Everyone talks about work-life balance like it's a switch you flip. Then you miss another dinner, snap at your kids, and wonder how the people who seem to have it together actually pulled it off.

In this episode, Jamie sits down with Derek Notman and Adam Holt, co-founders of REBL Dads and two recovering financial advisors who've built companies, raised kids, and figured out the hard way that being a great leader at work and a present parent at home aren't competing goals. They dig into the origin story behind the REBL Dads community, what they learned from interviewing over a hundred fathers around the world, and the seven principles that kept showing up no matter who they talked to. They also pull back the curtain on their new book, REBL Dad: What a Hundred Plus Fathers Revealed About Successful Leadership at Home and Work, with a foreword from Sir Richard Branson.

If you're an advisor, entrepreneur, or anyone trying to build something meaningful without losing yourself or your family in the process, this one hits differently.

Connect with us below!

• Jamie Hopkins on LinkedIn
• FinServ Foundation
• Derek Notman on LinkedIn
• Adam Holt on LinkedIn
• REBL Dads

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.

>>FinServ Foundation Website

In this engaging conversation, Jamie Hopkins and Bonnie Treichel dive into the inspiration behind Your Retirement Sketchbook and challenge the traditional way we think about retirement planning. Moving beyond spreadsheets and savings targets, they explore how retirement is really about designing a meaningful life—one rooted in purpose, creativity, and personal fulfillment.

Through stories, practical insights, and thought-provoking prompts from the book, Jamie and Bonnie unpack how individuals can start “sketching” their ideal future today—whether they’re years away from retirement or already living it. This episode is a fresh take on retirement, helping listeners rethink what they’re working toward and how to build a life they won’t want to retire from.

Connect with us below!

• Bonnie Treichel on LinkedIn
• Endeavor Retirement
• Jamie Hopkins on LinkedIn
• FinServ Foundation

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.

>>FinServ Foundation Website

Everyone tells you to “just apply online” and hope for the best. Then you apply to 100 roles, hear nothing back, and start wondering what you’re missing.

In this episode, Jamie sits down with Victoria O’Tool, Executive Director of the FinServ Foundation, to talk honestly about how people actually stand out in the job search. They get into what works, what doesn’t, and why relationships, preparation, and showing up like a real human still matter more than most resumes. From internships and referrals to coffee chats and handwritten notes, this conversation feels like advice you’d get from someone who’s been there recently and learned the hard way.

If you’re trying to break into financial services or level up early in your career, this one will save you time, stress, and a lot of bad applications.

Connect with us below!

• Victoria O’Tool on LinkedIn
• Jamie Hopkins on LinkedIn
• FinServ Foundation

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.

>>FinServ Foundation Website