What happens when your legacy is shaped not just by your wealth, but by how you choose to share it? In this episode, father-son financial advisors Bryan and Shane Hopkins explore the emotional and strategic layers of family financial planning. From gifting inheritance while alive to navigating conflicting retirement dreams between spouses, they unpack real-life stories that reveal how values drive money decisions. Whether you're planning a scholarship or a family vacation, this conversation will challenge how you define a fulfilling financial life.

 

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

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