Podcast
Money, Taxes & Freedom
Hosted by Bryan and Shane Hopkins · EN
It’s said that nothing in this world is certain but death and taxes. But why leave certainty up to chance? The right advice can point you in a freer, more informed direction.
That’s the goal of Money, Taxes, and Freedom, the financial planning podcast from Hopkins Wealth Management Group. Money, Taxes, and Freedom gives you the straight talk on the factors affecting your future, from developments in the tax code to shifts in the marketplace. Listen each week as Bryan and Shane Hopkins bring their unique perspectives on financial planning right to the palm of your hand. Tune in and free up your retirement!
31episodes
Episodes
Newest firstAll episodes
Relocation Reality: What Retirement Brochures Don’t Show
Mar 1000:17:49Tap to summarizeThat dream move for retirement might cost more than you think. In this episode of Money, Taxes, and Freedom, Bryan and Shane Hopkins break down the real financial impact of relocating in retirement—from taxes and housing to insurance, healthcare access, and unexpected moving costs. They explore why “no income tax” doesn’t always mean lower expenses, how migration trends are reshaping affordability, and why test‑driving a location matters before committing. With real-world examples and practical context, this conversation highlights the many overlooked factors that can quietly strain a retirement plan when relocating later in life. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
Transcribe →Free Money for Kids? Understanding the New Trump Accounts
Feb 1000:16:58Tap to summarizeThinking about your child's or grandchild’s financial future? This episode breaks down the newly announced Trump Kid Accounts – what they are, who qualifies, and how they may fit into a family’s long‑term planning. Bryan and Shane Hopkins unpack the early details, including eligibility windows, tax‑deferred growth, potential employer contributions, and how these accounts differ from 529 plans. While many specifics are still unfolding, this conversation helps listeners understand what to expect when accounts open in July 2026 and what questions to ask now. Whether you’re a parent, grandparent, or future planner, this is a timely look at an emerging opportunity. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
Transcribe →Beyond Stocks and Bonds: Inside the World of Private Investments
Jan 2700:23:18Tap to summarizeMost investors don’t realize there’s an entire universe of opportunities beyond stocks and bonds -- and the Hopkins team is ready to pull back the curtain. In this episode, Bryan and Shane Hopkins welcome Colby Taylor, Director of Alternative Investments at Independent Financial Group, to explore the world of private investments: what they are, why they’ve become more accessible, and how they may complement a traditional portfolio. From real estate and private credit to oil and gas and even fractional ownership in professional sports, the discussion breaks down how these investments work, their risks, and the tax considerations many people overlook. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
Transcribe →HSA Secrets: The Triple Tax Advantage You’re Missing
Jan 1300:17:26Tap to summarizeWhat if one account could help you save on taxes, invest for the future, and cover health care costs? In this episode of Money, Taxes, and Freedom, hosts Bryan and Shane Hopkins reveal why health savings accounts (HSAs) are a powerful yet underused tool in financial planning. Learn how to maximize contributions, invest your HSA funds, and avoid common pitfalls. Discover who benefits most from HSAs, how they compare to FSAs, and why they can be a game changer for retirement and medical expenses. Whether you’re just starting out or planning for retirement, this conversation offers practical strategies for building wealth and protecting your health. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
Transcribe →Smart Moves for a Confident Financial New Year
Dec 3000:25:59Tap to summarizeNearly 70% of Americans set financial resolutions for the new year, but most fall short without a clear plan. In this episode of Money, Taxes, and Freedom, hosts Bryan and Shane Hopkins of Hopkins Wealth Management Group share practical strategies for making 2026 your most financially confident year yet. Discover why writing down goals, reviewing them often, and rewarding progress matters. Learn how to navigate changing tax laws, optimize Roth conversions, and rebalance portfolios for market uncertainty. The Hopkins team explains how to balance growth and stability in retirement, address longevity risk, and use income tools like annuities. Start the year with a plan that builds resilience for your financial future. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
Transcribe →The Hidden Retirement Risk: Are You Prepared for Healthcare Costs
Dec 1600:16:17Tap to summarizeWhat do Venus Williams and everyday retirees have in common? Even tennis legends worry about insurance. In this episode, Bryan and Shane Hopkins reveal how healthcare costs and long-term care can upend retirement plans—no matter your net worth. Discover why medical expenses are the biggest wild card, how to avoid staying in a job just for insurance, and the crucial questions to ask about long-term care. Whether you’re planning for independence or concerned about supporting loved ones, this conversation highlights practical strategies for protecting your nest egg and making informed choices for your future. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
Transcribe →Inherited Homes: Treasure or Trouble
Dec 200:23:25Tap to summarizeWhat happens when a cherished family home becomes an inheritance—and a potential financial headache? This episode dives into the emotional and financial realities facing baby boomers and their millennial heirs as legacy homes pass from one generation to the next. Hosts Bryan and Shane Hopkins unpack common estate planning misconceptions, hidden costs, and the family dynamics that can turn wealth transfer into a source of conflict. Learn how to navigate repairs, taxes, and tough decisions, and discover why clear communication is key to preserving both assets and relationships. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
Transcribe →Why Compatibility Is Key—in Relationships and Finances
Nov 1800:32:58Tap to summarizeCan love and money really work together? In this episode, CPA Bryan Hopkins, his son Shane, and celebrity matchmaker Rachel London explore how financial freedom and relationship compatibility go hand in hand. From the case for marriage to the importance of shared values, they discuss why trust, open communication, and growth matter in both finances and partnerships. Hear real stories about couples learning new things after decades together, why “I can change them” rarely works, and the must-ask questions for finding the right advisor or partner. Whether you’re merging lives or merging accounts, this conversation reveals how alignment and honesty shape lasting success. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
Transcribe →Love & Money: Why Compatibility Matters Most
Nov 400:29:34Tap to summarizeFinding the right financial advisor is a lot like finding the right relationship—compatibility, trust, and shared values matter. In this episode, CPA Bryan Hopkins, his son Shane, and celebrity matchmaker Rachel London explore how love and money intersect, why honesty is essential, and how compromise shapes both financial plans and partnerships. Hear real stories about navigating differences, red flags to watch for, and why instant gratification can sabotage long-term success. Whether you’re building wealth or building a relationship, this conversation reveals why patience, transparency, and shared vision are key. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
Transcribe →The Silver Tsunami: What Happens After You Sell Your Business?
Oct 2100:22:32Tap to summarizeTen million businesses are about to change hands—are their owners ready for what comes next? In this episode of Money, Taxes, and Freedom, Certified Exit Planning Advisor Bryan Hopkins and his son, Shane Hopkins unpack the emotional and financial realities of selling a business. From navigating the “Silver Tsunami” to avoiding seven-figure tax surprises, they explore strategies like seller financing, opportunity zones, and legacy planning. Whether the sale brings a windfall or a wake-up call, this conversation offers insight into how entrepreneurs can transition with clarity and confidence. Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200. Like us on FacebookSee omnystudio.com/listener for privacy information.
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