Ann Garcia: Helping Families Pay for College
Student loan forgiveness is a hot topic, but not a new one. Neither is...
Lorne Jenkins: Money Lessons Designed to Empower
What would the world be like if kids graduated high school understanding how money...
Louis Barajas: Breaking Down Barriers to Wealth Creation
Louis Barajas is on a mission to break down cultural and socioeconomic barriers to ensure...
Terence ‘Bud’ Crawford: Fighting for Change
Ranked one of the world’s best pound-for-pound boxers, Terence “Bud” Crawford was born to...
Burt White: The New Currency is Human
Here’s today’s embed code: Carson Group is redefining how the financial advice industry thinks...
Bonnie Treichel: How to Enter the 401(k) Space
The House of Representatives just passed the Securing a Strong Retirement Act, or SECURE...
What You Need to Do 10, 5 and 1 Year Before Retirement
by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®
Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money.
Framing the Issue: Craig Lemoine on the Path to the Advice Profession
For many, the path to financial services happens by accident, often as part of...
What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation
By Jamie Hopkins, Managing Partner, Wealth Solutions
The next wave of retirement planning reform is headed for shore.
Bill Crager: Introducing Informed Financial Choices to a Broader Population
In this episode, Jamie and Ana talk with Bill Crager, co-founder and Chief Executive...
Investing in Socially and Environmentally Conscious Ideals
Sustainable and socially conscious investing is not a new concept, but it’s gained traction...
Janet Alvarez: Understanding Debt, Personal Finance and Sincerity in Financial Journalism
In this episode, Jamie and Ana talk with Janet Alvarez, veteran financial journalist...
Edgar Villanueva: Decolonizing Wealth and Wealth Management
In this episode, Jamie and Ana talk with Edgar Villanueva, founder of the...
Zach and Michael Conway: Aligning Life and Wealth In Investing
In this episode, Jamie and Ana talk with Zach and Michael Conway from...
Gabe Rissman: How ESG Creates Impact for Clients
In this episode, Jamie and Ana talk with Gabe Rissman, co-founder and President...
Jay Lipman: How to Talk About ESG With Clients
In this episode, Jamie and Ana talk with Jay Lipman, co-founder and President...
