Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Director, Carson Coaching

About Jamie

Jamie P. Hopkins is Managing Director of Carson Coaching and Director of Retirement Research at Carson Group. He is a Finance Professor of Practice at Creighton University’s Heider College of Business.

A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.

He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.

Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.” He is also the author of 2018’s “Rewirement: Rewiring The Way You Think About Retirement.”

Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow.

Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income.

Jamie received his Bachelor of Arts degree in political science at Davidson College in North Carolina, where he was captain of the Division I Men’s Varsity Swim Team. He attended Villanova School of Law, where he earned his Juris Doctor degree and graduated with honors. He received his Master of Business Administration degree from Villanova University Business School. Jamie also holds his LLM from Temple University and four financial planning designations, the CFP®, CLU®, the ChFC®, and the RICP®, and sits on ReverseVision’s Board of Directors.

He co-created the Retirement Income Certified Professional® (RICP®) designation, which has over 6,000 graduates since its inception in 2012, and over 12,000 financial advisors currently enrolled in the program.

Specialty Areas

  • Retirement Income Planning

Experience

  • 13 years at Fortune 300 financial services company
  • Former Estate Planning Attorney
  • CEO of HOLT Consulting
  • Founder of Turning Wealth Into What Matters™
  • Chair of Minnesota Planned Giving Council
  • JD, RICP, AEP®, CAP®

Education

  • Juris Doctorate from Mitchell Hamline School of Law
  • Bachelor’s Degree, Southern Illinois University

Latest Blog Posts

Blog Podcast

Robert Sofia: Why Marketing Matters and Doing Things Differently

Posted on April 12, 2021
On today’s episode of Framework, Jamie talks with Robert Sofia, CEO of Snappy Kraken and marketing expert helping financial advisors package their value. As a kid, Robert never had the…

Blog Podcast

Kevin Mayeux: Adding Value and Building a Strategic Plan That Sticks

Posted on April 5, 2021
On today’s episode of Framework, Jamie talks with Kevin Mayeux, CEO of the National Association of Insurance and Financial Advisors (NAIFA). At just 11, Kevin started his own lawn mowing…

Blog Podcast

Jennifer Tarsney: Educating Women and the Importance of Mentorship

Posted on March 29, 2021
 On today’s episode of Framework, Jamie talks with Jennifer Tarsney, Director of Practice Management at New York Life Investments. Jennifer remembers selling chocolate bars in grade school. But other…

Blog Podcast

Intentionality, Self-Awareness, and Leading by Example with Dr. Joy Lere

Posted on March 22, 2021
On today’s episode of Framework, Jamie talks with Dr. Joy Lere, a licensed clinical psychologist with a focus on behavioral finance. Dr. Lere helps patients upgrade their lives, financially and…
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Books

BOOK

Rewirement: Rewiring The Way You Think About Retirement!

Author: Jamie P. Hopkins
Common misconceptions, assumptions, and behavioral biases often prevent people from building robust and flexible retirement plans—and this is an enormous problem. If you don’t know your decisions are based on false assumptions, how can you avoid making serious mistakes? Buy "Rewirement" Now
rewirement financial advisors

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