All Episodes
Money, Taxes & Freedom — 37 episodes
Before You Claim Social Security, Hear This
The Retirement Question No One Can Answer: How Long Will You Live?
Tax Free Roth Conversions? Here’s Why That Claim Raises Red Flags
The Financial Reality of Women, Longevity, and Retirement
Relocation Reality: What Retirement Brochures Don’t Show
Free Money for Kids? Understanding the New Trump Accounts
Beyond Stocks and Bonds: Inside the World of Private Investments
HSA Secrets: The Triple Tax Advantage You’re Missing
Smart Moves for a Confident Financial New Year
The Hidden Retirement Risk: Are You Prepared for Healthcare Costs
Inherited Homes: Treasure or Trouble
Why Compatibility Is Key—in Relationships and Finances
Love & Money: Why Compatibility Matters Most
The Silver Tsunami: What Happens After You Sell Your Business?
When Values Collide: Navigating Financial Planning as a Family
Wise investing advice about fluctuating interest rates
What you need to know about Roth conversions
Why Bryan and Shane became financial advisors
How to budget properly for a fantastic retirement vacation
Factors that determine risk tolerance
The skinny on seven tax-deductible retirement plans
Three ways successful people enjoy financial freedom
Five financial factors to consider when moving to another state
Four pros and cons of owning real estate as a business owner
Three areas where you need a financial advisor
The good, the bad, and the ugly of annuities
Five college funding sources and the benefits of starting early
Six financial subjects on which to educate kids
Three things that matter to people the most
What RMDs are and the deadlines people must meet
Adding real estate to a retirement portfolio
Paying family members in a family business
Tax Strategies for a Secure Retirement
The Risks of Timing the Market: What You Need to Know
Money, Taxes & Freedom Trailer
Family Business 101: Tips and Insights from Bryan and Shane Hopkins
Three Factors to Consider When Taking Social Security