Smart Moves for a Confident Financial New Year

Nearly 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 yea…

The Hidden Retirement Risk: Are You Prepared for Healthcare Costs

What 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 car…

Inherited Homes: Treasure or Trouble

What 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 unpac…

Why Compatibility Is Key—in Relationships and Finances

Can 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, ope…

Love & Money: Why Compatibility Matters Most

Finding 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 compromi…

The Silver Tsunami: What Happens After You Sell Your Business?

Ten 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…

When Values Collide: Navigating Financial Planning as a Family

What 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 conf…

Wise investing advice about fluctuating interest rates

Bryan and Shane Hopkins of Hopkins Wealth Management Group talk about the unpredictability of interest rates but also how they have changed so much in recent years. They share how financial plans should not be geared for the near future but also for the long game. They also discuss different retire…

What you need to know about Roth conversions

Bryan and Shane Hopkins of Hopkins Wealth Management Group define what Roth IRAs are and how both Roth conversions and backdoor Roth conversions work. They explain how each has limits, the tax benefits and implications, and how these tools are not right for every situation. Bryan also shares about …

Why Bryan and Shane became financial advisors

Bryan and Shane Hopkins of Hopkins Wealth Management group share the stories about why they became financial advisors. Bryan reveals some hardships he had at an early age and his gift with numbers. Shane discussed how he saw his dad helping people and noticed he was good with numbers himself. They …