In this episode of the Redefine Retirement podcast, host Ryan Wheless engages in a wide-ranging conversation with Jamie Hopkins, a highly credentialed retirement planning expert (attorney, CFP, MBA, RICP co-creator, and more) who now leads a major trust company managing $93 billion in assets under administration. Hopkins discusses his background in retirement income education, including his role in developing the RICP designation focused on distribution strategies, annuities, long-term care, and tax planning, as well as his current work providing corporate trustee services (primarily via Delaware and Nevada trusts) for high-net-worth clients, law firms, and RIAs. The duo touches on family life and travel with young children, then shifts to post-election tax landscape—highlighting the likely extension of TCJA provisions, small business benefits, and ongoing concerns like Social Security solvency and national debt. Hopkins promotes his new visually oriented book Your Retirement Sketchbook, critiques over-reliance on Monte Carlo success/failure metrics in favor of adaptive “guardrails” planning, endorses annuities for liability-matched essential income flooring, and advocates rising equity glide paths plus private market diversification for smoother volatility in retirement portfolios. The episode wraps with praise for evolving private equity access and a call for more dynamic, client-centered retirement conversations.

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