EPISODE · Jun 4, 2026 · 35 MIN
Jamie Hopkins - Your Retirement Sketchbook
from Standard Deviations with Dr. Daniel Crosby · host Jamie Hopkins, Dr. Daniel Crosby
Tune in to hear: Why is spending our own money so psychologically difficult and have we as an industry scared people into thinking that they can’t spend their money and enjoy their lives? How can we, as advisors, help spending stop feeling like a loss for people in retirement? What are some practical tips for advisors and individuals to help them make the switch to spending thoughtfully in retirement? What structures or advice helps give individuals the peace of mind and permission to spend in retirement? Why does Jamie use the metaphor of a sketchbook for retirement, instead of a blueprint, and how does this metaphor apply to how retirement unfolds in real life? What does Jamie think folks could be doing to better prepare for the emotional component of retirement? What’s the most surprising thing Jamie has learned about happiness in retirement that has nothing to do with money? When it comes to the intersection of retirement and wellbeing, do high net worth individuals struggle differently or face unique challenges? What is the “FIRE” movement and what does Jamie think it gets right and wrong? If someone listening is 5 years from retirement, what is something non-financial that they should do to better prepare for what is to come? Links Jamie Hopkins on X Jamie Hopkins on LinkedIn Your Retirement Sketchbook Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1676-U-26153
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What this episode covers
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jamie Hopkins. Jamie Hopkins is the chief wealth officer WSFS/Bryn Mawr Trust, and the CEO of Bryn Mawr Trust Advisors, and Best Selling Author of the book, Your Retirement Sketchbook. He covers retirement income and estate planning. Jamie is a Finance Professor of Practice at Creighton University Heider College of Business and President of FinServ Foundation. As a professor at the American College of Financial Services, Jamie helped co-create the Retirement Income Certified Professional Designation (RICP®). Jamie frequently writes articles dealing with retirement issues, such as long-term care, taxation of insurance benefits and estate planning. Jamie will be tackling the upcoming issues associated with tax reform and its impact on the estate planning challenges. associated with the potential expiration of the Tax Cut and Jobs Act at the end of 2025.
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Jamie Hopkins - Your Retirement Sketchbook
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