Jamie Hopkins

SURPRISING RETIREMENT PLANNING ESSENTIALS FROM DIET TO ADVISOR CREDENTIALS FROM TWO RETIREMENT PROS

April 10, 2020

Retirees and near-retirees have suffered a punch to the gut and their portfolios with the coronavirus induced shutdown of the economy and the massive and precipitous market decline. After a decade which resulted in longevity records being set by both the economic recovery and bull market this black swan event was a stunner which requires a reassessment and regrouping of life plans, particularly for seniors.
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AMERICA’S DO-IT-YOURSELF SYSTEM IS FAILING MANY RETIREES. ANSWERS FROM TWO RETIREMENT EXPERTS

December 13, 2019

Why are so many American seniors facing downward mobility in retirement? Retirement experts Teresa Ghilarducci and Jamie Hopkins have answers and solutions.
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JAMIE HOPKINS EXPLAINS WHY WE NEED TO RETHINK EVERYTHING WE ASSUME WE KNOW ABOUT RETIREMENT

May 25, 2018

Award-winning retirement expert Jamie Hopkins explains why it’s essential to rethink retirement planning.
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HOPKINS: RETIREMENT INCOME CHALLENGE

May 24, 2018

Leading retirement income expert, Jamie Hopkins is one of the creators of the curriculum for the relatively new certification for financial planners called the Retirement Income Certified Professional, or RICP.  As baby boomer investors make the challenging transition from accumulating assets while working to spending them in retirement, Hopkins says much of the financial advisory community is playing catch up.

Watch the related WEALTHTRACK episode.

TRANSITIONING FROM WORK TO RETIREMENT IS FRAUGHT WITH FINANCIAL RISKS. SPECIALISTS EARHART & HOPKINS EXPLAIN HOW TO DO IT SUCCESSFULLY

March 31, 2017

Two retirement income specialists, Professor Jamie Hopkins and Financial Advisor, Steven Earhart show us how to create our own paycheck in retirement.

WEALTHTRACK Episode #1341; Originally Broadcast on March 31, 2017
Listen to the audio only version here:

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STEVEN EARHART

JAMIE HOPKINS

Consuelo MackNewsletter available soon.
Mathews Asia

DEVELOP AN ALTERNATIVE RETIREMENT INCOME SOURCE

  • Can tap during market declines
  • Avoid drawing down investment portfolio

ADVANCE PLANNING

  • Set up home equity line of credit
  • Establish reverse mortgage line of credit
  • Set up when conditions are favorable
  • Can use when they are not

No Bookshelf titles this week.


EARHART: GUARANTEED INCOME

  • Create a guaranteed income stream to cover fixed expenses
  • Consider an annuity strategy as a source of lifetime income

HOPKINS: TAX DIVERSIFICATION

  • Convert assets to a Roth IRA or Roth 401 (k) when you are near retirement or just in retirement
  • Income from a Roth account is not taxed

One Investment available soon.

No stock mentions in this episode.

WEALTHTRACK PREMIUM subscribers can access your copy here, otherwise this transcript is available here for purchase.

More information regarding WEALTHTRACK transcripts can be found here

This is the first appearance of these guests on WEALTHTRACK.

RETIREMENT INCOME PLANNING
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Professor Jamie Hopkins is considered to be one of the leading experts on retirement income planning in the country. He was one of the creators of the curriculum for the RICP, or Retirement Income Certified Professional designation for financial advisors taught at The American College of Financial Services. How did such a young man get interested in retirement income? It started at an early age.

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