STANDARD DEVIATIONS PODCAST: Jamie Hopkins – Financial Planning for a Life on Purpose


This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jamie Hopkins of Carson Group.

Jamie Hopkins is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.

Tune in to hear:

  • Why is understanding our own money stories such a valuable principle? What is Jamie’s money story?
  • Did Jamie’s dad’s career trajectory or unexpected death shift the way Jamie approached his own career?
  • Is it pretty typical for people to full-heartedly accept or reject their family of origin’s money scripts/styles?
  • Why do we frequently search for external answers, rather than our intrinsic value, on how to maximize our wealth?
  • Does Jamie foresee a world where advisors take a more active role in talking about and monitoring health outcomes for their clients or does this seem unrealistic?
  • What role does community play in helping people create a life of financial wellness? How can people be more intentional about creating community in a disconnected world?

Compliance Code: 0092-OAS-1/13/2023


Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby, the personality behind STANDARD DEVIATIONS podcast, is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.

Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.