Episode Details

What is it about building wealth that is so fraught? As we learn on this episode of Gratitude Through Hard Times, our relationships with money are deeply rooted in narratives that map back to our childhoods and often are mired in confusion or trauma. Lifting the veil on our complex dance with financial planning, respected industry leader Jamie Hopkins, Managing Partner of Wealth Solutions at the Carson Group, is sharing with Host Chris Schembra the framework on which he has built his latest bestselling book  "Find Your Freedom: Financial Planning for a Life on Purpose." Through the course of 23 carefully choreographed and info-packed chapters, we learn about some of the most common roadblocks to wealth building, how our personal money stories shape financial destiny and why it’s so important  to challenge patterns of thought that do not serve. This lively conversation touches on everything from the importance of selfishness to the power of community to the multidimensional nature of giving. Most importantly, Jamie underscores how truly rich, impactful lives start at the core of who we are – with what we believe we deserve. “You are worthy of great financial freedom. That is the most important thing,” says our guest, whose work is all about helping clients make the shift. “If you don’t believe that, all the other work, the investment strategy and tax tactics will be siloed off from the impact and your true meaning.” If – like so many of us – you’re stuck in scarcity, this episode is your first step towards abundance!

Did you know that we move better when we move within communities that align with our goals and support integral decision-making? Click here to get started exploring the important research and strategies featured in Jamie’s bestselling books, "Rewirement: Rewiring The Way You Think About Retirement!" and "Find Your Freedom: Financial Planning for a Life on Purpose."

If you’d like to learn more about Chris and his 7:47 Virtual Gratitude Experience, please visit this link. And clickhereto listen to previous episodes of Gratitude Through Hard Times.

KEY TOPICS:

• If you could give credit or thanks to one person in your life that you don’t give enough credit or thanks – have never thought to thank – who would you give that credit and thanks to? Two new friends who came into Jamie’s life unexpectedly and without any forced ties or premeditated reasons for being in each other’s orbits.
• Find Your Freedom: About the Carson Group’s brand evolution and focus on building wealth and creating impact through a codified financial blueprinting process.
• "Find Your Freedom: Financial Planning for a Life on Purpose:"How Jamie’s latest book reflects a macroeconomic movement towards more sustainable – and human-centric – market economies and financial planning as a profession.
• The Monster of Wall Street: Jamie takes a brief look back at his work on the Bernie Madoff case and the ways in which that “complete abuse of trust” shaped his career.
• Trust Is Everything: Why good faith is essential to the healthy, collaborative advisory relationships Jamie believes must extend across the entire financial planning industry.
• It Starts With Our Stories: Jamie shares the trauma central to his childhood, a working-class upbringing upended when his father died unexpectedly in a constr