Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning

Our guest on the podcast is retirement expert Jamie Hopkins, who is managing director of Carson Coaching and the director of retirement research at wealth management firm Carson Group. He's also a finance professor of practice at Creighton University's Heider College of Business. Hopkins wrote the book Rewirement: Rewiring the Way You Think About Retirement!, and he's a regular contributor to Forbes, InvestmentNews, and MarketWatch. Prior to joining Carson Group, he was with The American College of Financial Services, most recently serving as director of retirement research. He received his bachelor's degree from Davidson College, his law degree from Villanova University, and his Master of Laws from Temple University. He's also a certified financial planner, a chartered financial consultant and a chartered life underwriter. Hopkins cohosts a podcast that launched earlier this year. It's called Framework.

Disclosure: CWM, LLC, an affiliate of Carson Group, licenses and/or offers products and services of Morningstar and its affiliates.

Background

Jamie Hopkins bio

Jamie Hopkins' Forbes articles

Jamie Hopkins' InvestmentNews articles

Framework With Jamie Hopkins podcast

Rewirement: Rewiring the Way You Think About Retirement

The American College of Financial Services

Behavioral Coaching

"How the Human-to-Human Connection Helps Facilitate Positive Behavior Change," by Derek Tharp, Kitces.com, Aug. 16, 2017.

"Using Behavioral Finance Principles to Behaviorally Coach Clients to Make Better Decisions," by Jay Mooreland, Kitces.com, May 13, 2020.

Your Mental Wealth, Klontz Consulting Group

Shlomo Benartzi bio

Save More Tomorrow

"Help Clients Overcome These 3 Common Emotional Biases," by Jamie Hopkins, InvestmentNews, June 3, 2020.

"The Neuroscience of Decision-Making Explained in 30 Seconds," by Christian Jarrett, Wired, March 18, 2014.

"The Social Security Mistake Risk-Averse Folks Make," by Jamie Hopkins, Kiplinger's, July 9, 2019.

The Pandemic's Effects on Retirement Planning and Older Workers

"Jonathan Guyton: What the Crisis Means for Retirement Planning," by Christine Benz, Jeff Ptak, and Jonathan Guyton, Morningstar.com, June 16, 2020.

Paychecks and Playchecks: Retirement Solutions for Life, by Tom Hegna, 2011.

"4 Reasons to Work Longer," by Rebecca Koenig, U.S. News & World Report, June 1, 2018.

"Working Longer and Other Ways to Optimize Retirement Income," T. Rowe Price.

"The Pandemic Paradox for Older Workers,"