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Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

that are designed to enable financial professionals and clients to plan a path to financial freedom.

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

and Jackson National Life Insurance Company of New York.

Purchase New York.

Please stay tuned for important disclosure information at the conclusion of this episode.

Hi, and welcome to the Longview.

I'm Jeff Battack Global Director of Manager Research for Morningstar Research Services.

And I'm Christine Ben's Director of Personal Finance for Morning Star, Inc.

Our guest on the podcast today is retirement expert, Jamie Hopkins.

Jamie is managing director of Carson Coaching and the director of retirement research at wealth management firm Carson Group.

He's also a finance professor of practice

at Creighton University's Heiter College of Business. J.B. wrote the book, Rewirement, rewiring the way

you think about retirement, and he's a regular contributor to Forbes Investment News and MarketWatch.

Prior to joining Carson Group, he was with the American College of Financial Services,

most recently serving as Director of Retirement Research. He received his bachelor's degree

from Davidson College, his JD from Villanova University, and his LLM degree from Temple

University. He's also a certified financial planner, a chartered financial consultant,

and a chartered

life underwriter. Jamie co-host a podcast that launched earlier this year. It's called Framework.

And before we get into the conversation today, we'd like to share a bit of disclosure.

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