The RMD Podcast #21: Jamie Hopkins of Carson Group, Academy for Home Equity in Financial Planning

RMD is thrilled to welcome Professor Jamie Hopkins, managing director of Carson Coaching and director of retirement research at Carson Group, as well as a member of the Academy for Home Equity in Financial Planning, to The RMD Podcast for a wide-ranging discussion!

The reverse mortgage industry has undergone a very unique stress test during the economic crisis caused by the COVID-19 pandemic, and that crisis has also affected the field of financial planning. To further gauge what these impacts might be, we’ve asked Jamie Hopkins to discuss what he’s seeing on the academic side in both fields, as well as his thoughts on how the reverse mortgage industry has had to transform itself after other changes have been forced upon it.

Listen to this episode of The RMD Podcast to learn:

Why emotion is such a major driver of financial decisions for people

What the reverse mortgage industry has done well in reacting to change, including those handed down by FHA and those forced by COVID-19

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The evolving perspectives of financial planners on the use of home equity, including for reverse mortgages

What first brought Hopkins into the fold of the reverse mortgage industry and the Academy for Home Equity in Financial Planning

And more!

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