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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 his day trip to California to visit a client and how he and Shane give special attention to each of their clients.

Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200 . And call or go online to learn about their seminar in Cedar Creek Inn in Brea, California on July 29th. Reserve your spot before they fill!

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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 his day trip to California to visit a client and how he and Shane give special attention to each of their clients.
Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200 . And call or go online to learn about their seminar in Cedar Creek Inn in Brea, California on July 29th. Reserve your spot before they fill!
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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!

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!

Money, Taxes & Freedom

What you need to know about Roth conversions

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 year yet. Discover why writing down goals, reviewing them often, and rewarding progress matters. Learn how to navigate changing tax laws, optimize Roth conversions, and rebalance portfolios for market uncertainty. The Hopkins team explains how to balance growth and stability in retirement, address longevity risk, and use income tools like annuities. Start the year with a plan that builds resilience for your financial future.

 

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

Like us on Facebook

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 year yet. Discover why writing down goals, reviewing them often, and rewarding progress matters. Learn how to navigate changing tax laws, optimize Roth conversions, and rebalance portfolios for market uncertainty. The Hopkins team explains how to balance growth and stability in retirement, address longevity risk, and use income tools like annuities. Start the year with a plan that builds resilience for your financial future.
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Schedule a complimentary consultation with Hopkins Wealth Management Group at <a href="https://www.hopkinswealth.com">hopkinswealth.com</a> or call 208-510-6200.
Like us on <a href="https://www.facebook.com/hopkinswealth">Facebook</a>

Smart Moves for a Confident Financial New Year

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 card, how to avoid staying in a job just for insurance, and the crucial questions to ask about long-term care. Whether you’re planning for independence or concerned about supporting loved ones, this conversation highlights practical strategies for protecting your nest egg and making informed choices for your future.

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

Like us on Facebook

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&mdash;no matter your net worth. Discover why medical expenses are the biggest wild card, how to avoid staying in a job just for insurance, and the crucial questions to ask about long-term care. Whether you&rsquo;re planning for independence or concerned about supporting loved ones, this conversation highlights practical strategies for protecting your nest egg and making informed choices for your future.
Schedule a complimentary consultation with Hopkins Wealth Management Group at <a href="https://www.hopkinswealth.com">hopkinswealth.com</a> or call 208-510-6200.
Like us on <a href="https://www.facebook.com/hopkinswealth">Facebook</a>

The Hidden Retirement Risk: Are You Prepared for Healthcare Costs

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 unpack common estate planning misconceptions, hidden costs, and the family dynamics that can turn wealth transfer into a source of conflict. Learn how to navigate repairs, taxes, and tough decisions, and discover why clear communication is key to preserving both assets and relationships.

 

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

Like us on Facebook

What happens when a cherished family home becomes an inheritance&mdash;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 unpack common estate planning misconceptions, hidden costs, and the family dynamics that can turn wealth transfer into a source of conflict. Learn how to navigate repairs, taxes, and tough decisions, and discover why clear communication is key to preserving both assets and relationships.
&nbsp;
Schedule a complimentary consultation with Hopkins Wealth Management Group at <a href="https://www.hopkinswealth.com">hopkinswealth.com</a> or call 208-510-6200.
Like us on <a href="https://www.facebook.com/hopkinswealth">Facebook</a>

What you need to know about Roth conversions

Money, Taxes & Freedom

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