Long-time listeners of the Framework podcast know one of the hosts' favorite questions is about their guests' first money memory. While it serves as an ideal conversation starter, they also realize the incredible impact past experiences have on your outlook and relationship with money throughout your life.

The concept of how your money history influences you is one of the key premises of the new book Find Your Freedom: Financial Planning for a Life on Purpose, by Jamie Hopkins, Esq., CFP®, Managing Partner of Wealth Solutions at Carson Group, and Ron Carson, CFP®, founder and CEO of Carson Group.

Jamie hopes readers come away with two key conclusions. The first is that they need the courage to take control of their financial life and give themselves permission to do what they want.

In today's episode, Ana talks to Jamie about how his process for goal-setting has evolved over the years, how to use gifting occasions to reflect your loved ones' values, the creative way he helps his kids prioritize philanthropy and how his grandparents' relative health and wealth helped him set his own goals in those areas.

Click here to find "Find Your Freedom" by Jamie Hopkins.

You can find show notes and other information at CarsonGroup.com/Framework

Poetry and leadership. What do they have in common? More than you might think, says Tucker Bryant. A poet and former marketing manager at Google, Tucker has a unique vantage point. Both poets and leaders must embrace innovation if they hope to release something transformational into the world.

You can find show notes and other information at CarsonGroup.com/Framework.

In the past, advisors sometimes took a circuitous route to their profession via roles at brokerage firms, insurance companies and altogether unrelated workplaces. But the rise of undergraduate financial planning programs is letting college students jump in to advising from the start. 

Just ask Odaro Aisueni, wealth planning administrator with Carson Group. Odaro majored in personal financial planning at Texas Tech University, a program that showed him not only how to work with clients, but also how to market himself and build his brand. For Odaro, who says he's been on social media since third grade, that means having a big online presence.

You can find show notes and other information at CarsonGroup.com/Framework.

Can rage be a positive emotion? It is to Abby Wambach, one of the most celebrated women in U.S. soccer. 

Abby recalls a time in 2016, shortly after she retired from professional soccer, when she received an ESPY Icon Award alongside Peyton Manning and the late Kobe Bryant. Initially honored, Abby's euphoria soon became replaced with rage. 

“Their biggest concerns were where they were going to invest their hundreds of millions of dollars that they collectively earned throughout their careers, but my biggest concern was how to pay my mortgage," the two-time Olympic gold medalist says.

You can find show notes and other information at CarsonGroup.com/Framework.

For all the talk of diversity, equity and inclusion in the workplace, Wall Street remains a boys' club, specifically a white boys' club. But that didn't faze Lauren Simmons, host of the Money Moves podcast, when she landed her first job on the New York Stock Exchange (NYSE) in 2017.

You can find show notes and other information at CarsonGroup.com/Framework.

Many financial advisors find themselves unwittingly playing the part of family counselor. Their clients, meanwhile, often don't even realize the financial decisions they are wrestling with are governed by past experiences. 

Take a story shared by Sonya Lutter, CFP® and associate professor of personal financial planning at Kansas State University, about a client who was tight-lipped on finances. During an art exercise, he created a pig, a reminder of his youth when he showed animals at the county fair. While reminiscing, he mentioned a long-forgotten incident when his parents sold the prize pig he'd labored to raise, yet he never saw a dime of the money. That's when the lightbulb went on for his wife, who suddenly realized why he wanted to know where every penny goes. 

You can find show notes and other information at CarsonGroup.com/Framework.

Saving and investing are the cornerstones of financial planning. What gets less attention is insurance and its role as a risk-management tool. Yet, without insurance, any well-crafted financial plan is at risk of falling apart in the event of a catastrophe. 

The rise of fee-based insurance solutions gives RIAs a way to incorporate life, disability and long-term care and annuities into their clients' holistic financial plans, says Jim Cooper, co-chief executive officer of Financial Independence Group. 

You can find show notes and other information at CarsonGroup.com/Framework.

In trying to make positive changes – whether to our diet, exercise regime or finances – we tend to focus on our own behaviors and our own will. But maybe change isn't just about the individual, argues best-selling author Daniel Pink. Maybe change will come if we put ourselves in situations that make better behaviors easier to accomplish.

You can find show notes and other information at CarsonGroup.com/Framework.

With too many choices and confusing deadlines, it's no wonder enrolling for Medicare is one of the most frustrating experiences many Americans will have. 

But it doesn't have to be that way, insists Dave Francis, co-founder and Chief Executive Officer of Healthpilot. Healthpilot aims to bring the same ease and convenience to the Medicare shopping experience that consumers now enjoy on sites like Amazon and Warby Parker. As the former COO and CFO of eHealth, a health insurance marketplace, Dave is very familiar with how healthcare can be made better using technology.

You can find show notes and other information at CarsonGroup.com/Framework.

In July 2022, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners™, announced it will lead the effort to achieve legal recognition of the term “financial planner" through title protection – the first step to moving from an industry to a profession.

“We believe financial planning is a noble, worthy profession and the title 'financial planner' deserves legal protection," says FPA President Dennis Moore. “Right now, there is no set standard for someone calling themselves a financial planner." 

You can find show notes and other information at CarsonGroup.com/Framework