Jan 19, 2023
We’re kicking off season four of the podcast with a guest we’re
excited to spend some time with. Jamie Hopkins ESQ., MBA, CFP®,
LLM, CLU®, CHFC®, RICP® is the Managing Partner of Wealth Solutions
at Carson Group as well as a writer, researcher and educator, and
over his career he’s become a media go-to expert on retirement
income planning and tax law.
Here’s some of what you’ll learn from this
- How his life changed at 8 years old when his dad died
- His experience with Carson Group and the role he’s taken on.
- The philosophy of Carson Coaching and what they strive to
provide advisors. (15:00)
- What the designations behind his name mean to him and the one
designation he would recommend.
- The qualities you should look for in a financial coach.
- What the process for Carson Coaching looks like and what you
can expect for each service level.
- What his experience has been like hosting the Framework podcast
and which guests he’s really enjoyed.
- The details behind his new book, Find Your Freedom.
- The life lesson Jamie wants to share today.
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