Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business.
A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.
He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.
Jamie is the author of “Rewirement: Rewiring The Way You Think About Retirement,” which released its second edition in 2021. Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.”
Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow.
Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income.
This episode talks about:
– Focusing on different parts or phases of retirement
– The importance of working with an experienced financial advisor
– The impact COVID had on retirement and retirement planning
– What has changed in retirement planning between 2020 and 2022?
– Shifting your mindset to living more meaningfully in retirement vs your current relationship with money.
– What key factors should you consider when planning for retirement?
– The difference between tax filing and tax planning.
– Who is Carson Group and what do they specialize in?
– What is a family office? Are we seeing this more often in financial planning?
– A different perspective/rewirement on retirement
– Jamie’s current and new books he has authored.
To connect with Jamie P. Hopkins and to know more about Carson Group, please visit:
Website: 
Www.carsongroup.comLinkedin:https://www.linkedin.com/in/jamie-hop…Twitter:https://twitter.com/RetirementRisksFacebook: https://www.facebook.com/CarsonGroup
To learn more about what we do and how we can help you grow more wealth, please visit https://finassetprotection.com
You can also schedule a free call with us: https://calendly.com/financialservice…
Free “Thinking Like a Bank” ebook. Learn to think like a bank by downloading a free copy here: https://thinkinglikeabank.com
**Not intended to be financial advice. Please consult a professional who knows your specific situation.