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Dr. Ernie Goss is the Jack MacAllister Chair in Regional Economics at Creighton University's Heider College of Business and he joins us to discuss their latest Rural Mainstreet Index which canvasses non-urban bank leaders on the state of rural economy. We welcome Henry Arrowood, CEO at farmshare, to describe this venture which provides a meat-marketing option for processors.See omnystudio.com/listener for privacy information.
Andy Hill sits down with Dr. Brad Klontz—bestselling author, professor, and leading expert on the psychology of wealth—to explore the power of mindset in financial success. They dive into the differences between a poor mindset and a rich mindset, common money mistakes, and the habits that set wealthy individuals apart. Dr. Klontz shares his personal journey from financial struggle to success, the critical lessons he learned along the way, and actionable steps you can take today to shift your thinking and build lasting wealth. Whether you're an employee, an entrepreneur, or simply looking to break free from financial stress, this conversation will change the way you view money. #MoneyMindset #DrBradKlontz #ThinkRich #FinancialFreedom RESOURCES: Sponsors + Partners + Deals Start Thinking Rich: 21 Harsh Truths That Will Take You from Broke to Rich (book): https://amzn.to/41zrnpk (affiliate) GUEST BIO - Dr. Brad Klontz: Dr. Brad Klontz, Psy.D., CFP®, is a renowned financial psychologist and Managing Principal at Your Mental Wealth Advisors. He serves as an Associate Professor of Practice at Creighton University's Heider College of Business and is a Fellow of the American Psychological Association. Dr. Klontz has co-authored several influential books on financial psychology, including "Money Mammoth," "Mind Over Money," and "Start Thinking Rich." His work has been featured in prominent media outlets such as ABC News' 20/20, Good Morning America, USA Today, The Wall Street Journal, and The New York Times. In addition to his academic and writing endeavors, Dr. Klontz co-founded the Financial Psychology Institute and has served as President of the Hawaii Psychological Association. MKM RESOURCES: MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. Make My Kid a Millionaire Course: Want to build generational wealth and happiness for your kid? Learn more about my course! Coast FIRE Calculator: A free calculator to help you find out when you can slow down or stop investing for retirement. Mortgage Payoff Calculator: A free calculator to help you see how fast you can become mortgage free. YouTube: Subscribe for free to watch videos of these episodes and interviews. RECOMMENDED RESOURCES (SPONSORS AND AFFILIATES): Monarch Money - Best Budget App for Families & Couples Empower - Free Portfolio Tracker Crew - HYSA Banking Built for Families - Get an Extra 0.5% APY with my partner link Ethos - Affordable Term Life Insurance Trust & Will - Convenient Estate Planning SHOW INFORMATION: Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth. To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Johnny Sohl Podcast Support: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Ernie Goss is the Jack MacAllister Chair in Regional Economics at Creighton University's Heider College of Business and he joins us to discuss the latest Rural Mainstreet Index. Then we bid au revoir to Tom Karst, editor emeritus at The Packer, as he wraps up a stellar 40-year career reporting on the produce industry.See omnystudio.com/listener for privacy information.
Our guest on the podcast today is author and financial psychologist, Dr. Brad Klontz. He's an Associate Professor of Practice at Creighton University's Heider College of Business. He's also co-founder of the Financial Psychology Institute and managing principal of Your Mental Wealth Advisors, a fee-only registered investment advisory.Brad is co-author or co-editor of nine books on the psychology of money, including his latest, Start Thinking Rich: 21 Harsh Truths to Take You From Broke to Financial Freedom, which he co-wrote with Adrian Brambila. He is a fellow of the American Psychological Association and a former President of the Hawaii Psychological Association. He was appointed to the CNBC Financial Advisor Council in 2023 and received the 2018 and 2021 Montgomery-Warschauer Awards from the Journal of Financial Planning, honoring the most outstanding contribution to the betterment of the financial planning profession. He received his Doctor of Psychology degree from Wright State University, his master's certificate in personal financial planning from Kansas State University, his master's in counseling and human resources development from South Dakota State University, and his bachelor's degree in psychology from Olivet Nazarene University. Brad is also a Certified Financial Planner professional.BackgroundBioStart Thinking Rich: 21 Harsh Truths to Take You From Broke to Financial Freedom, by Dr. Brad Klontz and Adrian BrambilaYour Mental Wealth AdvisorsMoney ScriptsYour Money Script“Money Beliefs and Financial Behaviors: Development of the Klontz Money Script Inventory,” by Bradley Klontz, Sonya Britt-Lutter, Jennifer Mentzer, and Ted Klontz, Journal of Financial Therapy, April 2011.“Identify and Understand Clients' Money Scripts: A Framework for Using the KMSI-R,” by Michelle Arpin Begina, Jessica Hickingbottom, Elaine Grogan Luttrull, Megan McCoy, and Bradley Klontz, Journal of Financial Planning, March 2018.Behavioral Finance“Untangling Behavioral Finance and the Psychology of Financial Planning,” by Brad Klontz, Journal of Financial Planning, January 2023.“Integrating Interpersonal Neurobiology Into Financial Planning: Practical Applications to Facilitate Well-Being,” by Brad Klontz, Journal of Financial Planning, May 2020.
In this episode, the Seven Ages team reunites after the tragic events surrounding Hurricane Helene's impact on Asheville, North Carolina. The team then discusses the latest news from the world of archaeology, after which we are joined byTaylor Keen of the Cherokee Nation, who discusses his new book, Rediscovering Turtle Island: A First Peoples' Account of the Sacred Geography of America. Taylor Keen is a Heider College of Business Administration senior lecturer at Creighton University. He holds a bachelor's degree from Dartmouth College and two master's degrees from Harvard University, where he has served as a Fellow in the Harvard Project on American Indian Economic Development. He is a citizen of the Cherokee Nation, the founder of Sacred Seed, an organization devoted to propagating tribal seed sovereignty, and a member of the Earthen Bison Clan of the Omaha Tribe where he is known by the name “Bison Mane.” He lives in Omaha, Nebraska. Seven Ages Official Merchandise Instagram Facebook Seven Ages Official Site Patreon Seven Ages YouTube Guest Links Rediscovering Turtle Island Sacred Seed
Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Dr. Brad Klontz, author and financial psychologist and Adrian Brambila, internet entrepreneur about changing the way we think about money and living a life of abundance. In this episode we discussed:How to practice an abundance mindset and shift to a rich mindset. Why you must believe that you can change your circumstances to take control of your money. The importance of experiencing joy when you achieve financial independence. How and why you should use money to buy time. Poor people buy stuff, rich people buy time. Live within your means and practice balance. Brad Klontz is a Financial Psychologist, Certified Financial Planner Practitioner, and Managing Principal at YMW Advisors, an independent, fee-only, Registered Investment Advisory firm. With over 15 years of experience in the field of financial psychology, he helps clients understand and overcome their subconscious beliefs and patterns that affect their financial behaviors and decisions.Brad is also an Associate Professor of Practice at Creighton University's Heider College of Business, where I teach and conduct research on the psychology of financial planning, behavioral finance, money disorders, and financial wellness. He has authored or co-authored eight books and over 100 articles on these topics, and I have been featured in national and international media outlets such as The New York Times, The Wall Street Journal, USA Today, and CNBC. Adrian Brambila is the CEO of adrianbrambila.com. Adrian Brambila is an Ex-professional hip hop dancer who toured with T-Pain and started his first online business in 2011 teaching people how to dance the robot. It grew to the #1 place people learned the dance style of ‘popping' online and although it never became a seven figure operation it allowed Adrian to quit his 9-5 and learn about affiliate marketing. Adrian went viral on TikTok in 2020 while living in his van and transparently showing how he was making over $100K a month on only a day of wifi a week. Today Adrian is an active affiliate for over 500 different companies, owns a digital marketing agency with 20 American employees and now teaches beginners how to do affiliate marketing through his program The Brambila Method. Connect with Dr. Brad Klontz: InstagramX (Twitter)FacebookLinkedInTikTokYouTubeConnect with Adrian Brambila:X (Twitter)InstagramFacebookLinkedInTikTokYouTubeSupport the show
Dr. Brad Klontz, Psy.D., CFP® | Financial Psychologist | Author | Professor | Adrian Brambila | Entrepreneur | Author | Summary: In this conversation, we explore how to start thinking rich by shifting from a poor mindset to a rich mindset. There's no limit to how much you can earn, but once you achieve financial freedom, it's your responsibility to find your purpose. While money can provide safety and security, it's essential to use it wisely and not rely on material possessions for happiness. The discussion highlights how a poor mindset—believing the system is rigged and feeling powerless—can hold people back, even those with significant wealth. Success comes from changing your beliefs about money, adopting the right behaviours, and consistently challenging your mindset to create lasting change. BIOs: Adrian Brambila Adrian Brambila is an internet entrepreneur and former professional dancer for T-Pain, who has become a leading voice in online marketing. With over 1.7 million social media followers, Adrian's unconventional journey saw him living in a van and travelling the USA during the pandemic, while making over $100K per month online. He's passionate about showing how wealth and minimalism can coexist. Adrian is the founder of Bramify.com and BrambilaMethod.com, and the author of Start Thinking Rich. Dr. Bradley T. Klontz, Psy.D., CFP® Dr. Brad Klontz is a leading expert in financial psychology, financial planning, and behavioral finance. He's an Associate Professor of Practice at Creighton University's Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal of YYMW Advisors. Dr. Brad has co-authored eight books on the psychology of money, including Psychology of Financial Planning and Mind Over Money. His work bridges the gap between financial behaviour and emotional well-being, helping people create healthier relationships with money. Episode Takeaways: Money can offer safety, security, and freedom, but it's important not to rely on material possessions for happiness. The first step to financial freedom is believing you can change your financial situation. Taking responsibility for your financial choices helps you understand and navigate the system. While the system isn't necessarily rigged, it's crucial to recognize and address issues like racism, sexism, and classism. Being poor is a mindset, not just about lacking money, and even wealthy people can have a poor mindset. Changing our beliefs about money is essential for achieving financial success. A mindset shift is necessary for long-term, sustainable change. Continuously challenging and upgrading your beliefs about money is key. Content that provokes emotional reactions and inspires action is powerful. Being open-minded and learning from others' perspectives helps foster growth. Click here for a copy of START THINKING RICK: 21 Harsh Truths to Take You from Broke to Financial Freedom Links: Dr. Brad Klontz Information & Books: CLICK HERE TikTok: CLICK HERE LinkedIn: CLICK HERE Instagram: CLICK HERE Adrian Brambila: TikTok: CLICK HERE YouTube: CLICK HERE
Welcome to the series, Women and Policy, where Jessica Carges will interview women who work on policy research related to women.On this episode, Jessica Carges chats with Diana Thomas on why childcare is so expensive and what can we do to improve it. They discuss key points on how changes of regulation in the childcare industry impact women in the labor force.Diana Thomas is an Associate Professor of Economics and Director of the Institute for Economic Inquiry at the Heider College of Business at Creighton University. A German native, she earned her Diploma in Business Administration from Fachhochschule Aachen and her BS in Finance from George Mason University. After gaining some experience as a junior portfolio manager at a mutual fund management company in Frankfurt, Germany, Dr. Thomas returned to George Mason University to complete her MA and PhD in Economics. Diana is an alum of the Mercatus PhD Fellowship.Listen to Diana's episode on the regressive effect of regulation.Learn more about Jessica Carges' work here.If you like the show, please subscribe, leave a 5-star review, and tell others about the show! We're available on Apple Podcasts, Spotify, Amazon Music, and wherever you get your podcasts.Virtual Sentiments, our new podcast series from the Hayek Program is now streaming! Subscribe today and listen to seasons one and two.Follow the Hayek Program on Twitter: @HayekProgramLearn more about Academic & Student ProgramsFollow the Mercatus Center on Twitter: @mercatusCC Music: Twisterium
An exploration of Indigenous cosmology and history in North America• Examines the complexities of Indigenous legends and creation myths and reveals common oral traditions across much of North America• Explores the history of Cahokia, the Mississippian Mound Builder Empire of 1050-1300 CE, told through the voice of Honga, a Native leader of the time• Presents an Indigenous revisionist history regarding Thomas Jefferson, expansionist doctrine, and Manifest DestinyWhile Western accounts of North American history traditionally start with European colonization, Indigenous histories of North America—or Turtle Island—stretch back millennia. Drawing on comparative analysis, firsthand Indigenous accounts, extensive historical writings, and his own experience, Omaha Tribal member, Cherokee citizen, and teacher Taylor Keen presents a comprehensive re-imagining of the ancient and more recent history of this continent's oldest cultures. Keen reveals shared oral traditions across much of North America, including among the Algonquin, Athabascan, Sioux, Omaha, Ponca, Osage, Quapaw, and Kaw tribes. He explores the history of Cahokia, the Mississippian Mound Builder Empire of 1050–1300 CE. And he examines ancient earthen works and ceremonial sites of Turtle Island, revealing the Indigenous cosmology, sacred mathematics, and archaeoastronomy encoded in these places that artfully blend the movements of the sun, moon, and stars into the physical landscape.Challenging the mainstream historical consensus, Keen presents an Indigenous revisionist history regarding Thomas Jefferson, expansionist doctrine, and Manifest Destiny. He reveals how, despite being displaced as the United States colonized westward, the Native peoples maintained their vision of an intrinsically shared humanity and the environmental responsibility found at the core of Indigenous mythology.Building off a deep personal connection to the history and mythology of the First Peoples of the Americas, Taylor Keen gives renewed voice to the cultures of Turtle Island, revealing an alternative vision of the significance of our past and future presence here.Taylor Keen is a senior lecturer in the Heider College of Business Administration at Creighton University. He holds a bachelor's degree from Dartmouth College and two master's degrees from Harvard University, where he has served as a Fellow in the Harvard Project on American Indian Economic Development. He is a citizen of the Cherokee Nation, the founder of Sacred Seed, an organization devoted to propagating tribal seed sovereignty, and a member of the Earthen Bison Clan of the Omaha Tribe where he is known by the name “Bison Mane.” He lives in Omaha, Nebraska.http://www.sacredseed.orgBecome a supporter of this podcast: https://www.spreaker.com/podcast/earth-ancients--2790919/support.
Author, indigenous leader, and business professor Taylor Keen discusses his new book “Rediscovering Turtle Island: A First Peoples' Account of the Sacred Geography of America” which presents an indigenous lens on history and creation myths. Keen also discusses his own “living red” transformation and evolution of purpose.A Cherokee Nation citizen, Keen carries the name “Bison Mane” of the Earthen Bison Clan of the Omaha Tribe, The People Who Move Against the Current. Keen is the Founder of Sacred Seed – a nonprofit that educates and celebrates Indigenous culture and history. Keen also is a Senior Lecturer in the Heider College of Business Administration in Strategy and Entrepreneurship at Creighton University. A graduate of Dartmouth College, Keen went on to earn a Master of Business Administration and Master of Public Administration from Harvard University, where he served as a Fellow in the Harvard Project on American Indian Economic Development.
Dr. Ernie Goss is the Jack MacAllister Chair in Regional Economics at Creighton University's Heider College of Business and he joins us this morning to review the latest Rural Mainstreet Index. Then our Farmer Forum features Ted Hamer and Ben Riensche and let's just say it's even better than expected.See omnystudio.com/listener for privacy information.
Moms that Lead - Unlocking the Leadership Power of Healthy, Purpose-Driven Moms
Business ethics is one of the most important, yet least talked about elements of leadership.That's one reason we're kicking of our series highlighting female changemakers with Dr. Bev Kracher. Dr. Bev holds the Robert B. Daugherty Endowed Chair in Business Ethics & Society in the Heider College at Creighton University and is the Founder of the Business Ethics Alliance whose purpose is to promote an environment in Omaha where the discussion and practice of business ethics is encouraged and expected.Dr. Kracher has dedicated her career to promoting ethical leadership and empowering female leaders. In this insightful episode, she shares her wisdom on leadership, confidence, and navigating ethical dilemmas. Resources:Connect with Dr. Bev on LinkedInDr. Bev's Contact InfoBusiness Ethics AllianceShow notes and transcriptConnect on LinkedIn: https://www.linkedin.com/in/teri-m-schmidt/Energize and Sustain Your Team's Performance with our Learn By Doing (Good) Teambuilding Events: https://www.strongertoserve.com/teambuildingGet 1-on-1 leadership support from Teri here: https://www.strongertoserve.com/coachingSet up a free discovery call with Teri: https://calendly.com/terischmidt/discoverycall
Governments rule our lives, but quite a lot of us believe corporations do as well. And just like we can ask questions about how the states are governed, we can ask similar questions about corporations. How ought they to run themselves? Whose interests should they take into account? What social responsibilities, if any, do they have?To help us think through these questions about corporate governance and the role of corporate institutions, I'm joined by Alexei Marcoux. He's a Professor of Business, Ethics and Society and Institute for Economic Inquiry Senior Scholar at Creighton University's Heider College of Business.ReImagining Liberty is an independent show. If you enjoy it, consider becoming a supporter. You'll be able to listen to episodes early, get all my essays a week before they're released to everyone else, and access to the community Discord and our monthly reading group.Get early access.Podcast art by Sergio R. M. Duarte. Music by Kevin MacLeod. Get full access to Aaron Ross Powell at www.aaronrosspowell.com/subscribe Hosted on Acast. See acast.com/privacy for more information.
On this episode of the Hayek Program Podcast, we'll hear a book panel discussion on The Legacy of Richard E. Wagner, an edited volume recently published by the Mercatus Center at George Mason University. The panel is moderated by Peter Boettke and features Richard E. Wagner, reflecting on his career, his notion of entangled political economy, and future work still left to be done. They are joined on the panel by:Diana Thomas, Associate Professor of Economics and Director of the Institute for Economic Inquiry at the Heider College of Business at Creighton University, on "Emergence, Process, and the Asymmetries of Regulation: Wagnerian Political Economy"Adam Martin, Political Economy Research Fellow at the Free Market Institute and an Associate Professor of Agricultural and Applied Economics in the Gordon W. Davis College of Agricultural Sciences & Natural Resources at Texas Tech University, on "Expressive Entrepreneurship"Randall Holcombe, DeVoe Moore Professor of Economics at Florida State University, on "Untangling Political Economy"If you like the show, please subscribe, leave a 5-star review, and tell others about the show! We're available on Apple Podcasts, Spotify, Amazon Music, and wherever you get your podcasts.Virtual Sentiments, our new podcast series from the Hayek Program is now streaming! Subscribe today and listen to season one on digital democracy.Follow the Hayek Program on Twitter: @HayekProgramLearn more about Academic & Student ProgramsFollow the Mercatus Center on Twitter: @mercatusCC Music: Twisterium
Have you ever wondered to yourself, “Is it ever too late?” Perhaps there are goals in your life and career that you think have passed you by. That if you don't set course early in life, maybe you will miss out. Often parents worry that if their kids don't get on the right track early enough, others will pass them by. This episode begins with some interesting and optimistic research on why these worries may not be justified. Source: Susan Krauss Whitbourne author of The Search for Fulfillment (https://amzn.to/3bCL47h) Everyone makes blunders with their money from time to time. In fact, we just may be wired that way according to research conducted by Brad Klontz. Brad is a financial psychologist, a certified financial planner, an associate professor at Creighton University's Heider College of Business in Nebraska and author of the book Money Mammoth: Unlocking the Secrets of Financial Psychology to Break from the Herd and Avoid Extinction (https://amzn.to/2LHWU5h). Brad joins me to discuss why people have so much trouble with money, why we never seem to save enough and how to get on the path that will make you feel good about your financial life. You'll find his advice is pretty easy and painless. Where does all the lost and unclaimed luggage from airplanes go? Not only is this an interesting story, it turns out you can shop online and buy things left on airplanes and some of it is really amazing. https://www.unclaimedbaggage.com/ Of course you know what time is but try to define it. It is impossible really even though we know intuitively exactly what time is and how to measure it. It wasn't always that way though. For most of history, it wasn't all that important to know EXACTLY what time it was. But it all changed when the railroads came along. Listen as I discuss the fascinating history of time with Joseph Mazur professor emeritus of mathematics at Marlboro College and author of the book, The Clock Mirage: Our Myth of Measured Time (https://amzn.to/3oJ8qvI). PLEASE SUPPORT OUR SPONSORS! Stop throwing your money away. Cancel unwanted subscriptions – and manage your expenses the easy way – by going to https://RocketMoney.com/something ! Did you know you could reduce the number of unwanted calls & emails with Online Privacy Protection from Discover? - And it's FREE! Just activate it in the Discover App. See terms & learn more at https://Discover.com/Online Learn more about your ad choices. Visit podcastchoices.com/adchoices
On the podcast today, we welcome back Jamie Hopkins. Jamie is managing partner of Wealth Solutions at Carson Wealth. He is also a Finance Professor of Practice at Creighton University's Heider College of Business. Jamie and Ron Carson cowrote a new book called Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Rewirement: Rewiring the Way You Think About Retirement! 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 JD from Villanova University, and his LLM degree from Temple University. He is also a certified financial planner, a chartered financial consultant, and a chartered life underwriter. Jamie co-hosts his own podcast called Framework, and he is also active on social media. His Twitter handle is @RetirementRisks.BackgroundBioFind Your Freedom: Financial Planning for a Life on Purpose, by Jamie Hopkins and Ron CarsonRewirement: Rewiring the Way You Think About Retirement! by Jamie Hopkins“Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning,” The Long View podcast, morningstar.com, July 15, 2020.Twitter handle: @RetirementRisksFinancial Freedom“Jamie Hopkins: Finding Your Financial Freedom,” Framework podcast, carsongroup.com, Nov. 21, 2022.“Framework: What It Takes to Find Financial Freedom,” Framework podcast, carsongroup.com, Nov. 25, 2022.Dennis Moseley-Williams“Maslow's Hierarch of Needs,” by the CFI Team, corporatefinancialinstitute.com, Nov. 24, 2022.BucketingThe Bucket Plan, by Jason Smith“What Is the ‘Bucket' Approach Strategy to Retirement Income Planning?” by Jamie Hopkins, forbes.com, April 25, 2019.“How to Include Home Equity in Your Retirement Plan With the Bucketing Approach,” by Jamie Hopkins, forbes.com, April 21, 2020.“Bucketing Asset Allocation Strategy Protects Against Investor Emotion, Sequence of Return Risk,” by The Carson Group, carsongroup.com, Jan. 23, 2020.“Is Housing Headed for a Fall? Advisors Beware,” by FA staff, fa-mag.com, Nov. 8, 2022.“Busting Three Half-Truths About Reverse Mortgages,” by Jamie Hopkins, forbes.com, June 24, 2019.“Jamie Hopkins on the Role of Emotions in Reverse Mortgage Decisions,” HousingWire Daily podcast, housingwire.com, Oct. 1, 2021.Retirement Planning“What You Need to Do 10, 5 and 1 Year Before Retirement,” by Jamie Hopkins, jamiehopkins.com, April 7, 2022.“Jamie Hopkins: Congress Will Fix Social Security—Eventually,” by Ginger Szala, thinkadvisor.com, March 29, 2022.“Thinking of Social Security as Our Biggest Asset,” by Jamie Hopkins, jamiehopkins.com, Aug. 25, 2021.“Spend Without Worry in Retirement,” by Sandra Block, Kiplinger.com, Aug. 30, 2021.“Markets and Policy Post-Midterm,” webinar, carsongroup.com, Nov. 21, 2022.“Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill,” by Jamie Hopkins, Sonu Varghese, and Ryan Detrick, jamiehopkins.com, Aug. 2, 2022.“Jamie Hopkins: Why Debt Is ‘Powerful,' Annuities Are ‘Underutilized' and the 4% Rule Is Just a ‘Finding,'” by Jane Wollman Rusoff, thinkadvisor.com, Nov. 14, 2022.“Wade Pfau: The Risks of Retirement Today,” The Long View podcast, Morningstar.com, Aug. 2, 2022.“Bill Bengen: Revisiting Safe Withdrawal Rates,” The Long View podcast, Morningstar.com, Dec. 14, 2021.“Well, Hello, Sequence Risk! Where've Ya Been?” by Jennifer Lea Reed, fa-mag.com, Oct. 1, 2022.“Don't Settle for Someone Else's Vision: Rewire the Way You Define Retirement Income Planning,” by Jamie Hopkins, forbes.com, Nov. 29, 2022.“What Almost Everyone Gets Wrong About the Retirement Distribution 4% ‘Rule,'” by Jamie Hopkins, forbes.com, Dec. 6, 2021.OtherMichael FinkeDavid Blanchett“Michael Kitces: Does Portfolio Customization Pay Off?” The Long View podcast, Morningstar.com, Aug. 23, 2022.“Ronsense: How Ron Carson Uses the 6 Most & Vital One Method for Productivity,” Carson Group, youtube.com, June 6, 2019.reMarkableCalendly
Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching. SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com ++ Grab a copy of Jamie's new book here: https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846 About Jamie Hopkins: Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a 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. Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv TikTok: https://www.tiktok.com/@financialadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Produced by Resilient Digital Media © Financial Advisor TV, LLC. All Rights Reserved
Jamie Hopkins, ESQ., MBA, CFP® is the managing partner of wealth solutions at Carson Group, a finance professor of practice at Creighton University's Heider College of Business and author. He is the founder and president of FinSev Foundation, a non-profit devoured to financial literacy. He's a regular contributor to Forbes, Yahoo! Finance, MarketWatch and The Wall Street Journal. He was named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow. He was also selected as one of the top 40 financial service professionals under the age of 40 by InvestmentNews and one of the top 40 young attorneys by The American Bar Association. He is also the author of the new book and best seller, Find Your Freedom: Financial Planning for a Life on Purpose. To check out other podcasts, click the link http://www.marquesogden.com
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:
An expert in financial psychology, financial planning, and applied behavioral finance, Dr. Brad Klontz dives into risk tolerance, financial literacy, and the importance of having knowledge in the psychology of financial planning. We talk about financial flashpoints, training our minds to a future orientation, getting your clients excited for their financial future, and why we should interview our parents if we're lucky enough to do so. Brad helps us to understand the importance of helping your clients to overcome and reset from their upbringing and financial tragedies, as well as the importance of automation before meditation. Brad also shares his new book, The Psychology of Financial Planning, and Sapiens: A Brief History of Humankind by Yuval Noah Harari, a book he believes everyone should read. This deep dive into the importance of understanding our clients and the psychology of financial planning is one that you don't want to miss. Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance. He has a doctorate in clinical psychology, developed an “obsession” with how our psychology, emotions, upbringing impacts our net worth and financial behaviors. He has written books, conducts studies, is a professor at Creighton University's Heider College of Business, and works with clients at his firm he started. Dr. Brad Klontz has been a columnist for the Journal of Financial Planning, On Wall Street, and http://psychologytoday.com/ (PsychologyToday.com). His work has been featured on ABC News' 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, Washington Post, Los Angeles Times, Time, Kiplinger's, Money Magazine, NPR and many other media outlets and professional magazines and journals. In 2019 he was appointed to the CNBC Financial Wellness Council and in received the 2018 Montgomery-Warschauer Award from the Journal of Financial Planning
Today's guest on the Mitlin Money Mindset™ is Jamie Hopkins, the managing director of Carson Coaching and the Director of Retirement Research for Carson Group. Jamie is one of the most well-known and educated people in the area of wealth management. In addition to his role at Carson Group, he is a finance professor of practice at Creighton University's Heider College of Business and has helped co-create the Retirement Income Certified Professional (RICP®) designation at The American College of Financial Services. Jamie is the author of the book Rewirement: Rewiring The Way You Think About Retirement Planning. And if all this was not enough, he was named as a top 40 young attorney by the American Bar Association and a top 40 financial service professional under the age of 40 by InvestmentNews. In 2020, his work on retirement planning and the SECURE Act won an award from WealthManagement.com for being the best Thought Leadership Advisor Education. I have known and followed Jamie and his work for several years. He is a go-to for me when we're in need of an outlook on how things in the world might affect the markets, and we love having him as part of our team. You will want to hear this episode if you are interested in... Jamie's path to his many roles today [2:52] Why is retirement planning such a difficult topic for clients to approach? [8:40] Three things you should be doing when planning for retirement [12:31] Things people are doing regularly with an adverse effect on their retirement? [16:20] Changes that have impacted how people should be thinking about retirement [19:37] Social Security. Will it be there for those who need it when they need it? [23:35] Are changes coming to the retirement landscape with the new administration [31:20] What Jamie did today that put him in the right mindset for success? [36:01] Connect with Jamie Hopkins The website On Twitter Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
Always one of the most scrutinized events of the year, Woodstock for Capitalists (AKA The Berkshire Hathaway annual meeting), rarely disappoints. In this episode of Financial Recon we are joined by Dr. Bob Johnson from the Heider College of Business at Creighton University, where we take a deep dive into this years annual meeting. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
This is an extended episode featuring a real life Money Mammoth, Julie Kalkowski!Julie is a long-time friend who I met over a decade ago at Creighton University's Heider College of Business. Julie and I both shared a passionate frustration around the state of Financial Education and the inability to improve Financial Behaviors. Julie pursued her passion, and fueled by Creighton's mission, it became the Financial Hope Collaborative. I know few people who are making such an impactful difference on the lives of underserved families of color in Omaha than Julie. Her story and passion is inspirational and I'm honored to have her as our first formal podcast guest.
Have you ever asked yourself, “Is it ever too late?” If you don’t set your social and professional course early in life, will you miss out? Parents often worry that if their kids don’t get on the right track early on, they will have trouble later on. This episode begins with some interesting and optimistic research on why this worry may be unfounded. Source: Susan Krauss Whitbourne author of “The Search for Fulfillment” (https://amzn.to/3bCL47h) We all mistakes with our money - we can’t help it, we are wired that way. That’s according to research conducted by my first guest today - Brad Klontz. Brad is a financial psychologist, a certified financial planner, an associate professor at Creighton University's Heider College of Business in Nebraska and author of the book Money Mammoth: Unlocking the Secrets of Financial Psychology to Break from the Herd and Avoid Extinction (https://amzn.to/2LHWU5h). Listen as he discusses why people have such trouble with money, why we don’t save enough and how to get on a path that will make you feel good about your financial life. You’ll find his advice is pretty easy and painless. Where does all the lost and unclaimed luggage from airplanes go? Not only is this an interesting story, it turns out you can shop online and buy things left on airplanes and some of it is really amazing. https://www.unclaimedbaggage.com/ I find it so interesting that no one can really define time, yet we know intuitively what time is and we can measure it very precisely. It wasn’t always that way though. For most of history, it wasn’t really important to know EXACTLY what time it was - until the railroads came along. Listen to my discussion on the fascinating history of time with Joseph Mazur professor emeritus of mathematics at Marlboro College and author of the book, The Clock Mirage: Our Myth of Measured Time (https://amzn.to/3oJ8qvI). PLEASE SUPPORT OUR SPONSORS! You deserve to know what’s in your multivitamin. That’s why Ritual is offering my listeners 10% off during your first 3 months. Visit https://ritual.com/something to start your Ritual today. Right now, when you purchase of a 3-month Babbel subscription, you’ll get an additional 3 months for FREE. That’s 6 months, for the price of 3! Just go to https://babbel.com and use promo code: SOMETHING https://www.geico.com Bundle your policies and save! It's Geico easy! M1 Is the finance Super App, where you can invest, borrow, save and spend all in one place! Visit https://m1finance.com/something to sign up and get $30 to invest! The Jordan Harbinger Show is one of our favorite podcasts! Listen at https://jordanharbinger.com/subscribe , Apple Podcasts, Spotify or wherever you enjoy podcasts. Tru Niagen helps us age better by supporting the energy-generating engines that exist in our bodies, helping us restore youthful energy. Go to https://truniagen.com and enter promo code: SOMETHING at checkout to save twenty dollars on your first three-month supply! Learn more about your ad choices. Visit megaphone.fm/adchoices
With Dr. Brad Klontz, Ph.D., CFP | Financial Psychologist, Author, Professor Dr. Klontz is both a financial planner and a financial psychologist. He is an Associate Professor of Practice in Financial Psychology and Behavioral Finance at Creighton University's Heider College of Business. Dr. Klontz has a passion for helping individuals and families understand their views on money. His goal is to assist them throughout their financial transformation. He does this by providing ongoing guidance and financial planning advice. He is driven every day to help people meet their financial and life goals. Dr. Klontz's work has been featured in nearly all the major news publications, academic journals and magazines. Besides being a clinical psychologist and researching, Dr. Klontz also owns his own RIA, called you Your Mental Wealth. He is also the co-author of five books on the psychology of money and is set to release another book, Money Mammoth, in December of this year. Show Highlights How are money stories are often incredibly destructiveHow we are all unconsciously actors/actresses in our own money storiesHow your unconscious money stories are what predict our financial outcomesWhy and how the field of psychology has avoided moneyAs Canadians and Americans, we don't have a lack of financial literacy; it's our beliefs, thoughts or feelings (psychology)What is the cost of remaining unconscious?How dealing with uncomfortable emotions make us stronger.How our tribal mind can influence money shameThe impacts relative deprivation can on your bank account.How the aspiration of congruency can increase your well-being Quotes: "What is the cost of remaining unconscious" Dr. Brad Klontz"Our ability to tolerant emotional discomfort," Dr. Brad Klontz on the issue with our poor money management behaviours."I am hungry for ways I can upgrade my beliefs," Dr. Brad Klontz."The average self-made millionaire had three financial catastrophes in their lives" Dr. Brad Klontz."The most successful people amongst look at what's my role in this situation" Dr. Brad Klontz Books Mentioned/Links: Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals by Dr. Brad Klontz Mind Over Money: Overcoming money disorders that threaten our financial health by Dr. Brad Klontz Dr. Brad Klontz's Website Dr. Kontz's TikTok Account Dr. Brad Klontz's other books Dr. Klontz's Youtube Channel Man's Search for Meaning by Victor Frankl
Dr. Michael Rea founded Rx Savings Solutions, a prescription drug savings software tool, that is used by health plans and Fortune 500 employers to help their members better understand the pharmacy benefit and make more informed decisions. Brad is a former nuclear submarine officer. Worked in cost estimating engineering for BASF Chemicals. In 2018 left the corporate world to start his own cookie company "Fat and Weird Cookie Co". Top 3 Value Bombs: 1. Enthusiasm is common and endurance is rare. 2. Entrepreneurs are out there that are willing to help you. Find someone that is willing to be a mentor for you and start making things happen. 3. You need to surround yourself with A-players. Find people that are smarter than you. That will lead you to success. Simplify Pharmacy. Save Money - RX Savings Solutions Sponsors: ZipRecruiter: Let ZipRecruiter take hiring off your plate so you can focus on growing your business. Try ZipRecruiter for free at ZipRecruiter.com/fire! Creighton: A degree from Creighton’s Heider College of Business will empower you to think boldly, lead confidently, and shape your future. For more program info, to schedule an appt with an enrollment specialist, or to start an application today, go to Gradschool.Creighton.edu!
Mary Kyle is a Senior Technology Recruiter at First National Bank of Omaha where she leads efforts for technology hiring strategy, recruiting and coaching students. MartieCordaro is President of the Omaha Storm Chasers and Union Omaha. He was previously the Baseball America Minor League Executive of the Year and PCL Executive of the Year. Top 3 Value Bombs: 1. Whether you’re in sales or not, be a celebrity of influence in the world that you live in. 2. Map out a plan so you can focus on what you want to accomplish during a time. 3. Personal branding is important. That branding starts in college with your reputation, how your peers and professors recognize you, your academic achievements, volunteering and so on. Connect with Mary on LinkedIn - Mary's LinkedIn Sponsors: Thrivetime Show: Looking for a business coach who has helped thousands of entrepreneurs just like you to increase their profitability by an average of 104% per year? Schedule your free consultation today with Clay Clark at ThrivetimeShow.com/fire! Creighton: A degree from Creighton’s Heider College of Business will empower you to think boldly, lead confidently, and shape your future. For more program info, to schedule an appt with an enrollment specialist, or to start an application today, go to Gradschool.Creighton.edu!
Mr. Brown is responsible for the federal, state, and local public and government relations for TuSimple. Working with legislators and regulators on best practices for safety, commercial viability, and policies. He works on building coalitions of industry, OEMs, Tier 1 providers, associations, and academics in the autonomous vehicle industry. Prior to TuSimple, he worked for the state of California, was Vice President at the Mitchell Firm, taught at Oxford University and University of California, San Diego. Jon Panzer is the Senior Vice President of Technology & Strategic Planning at the Union Pacific Railroad. Jon has been an influential leader across UP for the last 24 years. Top 3 Value Bombs: 1. Transportation industry isn’t as exciting as technology and aerospace. There’s a lot of technology involved, movement, and being more sophisticated with e-commerce as consumers demand an interest change. 2. Get excited about automation. Be open minded. Realize that it is not tomorrow, it will be incremental. As we go on in our lives, there will be more automated kiosks and robot in the streets. Automation is here. As a country and as a society, it is a key thing to keep us moving forward. 3. Logistics is about getting goods to where it needs to be. It’s from the beginning of the manufacturing process to warehousing and then distribution to stores and e-commerce where people purchase it. Logistics make sure all that happens behind the scenes without hiccups. Connect with Robert on LinkedIn - Robert's LinkedIn Sponsors: ZipRecruiter: Let ZipRecruiter take hiring off your plate so you can focus on growing your business. Try ZipRecruiter for free at ZipRecruiter.com/fire! Creighton: A degree from Creighton’s Heider College of Business will empower you to think boldly, lead confidently, and shape your future. For more program info, to schedule an appt with an enrollment specialist, or to start an application today, go to Gradschool.Creighton.edu!
Kelsey Ruwe is the Chief of Staff at Carson Group, overseeing Talent, Human Resources and Corporate Communications. Currently, she oversees the construction, design and development of Carson’s new $80M headquarters. Liz Ernst is a Training Specialist at Flywheel, working with both the Training & Development Manager and Sales leadership to ensure the Sales team has the tools they need to be successful in their work. Top 3 Value Bombs: 1. Don’t be afraid of doing things that don’t scale. It’s worth making sure that you keep it as part of your company. 2. Culture means so much. Focus on it. Always listen to your stakeholders. Adapt to it. Favor the stakeholders because if you give them an edge, they will give you a mile. 3. We still need to meet our goals and be productive, just in a different way. We all need to do that by giving each other grace. Visit Liz’s website where you can virtual organization patterns to help flash out ideas in virtual conferences - Miro Sponsors: ZipRecruiter: Let ZipRecruiter take hiring off your plate so you can focus on growing your business. Try ZipRecruiter for free at ZipRecruiter.com/fire! Creighton: A degree from Creighton’s Heider College of Business will empower you to think boldly, lead confidently, and shape your future. For more program info, to schedule an appt with an enrollment specialist, or to start an application today, go to Gradschool.Creighton.edu!
Keith is a First Vice President of Wealth Management and Family Wealth Director at Morgan Stanley. This designation substantiates Keith's 20+ years of serving the needs of his clients. Bob is a Principal and team leader of the Office Property Division at Colliers International Denver, where over the past three decades, has quickly become one of the top brokers. one of the top brokers in Colorado. Top 3 Value Bombs: 1. Having personal relationships and sit down face-to-face and having actual conversations through a subject matter matters. 2. Communication platforms could just expand more and more in the future. We’re going to see a tremendous progression with how we communicate in the future. 3. The ability to access real-time data, and use that data to assist clients in making business decisions is paramount today and will be the cornerstone of business moving forward. Connect with Keith on LinkedIn - Keith's LinkedIn Sponsors: Creighton: A degree from Creighton’s Heider College of Business will empower you to think boldly, lead confidently, and shape your future. For more program info, to schedule an appt with an enrollment specialist, or to start an application today, go to Gradschool.Creighton.edu! Thinkific: Join Thinkific’s first ever 5-day Course Challenge and walk away with a complete blueprint for your online course that you’ll be ready to put into action! Sign-up for this FREE challenge today at Thinkific.com/fire!
Derek Leathers is the Vice Chairman, President and CEO of Werner Enterprises, a global industry leader. Leathers has over 29 years of experience in the transportation and logistics industry. Top 3 Value Bombs: 1. Have an internal commitment to continuous learning and be open-minded - ask for feedback from other people. 2. Be hardworking in any business you would go into, focus on how many complicated problems you can solve, be visible, foster relationships with people who genuinely care about you, learn from them and spend time with them. 3. Recognize acceptable risks and take them. Connect with Derek on LinkedIn - Derek's LinkedIn Sponsors: Creighton: A degree from Creighton’s Heider College of Business will empower you to think boldly, lead confidently, and shape your future. For more program info, to schedule an appt with an enrollment specialist, or to start an application today, go to Gradschool.Creighton.edu! Electronic Commerce: For a limited time only you can sign up for a 15 minute call to compare credit card transaction and processing fees with someone from the Electronic Commerce team! Visit ECPaymentProcessing.com!
Welcome to the Bridge Policy Download produced by the Mercatus Center at George Mason University. Today, we’re bringing you the audio from a recent webinar we held on why states should undertake regulatory reform. This is the first of a two-part series on state regulatory reform. The second part, on how states can implement reforms, will release next week. Our speakers today are James Broughel, Senior Research Fellow at the Mercatus Center at George Mason University, Colin O'Reilly, Associate Professor, Heider College of Business, and Laura Jones, Visiting Research Fellow at the Mercatus Center and the Executive Vice-President and Chief Strategic Officer of the Canadian Federation of Independent Business (CFIB). If you’d like to contact a scholar involved in this webinar, please email outreach@mercatus.gmu.edu. We've changed our name! What was formally known at the Mercatus Policy Download is now The Bridge Policy Download. Our goal has always been to provide our audience with smart policy ideas for a growing world, and that remains to be our goal. To learn more about The Bridge, visit mercatus.org/bridge. Subscribe to The Bridge Policy Download for all policy, no punditry, and a path forward, wherever you get your podcasts.
Regulations advance product safety, environmental quality, and sound business practices, but the consequences of poorly designed and implemented rules are more severe than previously thought. Regulatory accumulation has a disproportionately negative impact on the poorest and most vulnerable Americans. From increased poverty and income inequality to reduced entrepreneurialism and upward mobility, the consequences of bad policy are grave. Karen Czarnecki, Vice President of Outreach at the Mercatus Center moderates a discussion between Patrick McLaughlin, Senior Research Fellow and Director of Policy Analytics at the Mercatus Center at George Mason University, Dustin Chambers, Senior Affiliated Scholar Professor of Economics at Salisbury University, and Colin O'Reilly, Associate Professor at Heider College of Business where they chat about regulation myths, regulations suspended during COVID-19, what policy makers can do with existing regulations to improve the lives of marginalized communities, and much more. Want to request a meeting with one of our speakers or ask them a question? Please email outreach@mercatus.gmu.edu for more information.
For the inaugural episode of the Sustainable Creighton Corner, host Nick McCreary is joined by Daniel S. Hendrickson, SJ, Ph.D. President of Creighton University, Nicholas Santos, SJ, Rector of the Jesuit Community and Associate Professor of Marketing in The Heider College of Business, and Roy Pereira, SJ, Ph.D. the Charles and Mary Heider Endowed Jesuit Faculty Chair and professor of Neuroscience and Chemistry. The three discuss how sustainability is fundamental to Creighton's mission by exploring Universal Apostolic Preferences.
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.BackgroundJamie Hopkins bio Jamie Hopkins' Forbes articles Jamie Hopkins' InvestmentNews articles Framework With Jamie Hopkins podcast Rewirement: Rewiring the Way You Think About RetirementThe 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 GroupShlomo 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," by Richard Eisenberg, NextAvenue.org, May 19, 2020. "A Coronavirus Recovery: How to Ensure Older Workers Fully Participate," by Monique Morrissey, Economic Policy Institute, April 16, 2020. "A Pandemic Problem for Older Workers: Will They Have to Retire Sooner?" by Mark Miller, The New York Times, June 26, 2020. Retirement Portfolio Planning"Cutting Interest Rates Hurts Retirees the Most," by Jamie Hopkins, Forbes, Aug. 3, 2019. "7 Ways an Interest Rate Cut From the Fed Can Impact Retirees," by Matthew Goldberg, Bankrate.com, March 15, 2020. "How's Your Bond Fund Holding Up?" by Miriam Sjoblom, Morningstar.com, March 18, 2020. "How Short-Term Bond Funds Went Wrong (Again)," by Miriam Sjoblom, Morningstar.com, July 1, 2020. "4 Ways to Manage Sequence of Returns Risk," by Jamie Hopkins, Forbes, Oct. 30, 2019. "The 4 Percent Rule Is Not Safe in a Low-Yield World," by Michael S. Finke, Wade D. Pfau, and David Blanchett, Journal of Wealth Management, Jan. 15, 2013. "Is the '4% Rule' Broken?" by Christine Benz and Wade Pfau, Morningstar.com, July 10, 2020. "Decision Rules and Maximum Initial Withdrawal Rates," by Jonathan T. Guyton and William J. Klinger, Journal of Financial Planning, March 2006. "3 Reasons Annuities Are the Unsung Heroes of Retirement Income Planning," by Jamie Hopkins, Forbes, June 14, 2019. "Can Annuities Become a Bigger Contributor to Retirement Security?" by Martin Neil Baily and Benjamin H. Harris, Brookings, June 2019. "Fixed Index Annuities: Consider the Alternative," by Roger Ibbotson, Zebra Capital Management, January 2018. "3 Advantages of Using Fixed Indexed Annuities in Retirement," by Jamie Hopkins, InvestmentNews, Oct. 23, 2019. "Mitigating the 3 Common Conflicts of AUM Fiduciaries," by Jamie Hopkins, InvestmentNews, Jan. 10, 2020. The CARES Act and Retirement Planning "5 Ways the CARES Act Impacts Retirement Planning," by Jamie Hopkins, Forbes, April 10, 2020. "3 Roth Conversion Traps to Avoid After the SECURE Act," by Jamie Hopkins, Forbes, Jan. 21, 2020. "Why the SECURE Act Makes 2020 the Year of Missed RMDs from IRAs," by Jamie Hopkins, Forbes, Dec. 18, 2019. "How You Can 'Undo' 2020 Retirement Distributions and RMDs," by Jamie Hopkins, Forbes, May 1, 2020. "Advancing the Study of Using Future-Self Images to Alter Behavior," by Carla Fried, UCLA Anderson Review, Sept. 26, 2018.
Teresa McMahon, Executive Director of the Iowa Lean Consortium, is a leading authority on change management and organizational performance. She helps members of the Iowa Lean Consortium to increase their proficiency with Lean tools and share best practices to improve their bottom line. Prior to ILC, Teresa was deputy director of the Iowa Department of Economic Development. She served as performance results director for the Iowa Department of Management and has held several positions at the state’s Department of Natural Resources. She received her juris doctorate at the Catholic University of America, Columbus School of Law and a BS in Business Administration at Creighton University’s Heider College of Business.
Lead Together: Conversations to Connect You and Elevate All of Us
In this episode, the Dean of the Heider College of Business at Creighton University, Dr. Tony Hendrickson, describes how his shift from business professional to academic professor proved to be a risk worth taking.
It's often said that the chairman of the Fed is the second most powerful person in the world, next only to the president of the United States. Some say the chairman is even more powerful. When Ben Bernanke publicly stated on September 8, 2013, the Fed's intent to continue its policy of quantitative easing, global markets instantly reversed direction from a worrying downward spiral to an exuberant upward surge. Even POTUS can't do that. Dr. Robert R. Johnson's Invest with the Fed takes the simple position that correct interpretation of Federal Reserve policy actions leads to better investing decisions. To this end, they present strategies that will help you design a portfolio that takes Fed policy into account. Dr. Johnson is the author of multiple books and scholarly articles on portfolio management, asset valuation, wealth management, and monetary policy. He currently serves as Professor of Finance in Creighton University's Heider College of Business and on the board of RS Investment Management. From 1996 to 2011 he held a number of senior executive positions at CFA Institute and has extensive experience with credentialing programs, ethical and professional codes of conduct, and global business expansion. He is co-author of the books Strategic Value Investing, The Tools and Techniques of Investment Planning, and Investment Banking for Dummies. He is also coauthor of the forthcoming book Investing by Fed, which is scheduled to be published in December of 2014. To learn more about Dr. Johnson, visit: https://www.theamericancollege.edu/robert-r-johnson-phd-cfa%C2%AE-caia%C2%AE-lead-american-college To learn more about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com #KPFTHOUSTON #HoustonMoneyWK #RobertJohnson
Laurie Baedke is a speaker, author, and consultant with broad experience building companies, and leading organizational change. Laurie has specific expertise in entrepreneurship, organizational culture, emotional intelligence, and strengths based leadership. Laurie also holds a faculty appointment at Creighton University’s Heider College of Business, where she serves as director of the Executive MBA in Healthcare Management program. During this episode, Laurie and I talk about how she stays healthy under pressure by curating her circle of people and why she believes it's important to be comfortable being uncomfortable. You can connect with Laurie on Twitter or Linkedin. And be sure to check out her website for more information on her upcoming podcast! Please be sure to subscribe to the podcast, follow Healthy Under Pressure on Instagram and like us on Facebook.
In this episode, Hall T. Martin conducts an interview with Greg Beaufait of Dundee VC. Greg joined Dundee VC in 2013 and now leads their investment efforts in Minneapolis. Greg started out as an intern at Dundee VC , before graduating from the Heider College of Business at Creighton University with degrees in Finance and Economics. Throughout his time at Dundee VC, Greg has touched every aspect of the work they do, from investor reporting to raising capital to testing out an AngelList syndicate for two investments in 2015. Greg primarily focuses on deal sourcing, investments, and portfolio company management. Hall and Greg speak about what type of seed deals they look at and how they get considered at Dundee VC. Greg speaks on his views about what he feels is the next big thing with investing as they discuss ICO's, Blockchain and tokenomics.
In this episode, Diana Thomas discusses the relationship between the Virginia School of Political Economy and the Austrian School of Economics. Diana is an Associate Professor of Economics at the Heider College of Business at Creighton University. The Virginia School is a branch of public choice, the application of the tools and techniques of economics to the study of political actors. The Virginia School’s founders, James Buchanan and Gordon Tullock, were the first to systematically apply a rational choice framework to the study of politics in The Calculus of Consent. Two assumptions commonly made by neoclassical economists are the “benevolence assumption” and the “omniscience assumption.” The benevolence assumption is implicit in normative analysis of what governments “ought” to do, as this assumes that political actors are motivated to maximize the common good rather than pursuing their self-interest. This assumption is challenged by public choice economists. The omniscience assumption is at play in economic models that depict the economy as being in equilibrium, whereby nobody is misinformed of or surprised by economic reality. This assumption is challenged by Austrian economists. The omniscience assumption implies that the economy should be possible to rationally plan, an idea that Mises and Hayek debunked in the socialist calculation debate of the 1920s and 30s. As Diana states in her paper, Entrepreneurship: Catallactic and Constitutional Perspectives, “both Buchanan and Tullock reference Mises’ Human Action as the central reference for their understanding of methodological individualism.” The Virginia and Austrian schools also share common understandings of rationality and of self-interest. Diana draws a parallel between Israel Kirzner’s distinction between calculative and entrepreneurial action and Buchanan’s distinction between reactive and creative action. While calculative or reactive action consists in simply responding to known incentives and constraints, entrepreneurial or creative action consists in envisioning a future that is different from the present and in acting on that expectation. Kirzner applies the concept of entrepreneurship to businessmen seizing anticipated arbitrage opportunities in the market. Buchanan applies the concept of creative action to political actors attempting to reform constitutional rules. Buchanan conceives of constitutional rules as being made behind a “veil of uncertainty” since it is beyond political actors’ ability to predict in precisely what situations the rule will be applied, and whether their own self-interest will be served or hurt in those situations. Diana believes that political action is more entrepreneurial than most economists recognize. But while market entrepreneurship is guided by profit and loss towards those processes that best serve consumers, political entrepreneurship has no such guiding principle. Political entrepreneurs may innovate in ways that actually harm their constituents, but these innovations may nonetheless thrive and endure. Poll numbers and bad press can motivate political actors, but these signals may not conform to the actual impacts of the policy. Good policies are often derided as evil, while bad policies are often popular. A US President can boost his popularity by declaring war, but US military ventures have a terrible track record in terms of their ultimate consequences (see Chris Coyne’s After War). Market innovations such as Lyft and Uber clearly benefit consumers, and yet there has been a political backlash against these popular businesses. Public choice economists recognize that voters are “rationally ignorant,” since becoming informed about issues is costly, while the benefit is only manifested in better policy if the specific voter happens to be the swing vote in an otherwise tied election. Given these incentives, it would be irrational to be informed about policy, so it’s surprising that so many people vote at all. Diana explains it in terms of “expressive voting.” Voters vote because they want to express their views, not because their vote is particularly potent in shaping political outcomes. Diana argues that policies aren’t particularly strongly affected by who is elected to office, rather they stem from institutional incentives. The median voter theorem demonstrates how, under plausible conditions, politicians attempt to please the most people by converging to a centrist policy. Another theory says that policy is not directed primarily by elections but by the lobbying efforts of special interest groups (see Olson). Since these groups get concentrated benefits from preferential policies, they have a strong incentive to agitate for them. Those who pay the costs of these policies (usually consumers) have only a small incentive to agitate against them, as the costs are dispersed among a great number of individuals. Specific examples of policies made for the benefit of concentrated special interests are the US sugar quota, and Canadian customs duties charged for the importation of dairy products (leading to absurd cases of cheese smuggling). You can read more from Diana Thomas at her professional website.