Shows
FinServ Podcast30. Standing Out When Everyone’s Applying for the Same Job with Victoria O’ToolEveryone tells you to “just apply online” and hope for the best. Then you apply to 100 roles, hear nothing back, and start wondering what you’re missing.In this episode, Jamie sits down with Victoria O’Tool, Executive Director of the FinServe Foundation, to talk honestly about how people actually stand out in the job search. They get into what works, what doesn’t, and why relationships, preparation, and showing up like a real human still matter more than most resumes. From internships and referrals to coffee chats and handwritten notes, this conversation feels like advice you’d get from s...
2026-01-3031 min
The Planning Perspectives PodcastShark Tank, Sustainability, and Scaling Up: The Frozen Farmer Story with Katey Evans (Ep. 9)Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them. So how do family‑run businesses scale without losing their values, identity, or sanity?
In this episode, Jamie Hopkins and Kate Duffy talk with Katey Evans, Founder of The Frozen Farmer, about how she transformed upcycled fruit into a beloved national brand. Katey shares how intentional planning, family collaboration, and building the right advisory team helped her navigate retail expansion, direct‑to‑consumer pivots, and a high‑visibility moment on Shark Tank.
Key points:
2026-01-2132 minThe Planning Perspectives PodcastShark Tank, Sustainability, and Scaling Up: The Frozen Farmer Story with Katey Evans (Ep. 9)Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them. So how do family‑run businesses scale without losing their values, identity, or sanity?
In this episode, Jamie Hopkins and Kate Duffy talk with Katey Evans, Founder of The Frozen Farmer, about how she transformed upcycled fruit into a beloved national brand. Katey shares how intentional planning, family collaboration, and building the right advisory team helped her navigate retail expansion, direct‑to‑consumer pivots, and a high‑visibility moment on Shark Tank.
Key points:
2026-01-2032 minThe Planning Perspectives PodcastHow to Maximize Your Bonus (Ep. 8)For those who receive a year-end bonus, it can be tempting to splurge or treat yourself. But what if that extra money could help you check off a major financial goal??
In this episode, Jamie Hopkins and Kate Duffy dive into the psychology behind bonuses and why timing, taxes, and emotions matter more than you think. They share practical strategies to turn windfalls into long-term wins, covering everything from tax withholding and automation to emergency funds, Roth accounts, and 401(k) contributions. Plus, they break down how to approach bonuses at different career stages so you can make t...
2026-01-0729 minThe Planning Perspectives PodcastBeyond the Headlines: Unpacking 2025’s Economy & 2026 Outlook (Ep. 7)Periods of economic uncertainty often lead people to question their financial choices, yet most long-term outcomes are shaped by steady decisions rather than day-to-day noise.
Why do we feel worried even when the data looks stable? How do rising prices, interest rates, and shifting job conditions influence real-life planning?
In this episode, Jamie Hopkins and Kate Duffy talk with Andrew Davis, CFA, Head of Macroeconomic Research at Bryn Mawr Trust, about inflation trends, labor market shifts, and what the past year reveals about consumer behavior.
They walk through the Fed’s direction, the imp...
2025-12-1730 min
The Amber Stitt ShowRethinking Retirement: The Rewirement Approach and Future Planning with Jamie HopkinsSend us a textMeet Jamie Hopkins, the visionary behind the “Rewirement” concept, as he sits down with host Amber Stitt at the NAIFA e3 conference in Newport Beach, California. 🎙️In this episode, Jamie reveals how he’s redefining the retirement conversation by focusing less on numbers and more on mindset, behavior change, and visualizing your future self. From naming your next chapter (hello, Bumpy’s Burgers food truck!) to reverse engineering your goals, Jamie shares actionable insights on embracing evolution—not just in your finances, but in your life.If you’ve ever wondered wha...
2025-12-1615 minThe Planning Perspectives PodcastThe Art of Building Bridges in Business with Sal Patti (Ep. 6)Many people talk about relationships in business, but few live it the way Sal Patti does.
His story shows how community, authenticity, and servant leadership can shape a career and the people around you.
From quiet beginnings to becoming Senior Vice President and Director of Commercial Banking at WSFS Bank, he reflects on the moments and mentors that shaped his success.
In this episode, Jamie Hopkins and Kate Duffy talk with Sal Patti about his journey from Philadelphia University to leading commercial banking teams, his connector bridge philosophy, and the role of trust...
2025-12-0327 minFinServ Podcast29. Fifty-Year Relationships: Building Trust in Fintech with David BenskinIn this episode, Jamie sits down with David Benskin, Founder and CEO of Wealth Access, to talk about what it takes to build a fintech company that people trust, and why relationships matter more now than ever.David shares how he went from private banking to launching a fintech startup, why “fifty-year relationships” guide every decision he makes, and how culture and clarity shape the way his team works. They dive into hiring people who genuinely care and why doing the right thing is still the most underrated leadership strategy in financial services.It’s two pe...
2025-11-2829 minThe Planning Perspectives PodcastThe Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)Conversations about money, family, and purpose can be the hardest ones to have, yet they’re often the most important.
In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy sit down with Dr. George James, LMFT, MBA, licensed therapist, executive coach, and CEO of George Talks, to explore how communication, family roles, and personal narratives shape the way we live, lead, and love.
Dr. James opens up about his own experiences, the lessons behind his new book “I Give Myself Permission,” and how embracing open dialogue can transform relationships and redefi...
2025-11-1931 minThe Planning Perspectives PodcastHow To Practice for Retirement (Ep. 4)Retirement isn’t just about reaching a number or a specific age. It’s a significant life transition that requires preparation beyond financial planning.
How do you shift from a lifetime of saving to spending? How do you build new communities and find purpose when work becomes optional?
In this episode, Jamie Hopkins and Kate Duffy explore the concept of “practicing retirement” and how to prepare for this major life transition at every stage of life. They discuss the psychological challenges of spending down savings, the importance of aligning your values with your spending, and practica...
2025-11-0531 min
NAIFA's Advisor Today Podcast SeriesNavigating Economic Uncertainty and the Evolving Financial Services Industry With Jamie HopkinsJamie Hopkins is the Executive Vice President and Chief Wealth Officer at WSFS Bank, where he leads the wealth management segment, providing private wealth and trust services to clients through both WSFS Bank and Bryn Mawr Trust. Under Jamie's leadership, WSFS and its associated entities have served clients for over a century, and he has contributed to the financial services industry as an author, educator, and by helping launch over 700 FinServ Foundation fellowships for students. In this episode… From inflation and interest rates to housing market stagnation and evolving tax policies, uncertainty seems to be th...
2025-11-0345 minFinServ Podcast28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey LewisThere’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...
2025-10-3034 minThe Planning Perspectives PodcastLeading With Values and Vision with Rodger Levenson (Ep. 3)Leadership transitions often bring uncertainty, but with the right mindset, they can create opportunity and growth.
How do you step into bigger roles with confidence? How do mentorship, values, and community shape the journey of a leader?
In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy welcome Rodger Levenson, Chairman, President, and CEO of WSFS Financial Corporation. Rodger shares his career journey, the importance of mentorship, the challenges of saying no, and why community connection is central to WSFS’s culture.
Key takeaways:
How Rodger progressed from cr...
2025-10-2725 minThe Planning Perspectives PodcastHospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Buccini, Co-founder of the Buccini Pollin Group (BPG), to explore how a local dream grew into a $6 billion enterprise.
Chris shares lessons from three decades in real estate, the power of teamwork, and how hospitality drives business success. His story blends family, community, and bold decisions that have helped shape the city of Wilmington, Delaware and beyond.
Key takeaways:
The importance of preparing for downturns and building strong fundamentals in business
How hospitality principles influence real estate and client experiences
The role o...
2025-10-0828 minThe Planning Perspectives PodcastRedefining Retirement with Christine Benz (Ep. 1)Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life.
In this episode, Jamie Hopkins and Kate Duffy welcome Christine Benz, Morningstar’s Director of Personal Finance, to explore how retirement planning is shifting from purely financial to a more holistic approach.
Christine shares insights from her book How to Retire, highlighting why delaying retirement can be powerful, why relationships matter most, and how small lifestyle choices shape longevity.
Key takeaways:
Why phasing into retirement often works better than stopping suddenly
The va...
2025-09-2427 minThe Planning Perspectives PodcastWelcome to The Planning Perspectives Podcast: The Human Side of Planning with Jamie Hopkins & Kate DuffyHosts Jamie Hopkins and Kate Duffy share their journeys, first money memories, and the life lessons behind financial planning.
From gravel shovels to fog machines, ballroom dancing to estate planning, they reveal how personal experiences shape the way we view money and life choices. Their candid reflections highlight the emotional and behavioral aspects of financial planning, underscoring why conversations about money are always deeply personal.
Key Points:
Jamie and Kate’s backstory of meeting and how they came together at Bryn Mawr Trust
First money memories and how early experiences shape money attitudes
Emotional an...
2025-09-2423 minFinServ Podcast27. Tokenization, Stablecoins, and the Future of Digital Assets with Will PeckJamie Hopkins sits down with Will Peck, Head of Digital Assets at WisdomTree, for a deep dive into tokenization, stablecoins, and the future of digital assets. From the rise of tokenized money market funds to the regulatory frameworks shaping stablecoins, this conversation explores how blockchain is transforming financial services.Jamie and Will also pull back the curtain on what “digital assets” really mean today—beyond the headlines about crypto. Whether you’re skeptical, curious, or already experimenting with tokenization, this episode will challenge how you think about the next wave of innovation in asset managementConnect...
2025-09-1631 minThe Planning Perspectives PodcastThe Planning Perspectives Podcast Coming SoonWelcome to The Planning Perspectives Podcast with Jamie Hopkins and Kate Duffy from Bryn Mawr Trust, a WSFS company. In this podcast, we bring you real, relatable conversations on being strategic with your money, thriving as a business leader, and powering through life’s transitions—all through the lens of intentional planning. With over a century of experience and insights from industry-leading guests, we go beyond day-to-day finances to explore the decisions that shape your life’s direction. Because when it comes to planning for the future, you don’t know what you don’t know—and that’s where we come
2025-09-1000 min
WealthTech on DeckFrom Scarcity to Scale: Jamie Hopkins on Building a Better Financial FutureThis week, Jack Sharry talks with Jamie Hopkins, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management. Before WSFS Bank, Jamie held various positions at Carson Group, including Managing Partner of Wealth Solutions, Managing Director of Carson Coaching, and Director of Retirement Research. Jamie is also the Founder of FinServ Foundation, a nonprofit dedicated to coaching and developing the next generation of financial professionals.
Jamie shares his journey from personal tragedy to industry leadership, highlighting how his mother’s experience inspired a lifelong mission to expand access to financial guidance. They explore the con...
2025-08-2629 min
MSUWMA PodcastSummer Rewind S2 Ep. 9 - Maximizing Your Impact with Jamie Hopkins - S8 Ep.6Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 8 with an interview from Jamie Hopkins. Jamie is currently the CEO of Bryn Mawr Capital Management, CWO of WSFS Bank, Founder and President of FinServ Foundation, Finance Professor of Practice at Creighton University's Heider College of Business, and Founder and Owner of Hopkins Retirement Consulting.We hope you Enjoy!Jamie's LinkedIn: https://www.linkedin.com/in/jamiehopkinsfinancialservices/details/experience/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmail.com
2025-07-2148 min
The Intelligent Retirement PodcastPreparing to Face the New Risks of Retirement with Jamie HopkinsIn this episode of the Intelligent Retirement Podcast, renowned retirement speaker and author Jamie Hopkins joins host James M. Matthews to discuss the various risks associated with retirement, emphasizing the importance of adaptability, planning, and execution. They explore longevity risk, health care costs, family legacy planning, and the impact of public policy on retirement security. The conversation highlights the need for a shift in mindset from accumulation to decumulation, focusing on sustainable income and the importance of having difficult conversations about end-of-life planning.Key TakeawaysRisk in retirement is fundamentally different from accumulation risk.Longevity risk...
2025-06-1752 minFinServ Podcast26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds InvestorIn this episode, Jamie and Brodrick are joined by Zach Conway and Kelsey McKenna of Seeds Investor to explore why so many advisors hit a wall—and how to break through it.Here’s the core issue: advisors say they’re client-focused, but when it comes to investment management, they fall back on cookie-cutter portfolios and product-driven conversations. Meanwhile, research shows clients stay loyal because of service, not performance.This episode is a must-listen for founders, advisors, and anyone who wants to build a business rooted in trust, not jargon.Connect with us below...
2025-06-1036 minFinServ Podcast25. How AI Agents Are Changing the Game for Financial Advisors with John ConnellIn this episode, Jamie and special co-host Brodrick Lothringer explore how artificial intelligence is reshaping the future of financial advising—with insight from John Connell, Co-founder and CEO of Focal.While many tools promise efficiency, Focal delivers real transformation: AI agents that work across platforms—planning tools, CRMs, and more—to take real action, not just notes. With up to 15 hours saved each week, advisors can grow their client base and focus on the human side of the business.John also explains how Focal is tackling critical concerns around data privacy and compliance through stateless design...
2025-05-2726 minFinServ Podcast24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFaddenIn this episode, Jamie and special co-host Brodrick Lothringer explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.We talk about why communication is the make-or-break skill in financial advising, how to build trust fa...
2025-05-2133 min
Don't Do ThatDon’t Compare Yourself to the Average with Jamie Hopkins, WSFS, Bryn Mawr Capital ManagementIs benchmarking your business by the "industry average" holding you back? In this episode of Don't Do That, Kelly Waltrich sits down with Jamie Hopkins, Chief Wealth Officer at WSFS Bank, to discuss leadership, talent development, and why average benchmarks might be limiting your growth potential. Jamie shares his experience transitioning from frequent travel to a more balanced life, his work with the FinServ Foundation helping young professionals enter the financial industry, and why he believes comparing yourself to averages is a recipe for mediocrity. Throughout their conversation, Kelly and Jamie explore the changing landscape of...
2025-05-1738 minFinServ Podcast23. Access and Advocacy in Finance with Dale BrownRegulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of the Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans.In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the industry. Connect with us below!Dale Brown on LinkedInFinancial Services InstituteJamie Hopkins on LinkedIn FinServ Foundation Brodrick Lothringer on LinkedIn PodPonyIf you want more information on the FinServ Foundation, be sure to check out our website by click...
2025-04-0323 min
Decidedly I Decision Tips for Business OwnersEp.181 | Deciding to Own Your Schedule: Hidden Costs of Being ‘Always Available’ with Jamie HopkinsHow much of your time is actually yours?Jamie Hopkins is back, and we’re breaking down what it takes to run a company without letting it run your life. He cuthis travel by 90%, began coaching his kids’ sports teams, and took on a bigger leadership role in business—all by making one critical decision.We’re also talking about the kind of curiosity that makes or breaks leaders, how most CEOs sabotage themselves, andhow the best ones build teams that don’t fall apart without them. KEY TOPICSW...
2025-03-1955 minFinServ Podcast22. Finding Your Brand with Samantha RussellYour work doesn’t speak for itself—you do. Marketing guru Samantha Russell joins the show to reveal how financial advisors can stand out without feeling overly promotional. From documenting your journey in public to leveraging client questions for content, she shares simple yet powerful strategies for building an authentic personal brand.Learn why personal branding beats company branding, how video content builds trust, and why consistency is key. Connect with us below! Samantha Russell on LinkedInSamantha Russell’s websiteJamie Hopkins on LinkedIn FinServ Foundation If you want more information on the FinServ Foundation...
2025-03-1335 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 22 | Planning For the End, Preparing For the Future with Jamie HopkinsWhat do a fog machine, digital assets, and mentorship have in common? They’re all part of Jamie Hopkins’ journey in finance. From his childhood experiences with money to his career as foremost retirement expert, Jamie shares insights on building a secure financial future and shaping the next generation of advisors.Connect with us below! Jamie Hopkins on LinkedIn Bryn Mawr Trust Brittany Mason on LinkedIn Banríon Capital Management
2024-12-1746 minFinServ Podcast21. The Future of Finance with Tyrone RossIn this episode, Tyrone Ross shares his journey from juvenile probation officer to leader in finance, exploring the loneliness that can come with leadership and the value of mentors. He talks about building strong teams, the importance of shared goals, and his belief that true success includes health. Tyrone’s story shows how purpose, wellness, and teamwork can shape a meaningful career.Connect with us below! Tyrone Ross on LinkedInTurnkey401 FinancialJamie Hopkins on LinkedIn FinServ Foundation If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the l...
2024-11-1438 min
Lead-Lag LiveJamie Hopkins on Preserving Legacies, Digital Asset Challenges, and Modern Estate Planning StrategiesDiscover the secrets to preserving your legacy with expert insights from Jamie Hopkins on the Money Show. We unravel the complexities of estate planning, focusing on the often-neglected aspects of digital assets and their troublesome transfer upon death. With the evolution of online accounts and changing legal landscapes, many are left unprepared and at risk of having outdated wills. Dive into how modern technology and AI could simplify this daunting process, ensuring your estate plan remains current and effective.Navigating the digital world posthumously can be a legal quagmire, but there are solutions. Jamie sheds light on...
2024-10-2826 min
Grow OrganicallyEP 9 – The Holistic Service Model with Jamie HopkinsAre you maximizing your client relationships to their full potential?
Let’s talk about how you can tap into organic growth and enhance your wealth management practice.
Dan Gilmartin sits down with Jamie Hopkins, Chief Wealth Officer at WSFS and CEO of Bryn Mawr Trust, to discuss strategies for accelerating organic growth in wealth management. Jamie shares his unique journey, emphasizing the importance of organic growth, client relationships, and trust in the industry. He discusses his roles at WSVS and Bryn Mawr Trust, the significance of cross-selling and holistic service models, and the impact of geo...
2024-10-2326 min
Land & Everything Else23. Building Wealth and Enhancing Retirement with Jamie HopkinsIn this episode, Jamie Hopkins, CEO at Bryn Mawr Capital Management, shares practical tips for building financial success. How do you develop good money habits in your 20s and 30s? We provide tips, such as, saving automatically, managing spending, and investing wisely. Additionally, Jamie explains when to focus on growing wealth and when to start diversifying to protect it.We also discuss seeking reliable financial advice, understanding complex strategies like Roth conversions, and the risks and rewards of investing in real estate. As you plan for retirement, Jamie covers moving beyond traditional investments and explores options like...
2024-09-1932 minFinServ Podcast20. The First 90 Days: How to Start Your New JobThis episode shares tips for making a great impression in the first 90 days of a new job. We break down a simple 30-60-90 day plan to help you settle in, learn the company culture, and start making an impact. Along with advice on setting routines and keeping a healthy work-life balance, David shares his story of overcoming challenges in a high-pressure role at the NSA. Whether you're starting a new job or just want to improve your approach, this episode offers practical advice and a few laughs to help you succeed.Connect with us below! D...
2024-09-1934 minFinServ Podcast19. Salary Negotiation with Emily BinderIn this episode, Emily Binder shares how to negotiate salaries and advance your career with confidence. She offers practical tips from her experience and from Chris Voss's book "Never Split the Difference." We also talk about why changing jobs every few years can boost your earnings and career growth, how to know when it's time to make a move, and the importance of mentors and sponsors at work.We dive into fresh work ideas like working smarter, not harder, and using AI for side projects. Emily's journey of starting two companies from scratch gives a great example...
2024-09-0533 minFinServ Podcast18. This Could’ve Been an Email…How could a single misstep in email etiquette affect your career? This episode dissects the do's and don'ts of effective email communication. Learn the basics like addressing emails correctly, crafting concise subject lines, and professional email addresses. We'll share best practices for managing your inbox, emphasizing timely responses and avoiding unnecessary replies. Discover how to categorize and prioritize emails to navigate your inbox like a pro. We also cover common blunders, like emotional outbursts and misusing 'reply all,' and offer tips on delegating tasks without causing confusion. Connect with us below! David Rhoiney on...
2024-07-0430 minFinServ Podcast17. Unique Routes to Thriving in Finance with Bradley XaltipaWhat if you could turn your unique heritage and passions into powerful tools for professional success? This week on the FinServ Podcast, we sit down with Bradley Xaltipa, a FinServ fellow who has done just that. Bradley brings a fresh perspective to the financial services industry. He shares how focusing on strengths, not weaknesses, has guided his approach to networking and career moves. In this discussion Bradley highlights the transformative power of non-traditional routes into finance, such as the SIE exam and the pivotal role of organizations like Support to Succeed. He emphasizes the importance of intentional c...
2024-06-2025 minFinServ Podcast16. How Listening to Clients Can Transform Your Business with Bonnie TreichelReady to tackle the rollercoaster of entrepreneurship? In this week's episode, Jamie Hopkins sits down with Bonnie Treichel, the CEO and Founder Partner at Endeavor Law and Endeavor Retirement, for a chat about her journey in entrepreneurship. Fresh from the Broadridge FI360 Advisor Conference, Bonnie shares some of the ups and downs she's faced since launching her business. We dive into the importance of adaptability, solid support, and staying true to yourself in the financial services realm. Bonnie also talks about the power of client feedback, why it's okay not to strive for perfection, and how vital i...
2024-06-0628 min
The Humans vs Retirement PodcastRewiring The Way We Think About Retirement with Jamie HopkinsSummary Jamie was a professor at The American College and Director of the New York Life Center for Retirement Income. He is a well-recognized writer, speaker and thought leader in the area of retirement income planning. His most recent book, "Rewirement: Rewiring The Way You Think About Retirement," details the behavioral finance issues that hold people back from a more financially secure retirement. Jamie's impact on retirement planning has been well recognized as he has been named as both a top 40 financial services professional under the age of 40 by InvestmentNews and a top 40 young attorney under the...
2024-05-241h 06FinServ Podcast15. Finance in Agriculture and the Alt Frontier with Dr. Craig LemoineDiscover the world of agriculture through the lens of finance with Dr. Craig Lemoine, who joins us to talk shop about the specialized needs of farmers and ranchers. We get into the essential economic contributions of agriculture, and the mission of the Agriculture-Focused Financial Planner (AFFP) program at the University of Illinois, shedding light on the complexities of advising within the farming sector, which is intertwined with illiquid assets, unique tax considerations, and a tradition of generational wealth.Our conversation with Dr. Craig isn't just about nuts and bolts; it's about the heart of financial planning—building re...
2024-05-0930 minFinServ Podcast14. Tight Aggressive: The Journey Into Quantitative Finance with Cliff AsnessHow did a middle-class kid go from watching superhero cartoons to scaling the heights of Wall Street? Cliff Asness, the quantitative virtuoso behind AQR, pulls back the curtain on his journey from comic book fan to financier. In this episode of the FinServ Podcast, Dr. David and Cliff take us along on their journeys through underachieving adolescence and how tough lessons fostered discipline, resolve and ambition. From academic dilemmas and professional pivots, Dr. David and Cliff highlight the profound impact of mentors, chance, and the decisions we make in the heat of the moment. Whether it's choosing a...
2024-04-2532 minFinServ Podcast13. Charting a Path in Finance: Utilizing CommunityThe 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...
2024-04-1133 min
"Fun With Annuities" The Annuity Man PodcastJamie Hopkins: Retirement Planning And The Why That Makes You Cry (TAM Classic)In this episode, The Annuity Man and Jamie Hopkins discuss: ROS - Return on Sleep From an accumulation to a decumulation mindset Living your retirement meaningfully Changing your relationship with money Key Takeaways: People often don't care about optimal, people care about being happy. Giving people a good retirement experience, a Return On Sleep, is better than giving optimal results. Point your focus towards what you're planning to work towards or what you want to acquire - accumulating money isn't going to do you an...
2024-04-0952 minFinServ Podcast12. Guiding the Next Generation: Insights on MentorshipJoin Jamie Hopkins as we navigate the impact of mentorship within the professional realm. Kellan Brown from FinServ, a virtuoso in sales leadership, joins us alongside Meg Roberts, a University of Colorado senior, to discuss the indelible marks mentorship has left on their lives. Kellan's journey from mentee to mentor reveals a wealth of insights into nurturing talent and building career foundations. Meanwhile, Meg, with her academic background in accounting, finance, and Chinese, shares how her mentorship with Kellan has sculpted her decision-making prowess and spurred her personal evolution.This episode is full of candid anecdotes and...
2024-03-2726 min
Rethink. Financial AdviceFinancial Advice in the convenience economy featuring Jamie HopkinsWhat 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...
2024-03-2037 minFinServ Podcast11. Bridging Ambition and Experience: The Power of MentorshipWhen talking about relationships, we often focus on the bond created between the client and the professional. However, establishing a strong mentor-mentee relationship in your career is essential for personal and professional growth. This week on “FinServ”, Kate Healy, founder of AdvoKate IQ, LLC, and her mentee, graduate student Valentyna Voloshyna, share their experiences with FinServ’s mentorship program and bridging the gap between experience and ambition. Their story underscores the FinServ mentorship program’s value, highlighting its role in guiding career paths and enriching lives. This week’s candid discussions reveal the adaptability, commitment...
2024-03-1424 min
The Advice Business PodcastBridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie HopkinsThe financial advisory world is at a crossroads. There are over 109,000 financial advisors today, with around 40% of them planning to retire in the next ten years. That leaves a big gap to fill. The next generation has plenty of talent, but the challenge is getting them to step up and stick around. Zach Conway and Kelsey McKenna hear from Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, and RICP, who shares his insights into why it's been tough to draw new talent into the wealth management industry...
2024-02-2252 minFinServ Podcast10. Redefining Innovation: Pushing the EnvelopeInnovation begins when leaders become unwilling to accept the status quo. Pushing the envelope, both professionally and personally, can open previously locked doors. This week, Dr. David Rhoiney and Jamie Hopkins discuss the ideal conditions to foster innovation and the different ways that businesses are differentiating themselves from their competitors. While innovation typically is associated with products, we highlight the importance of process innovation. Mastering your methods can lead to significant efficiency gains and better outcomes. In the next decade, industries like financial planning are waiting to be disrupted. It’s just a matter of who is wil...
2024-02-2039 min
The Amber Stitt ShowFocus On Talents: Mapping Success from Financial Planning to RIA CEO with Jamie HopkinsSend us a text🎙️ Join Amber Stitt on a profound episode of The Amber Stitt Show featuring financial services expert Jamie Hopkins. In this enlightening conversation, Jamie shares his personal academic journey, the intricate relationship between success and learning, and his approach to innovation in the field of financial planning education.**Episode Highlights:**- Dive into Jamie Hopkins's educational background and how he overcame academic struggles to excel in the financial services industry.- Discover the significance of emotional intelligence and practical knowledge for achieving success, with examples like industry figure Ron C...
2024-02-2036 minFinServ Podcast8. Mastering the Art of Critical ThinkingHave you ever felt the pressure of a ticking clock while facing a complex problem? That's where the finesse of critical thinking comes into play, a skill that Dr. David Rhoiney and Jamie Hopkins dig into during our conversation. We reveal how preparedness and the ability to pivot are crucial in high-stakes situations. This episode is for those looking to sharpen their strategic acumen, whether extinguishing literal fires or navigating the fiery challenges of the corporate world.If you want more information on the FinServ Foundation, be sure to check out our website by clicking...
2024-01-2632 minFinServ Podcast7. Outsmarting the Clock in a World Full of DistractionsEver found yourself caught in the tangled web of overcommitment, or fumbled with the awkward dance of balancing work, family, and a bit of me-time? Tune in to our latest episode where Jamie and Dr. David wrap their heads around the clock and share a laugh or two along the way. Punctuality and clear communication are more than social niceties; they're the currency in the economy of trust we build with others. In this episode, we uncover the traps of modern distractions (looking at you, smartphones) and dissect how they can lead to a tumble in our s...
2024-01-1139 min
Money Talk with Yu, hosted by Jerry YuJamie Hopkins: Preparing the Next Generation: Essential Tips for Aspiring Financial AdvisorsJoin renowned financial advisor Jamie Hopkins as he challenges the status quo, aiming to make financial advice accessible to all, despite facing industry barriers and skepticism.About Jamie Hopkins:Jamie P. Hopkins is the SVP and Director of Private Wealth Management. He has extensive wealth management experience. In his role, Jamie leads and grows Bryn Mawr Trust’s private wealth management business and helps shape the thought leadership around planning in the profession. Before joining Bryn Mawr Trust, Hopkins served as a Managing Partner at Carson Group.Ja...
2024-01-0919 min
DAD TalksRaising Kids with the End in Mind: Focus on the Ordinary Time | Jamie Hopkins"I wasn’t getting to their heart because I hadn’t logged enough quality time to earn the collateral to discipline." -Jamie Hopkins
On this episode of DADtalks, Jamie Hopkins joins the show to share his story and insights from raising 3 kids to entering the next stage of being a grandpa.
In this episode:
-Jamie shares his struggles of being a dad at 18 which included losing their first child to SIDS
-Working to improve as a husband and dad continually
-Life lessons from his love of drumming
2024-01-081h 39
Decidedly I Decision Tips for Business OwnersEp.120 I Jamie Hopkins I Deciding for What's Next: Navigating Life's Biggest TransitionsJamie Hopkins joins Sanger and Shawn to dive into retirement's 'to' versus 'from' transition, crafting real freedom, and defining meaningful legacies. KEY TOPICSRetiring “to” something when you retire “from” your business. What freedom in retirement looks like for you. Naming your life’s aspirations (they’re different than goals). MENTIONED IN THIS EPISODEHal Herschfield’s book: Your Future Self: How to Make Tomorrow Better TodayDan Sullivan’s work: https://resources.strategiccoach.com/authors/dan-sullivanDON'T HAVE TIM...
2023-12-2051 min
Do Business. Do Life. — The Financial Advisor Podcast — DBDL043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital WorldToday, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift in how advisors help clients secure their financial futures. In this episode, Jamie shares his motivations for getting into financial services and a ton of advice for advisors who want to build a winning practice that stays rele...
2023-12-201h 01
Phi-Lacrosse-ophy PodcastPhi - Lacrosse - Ophy Podcast Season 6 Ep 12 - Johns Hopkins Assistant Coach John CrawleyJohns Hopkins Assistant Coach and Offensive Coordinator John Crawley joins Jamie on the show to discuss his lacrosse journey and mentors, his offensive philosophies, the Hopkins offense, experimenting in practice, and more!
2023-12-181h 10
"Unretired" & Inspired - A Retirement Planning Podcast91: Jamie Hopkins: The Power of Guardrails - New Solutions for an Age-Old ConcernCaleb and Riley are joined by Jamie Hopkins, co-author of Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Re-wirement: Rewiring the Way You Think About Retirement! Jamie specializes in modern retirement income planning, estate planning and tax efficiency; helping clients get the most out of their retirement income. Jamie is a nationally recognized writer, podcaster, researcher and educator; and a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he's a go-to expert on retirement income planning and tax...
2023-12-1150 minFinServ Podcast4. Breaking Barriers in through Lifelong LearningIn our recent chat, Jamie Hopkins and Dr. David Rhoiney, who are both armed with multiple degrees and an extensive understanding of the financial services industry, we discuss the idea of what it means to be a lifelong learner. They reflect on their own educational journeys and how they've forged our careers, highlighting the essence of continual learning and personal growth. As we navigate the fast-paced world of the financial services industry, the need for continuous learning becomes more apparent. It's not enough to rely solely on degrees or certificates, but the real-life experiences and interactions with...
2023-11-2437 min
Perfectly IntegratedNavigating Career Transitions & Simplifying Wealth Management With Jamie Hopkins [Episode 52]When someone quits their job, it’s rarely a big deal. With Jamie Hopkins, his transition was the headline of multiple articles. How does his personal experience and branding set him apart from the crowd?
In this episode, Matt Ackermann speaks with Jamie Hopkins, a financial services advocate with Bryn Mawr Trust, on his career shift to Bryn Mawr Trust, simplifying wealth management complexities, and personal brand development. Jamie explores his journey through personal experience and professional development in different companies and what the future holds for him and the industry.
Jamie discusses:
Why he...
2023-11-2226 minFinServ Podcast2. Networking and Building Genuine RelationshipsEver wondered if there's more to networking than just making connections? How about turning those connections into opportunities? In this episode of the FinServ podcast, join hosts Dr. David Rhoiney and Jamie Hopkins as they explore these queries and more, navigating the intricate maze of professional networking. Weaving personal experiences with expert advice, we tread the fine line between networking and asking for favors. An interesting challenge we pose to you is to consider individuals in your network who've tasted immense success. What could you offer them? Networking isn't a one-way street, and it's crucial to show...
2023-11-2032 minFinServ Podcast1. Applying for JobsYou've got the degree, but do you have what it takes to land your dream job in the financial sector? Ditch the self-doubt and step outside your comfort zone as hosts Jamie Hopkins and Dr. David Rhoiney share valuable insights and personal anecdotes from their own career transitions.Ever considered applying for a job you're not wholly qualified for? Embrace risk, champion your relevant experience, and remember that a degree does not necessarily equate to job readiness. As we explore our personal narratives, we emphasize the importance of persistence, a hunger for knowledge, and the courage to...
2023-11-1932 minMSUWMA PodcastMaximizing Your Impact with Jamie Hopkins - S8 Ep.6
The Director of Private Wealth Management for Bryn Mawr Trust, founder of the FinServ Foundation, and Hopkins Retirement Consulting, while being an amazing friend and family man, Jamie Hopkins can do it all. In this episode, we talk about Jamie’s numerous achievements, the importance of finding your why, along with advice for the next generation of financial advisors. Hope you enjoy!
Jamie Hopkins Links:
https://www.linkedin.com/in/jamiehopkinsfinancialservices/
https://www.bmt.com/
https://finservfoundation.org/
Podcast Team Links:
Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/
Jeffrey Nugent - https://www.linkedin.co...
2023-11-1648 min
WealthManagement EDGEWealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong LearningCareer shifts and mentorships keep Jamie Hopkins facing forward.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston asks Jamie Hopkins about his recent transition from his role at Carson Group, a role he cherished, to SVP and director of private wealth management at Bryn Mawr Trust. They also discuss what it means to provide a community of support and mentorship to young professionals through the FinServ Foundation.
Specifically, Nabia and Jamie discuss:
Jamie’s career transition insights and embracing new challenges in finance
Impactful success stories from Carson Grou...
2023-11-0231 min
Growing Your Financial Business...The Woman's WayShaping The Next Era Of The Financial Industry with Jamie Hopkins & Ana Trujillo LimonAs older financial advisors begin to retire, the industry is going to change drastically — giving you both an opportunity for exponential success AND a chance to transform the industry for the better. In this episode, Jamie Hopkins and Ana Trujillo Limon, industry veterans and co-hosts of the Framework Podcast share how to make the best of the increasing need for financial advisors. Get ready to gain valuable insights on the future of financial advising and the importance of diversity within the industry.Here you will learn:- The growing impact of AI an...
2023-10-2534 min
Diversity in Action™Learn about the FinServ Foundation with Jamie Hopkins and Dr. Julie RagatzWelcome to the second episode of the Diversity in Action™ podcast Season 2!Joining us in this episode is Dr. Julie Ragatz and Jamie Hopkins from Carson Group, a renowned organization dedicated to empowering young financial advisors and fostering career growth. Dr. Julie Ragatz leads Carson Group's Next Gen program, which provides valuable support to young professionals in the financial industry. Jamie Hopkins, the managing partner of Wealth Solutions at Carson Group, brings a wealth of experience as a finance professor, author, podcaster, and co-founder of the FinServ Foundation.In this episode, they discuss the importance of...
2023-09-1252 minLead-Lag LiveStop Believing the Myth! Expert Jamie Hopkins reveals the Best Way to Plan for Retirement!100 minus your age is a poor retirement formula.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.In this eye-opening podcast, we sit down with Jamie Hopkins, an expert in retirement planning, to discuss the retirement lie that many of us have been told. For years, the conventional wisdom has been that you should subtract your age from 100 to determine the percentage of your retirement portfolio that should be invested in stocks. However, as Jamie points out, this formula is outdated and can actually...
2023-04-1445 min
Financial Planning For Canadian Business OwnersFind Your Freedom with Jamie Hopkins | E102Jason talks to Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. Jamie is a well-known personality in the US Financial advisory space and recently published a book called Find Your Freedom Financial Planning and Life Purpose.Episode Highlights:05:17: As per Jamie one must take care of basic level of financial planning, cash and flow, budgeting, debt management before one can move on to more complex financial planning, pictures, and strategies.07:21: Jamie shares his background story and the motivation behind writing...
2023-04-1334 min
Gratitude Through Hard TimesJamie Hopkins: Find Your FreedomWhat is it about building wealth that is so fraught? As we learn on this episode of Gratitude Through Hard Times, our relationships with money are deeply rooted in narratives that map back to our childhoods and often are mired in confusion or trauma. Lifting the veil on our complex dance with financial planning, respected industry leader Jamie Hopkins, Managing Partner of Wealth Solutions at the Carson Group, is sharing with Host Chris Schembra the framework on which he has built his latest bestselling book "Find Your Freedom: Financial Planning for a Life on Purpose." Through the course of 23 ca...
2023-03-1347 min
The Long ViewJamie Hopkins: A Framework for Financial FreedomOn the podcast today, we welcome back Jamie Hopkins. Jamie is managing partner of Wealth Solutions at Carson Wealth. He is also a Finance Professor of Practice at Creighton University’s Heider College of Business. Jamie and Ron Carson cowrote a new book called Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Rewirement: Rewiring the Way You Think About Retirement! Prior to joining Carson Group, he was with the American College of Financial Services, most recently serving as director of retirement research. He received his bachelor’s degree from Davidson College, his JD f...
2022-12-0656 minNAIFA's Advisor Today Podcast SeriesFinding Financial Freedom With Jamie HopkinsJamie Hopkins is the Managing Partner of Wealth Solutions for Carson Group and is a Finance Professor of Practice at Creighton University's Heider College of Business. He is the author of Rewirement: Rewiring The Way You Think About Retirement and Find Your Freedom: Financial Planning for a Life on Purpose. Jamie is a nationally recognized writer and researcher and has been published in dozens of financial, educational, and legal journals. He's developed educational materials for The American College's CFP, CLU, ChFC, and RICP programs as well as being a regular contributor to Forbes. He has been featured on Wall...
2022-11-3043 min
Resilient Advisor PodcastFind Your Freedom with Jamie HopkinsJamie 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...
2022-11-2221 min
My MoneyFinding Your Freedom w/Jamie HopkinsWhat does freedom mean to you?Does it mean time freedom, the ability to choose what you want to do without worrying?Maybe financial freedom, and the ability to not worry about money?Or is it more about the freedom of speech and the ability to think, wonder… And also complain about the world around you.This week on the podcast we have Jamie Hopkins on the show to discuss the topic of freedom.Start building your Financial Life Plan today by visiting: www.stonecitywealth.comGu...
2022-11-1630 min
The Accidental LandlordNavigating the Current Economy with Guest, Jamie HopkinsJoin our host, Peter McKenzie, and this week's guest, Jamie Hopkins, as they discuss how the current economic situation is impacting real estate. Jamie is a managing partner of wealth solutions at the Carson Group, a finance professor of practice at Creighton University, and a part of the Academy of home equity and retirement at the University of Illinois. He has sat on the board of ReverseVision, a tech company that serves the mortgage and reverse mortgage world. Want to get in touch with Peter and the Rincon team? Email Podcast@RinconManagement.com
2022-09-2836 min
Be Advised - Leading with ValueThe Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)Advisor success often leads to new problems:
For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process.
By delegating, coaching, and offering your expertise in certain areas to new hires, you can sit back and focus on the aspects that matter, bringing in new prospects and managing the business the way you see fit.
In this episode, Brad Swineheart speaks with the managing partner of...
2022-09-1432 min
The Way2Wealth®Ep 24: Finding Financial Freedom with Jamie HopkinsWhat does financial freedom mean to you? On today’s episode, Jamie Hopkins joins us to discuss the powerful idea of financial freedom. TIMESTAMPS 1:51 – Welcome Jamie Hopkins! 6:15 – What does financial freedom mean to you? 11:14 – What steps make sense to reach financial freedom? 16:36 – What should business owners be aware of? 22:41 – Any other advice you want to share? Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/ RESOURCES More on The Way2We...
2022-07-2829 min
SuccessionFit PodcastJamie Hopkins“Once you get some success at something, you believe that you always have that success at it, and there’s actually not a lot of good research that proves that out.”
In this episode, Tom Hine speaks with Jamie Hopkins. Jamie is the Managing Partner of Wealth Solutions at Carson Group. They discuss misconceptions about facts, the danger of overconfidence, and the importance of knowing your goals.
Connect with Jamie:
Website: https://www.jamiehopkins.com/
Twitter: @RetirementRisks
Connect with Tom:
https://www.linkedin.com/in/hinetom/
Podcast Feedback:
https://www.capitalwm.com/successionfit-podcast
Securities and advisory services offered through Commonwealth Financ...
2022-04-0142 min
The WealthStack Podcast3. The Value of Advice: Articulating and Demonstrating Your True “Alpha” with Jamie HopkinsFinancial 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...
2021-11-1835 min"Fun With Annuities" The Annuity Man PodcastJamie Hopkins: Retirement Planning And The Why That Makes You CryIn this episode, The Annuity Man and Jamie Hopkins discuss: ROS - Return on Sleep From an accumulation to a decumulation mindset Living your retirement meaningfully Changing your relationship with money Key Takeaways: People often don't care about optimal, people care about being happy. Giving people a good retirement experience, a Return On Sleep, is better than giving optimal results. Point your focus towards what you're planning to work towards or what you want to acquire - accumulating money isn't going to do you any good if you don't convert it into anything that will m...
2021-10-2654 min
SHIFT with Ross MarinoInterview with Jamie Hopkins: The Future of RetirementOn 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...
2021-10-0622 min
Meet The Author ShowSeason 1 | EPISODE 10: Jamie HopkinsOn 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...
2021-09-2440 minSHIFT with Ross MarinoInterview with Jamie Hopkins: Human Nature & NumbersOn 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...
2021-09-2219 min
Mitlin Money MindsetFramework with Jamie Hopkins: Building Financial Strategies for Lasting Success, Episode #43Today's guest on the Mitlin Money Mindset™ is Jamie Hopkins, the managing director of Carson Coaching and the Director of Retirement Research for Carson Group. Jamie is one of the most well-known and educated people in the area of wealth management. In addition to his role at Carson Group, he is a finance professor of practice at Creighton University's Heider College of Business and has helped co-create the Retirement Income Certified Professional (RICP®) designation at The American College of Financial Services. Jamie is the author of the book Rewirement: Rewiring The Way You Think About Retirement Planning. And if all...
2021-08-2540 min
Phi-Lacrosse-ophy PodcastPhi - Lacrosse - Ophy Podcast Season 4, Ep. 1 Johns Hopkins Head Coach Pete MillimanIn the first podcast of season 4, Jamie talks to Johns Hopkins Head Coach Pete Milliman about his lacrosse journey from growing up in Rochester, NY to becoming the head coach at Johns Hopkins last year. Milliman also discusses his offensive philosophies, what Hopkins likes to do on the defensive side of the ball, as well as what he looks for in recruits!
2021-08-231h 07
The RMD PodcastRMD #21: Jamie Hopkins of Carson Group, Academy for Home Equity in Financial PlanningRMD is thrilled to welcome Professor Jamie Hopkins, managing director of Carson Coaching and director of retirement research at Carson Group, as well as a member of the Academy for Home Equity in Financial Planning, to The RMD Podcast for a wide-ranging discussion!The reverse mortgage industry has undergone a very unique stress test during the economic crisis caused by the COVID-19 pandemic, and that crisis has also affected the field of financial planning. To further gauge what these impacts might be, we've asked Jamie Hopkins to discuss what he's seeing on the academic side in both fields, as...
2021-04-2640 min
Retirement Inside Out with Tom LamendolaEp 17: Taking Control Of Your Retirement With Jamie HopkinsIn this episode, Tom sits down with Jamie Hopkins to discuss the growing world of retirement planning, and how it will continue to change going forward for future retirees. Jamie also breaks down his role as a Retirement Research Director and how he expects the market to change from his recent research. About Jamie Hopkins: Motivated by a personal tragedy in his own life, Jamie made it his goal to help people not only better understand their retirement but also help them set up safer plans they can trust. Serving as the Director of Retirement...
2021-04-2335 min
Not Your Average Financial Podcast™Episode 184: Rewirement and Risks to Retiring in 2021 with Jamie HopkinsIn this episode, we ask:
Have you ever seen the show, American Ninja Warrior?
What about a finite amount of cash?
Who is Jamie Hopkins?
What are some of Jamie’s earliest experiences with money?
What about the risks of retirement?
What about Jamie’s new book, Rewirement?
What about longevity?
What about the unknown time horizon?
What about deflation?
What about public policy risk?
What about unexpected financial responsibility?
What about a parent’s long term care needs?
What if your career is shorter than your retirement?
What does Jamie see in his crystal ball?
What is the gi...
2021-03-1246 minPhi-Lacrosse-ophy PodcastPhi - Lacrosse - Ophy Podcast Season 3, Ep. 33 Longtime Hopkins Offensive Coordinator Bobby BensonIn this podcast, Jamie talks lacrosse with 3x All-American & former Hopkins Offensive Coordinator Bobby Benson. They discuss Benson's lacrosse journey, the coaches he played for and worked with, how Hopkins became one of the top teams in offensive efficiency for several years, the principals they focused on to achieve that, picking principals, invert motion, manipulating matchups, man-up looks, zone offense, player development, and recruiting.
2020-12-071h 16The Long ViewJamie Hopkins: How Low Bond Yields, Recession Impact Retirement PlanningOur guest on the podcast is retirement expert Jamie Hopkins, who is managing director of Carson Coaching and the director of retirement research at wealth management firm Carson Group. He's also a finance professor of practice at Creighton University's Heider College of Business. Hopkins wrote the book Rewirement: Rewiring the Way You Think About Retirement!, and he's a regular contributor to Forbes, InvestmentNews, and MarketWatch. Prior to joining Carson Group, he was with The American College of Financial Services, most recently serving as director of retirement research. He received his bachelor's degree from Davidson College, his law degree from...
2020-07-1554 min
Breakthrough AdvisorWhat You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins (Ep. 3)The SECURE Act is a lot more complicated than most advisors realize. In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money before the 10th year. In this episode, you will learn Why … Continue reading Episode 3: What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins →
2020-05-2027 min.jpg)
All About Your Benjamins The Podcast Archives - All About Your Benjamins™Jamie Hopkins: SECURE Act 101Click 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™.
2020-02-0452 min
Market in Motion Podcast for Financial Advisors by FMG SuiteJamie Hopkins - Director of Retirement Research at Carson GroupYour clients need a plan for their digital assets – and Jamie is the expert to help you get the conversation started
Jamie Hopkins is the Director of Retirement Research 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 for Forbes, InvestmentNews, and MarketWatch.
In this episode, Jamie joins host Mike Woods in a discussion about digital assets – an increasingly important aspect of the estate planning process. It’s crucial for advisors to understand why their clients need to take th...
2019-07-1633 min
The Tandee Salter ShowWriting to Heal with Jamie HopkinsJamie “Jai” Hopkins is the Founder and CEO of the #1 Healing Station, aka Jai Publishing, Inc., ever to hit the internet streets! She is on a mission and has a passion to create a safe space for survivors to tell their story, heal from that pain, and release a new way of life of happiness for themselves and their readers. In this episode she discusses the power of writing and how writing can help you heal.
You can connect with Jamie
Facebook: Jamie Hopkins
Twitter: @jaibutterfly48
LinkedIn: Jamie Hopkins
Instag...
2019-03-261h 03Phi-Lacrosse-ophy PodcastPhi-Lacreosse-ophy Podcast Ep. 24 - Johns Hopkins Head Coach Dave PietramalaDave Pietramala Head Coach Johns Hopkins
00:32 Coach Pietramala's Journey
-Started playing in 11th grade
-Baseball guy growing up
-Tough path of entry into lacrosse
-West Point lacrosse camp with a long stick
-Busy career but not a long one
-Made a choice to want to move to become a coach
-All time great high school teammate
06:54 1989 Syracuse vs. Johns Hopkins Game
-First time of lacrosse pageantry
-One of the best personnel teams in Syracuse
-Creativity and skill vs fundamentals
-Matchups
-Everything you could want in a sports game
-Never watched the last minute of that game
11:52 Learning From Coach Bill...
2018-12-121h 37
Retirement Starts TodayRewire Your Retirement – An Interview with Jamie HopkinsOur guest today is Jamie Hopkins. Jamie and I have a unique connection, as Jamie was one of the professors for my RICP designation (Retirement Income Certified Professional). Listen in as Professor Hopkins and I discuss: Why he choose retirement planning and educating financial planners over other disciplines. What is an easy way to boost […]
2018-10-0122 minRetirement Starts Today RadioRewire Your Retirement – An Interview with Jamie HopkinsOur guest today is Jamie Hopkins. Jamie and I have a unique connection, as Jamie was one of the professors for my RICP designation (Retirement Income Certified Professional). Listen in as Professor Hopkins and I discuss: Why he choose retirement planning and educating financial planners over other disciplines. What is an easy way to boost […]
The post Rewire Your Retirement – An Interview with Jamie Hopkins appeared first on Retirement Starts Today Radio.
2018-10-0100 min