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Putting Your Money to Work and Creating Financial Goals with Jon Stein

Putting Your Money to Work and Creating Financial Goals with Jon Stein

In today’s episode of Framework, Jamie talks with Jon Stein, the founder and former...

Jamie Hopkins December 28, 2020
17 Things You Need to Know About the New Stimulus Package

17 Things You Need to Know About the New Stimulus Package

By Jamie Hopkins, Director of Retirement Research at Carson Congress passed the new $900...

Jamie Hopkins December 23, 2020
Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based...

Jamie Hopkins December 21, 2020
Changing the System and Conscious Investing with Phuong Luong

Changing the System and Conscious Investing with Phuong Luong

In today’s episode of Framework, Jamie talks with Phuong Luong, the founder of Just...

Jamie Hopkins December 14, 2020
Shaping How We Learn and Top-to-Bottom Value with Tom Rollins

Shaping How We Learn and Top-to-Bottom Value with Tom Rollins

In today’s episode of Framework, Jamie talks with Tom Rollins, the founder of The...

Jamie Hopkins December 7, 2020
Empowering Women of Color and Working With Values with Anna‌ ‌N’Jie-Konte

Empowering Women of Color and Working With Values with Anna‌ ‌N’Jie-Konte

In today’s episode of Framework, Jamie talks with Anna N’Jie-Konte a CFP, podcaster, and...

Jamie Hopkins November 30, 2020
The Profession of Financial Planning and Writing About Retirement with Robert Powell

The Profession of Financial Planning and Writing About Retirement with Robert Powell

In today’s episode of Framework, Jamie talks with Robert Powell. Robert, sometimes known as...

Jamie Hopkins November 23, 2020
Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton

Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton

In today’s episode of Framework, Jamie talks with Lazetta Braxton. Lazetta has been deeply...

Jamie Hopkins November 16, 2020
Protecting Opportunity Cost and Building SaaS Products with Brian Ross

Protecting Opportunity Cost and Building SaaS Products with Brian Ross

In today’s episode of Framework, Jamie talks with Brian Ross. Brian is the CEO...

Jamie Hopkins November 9, 2020
The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry

The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry

In today’s episode of Framework, Jamie talks with Dr. Preston Cherry. Preston is a...

Jamie Hopkins November 2, 2020
Mentoring, Leading, and Asking Questions with Sheryl Hickerson

Mentoring, Leading, and Asking Questions with Sheryl Hickerson

In today’s episode of Framework, Jamie talks with Sheryl Hickerson. Sheryl is the founder...

Jamie Hopkins October 26, 2020
Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss

Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss

In today’s episode of Framework, Jamie talks with Skip Schweiss, the former managing director...

Jamie Hopkins October 19, 2020
Growth Through Acquisition and the Importance of Culture With Eric Clarke

Growth Through Acquisition and the Importance of Culture With Eric Clarke

In today’s episode of Framework, Jamie talks with Eric Clarke, the CEO of Orion...

Jamie Hopkins October 12, 2020
Creating a Software Roadmap and Getting Creative With Sheryl O’Connor

Creating a Software Roadmap and Getting Creative With Sheryl O’Connor

In today’s episode of Framework, Jamie talks with Sheryl O’Connor, the CEO of Wealth...

Jamie Hopkins October 5, 2020
Making Bold Predictions and Raising the Bar With Adam Holt

Making Bold Predictions and Raising the Bar With Adam Holt

In today’s episode of Framework, Jamie talks with Adam Holt of Asset-Map, a financial...

Jamie Hopkins September 28, 2020
Financial Literacy and Change Management With Sean Brown

Financial Literacy and Change Management With Sean Brown

In today’s episode of Framework, Jamie talks with Sean Brown, the President and CEO...

Jamie Hopkins September 21, 2020
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Are You Secure in Your RMDs?

Whether you’re inheriting or leaving a retirement account, the SECURE Act impacts you.
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