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Aug 25, 2021

Today'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 this was not enough, he was named as a top 40 young attorney by the American Bar Association and a top 40 financial service professional under the age of 40 by InvestmentNews. In 2020, his work on retirement planning and the SECURE Act won an award from for being the best Thought Leadership Advisor Education. I have known and followed Jamie and his work for several years. He is a go-to for me when we're in need of an outlook on how things in the world might affect the markets, and we love having him as part of our team.

You will want to hear this episode if you are interested in...

  • Jamie’s path to his many roles today [2:52]
  • Why is retirement planning such a difficult topic for clients to approach? [8:40]
  • Three things you should be doing when planning for retirement [12:31]
  • Things people are doing regularly with an adverse effect on their retirement? [16:20]
  • Changes that have impacted how people should be thinking about retirement [19:37]
  • Social Security. Will it be there for those who need it when they need it? [23:35]
  • Are changes coming to the retirement landscape with the new administration [31:20]
  • What Jamie did today that put him in the right mindset for success? [36:01]

Connect with Jamie Hopkins

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