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
When Values Collide: Navigating Financial Planning as a Family
Oct 700:23:09Tap to summarizeWhat happens when your legacy is shaped not just by your wealth, but by how you choose to share it? In this episode, father-son financial advisors Bryan and Shane Hopkins explore the emotional and strategic layers of family financial planning. From gifting inheritance while alive to navigating conflicting retirement dreams between spouses, they unpack real-life stories that reveal how values drive money decisions. Whether you're planning a scholarship or a family vacation, this conversation will challenge how you define a fulfilling financial 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 →Six financial subjects on which to educate kids
Jan 28, 202500:24:15Tap to summarizeBryan and Shane Hopkins and co-host Doug Turnbull discuss teaching children about money. Bryan covers six areas that he focused on with his sons and has learned about from his clients: allowance, tithing, savings goals, vacation budgeting, college planning, and first cars and phones. Shane shares some stories of growing up with Bryan’s tutelage and some tough lessons he had to learn about delayed gratification. Get in touch with Bryan and Shane today by visiting their website!See omnystudio.com/listener for privacy information.
Transcribe →Three things that matter to people the most
Jan 14, 202500:18:09Tap to summarizeShane and Bryan Hopkins talk with co-host Doug Turnbull and listeners about the importance of focusing on more than wealth. Shane shares some tips on nurturing one’s health and Bryan tells a story of three people in their lives that are elderly and in vastly different health states. Bryan also talks about the importance of spending time with kids and valuing experiences with them more than savings. Get in touch with Bryan and Shane today by visiting their website!See omnystudio.com/listener for privacy information.
Transcribe →What RMDs are and the deadlines people must meet
Dec 10, 202400:16:42Tap to summarizeBryan and Shane Hopkins discuss with co-host Doug Turnbull what required minimum distributions are. They share the age that people should take them, what accounts have RMDs, the penalties for not taking RMDs on time, and the strategies to minimize the tax burdens. Bryan and Shane also discuss how they handled Thanksgiving and the cooking competitions they have had. Get in touch with Bryan and Shane today by visiting their website!See omnystudio.com/listener for privacy information.
Transcribe →Adding real estate to a retirement portfolio
Nov 26, 202400:19:38Tap to summarizeBryan and Shane Hopkins join co-host Doug Turnbull to break down how real estate has a greater return in a retirement portfolio and is lower maintenance than people think. The father and son talk about different kinds of property and the different ways in which it can be invested and compare this type of investment to more traditional stocks and bonds. Bryan and Shane also rib each other about who deep fries the better turkey and talk about epic Thanksgiving crowds in the Hopkins household. Get in touch with Bryan and Shane today by visiting their website!See omnystudio.com/listener for privacy information.
Transcribe →Paying family members in a family business
Nov 19, 202400:18:35Tap to summarizeBryan and Shane Hopkins discuss with co-host Doug Turnbull the difficulty of deciding how to compensate family members inside a family business. Bryan and Shane draw upon their experiences to share with listeners from whom they should seek advice and how they should assign roles based on their family member’s skills. Bryan and Shane also discuss becoming a grandfather and uncle, respectively, and how much fun they have with baby Braxton. Get in touch with Bryan and Shane today by visiting their website!See omnystudio.com/listener for privacy information.
Transcribe →Tax Strategies for a Secure Retirement
Nov 5, 202400:25:29Tap to summarizeBryan & Shane delve into the complexities of retirement planning, focusing on the effective use of 401(k) accounts, the differences between Roth and traditional retirement accounts, and the importance of tax planning. They discuss generational perspectives on retirement savings, emphasizing the need for early financial education and strategic planning to maximize retirement income while minimizing tax liabilities. #401k #retirementplanning #taxstrategies #financialeducation #generationalwealthSee omnystudio.com/listener for privacy information.
Transcribe →The Risks of Timing the Market: What You Need to Know
Oct 22, 202400:25:43Tap to summarizeBryan & Shane discuss the current economic climate characterized by recession fears and market volatility. They emphasize the importance of having a solid financial plan and remaining logical during uncertain times. The conversation covers strategies for managing investments, the risks of trying to time the market, and the significance of maintaining cash reserves and paying off high-interest debt. #recession #marketvolatility #financialplanning #investmentstrategiesSee omnystudio.com/listener for privacy information.
Transcribe →Family Business 101: Tips and Insights from Bryan and Shane Hopkins
Oct 8, 202400:23:05Tap to summarizeBryan and Shane discuss the challenges and strategies for running a successful family business. They emphasize the importance of separating family dynamics from business operations and highlight the need for clear roles, responsibilities, and communication within the organization. The conversation also touches on the statistics of family businesses and the potential difficulties in transitioning from one generation to the next. The popular TV show Yellowstone is used as an example to illustrate the complexities of family businesses and the importance of having the right people in the right positions. #retirement #financialadvisor #familybusiness #retirementplanningSee omnystudio.com/listener for privacy information.
Transcribe →Money, Taxes & Freedom Trailer
Oct 8, 202400:01:00Tap to summarizeIt’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!See omnystudio.com/listener for privacy information.
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