The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins

About this episode

Diana Britton interviews Jamie Hopkins about how childhood loss influenced his approach to retirement planning and the importance of financial advice for underserved workers.

This month, Jamie Hopkins’ new book, “Your Retirement Sketchbook,” co-written by Bonnie Treichel, hits bookstores, and a lot of advisors know Hopkins as a retirement planning expert. Less known is his own personal story, which includes the passing of his father in a job-site accident when he was 8 years old. “This has impacted so many things in my life—my desire to be a dad, a sense I would die early, a fear of heights and a scarcity mindset for years around money,” he writes in the book. In this episode of The Healthy Advisor, host Diana Britton chats with Jamie Hopkins, CEO of Bryn Mawr Trust and co-author of “Your Retirement Sketchbook,” about those fears and how childhood loss shaped his approach to retirement planning and life. He also explains the importance of financial advice access for underserved workers, the career decision that helped him be more present with his children, and why protecting health and relationships should matter as much as building wealth. Jamie discusses: The childhood tragedy that shaped his perspective on money, planning and family priorities Why many workers in trades and small businesses lack access to retirement guidance and financial advice…

People in this episode

Host: Diana Britton

Guest: Jamie Hopkins

Topics covered

• retirement planning
• personal loss
• financial advice
• childhood experiences
• wealth building

Keywords

• Your Retirement Sketchbook
• financial guidance
• health and relationships
• scarcity mindset

Mentioned in this episode

Products: Your Retirement Sketchbook

Books & works: The Healthy Advisor: Turning Loss into Purpose, Your Retirement Sketchbook, The Healthy Advisor, The Healthy Advisor on Wealth Management, Book: Your Retirement Sketchbook

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