4.5 • 775 Ratings
🗓️ 6 December 2022
⏱️ 58 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of Lansing, Michigan, and Jackson |
0:21.4 | National Life Insurance Company of New York, purchase New York. |
0:26.6 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:33.0 | Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star. |
0:39.7 | And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services. On the podcast today, |
0:45.3 | we welcome back Jamie Hopkins. Jamie is managing partner of wealth solutions at Carson Wealth. He's also a |
0:52.1 | finance professor of practice at Creighton University's |
0:55.0 | Hyder College of Business. Jamie and Ron Carson co-wrote a new book called Finding Your Freedom, |
1:01.4 | Financial Planning for a Life on Purpose. Jamie also wrote the book, Rewirement, rewiring the way |
1:07.8 | you think about retirement. Prior to joining Carson Group, he was with the American College of Financial Services, |
1:14.6 | most recently serving as Director of Retirement Research. |
1:17.6 | He received his bachelor's degree from Davidson College, his JD from Villanova University, |
1:23.6 | and his LLM degree from Temple University. |
1:26.6 | He's also a certified financial planner, a chartered financial consultant, and a chartered |
1:32.4 | life underwriter. |
1:34.1 | Jamie co-hosts his own podcast called Framework, and he's also active on social media. |
1:39.8 | His Twitter handle is At Retirement Risks. |
1:43.2 | And before we get into the conversation today, we'd like to |
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