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Showing episodes and shows of
CFP® And Jamie Born
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The Planning Perspectives Podcast
How to Reduce Tax Season Stress (Ep. 10)
Why does tax time feel so overwhelming, and what can be done throughout the year to avoid those stressful moments in April? In this episode, Jamie Hopkins and Kate Duffy are joined by Michael W. Valenti, CPA, CFP®, CEPA®, MAcc, Tax Director at Bryn Mawr Trust Advisors, to break down why taxes feel emotional and how proactive planning can ease that burden. They explore common causes of under-withholding, challenges for high earners, small business owners, and retirees, and how simple adjustments can reduce surprises. The conversation also covers bonus income, equity compensation, crypto reporting, and whe...
2026-02-04
33 min
A View From the Couch
Georgia Looks for Sweet Revenge in New Orleans
Georgia's season ended in New Orleans on year ago. The Dawgs are back in the Sugar Bowl and looking to advance in the CFP.
2025-12-30
32 min
A View From the Couch
First Round Review
The first round of the CFP is in the books, and it was both awesome and trash, all at the same time.
2025-12-23
32 min
NoBS Wealth®
12 Days of Giving Day 2: The $400K Divorce Mistake We Caught Just in Time
Divorce is already brutal. But when the money is handled wrong, it stops being “emotional pain” and turns into “your future just got cut in half.” In today’s 12 Days of Giving episode, Jamie Lima is back—and we walk through a real case where a woman was about to sign a settlement that would have effectively given away $300K–$400K she didn’t need to lose and forced her to sell the home she desperately wanted to keep for her and her special needs daughter. Jamie breaks down how this client—Mary—came to him at the tail en...
2025-12-13
14 min
A View From the Couch
SEC Title Game Preview
Georgia v. Alabama (again). Plus, I fixed the CFP with a little help from Jon Gruden.
2025-12-05
35 min
The Bottom Line, A Podcast By The Double T Sports Network
November 25th, 2025: Coaching vs. NIL, State of Red Raider Basketball, Expectations for CFP rankings, Tech contending for CFP
Chois Woodman, Chris Snead, and Jamie Lent discuss favorites to land open jobs in college football, why coaching matters in the age of NIL, how early it is to assess Red Raider Basketball so far this season, and their expectations for the upcoming CFP rankings. They also talk about if conference championships hold weight to CFP seedings, how Tech would fare with getting a BYE versus playing in the first round, and Jamie makes the statement that the best option for Texas Tech in the Big 12 championship is to play BYU for Tell Me I'm Wrong.
2025-11-25
59 min
A View From the Couch
Sanford Stadium Showdown
Texas' season is on the line when they play in Sanford Stadium for the first time ever on Saturday night. If Georgia wins, they are all but assured of a spot in the CFP.
2025-11-14
32 min
FinServ Podcast
28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis
There’s a lot of talk about the talent gap in financial services, but not enough about what it actually takes to build the next generation of great advisors. Jamie Hopkins sits down with Lindsey Lewis MBA, ChFC®, CFP®, to get real about what that path looks like: early exams, late nights, failed attempts, and the confidence that comes from finally earning your credentials.They talk through why education still matters, how designations can open doors, and what young professionals can do right now to stand out in a crowded industry. Whether you’re already deep into your C...
2025-10-30
34 min
A View From the Couch
Dawgs Get It Done
What a game! Georgia beats Ole Miss and the path back to the CFP is clear.
2025-10-21
34 min
ANGLES.
Spiky.
As speculated in last week’s recap, the narrative changed abruptly over the weekend as Trump climbed down from his hostile rhetoric of the previous Friday, posting on social media “Don’t worry about China, it will all be fine!” Going full TACO, he referred to an “eternity” of time for discussions to make progress between now and his proposed 100% tariff imposition date of November 1st. On the shutdown front and the data desert in particular, we learned that the CPI inflation report may be released on October 24th, but there was still no sign of the postponed Jo...
2025-10-19
06 min
NoBS Wealth®
Alimony, 50/50, Prenups: The NoBS Divorce Money Playbook
Divorce is not just a life event. It is a wealth event. In this episode, I sit down with Certified Divorce Financial Analyst Jamie Lima to rip the cover off the myths that quietly drain people’s futures. We get practical, we get specific, and we stay honest about what it takes to walk away with your sanity and a plan.We tackle the loud myths first. No, “never get married” isn’t a strategy. No, alimony is not always forever. Most states are moving toward rehabilitative support. We break down what actually drives alimony, how “income available...
2025-10-08
37 min
Retirement Road Map
The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP®
Losing a spouse is one of life's most painful experiences, and in the midst of grief, surviving partners are often faced with overwhelming financial decisions. From settling estates to adjusting to changes in income, the process can feel like an impossible burden to carry alone. Without a plan in place, surviving spouses may find themselves vulnerable to financial missteps at a time when clarity is hardest to find. In this episode, SHP Financial's Derek Gregoire is joined by Planning Advisor Alina Osokhovska, CFP® to explore the critical importance of financial planning for widows. With years of experience g...
2025-09-24
23 min
ANGLES.
Jumbo?
The weekend newswires were dominated by the resignation of Japanese prime minister Ishiba after two crushing parliamentary defeats, political chaos and public disorder on the rise in the UK, France and Argentina, a brutal intensification of Russia’s assault on Ukraine and Trump’s plans to militarize the streets of Chicago and Memphis. Stocks recovered from the previous Friday’s wobble, regaining some equilibrium on Monday at the start of a week likely to be dominated by key inflation data on Wednesday and Thursday. The indexes meandered around aimlessly for the entire session but closed a tad higher...
2025-09-14
06 min
Wealth Wisdom Financial Podcast
Building WEALTH in the AI Era - Can You Keep Up?
What happens when AI makes your business model obsolete in six months, but your money is locked away where you can't touch it? Jamie built a successful medical transcription service over fifteen years. That is ... until AI-powered tools could do the same work in minutes at one-tenth the cost. She had the vision to pivot and the industry knowledge to succeed, but faced a devastating problem. The problem was that her capital was trapped! It was in retirement accounts that she couldn't access without massive penalties. In this episode, we explore why traditional financial advice...
2025-06-18
27 min
Wealth Wisdom Financial Podcast
Building WEALTH in the AI Era - Can You Keep Up?
What happens when AI makes your business model obsolete in six months, but your money is locked away where you can't touch it? Jamie built a successful medical transcription service over fifteen years. That is ... until AI-powered tools could do the same work in minutes at one-tenth the cost. She had the vision to pivot and the industry knowledge to succeed, but faced a devastating problem. The problem was that her capital was trapped! It was in retirement accounts that she couldn't access without massive penalties. In this episode, we explore why traditional financial advice...
2025-06-18
27 min
Millennial Money Moves
Unlocking Homeownership: A Guide to Mortgages
Thinking about buying a home? Curious if the mortgage you have is right for you? This episode breaks down everything you need to know — from FHA vs. conventional loans to navigating high interest rates, monthly payments, and mortgage insurance. Tune in for real talk on affording a home in today’s market and how to unlock homeownership without blowing your budget.Sean Babin and Blake Bandani sit down with Jamie Fernandez, an experienced mortgage broker to unpack the American Dream of homeownership.Jamie Fernandez - jf@nyftylending.com, 602-419-9688
2025-05-30
46 min
Your Money, Your Wealth
Risks Threaten Retirement. Rewire Your Plans
Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorney, and best-selling author of Find Your Freedom and Rewirement: Rewiring the Way You Think About Retirement. He returns to the show today on Your Money, Your Wealth® podcast 525 with Joe Anderson, CFP® and Big Al Clopine, CPA, to share insights on how to rewire your retirement plans. Plus, how should Fred and Ginger in Huntington Beach, California, pay for repairs on their rental properties? How can Peter Lemonjello manage taxes in...
2025-04-15
55 min
Off Street
Ep. 92: Inauguration
Welcome to Episode 92 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Does the NFL have an officiating problem? · Notre Dame lost the CFP Championship but won the money battle · Value of college football powers vs. other schools' entire endowments · JPMorgan CEO Jamie Dimon thinks asset prices are “inflated” · What matters more for today’s market: the Fed or the President? They finish up with "Uncorrelated" stories about the historic snowstorms gripping the southeastern US, as well as the heated pickleball noise debate dividing one of the nation’s richest enclave...
2025-01-22
26 min
A View From the Couch
CFP Quarterfinal Preview
Can Penn State avoid choking? Is Arizona State going to regret talking trash? Will Ryan Day and his stupid beard lose to Oregon again? Will Dan Lanning get weird in a big game? Can the Dawgs move to 4-0 all-time against the Irish? All of your answers are here.
2024-12-30
54 min
One More for the Good Guys
2024 Tennessee Football Season Recap; Ohio State Game predictions
We discuss the 2024 Tennessee Football regular season and make forecasts for the CFP and the OHIO ST matchup.
2024-12-21
1h 33
NoBS Wealth®
12 Days of Giving Day 5: Finding Financial Freedom After Domestic Violence - How One Mother Rebuilt Her Life
What happens when a mother, fleeing domestic violence with her special needs son, has to rebuild her entire financial life from a shelter? In Day 5 of our '12 Days of Giving' series, financial advisor Jamie Lima shares a powerful story of transformation that proves you're never truly alone in your darkest moments.This episode goes beyond the typical divorce narrative, diving deep into the critical financial strategies that turned crisis into opportunity. Learn how proper pension valuation and understanding QDROs (Qualified Domestic Relations Orders) can make the difference between struggle and stability. Whether you're facing divorce, supporting...
2024-12-17
23 min
The Personal CFO Podcast
Ep.004: RRSP vs TFSA: Which One Should You Max Out First?
In this episode of the Millennial Money Canada podcast, hosts Guillaume Girard and Sam Lichtman delve into the intricacies of Registered Retirement Savings Plans (RSPs) and Tax-Free Savings Accounts (TFSAs). They discuss the importance of understanding these financial tools, especially in the context of generational wealth planning. The conversation covers the tax implications of RSP contributions, how to maximize contributions, and the impact of pension adjustments on RSP limits. The hosts also address common misconceptions about RSP withdrawals and the overall benefits of these savings vehicles for retirement planning. In this conversation, Sam Lichtman and Guillaume Girard delve into...
2024-12-13
56 min
The Perfect RIA
Show Me Your EBITDA
In this episode, Jamie Shilanski delivers a masterclass in strategic business planning that's sure to resonate with financial advisors looking to transform their practices from good to extraordinary. Diving deep into the art and science of year-end business planning, Jamie unpacks the critical components that separate thriving practices from merely surviving ones. Jamie provides a comprehensive guide to financial advisor success, revealing how understanding key performance indicators (KPIs) can be the secret to operational excellence. At the heart of the discussion are crucial financial metrics like EBOC (Earnings Before Owner Compensation) and EBITDA (Earnings Before Interest, Taxes...
2024-12-12
30 min
Divorce for Wealthy Women
Effective Ways to Support a Loved One Through Divorce
Divorce can be an incredibly challenging experience, especially when navigating the complexities of a high-net-worth divorce. In this episode, Jamie Berger and Sarah Jacobs, co-founders of the esteemed Jacobs Berger family law practice, share their expert advice on how friends and family can effectively support a loved one during this difficult time—without overstepping boundaries or complicating the legal and emotional process. Jamie and Sarah, both seasoned family law professionals, delve into the critical role that loved ones can play in providing support. They offer actionable insights on how to help with organizing financial do...
2024-11-30
24 min
One More for the Good Guys
TN vs Vandy, 11/30/24. Game predictions, CFP Rankings, and more
We discuss the upcoming matchup with Vanderbilt and where the Vols will land in the CFP.
2024-11-30
1h 23
A View From the Couch
The Chaos Continues
Just when we had it all figured out, we know nothing. After Ole Miss and Bama wet the bed, what's next for the CFP?
2024-11-27
33 min
Women & Money: The Shit We Don't Talk About!
Raising Money-Savvy Kids with Jamie Bosse CFP®, RFC, CCFC
Send a textToday’s episode is perfect for parents looking to raise money-savvy kids! We are joined by CFP®, RFC, CCFC and author, Jamie Bosse, who is on a mission to help families tackle one of the most important—and often overlooked—topics: teaching kids about money.For the past six years, Jamie has helped make financial literacy fun and approachable for families through her engaging books, like, Milton the Money Savvy Pup. Listen in as she shares some creative strategies for introducing essential money concepts to children- like budgeting, saving, and even understanding taxes. ...
2024-11-26
30 min
A View From the Couch
Cocktail Party Preview
Georgia is healthy and poised to make a run at the CFP. Florida is hanging on by a thin thread and probably have a dead man walking as head coach. Trust in Kirby and keep chopping!
2024-11-01
18 min
New Planner Podcast
Ep #200: The Career of Children's Book Author and CFP with Jamie Bosse
Today we welcome Jamie Bosse, an author and a financial planner at CGN Advisors, who shares her inspiring career journey and insights into the evolving financial planning industry. Jamie reflects on her experience attending the first Dallas Fort Worth career day 20 years ago, which set her on a path of growth and opportunity. She discusses the importance of building a professional network through a grassroots approach and leveraging industry contacts as she navigated different roles across the country. Listen in as Jamie dives into her unique career transitions, from the RIA channel to the bank channel—and ba...
2024-10-18
29 min
The Perfect RIA
I Have No Time
In this episode of The Perfect RIA podcast, Jamie Shilanski tackles the perennial challenge of balancing professional development with family responsibilities. She emphasizes the critical importance of intentional time management and forward planning. Jamie also shares her nuanced strategy for conference attendance, which involves a thoughtful blend of in-person events and online courses, allowing for continuous learning while maintaining a presence at key industry gatherings. Recognizing the complexities of managing family obligations alongside career growth, Jamie offers practical advice for professionals. Perhaps most crucially, she underscores the importance of open, honest communication with spouses about career goals...
2024-09-19
28 min
The Perfect RIA
Mindset Mastery: Overcoming Barriers to Charging Premium Fees
Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash—those nagging doubts and fears that keep advisors from showcasing their true worth. Jamie shares how delivering knock-your-socks-off client experiences isn't just good service—it's a marketing tactic. Jamie discusses the stages of an advisor's career—from Growth to Freedom and, finally, the Empire stage. Each comes with its own set of challenges and triumphs. Feeling like an imposter when it comes to your fees? You're not alone. Jamie tackles the elephant in the room - self-doubt - and ar...
2024-09-05
37 min
Just 2 Fans
Ep.133: CFB25 Deep Dive and Pre-season CFP's. (Feat. Torsten Staley, Producer @ EA sports)
Send us a textFriend of the show Torsten Staley joined us to really deep dive College Football 25 that releases next week. Tune in to get the inside scoop!https://www.facebook.com/Just2Fanshttps://twitter.com/Just2Fans1https://www.instagram.com/just2fanspodcast/
2024-07-12
2h 18
Your Money, Your Rules | Financial Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design
55 | Getting Divorced? CDFA Jamie Lima Shares Must-Know Tips
What if you could prevent the financial heartache and stress often associated with divorce? Join me and my guest Jamie Lima, a CFP® and Certified Divorce Financial Analyst (CDFA®), as we break down the essential differences between a CDFA and a Certified Financial Planner (CFP®) and how a CDFA® can guide you through the financial maze of a divorce.Early intervention can save you from unnecessary expenses and emotional turmoil. Jamie and I discuss the importance of timing when seeking financial expertise before hiring attorneys, and how societal norms often leave women out of financial decision-making, impacting thei...
2024-07-10
44 min
The Veteran Finance Podcast
Military Transition, Investing at All Time Highs, and Military Financial Myths Military Money Manual Guest Appearance l E45
I hope you enjoy my conversation with Jamie and Spencer from the Military Money Manual. More of Baskin Financial Planning: Download the Ultimate Military Finance Checklist, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom. Think you might need some financial help? Book an intro call with me to see if we would be a mutual fit. Questions or comments, drop me a note at: erik@baskinfp.com
2024-07-03
40 min
18 Summers: Podcast for Parents
Empowering Financial Intelligence for Modern Families with Eric and Kali Roberge
Whether you're balancing a high-powered career with family life or planning major life transitions, Eric and Kali Roberge have you covered! Join us as they share their journey into wealth management, highlight common financial missteps young families make, and offer insights on aligning financial strategies with personal definitions of wealth. Press play now! Key takeaways to listen for The importance of early financial planning What wealth truly means beyond just money Experts' approach to managing high-profile careers Why both partners' involvement is crucial in financial planning How an open dialogue helps adjust fa...
2024-06-19
28 min
The Perfect RIA
How Your LLC Fails
In this episode, Jamie Shilanski is shedding light on business structuring and long-term planning strategies. She explains why selecting the right legal entity is crucial for maximizing tax benefits and prepping your exit strategy. Jamie also breaks down the risks of mixing personal and business assets, a no-no that can pierce your corporate veil. But keeping clean books is just the start. Jamie emphasizes the need for a rational succession plan to ensure your hard-earned equity doesn't go up in smoke. Jamie discusses the importance of properly structuring small businesses, particularly S-Corps, and highlights the risks of...
2024-06-13
29 min
NoBS Wealth®
Ep. 84 - Navigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie Lima
Navigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie LimaDivorce is never easy, especially when it comes to managing finances. In this episode of the No BS Wealth Podcast, we're joined by divorce expert Jamie Lima, who shares his personal journey and professional insights into the financial intricacies of divorce. 🌟🔹 Why Jamie Became a Divorce Financial Expert 🔹 Personal Stories: Lessons from Jamie’s Own Divorce 🔹 Key Financial Mistakes to Avoid During Divorce 🔹 Building a Support Team: Legal, Financial, and Emotional Guidance 🔹 Strategies for Effective Divorce Financial Pl...
2024-06-05
34 min
18 Summers: Podcast for Parents
Introducing Money Management to Your Children with Anthony Delauney
Understanding how to manage money wisely is crucial from a young age. So, better tune in to today's episode with Anthony Delauney as he provides a roadmap for parents and young couples to build a solid financial foundation, emphasizing the importance of education, communication, and practical experience in financial literacy. Key takeaways to listen for The taboo nature of money in households Why it’s vital to introduce financial concepts at various developmental stages Effective methods for educating children on financial literacy How financial issues affect young couples and the importance of open...
2024-05-08
27 min
ANGLES.
There's An Elephant In The Room.
In the end it proved to be a rotten week for U.S. stocks. A geopolitical shadow hung over markets the whole time with American officials warning of an imminent Iranian reprisal for Israel’s recent deadly air strike against a consulate in Syria, which kept the price of oil very perky. Meanwhile domestically, the big news was more hot inflation data and a slowly-emerging troubling concern about the prospects for interest rate cuts in 2024. JPMorgan Chase CEO Jamie Dimon used his annual letter to shareholders on Monday to add his voice to the quietly growing chorus of...
2024-04-14
07 min
FinServ Podcast
13. Charting a Path in Finance: Utilizing Community
The journey of growth can be nerve-wracking. “Can I do this?” and “Will this work out?” are often asked along the way. But this week, Dr. David Rhoiney is joined by FinServ mentee, Gracelynn Wiest, and her mentor Jess Bost, CFP®, RICP®, AIF®, from Alpha Architect, to discuss drawing support and resources from the community around you, regardless of whether you’re a mentor or mentee. From battling imposter syndrome to creating organic growth, Episode 13 of the FinServ Podcast highlights the transformative power of community, especially for financial advisors. Through the lens of Jess and Gracelynn, we delve into the...
2024-04-11
33 min
Off Street
Ep. 52: Eclipses & Earthquakes
Welcome to Episode 52 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: • Friday’s Earthquake and the economic impact of Monday’s Eclipse • Iowa and Caitlin Clark smash viewing records • Lego’s shocking returns as an asset class • How much the Acorn app saved users over 9 years • Average IRS refunds so far in 2024 tax season • How a chicken shop’s redesign cut worker’s steps in half • Student loan forgiveness and the birth of the $90,000/year education • Jamie Dimon and Bob Iger among CEOs making headlines They finish up with "Uncorrelated" stories...
2024-04-10
37 min
Rethink. Financial Advice
Financial Advice in the convenience economy featuring Jamie Hopkins
What is the convenience economy and why should advisors care? Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over experience. People love convenience, where it’s what movie to watch on Netflix or ordering a coffee on your phone, people want and seek out convenience in all aspects of their life. So naturally people will look for a convenient experience when it comes to their money. Join us as we explore this topic and many more with our friend, fellow REBL Dad, and in...
2024-03-20
37 min
Beyond the Game with Jamie Egenti
5 takeaways from Seahawks vs Cowboys, CFP issue and Basketball storylines
Podcast Episode Description: "Gridiron Glory and Hoops Highlights - Nov. 30 Recap and Beyond"In an action-packed episode of Beyond The Game by Jamie Egenti, join me as I break down the thrilling clash between the Seattle Seahawks and the Dallas Cowboys on November 30th. The Cowboys, playing their third game in twelve days, secured a hard-fought victory, prevailing over the Seahawks with a score of 41-35.Dak Prescott showcased his prowess, going 29-41 for 299 yards and landing 3 touchdowns, despite enduring four sacks. The burning question: Did Geno Smith step up and make...
2024-02-16
1h 51
The Perfect RIA
Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
In this podcast episode, Jamie Shilanski is digging into the the power of confirmation bias and its role in becoming a better financial advisor. Using astrological signs, Jamie illustrates how confirmation bias influences our beliefs about ourselves. She draws on Angela Duckworth's research, explaining the interplay between system one (instantaneous, subconscious) and system two (slower, intentional) thinking. She explores how this concept extends to marketing and buying decisions, revealing that people predominantly rely on System 1 thinking due to its quick, lazy nature. Brand recognition and trust play significant roles in this process. To connect with clients, Jamie...
2024-01-25
30 min
The Perfect RIA
Are You Sticky?
Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RIA space. To achieve and maintain stickiness, Jamie advocates delivering personalized, high-value services, creating a unique selling proposition that addresses clients' distinct needs. Additionally, Jamie emphasizes the critical role of client experience and how to set a tone for client-centric engagement. She explores the significance of communication during client meetings and that connected clients are less likely to leave. Jamie also underscores the importance of expressing gratitude for referrals and the role of your reputation. Are You...
2023-12-14
30 min
WHAT NOW! On Omni
Brock Purdy is a MVP Caliber QB?????
1) Is Brock Purdy worthy of MVP Consideration 2) CFP Selection reaction 3) NBA In season tourney 4) Scripture of the WeekSpecial Thanks to Our Sponsors: Tarri's Destination Weddings http://www.tarriweddings.com IG: @tarriweddings Christ Gear http://christgear.org G: @jesuschristgear
2023-12-06
58 min
WHAT NOW! On Omni
Is Justin Herbert the Problem??
1) THE GAME! Recap2) CFP reaction3)NFL MVP Race4) Problem with the Chargers 5) Scripture of the Week #nfl #cfb #michigan #georgia #Chargers Special Thanks to Our Sponsors: Tarri's Destination Weddings http://www.tarriweddings.com IG: @tarriweddings Christ Gear http://christgear.org IG: @jesuschristgear
2023-11-29
58 min
ANGLES.
Noisy.
It started out so well. There was green all over the board for a while with earnings mostly looking very perky. But in the end, sentiment was overwhelmed by the noise of higher interest rates, Middle East fears, bedlam in Congress, a government shutdown once again looming on the horizon, fears that consumer spending - and thereby inflation - is refusing to die and some rather nasty projections about the global financial system. Stocks began the week by jumping higher at the open on Monday and maintained their gains for the rest of the session, boosted both...
2023-10-22
06 min
The Wealth Flow
Ep31: Be In Control of Your Financial Future By Doing These Things - Jamie M. Lima, MBA, CFP®, CDFA®
In this episode, we're joined by Jamie M. Lima, MBA, CFP®, CDFA®, as we delve into a wide range of relevant financial planning topics across various life stages. Don't miss his practical steps and strategies you can implement to secure your financial future. Gain valuable insights into the diverse aspects of financial planning when you tune in! Key Takeaways To Listen For Technology's impact on financial strategies and wealth building dynamics Divorce financial planning and the intricacy of its asset distribution Importance of financial planning across all stages of your life Ways to...
2023-09-19
50 min
ANGLES.
Turning Sour.
Attention on Wall Street is shifting away from guessing future interest rates to the distinct possibility of an economic downturn. And that is encouraging investors to reward the strong and punish the weak. This is causing increasing divergences between the performance of different stocks within the same index or even the same sector.Winners offsetting losers is giving the impression of a quiet market not really going anywhere when you look down on it from an index level, but there is a lot going on under the surface. We are also seeing bonds finally beginning t...
2023-05-14
06 min
The Financial Purpose Podcast
Ep 17: Drift - The Continuum of Mental Health and Money
Since the pandemic, I have observed a drift in how people approach financial matters. People are slow to make important financial decisions, but faster to seek safety in times of volatility. In this episode of the Financial Purpose Podcast, I’m joined by Jamie L. Born, LCSW, CCTP to discuss how the continuum of mental health plays a role in money decisions. We discuss "Big T" and "little t" trauma, when you might be reacting from heart vs business (emotion vs logic), and when to seek help from a counselor. This is a...
2023-03-23
48 min
Expansive CEO
Episode 17: What Makes A Great Financial Advisor with Kristin Printon, Lisa Sakai, and Jamie Hanson
In this episode, Hannah Chapman, CFP, APMA, CRPC, invites 3 other financial planning focused, independent advisors to "talk shop": Kristin Brandli Printon, WMCP®, AIF®; Lisa Sakai, Financial Consultant; and Jamie Hanson, BFA™. The term “financial advisor” could mean anything these days, so how do you find the right one for you? Listen in as we discuss the importance of getting to know our clients, holding space for them to be on their own journey, and helping them achieve their individual financial goals. It is essential for financial advisors to establish genuine relationships with their cl...
2023-02-25
45 min
Master Your Finances(Official 107.7 The Bronc Podcast)
Season 15 Episode 5: Preparing for The Tax Season
In this episode, our guest Jamie Zug, who is currently a Tax Attorney at McCarter & English, talks about how taxpayers could recognize unusual NJ tax situations that may apply to them and talks about identifying any pitfalls they may encounter. Through his years of experience assisting taxpayers avoid/resolve any disputes with NJ Division of Taxation and the Internal Revenue Service, Mr. Zug will educate you on when will be the right time to seek help with your tax situation.
2023-01-28
48 min
Australian Investors Podcast
Portfolio construction ☀️ Everything You Need To Know About portfolio construction [Summer Series]
Welcome to episode 5 of our Summer Series 2023 on The Australian Investors Podcast. In episode 5 of our January 2023 Summer Series, analyst Owen Rask and financial planners Drew Meredith, CFP and Jamie Nemtsas, CFP dive into everything you need to know about portfolio construction.Drew, Jamie and Owen cover the 5 most important things (plus some) for anyone learning about building a portfolio. Join the chat on Twitter!What is the Summer Series ☀️?Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and...
2023-01-11
24 min
The Travis Parry Show
Ep 78: Organic Growth with Jamie Bosse, CFP®
Today's guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author, and mother of four. She wrote, "Money Boss Mom" and the "Milton the Money Savvy Pup" series. Jamie and I discuss how she has managed to achieve organic growth online. She shares the importance of setting up a personal system that enables advisors to better manage their time and business. Join us today to learn about these things: How her parents' bankruptcy sent her on a path to join the financial industry. (1:12) How organic content has helped her sc...
2022-12-20
31 min
WHAT NOW! On Omni
PrimeTime in Boulder
With Deion Sanders on the move to Colorado, the team discusses what that means for the college football world and the HBCU world. Also we get to see reactions to the CFP, Anthony Davis's recent play, and much more!
2022-12-08
1h 01
Resilient Advisor Podcast
Find Your Freedom with Jamie Hopkins
Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching. SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com ++ Grab a copy of Jamie's new book here: https://www.amazon...
2022-11-22
21 min
SHIFT with Ross Marino
Finding Your Freedom with Jamie Hopkins
Learn more at https://humanfirst.liveOn this episode of SHIFT, Jamie Hopkins of Carson Group talks with Ross about his upcoming book “Find Your Freedom” and working to shift relationships and conversations around financial planning.Connect with Jamie:LinkedInTwitterLearn more about Carson Group:WebsiteLinkedInTwitterInstagramFacebookYouTubeConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-21
15 min
Just 2 Fans
Ep.90: The SEC is Overrated
Send us a textIn this episode what we thought should be the CFP top 10. Tune in to see how we differed from the actual rankings.https://www.facebook.com/Just2Fanshttps://twitter.com/Just2Fans1https://www.instagram.com/just2fanspodcast/
2022-11-04
2h 29
The Cyclone Family Podcast
Episode 2.07- Bring on the Tractor
It's a rough year to play in the Big 12, and rougher yet if you've got deficiencies to shore up. Jamie and Eric chatted a bit about the injuries plaguing ISU, how wrong they were about the type of game we'd see against Kansas, and how to deal with the stress of Cyclone fandom.Some positives!Breece Hall's game-winning TD (in true Cyclone style) and volleyball upsets #13 Baylor. Could that win be a key to a burgeoning revenge plot between football and volleyball?!Looking ahead to Farmageddon, Jamie is still mostly concerned by the...
2022-10-03
38 min
The Cyclone Family Podcast
Episode 2.03- CyHawk Week, now with 50% MORE family!
Jamie Steyer Johnson and Eric Steyer are back from a long weekend full of football (outside of the state of Iowa, gasp!)They recap the Cyclones' win vs. SEMO, what surprised them, and what they learned about the team.THEN, a very special guest is forced to cheerfully joins the CFP as the infamous HAwkeye Husband, Christian Johnson, hops on to give a little perspective on this year's Iowa squad (so Jamie and Eric didn't have to spend more precious research time on the TOE).He talks depth chart and QB loyalty in...
2022-09-06
48 min
Back to Me – Midlife Wellness, Mindset and Self-Care for Women
E#38 Celebrity Chat with Jamie Madigan, the creator of Legacy Insights
This week is all about your Financial Wellness... it's good to have a plan! Jamie Madigan is my super financial wellness celebrity and I can't wait for you to meet him! Jamie’s financial planning services are provided at no cost to his clients because he believes that Canadians shouldn’t have to pay to get ahead in life. Knowing that the need for financial literacy and financial planning is now greater than ever before, Jamie empowers each client to develop their own personalized Legacy Insights. Your Legacy Insights will have three main components. First, Jami...
2022-05-06
56 min
Your Retirement Playbook
Rushing Into A Decision Can Cost You More Than You Realize!
Only fools rush in! Don't rush into choosing your advisor just because you like them, and don't choose an investment when you can't differentiate between an income and an asset. On this episode of Consider This Program, we will break down the differences between income and assets in addition to suitability and fiduciary advisors. Resources - Checklist – Things to consider before hiring a financial advisor checklist landing page - The Financial Enhancement Group (yourlifeafterwork.com) "Your Assets vs. Income" Consider This Program with Joe Clark, CFP, and Jamie Burton. Your Assets vs. Income – Inves...
2022-04-08
13 min
Your Retirement Playbook
Rushing Into A Decision Can Cost You More Than You Realize!
Only fools rush in! Don't rush into choosing your advisor just because you like them, and don't choose an investment when you can't differentiate between an income and an asset. On this episode of Consider This Program, we will break down the differences between income and assets in addition to suitability and fiduciary advisors. Resources - Checklist – Things to consider before hiring a financial advisor checklist landing page - The Financial Enhancement Group (yourlifeafterwork.com) "Your Assets vs. Income" Consider This Program with Joe Clark, CFP, and Jamie Burton. Your Assets vs. Income – Inves...
2022-04-08
13 min
Your Retirement Playbook
Are You Willing To Gamble Half A Million Dollars?
Making the wrong call with your social security can cost you half a million dollars. Are you ready to take that gamble? On Consider This Program, we will discuss several things you need to think about before you pull the trigger. Resources "How much do you lose if you take Social Security at the wrong time?" Consider This Program with Joe Clark, CFP, and Jamie Burton. How much do you lose if you take Social Security at the wrong time? - The Financial Enhancement Group (yourlifeafterwork.com) "Back to Basics: Social Security" Consider This Program with...
2022-03-11
13 min
Your Retirement Playbook
Are You Willing To Gamble Half A Million Dollars?
Making the wrong call with your social security can cost you half a million dollars. Are you ready to take that gamble? On Consider This Program, we will discuss several things you need to think about before you pull the trigger. Resources "How much do you lose if you take Social Security at the wrong time?" Consider This Program with Joe Clark, CFP, and Jamie Burton. How much do you lose if you take Social Security at the wrong time? - The Financial Enhancement Group (yourlifeafterwork.com) "Back to Basics: Social Security" Consider This Program with...
2022-03-11
13 min
Secure Your Retirement
Jaime Ramirez - Protecting Against Cyber Attacks
The threat is increasingly becoming bigger where cyber security is concerned. How do you protect your money, your business, and or your customers from cyber frauds and identity thefts?When improving cybersecurity tools in your business, you have to do it efficiently to avoid friction and abandon rates with your customers.In this episode of the Secure Your Retirement podcast, we have Jaime Ramirez, CEO & Founder of Preventor, a risk and identity management platform. Listen in to learn the importance of staying prepared and protected from any possible cybercrimes.In this episode, find...
2022-03-07
18 min
Your Retirement Playbook
Are Your Investment Choices Late To The Game?
Are you late to the game? Many people continue to use mutual funds even though ETFs are far more efficient. On Consider This Program, we will explain what you need to be on the lookout for. Resources "Are mutual funds making you poor?" Consider This Program with Joe Clark, CFP, and Jamie Burton. Are mutual funds making you poor? - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits...
2022-02-18
12 min
Your Retirement Playbook
Are Your Investment Choices Late To The Game?
Are you late to the game? Many people continue to use mutual funds even though ETFs are far more efficient. On Consider This Program, we will explain what you need to be on the lookout for. Resources "Are mutual funds making you poor?" Consider This Program with Joe Clark, CFP, and Jamie Burton. Are mutual funds making you poor? - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits...
2022-02-18
12 min
Personal Finance from the Hill-Top
Episode #18 - The Estate Planning Necessities for Young Adults
Ever wonder if you need a last will and testament (aka “a will”)? The answer is YES! A will is an integral part of a well-rounded estate plan that every adult needs, not just the rich and famous. "If you have kids under the age of 18, the guardianship in your will is 100% the most important part of your estate plan." - Jamie Weese of Weese Law FirmIn episode 18, we’re talking about the estate planning necessities for young adults. Kyle hops on the mic with estate planning attorneys, Jessica Kimbrell of Kimbre...
2021-12-20
2h 12
The Personal CFO Podcast
Crypto, the NFL and 3 RRSP Myths Debunked
Thanks for listening to the Millennial Money Canada Podcast. This Podcast is hosted by Sam Lichtman. You can learn more about Sam here: https://linktr.ee/samlichtman Today for our trending topic I discuss Crypto, Odell Beckham Junior, Tom Brady and the recent cryptocurrency rise to THE MOON. Book Recommendation: Trillions by Robin Wigglesworth For our financial planning topic I am combatting 3 myths around RRSPs. Myth number 1: RRSPs are useless due to the tax on the back end. Myth number 2: RRSPs are not as useful as a TFSA Myth number 3: I can't save much so I am not going to use an R...
2021-12-15
31 min
The WealthStack Podcast
3. The Value of Advice: Articulating and Demonstrating Your True “Alpha” with Jamie Hopkins
Financial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navigate complex life and financial decisions – which are frequently intertwined – is at the core of any successful advisor’s long-term relationships. But how can you ensure that clients understand the true value of the services that you deliver – and ultimately the unique problems that only you can solve for them? In this episode of the WealthStack podcast, Mark Bruno and Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, managing partner of Wealth Solutions at...
2021-11-18
35 min
SHIFT with Ross Marino
Interview with Jamie Hopkins: The Future of Retirement
On this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They talk key elements of Jamie’s book “Rewirement”, along with discussions on the evolution and potential disruption of the future of retirement.Get your copy of "Rewirement" by Jamie HopkinsConnect with Jamie Hopkins:WebsiteLinkedInTwitterLearn More About Carson Group:WebsiteLinkedInTwitterGet your copy of "Shaping Change"Connect With A2X Social...
2021-10-06
22 min
Meet The Author Show
Season 1 | EPISODE 10: Jamie Hopkins
On the latest episode of Meet the Author, Tony Steuer spoke with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group about his book "Rewirement: Rewiring The Way You Think About Retirement”. Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and he’s the media’s g...
2021-09-24
40 min
SHIFT with Ross Marino
Interview with Jamie Hopkins: Human Nature & Numbers
On this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They discuss the natural inclination to focus on income or a “magic number” when receiving financial advice, and how to help clients overcome that fixation, as well as the second edition revisions of Jamie’s book “Rewirement”. Get your copy of "Rewirement" by Jamie HopkinsConnect with Jamie Hopkins:WebsiteLinkedInTwitterLearn More About Carson Group:WebsiteLinkedInTwitterGet yo...
2021-09-22
19 min
18 Summers: Podcast for Parents
Taylor & Lara Schulte on Family Planning with Intention
Most working parents seek guidance on balancing the competing demands of work and home from their networks of friends and relatives. Listen to this episode to be inspired by Taylor and Lara as they share their experience on how empowering each other helps them face those hurdles in playing dual roles as working parents. Key takeaways to listen for Creating fun learning activities for kids Delegating responsibilities and understanding individual roles Exchanging parenting ideas with other parents How empowerment can build a positive relationship Pros and cons of parenting while doing business Benefits of sharing your p...
2021-08-04
32 min
A View From the Couch
CFP Expansion
What is better than a 4 team playoff? A 12 team playoff! The college football world is about to change, and I think it's going to be great. Great for fans who get to see more important games. Great for players to showcase their skills on the biggest stages. Great for coaches, who may keep their jobs a bit longer. Great for ESPN who will make a gazillion more dollars in ad revenue, only to fire more achors. It's going to be GREAT!
2021-06-14
1h 08
Women's Money Wisdom
Episode 52: Tax Considerations in Divorce with Jamie Wilkerson Majni
In this episode, Melissa Fradenburg, Financial Advisor, RJFS and Jamie Wilkerson Majni CPA, discuss the common tax issues and considerations in divorce. With over 20 years of experience as a CPA and experience going through her own divorce, Jamie knows there are a lot of financial changes through the process. While it can be daunting to face these changes, especially if you were not the one filing taxes in your marriage, our goal in this episode is to break down the main issues you should address if going through or recently divorced. We will discuss:· How to det...
2021-02-16
23 min
The Abundant Beans Podcast
Retirement is NOT What You Think | Eric Brotman
Tend to your nest egg like an orchard instead of treating it like an ATM.Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric has over 25 years of experience in financial planning and founded the firm in Baltimore in 2003. BFG provides investment, retirement, estate, insurance, and comprehensive financial planning services. Additionally, Eric is the host of the Don’t Retire… Graduate! podcast, dedicated to teaching listeners how to advance into retirement rather than retreating into it. Today we talk about how dif...
2021-02-02
1h 06
A View From the Couch
Things I Think I Think
Why Daniels performance on the field was the second most impressive performance he had on Saturday night. Big issues at some of the biggest programs in the nation, and while the CFP committee is about to release their first rankings, I tell you my rankings, which are totally unimportant.
2020-11-23
56 min
Stay Wealthy Retirement Podcast
The Correct Order for Saving & Investing Your Money
Today I'm sharing the correct order for saving and investing your retirement dollars. Most people think the first stop for your hard-earned money is your 401(k) or IRA, but that's not always the case. Knowing exactly where to save your money 1st, 2nd, 3rd, etc., can make a big difference in your long-term savings and future tax bill. So, if you have always wanted to know the order of operations for saving your money, this episode is for you. Oh, and don't forget to sign up for our live webinar with a...
2020-02-04
25 min
All About Your Benjamins The Podcast Archives - All About Your Benjamins™
Jamie Hopkins: SECURE Act 101
Click Here To Listen On Apple Podcasts At the end of 2019, Congress passed and the President signed the SECURE Act which brought potential changes to your financial planning. I’m fortunate to have been connected with Jamie Hopkins who is a retirement income expert, his Twitter account says so, and an expert in the SECURE Act. He breaks down the…Continue Reading→The post Jamie Hopkins: SECURE Act 101 appeared first on All About Your Benjamins™.
2020-02-04
52 min
All About Your Benjamins™
Jamie Hopkins: SECURE Act 101
Click Here To Listen On Apple Podcasts At the end of 2019, Congress passed and the President signed the SECURE Act which brought potential changes to your financial planning. I'm fortunate to have been connected with Jamie Hopkins who is a retirement income expert, his Twitter account says so, and an expert in the SECURE Act. He breaks down the Act and highlights some of the changes that will impact the most people. Just like any episode that discusses planning concepts, nothing we discuss should be considered advice--we have no way of knowing your personal situation to tell you whether or n...
2020-02-04
52 min
A View From the Couch
Bowl Mania!!!
Bowl week is here! Use the Viewing Guide to make your plans for the CFP and New Year’s Six. I preview both semifinal games and tell you who I think will win and why. We finish things up with a preview of the Sugar Bowl between the Dawgs and the Bears.
2019-12-27
1h 16
A View From the Couch
Week 14 Viewing Guide
It’s rivalry week and there is no shortage of big games. Also, there was a shakeup at the top of the CFP Rankings. What does it mean? And once again we have to ask the burning question: what about Bama?
2019-11-28
32 min
A View From the Couch
Week 13 Viewing Guide
This week’s viewing guide starts with an ACC showdown tonight on ESPN that will make Georgia fans smile. I walk you through a perfect Saturday of college football and tell you all the games worth watching this weekend. Finally, my reaction to the latest CFP rankings, and find out why Alabama and Oklahoma are already out of the college football playoff.
2019-11-21
22 min
A View From the Couch
Week 11 Viewing Guide
A preview of the upcoming week of college football and reaction to the release of the first CFP rankings.
2019-11-07
22 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 107 – Interview with Professor Jamie Hopkins
In this episode, Victor interviews Professor Jamie Hopkins. Professor Hopkins is the Director of Retirement Research for the Carson Group (an organization that assists financial advisors), and teaches retirement planning at the American College of...
2019-06-12
53 min