Articles authored by Ana Trujillo Limon

How can financial advisors leverage home equity and reverse mortgages in financial planning? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Steve Resch, Vice President of Retirement Strategies at Finance of …

  It’s time to get the education out there about reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, to interview Dr. Barry Sacks, J.D., Ph.D., Principal at Law Office …

How can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the potential of home equity with reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, …

Welcome to the first of a 5-part series on Framework to provide some color around home equity and retirement income planning. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Shelley Giordano, …

This year marked our second State of Women in Wealth Management study. While we initially wanted to do a benchmarking study to track the sentiment of women in wealth management, recruitment and barriers, this year we decided to explore more aspects of the persistent problem of the underrepresentation of women in our industry. We know …

Storytelling is the all powerful tool for communication, persuasion, and inspiration. It is a tried and true way of expressing our authentic selves and connecting with others on a deeper level. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Jimmy Yeary, Presenter, …

What do you think the future will look like? Embark on a cosmic journey with us where hope, curiosity, and daring moonshots shape a future of collaboration and exploration. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Anousheh Ansari, Astronaut, Tech Entrepreneur, …

How can we become superhuman and optimize our productivity? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Dr. Sahar Yousef, Cognitive Neuroscientist and Faculty at UC Berkeley, and Lucas Miller, MBA Faculty, Author, and Productivity Researcher at UC Berkeley about their journey …

What is the true meaning of ikigai and how can it enhance your life? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Sam Ushio, Founder and Chief Ikigai Officer at Connect3x, about the Japanese concept of ikigai, or “reason for being”, and …

In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, sit down with Elaine King, Founder and CEO of Family and Money Matters Institute™. Elaine King’s journey unfolds as she shares the story of founding her own firm and the deep significance behind the awards she’s …