Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today. He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys. Jamie is the author of “Rewirement: Rewiring The Way You Think About Retirement,” which released its second edition in 2021. Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.” Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow. Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income. This episode talks about: Focusing on different parts or phases of retirement The importance of working with an experienced financial advisor The impact COVID had on retirement and retirement planning What has changed in retirement planning between 2020 and 2022? Shifting your mindset to living more meaningfully in retirement vs your current relationship with money. What key factors should you consider when planning for retirement? The difference between tax filing and tax planning. Who is Carson Group and what do they specialize in? What is a family office? Are we seeing this more often in financial planning? A different perspective/rewirement on retirement Jamie’s current and new books he has authored. To connect with Jamie P. Hopkins and to know more about Carson Group,  please visit: 👉Website: ➡️Www.carsongroup.com 👉Linkedin:➡️https://www.linkedin.com/in/jamie-hopkins-esq-llm 👉Twitter:➡️https://twitter.com/RetirementRisks 👉Facebook:  ➡️https://www.facebook.com/CarsonGroup 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Today we have the Co-Founder and Chief Operating Officer of Waalaxy, Guillaume Portalier. He went from $0 to $6M ARR, from 0 to 10k clients worldwide, and from 4 to 30 people, in less than 3 years. Guillaume is passionate about growth & entrepreneurship. If you're interested in growing your business using LinkedIn, and or starting a tech company, Then you'll get a lot of value out of this episode. This episode talks about: Guillaume’s background in consulting and how this led him to start his own company The Waalaxy software and its key features ​How automation can allow outreach without exhaustion Who are Waalaxy’s primary users? Cold emails versus email marketing. The similarities and differences between Waalaxy and LinkedIn Premium. Can you actually run and grow a business without investors and shareholders? What are the common obstacles for a startup business and how to overcome them? Techniques for running a business on a low budget How to manage and run an international software service company? The advantage of having an in-house software developer instead of hiring a third-party provider. Waalaxy’s goals in the next 5 years Key components when starting an IT company To connect with Guillaume Portalier and learn more about prospecting and automation, please visit: 👉Linkedin: ➡️https://www.linkedin.com/in/guillaume-portalier-waalaxy/ 👉✨👌Get 2 months free when you sign up using this link ➡️ https://www.waalaxy.com/?o=tdhojgdapvaz 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

Carl Fischer graduated from Cornell University and is a third-generation real estate developer. Carl began his investing career in the 1970s  when he was employed as a rocket scientist  at Kennedy Space Center in Florida. Carl is one of the founders and principals in CAMA Self Directed IRA,  LLC (dba CamaPlan) founded in 2004. CamaPlan is a national company located in Ambler, PA.  Carl has implemented plans and managed millions of dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He’s been able to increase his net worth using self-directed tools, such as self directed IRAs. This has led to tax free income as well as tax free profits from real estate deals and private placements.  In addition to his hands-on experience, he has spoken to many groups including real estate investors and brokers, CPAs, financial advisors, attorneys, and mortgage professionals about the power and possibilities of IRA, 401k, and qualified plan self-directed plans. He provides continuing education credits for both nationally and state-specific attorneys, accountants, realtors, and appraisers. This episode talks about: ​Carl’s journey to creating a Self-Directed IRA company Types of Alternative Investments that can be used inside of Self-Directed IRAs Can you use a self-directed IRA to invest passively in real estate? IRA loans? What is a  Nonrecourse loan? What is Unrelated business income taxes (UBIT)? What triggers UBIT? Interest rates on IRA loans? Can you leverage your self-directed IRA to loan money to others (also known as Private Money Lending)? How to avoid/mitigate some risks of using a SDIRA Can you reinvest your IRA in something else other than real estate? Can you convert your traditional IRA to a Roth IRA (without penalty)? How does CamaPlan work to help you create your own self-directed IRA? To connect with Carl Fischer, please visit: 👉Company Website:https://www.camaplan.com/ 👉Linkedin ➡️ https://www.linkedin.com/in/camaplan/ 👉Facebook ➡️https://www.facebook.com/camaplan 👉Instagram ➡️https://www.instagram.com/cama_plan/ 👉Twitter ➡️https://twitter.com/CamaPlan512 👉YouTube ➡️https://www.youtube.com/camaplan1 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

Vince Shorb is one of the country’s leading advocates for promoting financial literacy and a thought leader in teaching and scaling financial education programming. ​ ​Shorb has led the NFEC in the development of 2,500 financial literacy programs and more than 80 financial literacy assets. He has been featured in publications on USA Today, CNBC, Yahoo Finance, Forbes, CNN Money, MarketWatch, Fox Business, Huffington Post, NASDAQ, and Business Insider. After spending 15 years in financial services working one-on-one with more than 20,000 people, he founded the National Financial Educators Council (NFEC) – an organization dedicated to combating the financial illiteracy epidemic. This episode talks about: Vince's passion for learning about money, investing and sharing knowledge with others Vince's early introduction to business and real estate investing. What does budgeting entail? Why is it important to understand your spending habits​? ​How does this impact your life? Why financial education is important to understand at a young age Money-saving tips/strategies How do you build a strong financial foundation? The difference between self-education and traditional education. Overcoming the fear of losing money in any form of business The benefits of setting big goals The importance of teaching financial literacy and entrepreneurship in schools Who is the National Financial Educators Council and who do they help? Differences between financial advising and financial coaching To connect with Vince Shorb and to learn more National Financial Educators Council, please visit: 👉Website:➡️https://www.financialeducatorscouncil.org/ 👉Linkedin: ➡️https://www.linkedin.com/in/vinceshorb/ 👉Facebook: ➡️https://www.facebook.com/NationalFinancialEducatorsCouncil/ 👉Twitter: ➡️https://twitter.com/NFEC_FINEDU 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.