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