Jamie Hopkins - Financial Planning for a Life on Purpose

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jamie Hopkins. Jamie Hopkins 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 for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.

Tune in to hear:

- Why is understanding our own money stories such a valuable principle? What is Jamie’s money story?

- Did Jamie’s dad’s career trajectory or unexpected death shift the way Jamie approached his own career?

- Is it pretty typical for people to full-heartedly accept or reject their family of origin’s money scripts/styles?

- Why do we frequently search for external answers, rather than our intrinsic value, on how to maximize our wealth?

- Does Jamie foresee a world where advisors take a more active role in talking about and monitoring health outcomes for their clients or does this seem unrealistic?

- What role does community play in helping people create a life of financial wellness? How can people be more intentional about creating community in a disconnected world?

https://twitter.com/RetirementRisks

https://www.jamiehopkins.com

Compliance Code: 0092-OAS-1/13/2023