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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
George Nichols III: Life Insurance and the Power of Financial Literacy

George Nichols III: Life Insurance and the Power of Financial Literacy

On today’s episode of Framework, Jamie talks with George Nichols III, President and CEO of the American College of Financial Services, an organization on a mission…

Jamie Hopkins May 3, 2021
Darrell Green: Staying Humble and Charitable

Darrell Green: Staying Humble and Charitable

On today’s episode of Framework, Jamie talks with former NFL player and Hall of Famer Darrell Green. Darrell currently serves as the Associate Athletic Director…

Jamie Hopkins April 26, 2021
Jacqueline Campbell: The Impact of Generational Wealth, Philanthropy as a Wealth-Driver, and Attracting Top Talent

Jacqueline Campbell: The Impact of Generational Wealth, Philanthropy as a Wealth-Driver, and Attracting Top Talent

On today’s episode of Framework, Jamie talks with Jacqueline Campbell, CEO of Alexander Legacy Private Wealth Management. Jacqueline has a passion for advancing…

Jamie Hopkins April 19, 2021
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
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