Jamie Hopkins

Jamie Hopkins, an award-winning certified financial planner and Chief Wealth Officer at WSFS, sheds light on the significant risks of digital asset management in retirement planning. He highlights that digital assets can average around $190,000 for Americans and discusses how improper management can lead to substantial risks, including digital theft. Hopkins also emphasizes the importance of integrating these assets into estate planning and shares strategies for enhancing security and preventing identity theft, while tackling recent tax legislation changes that could impact retirement savings.

Jamie Hopkins, Chief Wealth Officer and author offering behavioral retirement planning tips. Chris Gennady, thematic analyst on robotics, drones, and innovation. Michael Fridman, tech advisor focusing on AI, cybersecurity, semiconductors, and geopolitics. Jeff Weniger, equity strategist covering macro and valuation trends. They dig into recent tech sell-offs, cybersecurity dislocations, memory and semiconductors, robotics/drone innovation, and behavioral retirement planning, automation, and fraud risks.

Bonnie Treichel, founder of Endeavor Retirement with deep retirement-plan expertise, and Jamie Hopkins, CEO and retirement educator, discuss retirement planning. They explore shifting to a retirement mindset, in-plan annuities and creating retirement paychecks. They cover bucketing assets, managing sequence-of-returns risk, Social Security funding risks, and how advisors address emotional and lifestyle planning.