Artwork

Content provided by InvestorDNA, Caleb Miller, and Riley Anderson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InvestorDNA, Caleb Miller, and Riley Anderson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

91: Jamie Hopkins: The Power of Guardrails - New Solutions for an Age-Old Concern

50:37
 
Share
 

Manage episode 407082625 series 3557606
Content provided by InvestorDNA, Caleb Miller, and Riley Anderson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InvestorDNA, Caleb Miller, and Riley Anderson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Caleb and Riley are joined by Jamie Hopkins, co-author of Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Re-wirement: Rewiring the Way You Think About Retirement! Jamie specializes in modern retirement income planning, estate planning and tax efficiency; helping clients get the most out of their retirement income. Jamie is a nationally recognized writer, podcaster, researcher and educator; and a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s a go-to expert on retirement income planning and tax law. Learn more about:

  • Why retirement planning is hard and the complexities and misconceptions of retirement planning.
  • ‘Guardrails' and their revolutionary role in ensuring a secure retirement, especially when it feels like you are trying to hit a moving target in high winds.
  • Practical advice and unconventional strategies for those nearing retirement.

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

  continue reading

109 episodes

Artwork
iconShare
 
Manage episode 407082625 series 3557606
Content provided by InvestorDNA, Caleb Miller, and Riley Anderson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InvestorDNA, Caleb Miller, and Riley Anderson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Caleb and Riley are joined by Jamie Hopkins, co-author of Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Re-wirement: Rewiring the Way You Think About Retirement! Jamie specializes in modern retirement income planning, estate planning and tax efficiency; helping clients get the most out of their retirement income. Jamie is a nationally recognized writer, podcaster, researcher and educator; and a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s a go-to expert on retirement income planning and tax law. Learn more about:

  • Why retirement planning is hard and the complexities and misconceptions of retirement planning.
  • ‘Guardrails' and their revolutionary role in ensuring a secure retirement, especially when it feels like you are trying to hit a moving target in high winds.
  • Practical advice and unconventional strategies for those nearing retirement.

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

  continue reading

109 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play