Bryan and Shane Hopkins of Hopkins Wealth Management Group talk about the unpredictability of interest rates but also how they have changed so much in recent years. They share how financial plans should not be geared for the near future but also for the long game. They also discuss different retirement tools, such as annuities that are benefiting from the current interest rates and how people should not wait to make adjustments to their plans – because they could be leaving money on the table.

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

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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 share the stories about why they became financial advisors. Bryan reveals some hardships he had at an early age and his gift with numbers. Shane discussed how he saw his dad helping people and noticed he was good with numbers himself. They also laugh about Braxton (Bryan’s grandson and Shane’s nephew) having a portfolio at less that one-year-old and reactions to the market roller coaster.

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 talk about the steps needed to save for a mega retirement vacation and how it is attainable with planning. Bryan dishes on his big Bora Bora anniversary/wife’s birthday trip and Shane shares what his perfect vacation is and compares that to what a survey of American travelers say. Bryan and Shane also share how vacation planning is often quite overlooked in retirement plans.

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 discuss tariffs, market volatility, and people’s stomaching risk. Bryan and Shane break down how age, goals, timelines, assets, and health all determine how much market-exposure people should assume. They also share how advisors can lead these discussions and the big risk involved in not investing in the market. They also talk about their appearances at some local Boise car shows in June and July.

Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200 . And come meet Shane and Bryan at car shows at Eagle Fun Days on June 28th and Toybox Car Club on July 19th.

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Bryan and Shane Hopkins talk about tax-deductible retirement plans and the pros and cons of each. Shane talks about different types of IRAs and 401(k)s, while Bryan handles employer plans for profit-sharing and cash balance plans. They each discuss the tax implications of the plans and how best to make that tax money efficient. They also talk about the pitfalls of not using advisors on these complex plans.

Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200 . And come meet Shane and Bryan at car shows at Eagle Fun Days on June 28th and Toybox Car Club on July 19th.

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Bryan Hopkins & Shane Hopkins discuss how vital planning is in even enjoying one’s time in retirement. Bryan and Shane share some great stories on how successful people they know plan their travel, serve in their communities, and goal-plan in retirement. They also share the satisfaction that people have when they achieve their goals and how doing so seems to slow down the aging process.

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

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Bryan and Shane Hopkins talk about how moving to another state can be a big hit to the wallet. Bryan and Shane discuss insurance and taxes, along with basic utilities and vehicle registration. And they talk about not only healthcare costs, but healthcare availability and they share which states are ranked as the most affordable.

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

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Bryan Hopkins & Shane Hopkins examine the idea of owning versus renting, especially for business owners. Bryan and Shane lay out four pros of owning real estate, particularly appreciation. But they also share four cons, including expenses, that people need to consider. And they share why this decision – and any decision involving money – should be made with the consultation of a financial advisor who sees it all from a 30,000 foot view.

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

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Bryan and Shane Hopkins discuss three big buckets where people should consider a financial advisor and why: life/career events, financial roadmap, and taxes. The father and son duo explain how they see these scenarios plan out every day and why financial planning – versus financial reactions – is the way to go.

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

FB: https://www.facebook.com/hopkinswealth

See omnystudio.com/listener for privacy information.