Jamie Hopkins - Financial Planning for a Purpose-Driven Life: Strategies for Success

Tune in to hear:

- Why is understanding our own money stories such a valuable principle? What is Jamie’s money story?

- Did Jamie’s dad’s career trajectory or unexpected death shift the way Jamie approached his own career?

- Is it pretty typical for people to full-heartedly accept or reject their family of origin’s money scripts/styles?

- Why do we frequently search for external answers, rather than our intrinsic value, on how to maximize our wealth?

- Does Jamie foresee a world where advisors take a more active role in talking about and monitoring health outcomes for their clients or does this seem unrealistic?

- What role does community play in helping people create a life of financial wellness? How can people be more intentional about creating community in a disconnected world?

https://twitter.com/RetirementRisks

https://www.jamiehopkins.com

Compliance Code: 0092-OAS-1/13/2023