Find Your Freedom: Financial Planning for a Life on Purpose

by Jamie P. Hopkins, Ron Carson

Overview

** Wall Street Journal Best Seller **

** Publishers Weekly National Bestseller, debuting at #5 on the Hardcover Business Book List and #18 on the Trade Paper Frontlist **

Are you ready to Find Your Freedom?

Everybody has money memories. How do yours shape the way you feel about, think about, and interact with money?

In Find Your Freedom, personal finance and retirement planning professionals Ron Carson CFP® and Jamie P. Hopkins, Esq., CFP®, give you the tools to explore your past relationships with money, examine your family legacy with money, and understand how both of those shape your path forward. We need to understand where we came from to understand where we are going.

After understanding these foundational elements, Ron and Jamie help you define what freedom means to you and helps you understand that while your meaning and purpose are the fuel that propels you forward, your financial plan is how you design the path to get there.

Following Ron and Jamie’s financial planning guidance will better prepare you to live your best life by design, not by default, find the fun in spending and retirement, and use your financial legacy to make an impact you can be proud of. You’ll learn from your past—and bond with your future self—to forge a path forward that reflects what you truly want in life.

Product Details

ISBN-13:	9780857199843
Publisher:	Harriman House
Publication date:	11/22/2022
Pages:	323
Sales rank:	1,068,706
Product dimensions:	5.90(w) x 8.90(h) x 0.80(d)

About the Author

Jamie P. Hopkins, Esq., MBA, LLM, CFP®, CLU®, CHFC®, RICP®, is a planning advocate, professor, coach, and a retirement planning nerd. Named one of the top 40 financial services professionals under 40 by Investment News, and one of the top 40 young attorneys by the American Bar Association, he brings a unique skillset to his passion for educating consumers and advisors on retirement planning best practices. Currently, he serves as the managing partner of wealth solutions at Carson Group and is also the host of the Framework podcast.

Table of Contents

Introduction Ron Carson 1

Part 1 Foundations of Financial Freedom 11

1 Financial Planning is Deeply Personal: Jamie's Money Story 13

2 Your Money Story 23

3 A Blueprint for Your Financial Plan 33

4 Goals-Based Planning-The Mile Markers on Our Road to Financial Freedom 42

5 The Power of a Proven Process and Trusted Partner 54

6 How to Get More out of Your Financial Planning Process 67

7 The Continuum of Planning 81

8 Bucketing-A Commonsense Approach To Planning 102

Part 2 Building on the Foundation 115

9 Be an Integral Part of Your Own Wealth Creation by Investing in Yourself 117

10 Get SMART About Your Income 126

11 The Power of Budgeting Across All Planning Stages 139

12 Caring for Our Greatest Asset-Our Health 149

13 The Changing Life Cycle of Housing 160

14 Managing Debt as a Tool 169

15 The Art of Squirreling Away Money for the Future 179

16 Have Your Cake and Eat It Too-Through Investing 190

17 Using Insurance as an Economic Tool to Mitigate Risk 204

18 A Framework for Making Informed Decisions About Retirement Planning 217

19 Getting Surgical with Tax Planning 236

20 The Power of Community 247

21 Making an Impact Through Efficient Charitable Giving 255

22 More Time for Fun 266

23 Celebrate Your Accomplishments for Continued Success 273

24 The Estate and Emotional Sides of Legacy 281

25 Not all Advisors Are Created Equal 292

26 Financial Freedom 305

Conclusion Ron Carson 309

Acknowledgments 317

Notes 319

About the Authors 322