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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,…

Jamie Hopkins September 21, 2021
Dr. Anthony Chan: Creating an Impact through Public Speaking

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…

Jamie Hopkins September 20, 2021
Darla Mercado: Conscientious Financial Journalism for Advisors

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…

Jamie Hopkins September 13, 2021
Ksenia Yudina: Fintech for Resilience and Inclusion

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…

Jamie Hopkins September 7, 2021
Madeline Parra: Taking a Startup From 0 to 1

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…

Jamie Hopkins August 30, 2021

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…

Jamie Hopkins August 25, 2021
David Kolbe: Harnessing Your Instincts and Strengths in Decision-Making

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…

Jamie Hopkins August 23, 2021
Shane Westhoelter: The Importance of Mentoring and Building a Legacy

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…

Jamie Hopkins August 16, 2021
Theodora Lau: Why Diversity and Inclusion Matter

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…

Jamie Hopkins August 9, 2021
Dr. Daralee Barbera: The Access Point to Financial Literacy

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,…

Jamie Hopkins August 2, 2021
Laurence Kotlikoff: An Economist’s Take on Personal Finance, Taxes, and Retirement Planning

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…

Jamie Hopkins July 26, 2021
Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements

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)…

Jamie Hopkins July 19, 2021
What to Consider if You Receive the Monthly Child Tax Credit Payments

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…

Jamie Hopkins July 16, 2021
Dr. Nii Darko: The Ups and Downs of the Health System

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…

Jamie Hopkins July 12, 2021
Your High-Income Years are Key to Retirement Planning. So Get Stubborn

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…

Jamie Hopkins July 6, 2021
Nancy Davis: Rethinking Risk and Building a Business

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…

Jamie Hopkins July 6, 2021
Samantha Russell: Tangible Tips for Success, Shifting Demographics and Why Marketing Matters

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…

Jamie Hopkins June 28, 2021
Christian Nwasike: Bridging the Racial Wealth Gap

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…

Jamie Hopkins June 21, 2021
Marques Ogden: Losing Your Ego, Building A Business, and Embracing Social Media

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…

Jamie Hopkins June 14, 2021
David Levenson: International Expansion, Employees Before Customers, and Why Collaboration Creates Change

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…

Jamie Hopkins June 7, 2021
Deirdre Van Nest: The Power of Public Speaking & Compelling Communication

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…

Jamie Hopkins June 1, 2021
Larry Sprung: Accessibility, Referrals, and the Future of Financial Advising

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…

Jamie Hopkins May 24, 2021
Ray Hennessey: Intentional Networking, The Pitfalls of Working From Home, and Leaving A Legacy

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…

Jamie Hopkins May 17, 2021
Stephanie Bogan: Finding Satisfaction in Success and Reframing Your Money Mindset

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…

Jamie Hopkins May 10, 2021
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