Jamie Hopkins on “Stacking Benjamins”

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Whether you’ve never purchased a home before or just don’t know much about the process, we’ve got a treat for you today. We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling (those rates “might not be what you think they’d be.”) On today’s show we welcome the guy who’s teaching us everything millennials need to know about mortgages, Jeff VanNote.

During our headlines segment, we’ll start with one piece detailing how Americans would spend a life changing sum of money. Do you know how you would spend yours? In our second headline, we talk to head of retirement research from Carson Wealth, professor Jamie Hopkins. Could you be on the hook for your parents’ long term care? Plus, in a special third headline, one Florida man received a $980,000 tax refund. Before you start asking how you can cash in like he did, you’ll want to find out the rest of that story.

Later on we’ll field a Haven Life Line call from Michael, who has $5,000 in savings. He’s put in about $500 into Acorns so far to start investing, but should he be doing more? And in our letter segment, Allen tells us how he’s been socking away $100 per month since his daughter has been born. She’s going off to college in a couple of years, and Allen wants to keep socking away $100 for her in a Roth IRA once she graduates. Where’s the best place to start the account?

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

The Dreamweaver Foundation Updates

Published by Kelsey Ruwe, Director of Human Resources and Dreamweaver Executive Director, Cheri Mastny The Dreamweaver Foundation has been rocking and rolling, helping our greatest generation reach their dreams! Cheri Mastny joined our team on July 1 as our official Executive Director. Cher …

Getting to Know: Pete Zielinski

Pete joined Carson Wealth as a Client Service Manager in April 2015. He brings nine years of industry experience with a focus in Licensing and Registration, Operations, and most recently, two years working for a back-office portfolio accounting solution.

How Wealth Management Firms Can Thrive Amidst Chaos

By Ron Carson Back in 2009, at a speech in Scottsdale, Arizona, I told a group of 500 business owners, “Never have the opportunities to succeed been greater, nor have the distractions that can cause you to fail.” That statement is even truer today than it was then.

Getting to Know: Kelsey Ruwe

Getting to Know: Kelsey Ruwe, Director of Human Resources Kelsey joined Carson Wealth in May 2008 as an Event Coordinator and Executive Assistant to Ron. Her passion for helping and developing others led her to the Human Resources department in 2011. 
1 2 3 76 77 78 79 80 106 107 108

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation