Creating Wealth Real Estate Investing With Jason Hartman

CW 687 - Jamie Hopkins - Retirement Risks, How To Plan Around Uncertainty For A Successful Retirement, The American College, RICP

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Sinopse

Today’s guest, Jamie Hopkins is considered to be one of the leading retirement plan experts in the United States. He holds the Larry R. Pike Chair in insurance and investments. He is an associate professor of taxation at The American College, Co-Director of New York Life Center for Retirement Income Programs, and the Developer of the Retirement Income Certified Professional Designation (RICP). He authored the book Retirement Risk: How to Plan Around Uncertainty for a Successful Retirement. He shares advice on the qualifications of a good financial planner, how new regulations will affect retirement product offerings and how adding real estate and home equity to your retirement plan can benefit individuals.    Key Takeaways: Jason’s Editorial: [6:04] “Did People Who Bought Houses in the 70’s Essentially Get the House for Free?” Jamie Hopkins Guest Interview: [13:57] Are financial advisors required to operate under a fiduciary standard of care? (ERISA) [16:50] Fiduciary care basically means working with the cli