas Boneparth

Proactive Change and Decentralization with Douglas Boneparth

In today’s episode of Framework, Jamie talks with Douglas Boneparth,  the author of The Millennial Money Fix and President of Bone Fide Wealth. Doug is a thought…

Jamie Hopkins January 4, 2021
5 Planning Points from the New Relief Package Advisors Should Cover with Clients

5 Planning Points from the New Relief Package Advisors Should Cover with Clients

The new relief package has been signed into law, which means advisors will soon face questions from clients. Take advantage of this opportunity to proactively help…

Jamie Hopkins December 29, 2020
Putting Your Money to Work and Creating Financial Goals with Jon Stein

Putting Your Money to Work and Creating Financial Goals with Jon Stein

In today’s episode of Framework, Jamie talks with Jon Stein, the founder and former CEO of Betterment, an automated investing platform that makes it easier to…

Jamie Hopkins December 28, 2020
17 Things You Need to Know About the New Stimulus Package

17 Things You Need to Know About the New Stimulus Package

By Jamie Hopkins, Director of Retirement Research at Carson Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus…

Jamie Hopkins December 23, 2020
Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything…

Jamie Hopkins December 21, 2020
Loading