Money, Taxes & Freedom

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…

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48 clip(s) in playlist

Could Your Favorite Charity Benefit More Without Costing You More?
What if the most powerful way to give to your favorite charity isn't writing a check at all? In this episode of Money, Taxes & Freedom, Bryan and Shane Hopkins explore charitable giving strategies that can help maximize your impact while minimizing unnecessary taxes. From Qualified Charitable Distr…
29:42
What If the Secret to Retirement Success Is Doing the Hard Things?
What do ice baths, fasting, and retirement planning have in common? The benefits often come from doing the uncomfortable things most people avoid. In this episode of Money, Taxes & Freedom, Bryan and Shane Hopkins explore why long-term financial success is built on discipline, consistency, and dela…
25:28
What Can You Actually Control in Retirement Planning?
If no one knows how long they'll live, how do you know if your retirement savings will last long enough? In this episode of Money, Taxes & Freedom, Bryan and Shane Hopkins explore the balance between what retirees can and cannot control. From market volatility and inflation to taxes, longevity, and…
26:39
Is Gen X Trying to Figure Out Retirement the Hard Way?
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 dif…
23:21
Who Are Your Financial Advisors When the Office Is Closed?
What happens when a father-son financial planning team trades market talk for fishing stories, family memories, and life lessons? In this special episode of Money, Taxes, and Freedom, Bryan and Shane Hopkins pull back the curtain on who they are beyond the office. From Shane's larger-than-life stor…
18:24
Are You Avoiding Financial Planning Because You Don't Know What to Expect?
Nervous about meeting with a financial advisor for the first time? You might be surprised to learn it's far more like a conversation than an interrogation. In this episode of Money, Taxes, and Freedom, Bryan and Shane Hopkins pull back the curtain on what really happens during a first meeting with …
29:05
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