Gen X learned to figure everything out on their own. But when it comes to retirement, is going it alone becoming a costly mistake? In this episode of Money, Taxes & Freedom, Bryan and Shane Hopkins discuss why many Gen Xers are entering retirement without a true financial plan. They explore the difference between simply accumulating assets and creating a retirement income strategy, the risks of sequence of returns, tax planning opportunities, and why distribution planning requires a different mindset than saving for retirement. The conversation also highlights common DIY investing pitfalls and explains why proactive planning, years before retirement, can help uncover opportunities, reduce uncertainty, and create a clearer path toward financial independence.

Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200.

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