Jamie Hopkins - Your Retirement Sketchbook
From Standard Deviations with Dr. Daniel Crosby by Dr. Daniel Crosby
June 4, 2026 · 36 min · Episode 356
About this episode
Dr. Daniel Crosby interviews Jamie Hopkins about retirement income, estate planning, and the implications of tax reform.
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jamie Hopkins. Jamie Hopkins is the chief wealth officer WSFS/Bryn Mawr Trust, and the CEO of Bryn Mawr Trust Advisors, and Best Selling Author of the book, Your Retirement Sketchbook. He covers retirement income and estate planning. Jamie is a Finance Professor of Practice at Creighton University Heider College of Business and President of FinServ Foundation. As a professor at the American College of Financial Services, Jamie helped co-create the Retirement Income Certified Professional Designation (RICP®). Jamie frequently writes articles dealing with retirement issues, such as long-term care, taxation of insurance benefits and estate planning. Jamie will be tackling the upcoming issues associated with tax reform and its impact on the estate planning challenges. associated with the potential expiration of the Tax Cut and Jobs Act at the end of 2025.
People in this episode
Host: Dr. Daniel Crosby
Guest: Jamie Hopkins
Topics covered
- retirement planning
- estate planning
- tax reform
- financial education
- wealth management
Keywords
- retirement
- estate planning
- tax reform
- financial services
- wealth management
- long-term care
- insurance benefits
Mentioned in this episode
Organizations: WSFS/Bryn Mawr Trust, Bryn Mawr Trust Advisors, Creighton University Heider College of Business, FinServ Foundation, American College of Financial Services
Books & works: Your Retirement Sketchbook
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