Scroll to top
© 2020, Jamie Hopkins Retirement by Carson

Insights


Our recent posts

Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning

Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning

Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University,…

Jamie Hopkins September 18, 2023
Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration

Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration

Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping…

Jamie Hopkins September 12, 2023
Vanessa N. Martinez: Empowering Latinos In Finance Through Community

Vanessa N. Martinez: Empowering Latinos In Finance Through Community

Building a sense of community within the financial services industry fosters an environment where advisors can embrace and learn from the unique perspectives and…

Jamie Hopkins September 4, 2023
Martin Seay, Ph.D., CFP®: Connecting Students with the Financial Planning Industry

Martin Seay, Ph.D., CFP®: Connecting Students with the Financial Planning Industry

The world of financial planning has changed significantly, attracting a new generation of people who are beginning their journey along these paths. As this profession…

Jamie Hopkins August 28, 2023
Chloé A. Moore: Empowering The Next Generation

Chloé A. Moore: Empowering The Next Generation

Are unpaid internships holding back the next generation? In this episode, Jamie Hopkins and Ana Trujillo Limón speak with Chloé A. Moore, CFP®, a Financial Planner…

Jamie Hopkins August 21, 2023
Mac Gardner: Financial Education, Networking & Fundraising

Mac Gardner: Financial Education, Networking & Fundraising

How important are networking and fundraising skills in the financial services industry? Today’s guest, Mac Gardner, CFP®, started Mu Nu Upsilon with those skills…

Jamie Hopkins August 14, 2023

Julie Ragatz & Kellan Brown: Growing Through Mentorship

Who was your mentor who got you to where you are today? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Julie Ragatz, Ph.D., Vice…

Jamie Hopkins August 7, 2023
John Parsons, Abbey Henderson & Ty Bongiovanni: Giving Back To The Community

John Parsons, Abbey Henderson & Ty Bongiovanni: Giving Back To The Community

How has your firm given back to your community? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching…

Jamie Hopkins July 31, 2023
Brent Petty: Thriving in Retirement Planning

Brent Petty: Thriving in Retirement Planning

As financial advisors, it’s important to think about the impact you have not just financially and on your stakeholders, but on the community as a whole. In this…

Jamie Hopkins July 24, 2023
Austin Hatch: Overcoming Adversity

Austin Hatch: Overcoming Adversity

How can adversity lead to success? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Odaro Aisueni, Wealth Planning Administrator, speak…

Jamie Hopkins July 17, 2023
Will Morales and Ron Carson: Health, Happiness & Resilience

Will Morales and Ron Carson: Health, Happiness & Resilience

What money, health, happiness, and resiliency have in common is that we can’t do it alone. We need to have each other to keep going. In this episode, Jamie Hopkins,…

Jamie Hopkins July 10, 2023
Mike Erwin: Leadership, Solitude & Human Skills

Mike Erwin: Leadership, Solitude & Human Skills

Are you struggling to find your footing as a leader? Do you find yourself constantly surrounded by noise and distractions? In this episode, Jamie Hopkins, Managing…

Jamie Hopkins July 3, 2023
Alana Macy and Amy Noel: Building a Successful Firm

Alana Macy and Amy Noel: Building a Successful Firm

Have you ever thought about starting a family business? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director,…

Jamie Hopkins June 26, 2023
Anna N’Jie-Konte and Keith Beverly: Merging Firms and Closing the Racial Wealth Gap

Anna N’Jie-Konte and Keith Beverly: Merging Firms and Closing the Racial Wealth Gap

If one person can break the cycle of poverty and dysfunctional money management in their own family, then others can too. That ripple effect is what drove Anna…

Jamie Hopkins June 19, 2023
Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions

Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions

What’s new in the mergers and acquisitions space? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, speaks with Gregg Johnson, National…

Jamie Hopkins June 12, 2023
Valerie Rivera: The Impact of Diversity

Valerie Rivera: The Impact of Diversity

Diversity plays a crucial role in shaping the success of firms and advisors. It’s through diversity that meaningful connections with clients and prospects can…

Jamie Hopkins June 5, 2023
Dr. Jim LoPresti: Managing Change

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,…

Jamie Hopkins May 29, 2023
J.J. Peller: Unleashing Your Potential

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…

Jamie Hopkins May 22, 2023
Tammy Breitenbach: Helping Advisors Transition Their Business

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…

Jamie Hopkins May 15, 2023
Jessica Harrington: Coaching Advisors and Building Strong Teams

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…

Jamie Hopkins May 8, 2023
Barbara Kay: Rewiring The Brain With Stress Coaching

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…

Jamie Hopkins May 1, 2023
Aaron Schumm: Rethinking Retirement Planning

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…

Jamie Hopkins April 24, 2023
Dr. Kristy Archuleta: Understanding Clients with Financial Therapy

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…

Jamie Hopkins April 17, 2023
Nathan Astle: Experiencing Money Differently

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…

Jamie Hopkins April 11, 2023
Loading