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© 2020, Jamie Hopkins Retirement by Carson

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Marguerita Cheng: Retirement Planning is Personal

Marguerita Cheng: Retirement Planning is Personal

The retirement planning work of Marguerita (Rita) Cheng, CFP®, CEO at Blue Ocean Global...

Jamie Hopkins August 11, 2022
Dr. Roger Ibbotson: Ensuring You Don’t Outlive Your Money

Dr. Roger Ibbotson: Ensuring You Don’t Outlive Your Money

With life expectancies on the rise, retirement can now span decades. How can you...

Jamie Hopkins August 10, 2022
Mary Beth Franklin: Making Social Security Work for Clients

Mary Beth Franklin: Making Social Security Work for Clients

What role does Social Security play in a retirement income plan? In today’s episode...

Jamie Hopkins August 9, 2022
Robert Powell: Helping Advisors Reimagine Retirement Planning

Robert Powell: Helping Advisors Reimagine Retirement Planning

Retirement income planning is not a one-size-fits-all endeavor. Yet many advisors fail to use...

Jamie Hopkins August 8, 2022
Ryan Detrick: Making Sense of the Markets in Times of Turmoil

Ryan Detrick: Making Sense of the Markets in Times of Turmoil

Ryan Detrick’s experience with the stock market goes back to 1999, during the dot-com...

Jamie Hopkins August 2, 2022
Danielle Andrus: The Inside Scoop at the Journal of Financial Planning 

Danielle Andrus: The Inside Scoop at the Journal of Financial Planning 

For more than 40 years, the award-winning Journal of Financial Planning has helped financial...

Jamie Hopkins July 25, 2022
Kamila Elliott: Diversity Will Build a Stronger Profession

Kamila Elliott: Diversity Will Build a Stronger Profession

Education is the key to a successful retirement, and Kamila Elliott, CFP®, CEO and...

Jamie Hopkins July 18, 2022
Diego A. Verdugo: Paying It Forward Yields Personal Dividends

Diego A. Verdugo: Paying It Forward Yields Personal Dividends

Lifelong learning is the key to success, a philosophy Diego A. Verdugo embraced as...

Jamie Hopkins July 11, 2022
Dr. Howard Liu: Reconnecting for Better Mental Health

Dr. Howard Liu: Reconnecting for Better Mental Health

Dr. Howard Liu has had a front-row seat to the mental health impacts of...

Jamie Hopkins July 5, 2022
Anthony Zhang: Turning Challenge into Opportunity

Anthony Zhang: Turning Challenge into Opportunity

Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine...

Jamie Hopkins June 27, 2022
Dr. Richard Thaler: The Psychology Driving Our Money Decisions

Dr. Richard Thaler: The Psychology Driving Our Money Decisions

Why do we make the decisions we do when it comes to money? In...

Jamie Hopkins June 24, 2022
Christine Benz: Breaking Down Retirement Income Planning Strategies

Christine Benz: Breaking Down Retirement Income Planning Strategies

What philosophy guides your clients’ retirement income planning? In today’s episode of Carson Group...

Jamie Hopkins June 24, 2022
Dr. Wade Pfau: Retirement Planning in a Changing World

Dr. Wade Pfau: Retirement Planning in a Changing World

In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Dr. Wade Pfau...

Jamie Hopkins June 23, 2022
Bonnie Treichel: Saving and Spending in Retirement

Bonnie Treichel: Saving and Spending in Retirement

In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Bonnie Treichel talks...

Jamie Hopkins June 22, 2022
Michael Finke: Learning How to Spend in Retirement

Michael Finke: Learning How to Spend in Retirement

Welcome to Carson Group’s and PIMCO‘s Retirement Income Series. In today’s episode, retirement expert...

Jamie Hopkins June 21, 2022
Dana Anspach: Creating Reliable Cash Flow in Retirement

Dana Anspach: Creating Reliable Cash Flow in Retirement

To help financial advisors address current market volatility and assist clients to enjoy the...

Jamie Hopkins June 20, 2022
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Are You Secure in Your RMDs?

Whether you’re inheriting or leaving a retirement account, the SECURE Act impacts you.
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