Money, Taxes & Freedom
Money, Taxes & Freedom
Playlist by Money, Taxes & FreedomIt’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…Follow the podcast:
42 clip(s) in playlist
What Money Conversations Should You Be Having with Adult Children?
The money conversation doesn’t end when your kids grow up, it just becomes more complex. In part two of this series, Bryan and Shane Hopkins build on their earlier discussion by exploring the financial conversations every parent should be having with adult children. From navigating college decision…
33:33
Are You Teaching Your Kids the Most Important Money Lesson?
What if the most valuable financial advice your kids ever receive… comes from you? In this episode, Bryan and Shane Hopkins explore the important money conversations every parent should be having with their children. From introducing basic concepts like earning and budgeting to teaching delayed gra…
30:34
Is the 60/40 Portfolio Still a Smart Strategy?
Are the “gold standard” rules of retirement planning quietly becoming outdated? In this episode of Money, Taxes, and Freedom, Bryan and Shane Hopkins revisit the traditional 60/40 portfolio and 4% withdrawal rule to see if they still hold up in today’s market. They explore why changing conditions, …
21:56
Are You Prepared for Today’s Smarter Scams?
What if the biggest threat to your retirement isn’t the market, but a single convincing scam? In this episode of Money, Taxes, and Freedom, Bryan and Shane Hopkins break down how modern fraud schemes are evolving and why retirees are frequent targets. They explore how scammers use urgency, emotion,…
25:46
Is the American Dream Slipping Away? Here’s the Reality
The American Dream now carries a shocking price tag—over $5 million—and many families are wondering how that changes retirement planning. In this episode of Money, Taxes & Freedom, Bryan and Shane Hopkins unpack what that number really means and why it looks different for every household. They expl…
19:34
Before You Claim Social Security, Hear This
Claiming Social Security without a plan can lead to costly surprises you never saw coming. In this episode of Money, Taxes & Freedom, Bryan and Shane Hopkins break down six critical things to understand before filing for Social Security. From knowing your benefit amount and coordinating healthcare …
25:34
The Retirement Question No One Can Answer: How Long Will You Live?
You can plan for markets and inflation—but how do you plan for not knowing how long you’ll live? This episode tackles longevity risk: the unpredictable variable that quietly shapes every retirement plan. The conversation explores why “average” assumptions can fall short, how longer lifespans magnif…
22:24
Tax Free Roth Conversions? Here’s Why That Claim Raises Red Flags
If someone offered you a way to do a Roth conversion without paying any taxes, would your alarm bells go off? This episode takes a closer look at claims that sound too good to be true and uses a real MarketWatch scenario to unpack how Roth conversions actually work. Bryan and Shane Hopkins explain …
23:10
The Financial Reality of Women, Longevity, and Retirement
Most women will spend decades managing their finances alone—but few are prepared for it. In this episode of Money, Taxes, and Freedom, Bryan and Shane Hopkins unpack the financial realities women face in retirement, from longevity and Social Security gaps to widowhood and long‑term care planning. T…
22:15
Relocation Reality: What Retirement Brochures Don’t Show
That 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…
17:48