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FinServ Podcast

Jamie Hopkins & Dr. David Rhoiney

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The FinServ Podcast brings together legends and leaders in financial services to show the path they took. We want to inspire the next generation of talent in financial stories through the true leadership stories of industry titans.
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Wake Up with Marci

Marci Hopkins, Hilary DeCesare

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“Wake Up” is a talk show all about empowerment and inspiration. I share stories of triumph and transformation to share hope. “Wake Up” touches on wellness, health, female issues, parenting, cooking, self help, mental health, along with beauty and more. I have specialists on to educate us, provide tools and resources so we can put our lives into action. Wake Up is here to help us on our journey of living your happiest life and Wake Up your Subconscious! www.wakeupwithmarci.com
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Mindful Healing

Dr Jennifer Hopkins and Jamie Goodspeed

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Hey there, I'm Jamie Goodspeed—a wife, mother, energy healer, and life coach—just like many of you, I’m simply striving to navigate the complexities of life while seeking to make a difference in others. And I’m Dr Jennifer Hopkins, integrative medicine specialist, with a passion for biohacking the human body, diligent researcher, health advocate, and wellness enthusiast. This raw and real podcast explores holistic wellness and self-empowerment from a unique perspective! Join us as we navigat ...
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When it comes to retirement, many waste precious time by letting their emotions and behaviours overtake their dreams and desires. Humans are not wired for a modern retirement and are in a battle to ensure their life after work gives them freedom & joy. Each episode of The Humans vs Retirement Podcast contains expert opinions and real retirement stories that look at the emotional, behavioural and financial challenges of life after work, which will give you tools and tips to live a happy, heal ...
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The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
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In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred ot ...
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TQ Senkungu is an immigrant from Uganda to the United States who has been blessed to achieve success without being born with a silver spoon in his mouth. Here you will see the personification of his philosophy for how people of color can build a powerful community to overcome obstacles, achieve their goals, and succeed beyond our wildest dreams against all the odds. The philosophy is this: 1. Learn or teach yourself what you need to achieve your goals and dreams. 2. Teach and help others do ...
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Summary Money and happiness expert Ken Honda is a bestselling self-development author in Japan, with book sales surpassing eight million copies since 2001. His first English language book, “Happy Money: The Japanese Art of Making Peace With Your Money” (June 2019, Simon & Schuster), is an international bestseller. His new novel is “True Wealth – 9 …
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Send us a Text Message. Grass-fed, farm-raised, wild-caught, pasture-raised—there's a myriad of options to consider when grocery shopping. But what do these labels signify? How do they impact you? And which option is superior? Join Dr. Jen and Jamie in this episode as they discuss the meaning behind these labels, aiming to empower you to make infor…
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The multi-talented Meaghan B Murphy inspires us with her journey and wisdom! Founder of Inner Beauty Bybel, Amanda Bybel shares about her journey and educates us on EFT tapping for a unique discussion! Author Chelsea Chong Kim shares her amazing new children’s book “Carol the Carrot Bowls for the Salad Bowl”. Remember to catch us Saturdays at 10 AM…
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Author and actress, Christy Cashman, shares her journey and insights, not-for-profit YouthINK, and her powerful new book, “The Truth About Horses”. Please welcome back dynamic duo Amy McCall and Jamie Laybourn, Co-CEOs of Infuse & Booze to celebrate Christmas in July! Kam Diao Founder of Balmbini and they are revolutionizing the skincare industry! …
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Send us a Text Message. In this episode, the women explore the risks associated with vanity, including the symptoms of BII (Breast Implant Illness) and the hazards of opting for elective surgeries and procedures such as fillers and botox. Dr. Jen also shares her recent visit to the OBGYN.By Dr Jennifer Hopkins and Jamie Goodspeed
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Send us a Text Message. Hello again! So somehow I mixed up my episodes and released the wrong one a few episodes back and didn’t realize it until recently. So to rectify that we are dropping the missing episode now! We hope you enjoyed this fascinating book as much as we did!By Jamie Wellman, Paul Hickernell, Steve Minter
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Send us a Text Message. This is part 2 of our last episode: "Are you in hormone heaven or hell?". Dr. Jen and Jamie dive into additional symptoms that should not be overlooked and could indicate low hormone levels. They also cover recommended actions for managing these symptoms, emphasizing the significance of testosterone and progesterone for both…
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This week, Dr. Vera Tarman, a doctor specializing in food addiction, sheds light on the specific foods that rank high in addictiveness and the factors that fuel their hold on us. Dairy-free whipped topping, Whipt will be exploring the creative ways to incorporate WHIPT into your daily delights! 🍽️ Discover how these two amazing brands are reshaping…
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Summary Suzi is a certified co-active coach and has made it her mission to understand the process of personal and professional transitions and the challenges that come with them. She is passionate about working with clients to help see them through and make a pathway for the life the want to experience In our conversation Suzi encourages people pla…
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Send us a Text Message. Welcome back! in this episode we take our first dive into J. R. R. Tolkien with his wonderful, and whimsical, and nothing like the movies (thank goodness) book The Hobbit. As always we hope you enjoyed the book and found our ramblings about it helpful.By Jamie Wellman, Paul Hickernell, Steve Minter
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How could a single misstep in email etiquette affect your career? This episode dissects the do's and don'ts of effective email communication. Learn the basics like addressing emails correctly, crafting concise subject lines, and professional email addresses. We'll share best practices for managing your inbox, emphasizing timely responses and avoidi…
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David Meltzer stops by the show to discuss his mission to empower over 1 billion people to find happiness! Get ready to be inspired and motivated to create a life of purpose and joy! Founder and CEO of The Sober Curator Alysse Bryson is here to show the world that sobriety is not just about giving up, but gaining a life filled with joy and fulfillm…
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Summary David is Managing Director, Portfolio Manager, and Head of Retirement Research for PGIM DC Solutions. In this role, he develops solutions to help improve retirement outcomes for investors with a specific focus on defined contribution plans. Prior to joining PGIM he was the Head of Retirement Research for Morningstar Investment Management LL…
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Send us a Text Message. Dr. Jen and Jamie discuss the significance of hormones and their impact on both men and women. They explore symptoms associated with low levels of testosterone, progesterone, and estrogen, and emphasize the importance of a robust libido in relationships. Could your feelings of depression and anxiety stem from hormonal imbala…
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John Assaraf, author, entrepreneur and mindset and behavior expert, educates us on how to unleash our brain’s superpower! Emily Eldh founder of The Muffin Drop shares her story of battling an autoimmune disease and how that inspired her delicious creations! Infuse & Booze founders Amy McCall and Jamie Laybourn, help elevate our cocktail game with t…
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Send us a Text Message. Today instead of a book we read and discuss selected works from Gerard Manley Hopkins. The Poems that we read and discuss are: As Kingfishers Catch Fire (pg 129) Felix Randal (pg 150) Binsey Poplars (pg 142) God's Grandeur (pg 128) Patience, Hard Thing (pg 170) The Windhover (pg 132) Pied Beauty (pg 132) We hope you were edi…
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Send us a Text Message. TRIGGER WARNING: In this episode Dr Jen and Jamie have deep hard conversations about forceful actions that are not warranted. This episode may be hard to listen to if you have experienced a trauma in the past. If so please do not listen and seek help if needed. They give advice about where to go when meeting someone for the …
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Fashion mogul Julia Haart is businesswoman, author, and star of Netflix’s “My Unorthodox Life”. We will discuss her amazing shapewear brand, +Body. Next, Dr. Joel "Gator" Warsh, a renowned pediatrician, joins us to share invaluable insights on parenting and nurturing your child’s well-being. Finally, we’ll meet John Dimitrakakis, co-founder of RB L…
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What if you could turn your unique heritage and passions into powerful tools for professional success? This week on the FinServ Podcast, we sit down with Bradley Xaltipa, a FinServ fellow who has done just that. Bradley brings a fresh perspective to the financial services industry. He shares how focusing on strengths, not weaknesses, has guided his…
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Send us a Text Message. Are you bouncing out of bed in the morning or are you hitting snooze? In this episode Dr. Jen and Jamie discuss the range of services they offer, both in-person and remotely. They emphasize the importance of living the life you aspire to and advocating for yourself, urging everyone not to settle for anything less. It's time …
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Mike Diamond author, interventionist, TV personality and so much more, A&E’s ‘Interventionist’ and inspires us to tune in to his story of transformation. Author, Lynn Walker, shares her recovery journey and all about her latest book, “Breaking Midnight”. Welcome back Infuse & Booze founders Amy McCall and Jamie Laybourne to discuss their handcrafte…
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Summary Today’s conversation is with the Dr of Happiness, Dr Andy Cope. Andy is a wellbeing expert, best-selling author and in his words a recovering academic. He specialises in positive psychology and the science of human flourishing. The reward for grinding out his Loughborough PhD is that he gets to call himself a Dr of Happiness. If you put the…
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Send us a Text Message. And we’re back for Episode 15! This time we talk about a book about how to read books. The book is called Reading Between the Lines by Gene Edward Veith. We hope that this book and episode are helpful for you! As for our next book the poems that we will be reading and discussing are (page numbers are from the Oxford World Cl…
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Send us a Text Message. Not all red light beds are created equal! In this episode, Dr. Jen and Jamie emphasize the significance of posing the correct questions prior to utilizing a red light bed. They explore the purposes and indications for using a red light bed, ranging from alleviating pain to aiding in weight loss, enhancing energy levels, shar…
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Dr. Katherine Pace of Haven Pelvic Physical Therapy in Westfield, NJ, will be discussing the importance of pelvic floor therapy. Anchalee and Nina Pagsanjan, co-founders of Kaya - Self-care for Social Good introduce us to their travel-friendly, refillable skincare essentials for summer. A special demo from Coffee Toppers Cold Foam to upgrade your c…
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Ready to tackle the rollercoaster of entrepreneurship? In this week's episode, Jamie Hopkins sits down with Bonnie Treichel, the CEO and Founder Partner at Endeavor Law and Endeavor Retirement, for a chat about her journey in entrepreneurship. Fresh from the Broadridge FI360 Advisor Conference, Bonnie shares some of the ups and downs she's faced si…
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About Stephanie Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and reduce their money stress. In her early years she encountered too many women who found finances and investing so intimidating that they either outsourced money decisions to a man in the…
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Send us a Text Message. Join Dr Jen and Jamie while they have an honest conversation about organic versus conventional food. In this eye-opening episode they discuss the unknown dangers of pesticides to the surprising presence of antibiotics and hormones, they unravel the complexities of our modern food system. In this revealing conversation, they …
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Keely Pierce, award-winning coach and founder of the I am More, shares her insights on breaking cycles of adversity and guiding individuals towards a life of authentic success and self-mastery. Rachel Russo, matchmaker and dating & relationship coach, will be sharing her invaluable insights on dating tips specifically tailored for single parents. R…
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Summary Jamie was a professor at The American College and Director of the New York Life Center for Retirement Income. He is a well-recognized writer, speaker and thought leader in the area of retirement income planning. His most recent book, “Rewirement: Rewiring The Way You Think About Retirement,” details the behavioral finance issues that hold p…
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Send us a Text Message. How come in the past, healers and medicine women were revered for their wisdom and connection, but today their practices are often dismissed as invalid? Why do we tend to judge and form illogical assumptions when encountering unfamiliar things? Dr. Jen and Jamie dive into the challenges of judgment when people opt for altern…
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Olivia Verhulst is here to discuss the importance of open conversations on mental health, challenges new mothers face, and practical ways to improve our mental well-being. Father Stephen and Kathe Carson share an exclusive peek behind the scenes of their new film “Trinity’s Triumph”. 🎥 Wendy Boucher, founder of Honeyopathy discusses her journey and…
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Summary Derek Hagen is the founder of Money Health Solutions®️, a financial therapy and life planning firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and…
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Devon Rodriguez, the world’s most followed visual artist renowned for his hyper-realistic portraits, dives into his extraordinary story! Jaime Zazzara shares her insights, wisdom, and the transformative power of forgiveness that has shaped her journey towards healing and empowerment. Iman McDonnaugh-Brown, the CEO and Co-Founder of We Are Wonderful…
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Discover the world of agriculture through the lens of finance with Dr. Craig Lemoine, who joins us to talk shop about the specialized needs of farmers and ranchers. We get into the essential economic contributions of agriculture, and the mission of the Agriculture-Focused Financial Planner (AFFP) program at the University of Illinois, shedding ligh…
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Send us a Text Message. It's quite prevalent to find ourselves in toxic relationships. Dr Jen and Jamie discuss what draws us in and why do we stay? Toxic dynamics can extend beyond romantic partnerships to friendships and even family bonds. Join us for a casual chat about TOXIC relationships!By Dr Jennifer Hopkins and Jamie Goodspeed
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Jen Rafferty, the CEO of Empowered Educator, sheds light on the potential risks of labeling teachers as superheroes. Christine Ruggiero, the owner of multiple Liquivida Franchises shares how Liquivida supports your wellness program by offering a more balanced and healthier lifestyle. In celebration of Mother’s Day, we present a special Wellness Gif…
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