Podcasts by Money On Tap

Making More out of 24 from 2023-12-09T08:05:02

Dynamic Partnerships, Finding the RIght Advisor from 2023-12-02T08:05:02

Rise of the ALTS Show from 2023-11-25T08:05:02

What's in Store for 2024 from 2023-11-18T08:05:02

Found Money, And How You Keep It! from 2023-11-11T08:00:03

401k NO MORE from 2023-11-04T11:00:02

Successful Retirees 'Just Do It' Differently from 2023-10-28T07:00:02

Top 10 Retirement Worries from 2023-10-21T07:00:03

Giving your Best from 2023-10-14T07:00:02

Everyone Needs an Estate Plan from 2023-10-07T07:00:02

Unveiling your Financial Personality Part 2 from 2023-09-30T07:00:03

Unveiling Your Financial Personality from 2023-09-18T07:21:43

Strategies for a Sideways Market from 2023-09-04T22:20

Best Retirement Cities for Your Golden Years from 2023-08-25T06:08:10

Mastering Your Taxes For Small Business Success from 2023-08-12T05:58:29

Mastering Your Taxes from 2023-08-12T05:57:06

Growth vs Value, Investing for Success from 2023-08-11T07:10:49

Unlocking the Secrets of Long Term Care from 2023-08-04T05:09:09

Building and Navigating Generational Wealth from 2023-07-21T07:47:53

Inflation Update, Decelerating Trends and a Path to a Soft Landing from 2023-07-21T07:45:58

Market Insights Unveiled from 2023-07-13T04:38:06

Unlocking the Power of Life Insurance in Your Financial Plan from 2023-07-04T05:19:51

Leaving a Legacy in the Biblical Sense from 2023-06-25T07:02:15

Investing For Beginners from 2023-06-18T06:26:46

Risk, Reward&Retirement from 2023-06-11T09:53:30

The Only Constant is Change from 2023-06-04T18:59:05

Real Estate Without the Toolbox! from 2023-05-26T06:41:51

Market Trends, Do You Follow the Money? from 2023-05-19T04:00:36

What Does It Mean To Be Fully Insured? from 2023-05-11T10:01:10

Let's Lower Your Taxes - Part 1 from 2023-05-06T00:04:21

Impact of the Secure Act - Part 2 from 2023-04-27T07:12:04

Impact of the Secure Act - Part 1 from 2023-04-20T06:45:27

Pouring Out of Your Financial Foundation - Part 2 from 2023-04-13T05:43:41

Pouring into your Financial Foundation - Part 1 from 2023-04-06T06:27:04

The Price of Uncertainty from 2023-03-31T07:20:28

The Time Is NOW from 2023-03-30T06:47:31

Does Your Bank Have a Gambling Problem? from 2023-03-23T07:34:36

Connect the Dots - Taxes from 2023-03-17T11:15:02

Social Security Fact or Fiction from 2023-03-10T09:25:01

Still Feeling Blue From 2022? from 2023-03-04T09:50:02

Estate Planning Checklist from 2023-02-25T09:30:01

Social Security - The Cola Might Not Be So Sweet from 2023-02-17T10:25:01

Sizzle or Fizzle in 2023 from 2023-02-10T09:35:01

2023 Tax Law Changes Part 2 from 2023-02-03T12:25:01

2023 Tax Law Changes Part 1 from 2023-01-27T16:45:01

Best you can be in 23 from 2023-01-19T11:30:02

Protect your money, Protect yourself from 2023-01-13T06:55:01

10 Financial New Year's Resolutions from 2022-12-29T07:35:02

Millionaire Marathon from 2022-12-22T08:25:01

Bull Market State of Mind from 2022-12-19T08:30:02

Grin&Bear It from 2022-12-19T00:35:02

Ho Ho Ho How Do You Afford Christmas? from 2022-12-18T00:30:02

Safe, Safer,&Safest from 2022-12-16T23:20:02

Put up or Check Up from 2022-12-14T23:20:02

Dividends and Interest from 2022-12-12T23:10:02

Debunking Uncle John's Myths from 2022-12-10T23:05:01

Bear Bones, The Anatomy of a Bear Market from 2022-12-08T23:00:02

Cycle, Sector,&What's Next from 2022-12-06T23:00:02

Recession is Not the Market from 2022-12-04T23:00:02

Rolling the Dice on Your Pension from 2022-12-02T22:55:01

Real Estate Over or Beginning from 2022-11-30T21:54:25

Investing in Energy from 2022-09-24T18:15:02

Energy. It's everywhere all the time and one of the most interesting investments you can learn about here today.

The Risk of Missing Out from 2022-09-22T18:15:02

What day is best to invest? Listen in for your better investing solutions today!

Is it a Bull Rally in a Bear Market from 2022-09-20T18:10:02

It's hard to know which way the tide is turning when everything goes another direction from day to day. Let's take a look at better investing strategies no matter what direction the tide is flowing.

ID Theft from 2022-09-17T18:10:01

Everyone has had the scare or come across the scam looking to steal your ID. Learn from one of the best at stopping this theft and protect you and your family.

Return to the Basics from 2022-09-14T17:04:01

There is so much going on in life let alone the markets and investing. What really matters and can help me move forward today? Let's focus and get down to basics.

Are Annuities Right for You Now from 2022-08-15T01:45:02

Are Annuities Right For You Now?

Buying&Selling a Business from 2022-08-13T01:45:03

Buying and Selling Businesses

Safe Money Better Returns from 2022-08-10T01:45:02

Safe Money May Yield Better Returns

Predictable Income in an Unpredicatable Market from 2022-08-06T00:40:11

Create Predictable Income

Investment Sectors that Benefit from Inflation from 2022-07-03T22:55:01

Gaining From Your Losses from 2022-07-01T22:45:02

Who's Targeting Your 401k from 2022-06-30T22:40:02

Inflate Your Portfolio from 2022-06-29T21:37:51

Successful Millennial Retirement from 2022-05-31T07:00:02

The Most Powerful Metrics in Investing from 2022-05-30T07:00:02

Stocks You Buy&What They Do! from 2022-05-29T06:55:02

Daily Bread from 2022-05-28T06:55:01

The Lost Decade from 2022-05-27T06:50:01

The Market Is War Out There from 2022-05-25T05:40:01

Investing In Inflation II from 2022-05-23T05:35:02

Investing In Inflation I from 2022-05-20T04:29:19

Pension+ from 2022-03-11T05:30:02

Hidden Cash from 2022-03-08T05:30:02

Cash is King from 2022-03-06T05:25:02

No Pensions, No Problem #4 from 2022-03-04T05:25:02

No Pensions, No Problem #3 from 2022-03-03T05:25:02

No Pensions, No Problem #2 from 2022-03-02T05:20:02

No Pensions, No Problem from 2022-03-01T05:20:02

7 Potential Pensions from 2022-02-28T05:15:02

RRRRetirement from 2022-02-27T05:15:02

Annuities Can Be Your Friend from 2022-02-26T04:10:19

Protecting Yourself And Your Parents Finances from 2021-12-17T17:50:11

Family finances can be challenging and different from person to person. No matter who you are, protecting you and your parents finances usually comes first for our clients needs. Learn more and how...

Ho Ho Holiday Investing from 2021-12-10T07:10:02

Season’s Greetings and Holiday Cheer are great ways to make your portfolio sing this year!

Pure Energy.... Can Rocket Your Portfolio Round 2 from 2021-12-08T06:03:51

Energy has so many ways to invest we had to make two shows to show you.

Pure Energy.... Can Rocket Your Portfolio from 2021-11-25T21:17:31

There are so many options for you to invest in today. One of these may be Energy. In it's multiple forms and arrangements you can pick and chose how you participate and take advantage of the now fo...

Health Savings Accounts Can Be Quadruple Threat from 2021-11-08T02:25:14

Health Savings Accounts are more and more becoming the tax advantage savings tools that can allow for greater savings and financial flexibility. Learn how to use these quadruple threats for your re...

Market Timing or Time In The Market Part 2 from 2021-11-06T00:18:02

The age old debate continues to brew. How do you maximize returns and protect yourself from a market downturn. This one is too big to get in one show so here you go. Part 2

Market Timing or Time In the Market from 2021-09-27T16:59:07

The age old debate continues to brew. How do you maximize returns and protect yourself from a market downturn. This one is too big to get in one show so here you go. Part 1

Retirement Planning For Millennials from 2021-09-15T20:26:31

Millennials are one of the most talked about generations in history but often forgotten in the retirement conversation. Learn more about how this generation can be prepared for their window into re...

So You Don't Think You Can't Save For Retirement? from 2021-09-09T22:40:48

So many people today feel like retirement or saving for retirement is out of reach. Ben & Seth dive into solutions for you to find your path toward becoming a success at saving for your own retirem...

So You Don't Think You Can't Save For Retirement? from 2021-09-09T22:40:48

So many people today feel like retirement or saving for retirement is out of reach. Ben & Seth dive into solutions for you to find your path toward becoming a success at saving for your own retirem...

Money On Tap, Best of Summer from 2021-09-01T18:08:49

What have you missed this summer? We bring you all the best of Summer for Money On Tap so you can get caught up and in the know! Enjoy

Real Estate Investing from 2021-08-27T16:00:15

Real Estate is America's number one investment. How do you scale from Mom and Pop to diversified asset classes? You listen to Money On Tap of course and join Kirra Krussman CCIM, Ben, Seth and Dan ...

Food.... Now You Own It from 2021-08-25T22:25:16

Food is not only a back yard hobble for many but big business and real returns for investors. Look deeper into the world of food investments with Ben, Seth, Dan and Tony today on Money On Tap.

Back to School Investing from 2021-08-22T20:51:40

On today's episode on Money On Tap, Ben and Seth discuss housing bubbles, back to school, supply chains and inflation.

12 Biggest Pitfals in Retirement Planning from 2021-08-07T22:50:13

On today's episode of Money On Tap: the Olympics in the news and a discussion on 12 biggest pitfalls in retirement planning
(Longevity risk, interest rate risk, inflationary risk, adult childr...

Where Was Your Advisor When??? from 2021-08-02T21:44

AMC shares cut in half, GameStop is down 19% this month,
and where was your advisor when______?
Ben and Seth discuss that and much more on today's episode of Money On Tap.

The Art of Independent Property and Causualty Insurance from 2021-07-13T20:17:08

On today's episode of Money On Tap, Tesla lifts NASDAQ to record highs, the Mills family achieves a record buyout of Medline,
also, Ben and Seth are joined by Sarah Vezzani and Eric Morton, an...

The Massive Shift in ETF's from 2021-07-07T22:17:39

On this episode of Money On Tap, Ben, Seth and Dan discuss Exchange Traded Funds,
rising used vehicle prices, the future of space travel and much more.

Energy from 2021-07-01T23:21:23

From solar to oil, today's episode of Money On Tap is all about energy.
Ben, Dan and Seth also discuss college debt, investing in solar energy back in the 80's
and the fluctuating price o...

Making&Breaking Retirement Rules from 2021-06-23T19:26:46

In today's episode of Money on Tap, Ben and Seth cover Apple's legal battle with Epic games,
cybersecurity issues regarding retirement accounts and managing your aging parents' finances as the...

Benefits of Being Self-Employed from 2021-06-09T01:57:56

Are you a business owner? Do you have a side gig or have an entrepreneur inside of you that can't wait to get out? Today Ben and Seth dive into what you should know when owning your own business or...

Are You Paying Taxes on Social Security in Retirement? from 2021-06-03T01:30:26

On this episode of Money on Tap, Ben and Seth cover social security taxes. They talk about how your social security income is getting taxed, and what are some of the options you have to maximize th...

What Is Your Money Personality? from 2021-05-26T22:11:09

In this episode of Money on Tap Seth Krussman, Ben Brayshaw, and Dan Michelon dive into the world of personality types. They talk about the different personality types related to finance and our pe...

The Future of Bonds featuring Glen Dorsey of Clarke Capital from 2021-05-19T15:56:57

On this episode of Money on Tap, Glenn Dorsey, head of client portfolio management at Clark Capital, joins hosts Seth and Ben to discuss the current state of affairs in terms of inflation, bonds, a...

Aging in America from 2021-05-16T20:45:09

Money On Tap had 2 new guests today which included Anthony Scola and Dan Micelohn who is part of the Brayshaw Financial group. Ben, Seth, Anthony and Dan talked about the one subject no one wants t...

How to Invest During Inflationary Years from 2021-05-14T19:32:18

On this episode of Money on Tap, hosts Seth Krussman and Ben Brayshaw discuss how to invest during a period of inflation. Joined by Dan Michelon, they dive into what exactly the Covid19 pandemic me...

The Retirement Story, 10 IRA Mistakes from 2021-05-01T19:57:58

On this week’s episode of Money On Tap with Seth Krussman and Ben Brayshaw, we discuss the different types of IRA’s and address questions from our listeners with regards to which IRA is more effect...

Inflation, You Better Stay Ahead of This Retirement Killer from 2021-04-22T20:19:54

Do you remember when you were younger, and the cost of living was much lower? From movie tickets to gas prices, the rate of inflation keeps going up. In this episode of Money on Tap, Ben and Seth o...

Myth Busters, Re-Wire Your Annuity Understanding from 2021-04-05T16:52:16

There’s always an element of truth to a myth…Ben and Seth break down five common myths people believe when it comes to investing in annuities. Listen into this episode of Money on Tap and figure ou...

How You Can Guarantee Your Income from 2021-03-31T21:44:20

After retirement, there are 3 ways to gain guaranteed income to keep you and your family set for whatever may happen. Not sure what those are? Tune into this episode of Money on Tap to learn about ...

Personal Pension from 2021-03-17T03:22:56

On this episode of Money on Tap, Ben and Seth define the meaning of some really important retirement terms, such as ‘annuity’ and ‘pension.’ Curious to know how those affect your retirement plans? ...

Bulls&Bears from 2021-03-10T00:40:19

Bear market or bull market? As an investor, it’s important to know and understand these terms so you can make your money work for you. Look no further than this episode of Money on Tap to learn mor...

Bubbles from 2021-03-05T02:06:54

Either you’re gonna crash and burn at the end of the bubble, or you’re gonna take some profits.

15 Steps for a Better Retirment from 2021-02-20T22:10:19

Most people have wild and elaborate dreams about what retirement looks like. Planning is an essential part of those dreams, so Ben and Seth took the time to write up 15 essential rules to follow wh...

Changing Your Perception on Retirement from 2021-02-12T00:38:31

In this episode of Money on Tap, Seth and Ben break down seven different ways that retirement can be perceived. For many people, retirement contains visions of living somewhere where it’s always su...

MOT Hind sight is now 2021 from 2021-01-20T23:55:13

What a great time to lean more about money and how the rules have changed. 2021 is your year. Let's look at how to make the changes that will set you up for a lifetime.

2020 Nut's and Bolts part 2 from 2021-01-19T23:55:01

Once a year we get the opportunity to give you the best of Money On Tap. Here you go and We hope you enjoy. Nuts and Bolts 2020 Part 2

Here it is. Nut's and Bolts 2020 Enjoy! from 2021-01-18T22:51:22

Once a year we get the opportunity to give you the best of Money On Tap. Here you go and We hope you enjoy. Nuts and Bolts 2020 Part 1

10 Estate Planning Opportunites part 2 from 2020-12-24T01:00:02

Hey Folks. So many great pieces for Ben and Seth to cover in this show they had to break it into two. This is the second of them. You want to take advantage of these episodes to cover some great es...

10 Estate Planning Opportunities from 2020-12-21T23:56:57

Hey Folks. So many great pieces for Ben and Seth to cover in this show they had to break it into two. You want to take advantage of these episodes to cover some great estate planning opportunities....

Wrapping Up 2020 with Successful Tax Planning from 2020-12-20T22:10:25

2020 has been a challenging year and one that has brought many opportunities if you are open to looking for them. We want you to have the best planning experience possible and bring you this episod...

Commercial Real Estate Investing with Kirra Krussman CCIM from 2020-12-09T05:40:17

Real estate is one of the largest assets many of us own. Owning commercial real estate is much larger than most investors ever tackle. This could be a great opportunity now with covid pressure on s...

Understanding The Market from 2020-12-07T04:28:57

The Market. What does this mean when financial advisors refer to it? How is it comprised? How is it measured? What is important for you to know and understand during your accumulation phase until r...

The Giving Show from 2020-11-30T00:02:47

This is always a favorite show for us. Helping people maximize their philanthropy and having fun while doing it. If you are a giver or would like to be giving more...giving more better? This is a g...

Trade in the Jalopy its time for the 1035 exchange from 2020-11-23T03:22:39

Life insurance, annuities, jalopy, what do these words mean? Ben and Seth give listeners a clearer picture of what life insurance is and the pros and cons that come with it. If you feel like your p...

Small Business and Family Estate Planning with Gregory Levinson, Attorney from 2020-11-13T01:57:53

Joined by special guest Greg Levinson of Levinson Law, Ben and Seth break down the ins and outs of contract law, especially pertaining to family planning and small businesses. By having a contract ...

Six Most Overlooked Tax Deductions from 2020-11-10T20:09:32

In this episode of Money on Tap, Ben and Seth discuss six very much overlooked tax deductions. This is an important topic because filing taxes is something that a lot of people are confused about, ...

Property and Casualty Insurance. Get It? Don't Forget It! from 2020-11-09T23:57:22

What do you do when life’s great disasters strike, and you may not be prepared? Tune into this episode of Money on Tap to make sure that never happens to you. Ben and Seth, along with a special gue...

The Early Retirement Show from 2020-11-02T20:06:22

Ever thought about retiring early? Ben and Seth break it down for any early birds out there, wondering just how feasible it may be for you to have the retirement of your dreams. That could include ...

10 steps to Creating a Better Budget from 2020-10-29T20:19:51

In this episode of Money on Tap, listeners can find out ten helpful steps when it comes to budgeting. A lot of people may not know exactly how to handle their finances and may not even have a clue ...

7 Deadly Signs You Need a Financial Advisor from 2020-10-22T21:40:11

In this episode of Money on Tap, Ben and Seth break down signs that you may need a financial advisor. If you’re in the market for one, look no further! They are both fiduciaries committed to helpin...

Trump vs. Biden - What does the Market Look Like from 2020-10-20T20:34:01

For anyone keeping up with the news, the year 2020 has been full of twists and turns, with one of the biggest debates being the upcoming Presidential election. Trump vs. Biden: who will win? On thi...

401K - How Saving For Retirement May Not Make Sense from 2020-10-14T04:04:13

On this episode of Money on Tap, Ben and Seth recap the pros and cons of 401(k)s as the tax rates are changing annually. For some, 401(k)s are becoming outdated and there may be smarter options out...

The S&P 500 Index, What You Need to Take Away from 2020-09-25T15:58:13

Money on Tap provides an in-depth look at the best way to manage your finances as you get closer and closer to retirement. Hosted by Ben Brayshaw and Seth Krussman This podcast is chock full of inf...

Top of the Tax Scams from 2020-08-02T18:30:11

If you have a cell phone or a cell phone number, you can benefit from today's episode. There is no denying that the pandemic has altered our economy, but that is not the only monetary issue that co...

The Future of Social Security from 2020-07-31T17:25:09

In today's show, Ben and Seth tackle a beast that has been a rising concern for the average worker today: Social Security. Everyone is affected by it and needs to know more about how it can impact ...

What Can the Market do for Me? from 2020-07-23T22:56:27

In today’s show, Ben and Seth break down the history behind the stock market and just how it can benefit you as a new or returning investor. Is the stock market for me? Why am I not seeing the retu...

12 Things to do before buying stocks from 2020-07-03T20:40:04

There is an abundance of activity going on right now, but today’s show is all about taking it back to basics. How can you make the right personal finance decision today that will set you up for the...

7 Retirement Tips for a Turbulant Market from 2020-07-01T20:35:08

If you’re struggling with the idea of retiring, especially during this financial crisis, this is another great episode for for you. Today, Seth and Ben go through detailed steps that can guide your...

Estate Planning Through Covid with guest Marisol Goodman Attorney from 2020-06-29T20:35:17

Are you thinking about or currently handling estate settlements? Our guest speaker for today, Marisol Goodman Attorney at Law, is here to help! Specializing in estate planning, estate/ trust admini...

Tax Loss Harvesting from 2020-06-27T20:30:03

Summary- All first time, long term or considering investors are going to enjoy today’s episode. Before the guys dive into today’s topic, Ben and Seth go over Money in the News. They review how Warr...

Real Estate... Your #1 Hard Asset. from 2020-06-25T19:21:22

“To yield or not to yield, that is the question!” Since the COVID-19 pandemic occurred, questions about our economy or different ways to make money are circling. Today on Money on Tap, the guys are...

10 Ways You Should be Investing Today from 2020-05-17T05:24:17

Are you wondering what levers you can pull? We have come up with 10 ways you can invest right now to corner the market and build an evergreen strategy.

Money Moves You Can Make When the Market Pulls Back from 2020-05-08T03:12:20

The Market has changed a lot since 2019. What opportunities do you need to address and how can you turn lemons into lemonade. #smartmoneymoves

Investable Ideas in a Coronavirus Season from 2020-04-22T19:45:55

Take some time to read positive headlines and see where we are investing to lead us out of the Covid-19 dive.

Tactical Asset Allocation, Create Better Diversification w/ Sean O'Hara-Pacer ETF's from 2020-04-07T21:20:28

Join Sean O'Hara president at Pacer ETF Distributors for an engaging timely discussion about tactical asset management and how this tax efficient vehicle can help protect and support your goals thr...

Get the latest on covid-19 market-Live Radio Interview with Ben and Seth from 2020-03-27T20:06:54

Listen now to this recent live radio update on covid-19 by Ben and Seth hosts of Money On Tap and planners with Brayshaw Financial Group, LLC Money On Tap

Covid-19, Cutting Through the Noise from 2020-03-24T20:04:22

Covid-19 has a lot of fear behind it. We are looking at the numbers, cutting through the noise, bring a plan and understanding to what you can do for your investments today, protecting and maximizi...

Where are you taking risk? Risk takes many forms and may translate to profits or loss. from 2020-03-17T20:11:15

Why risk something as significant as your retirement, your happiness or your goals? Risk takes many forms and has several benefits along with potential unforeseen consequences. How can you improve ...

I Robo, part 2, Pros and Cons of Robo Advisors from 2020-03-16T04:24:30

We are breaking down the pros and cons of Robo Advisors today. Learn how you can take advantage and pull this piece of fintech into your plan.

Teaching your kids about personal finance from 2020-03-14T04:57:44

Generations educate the next generation whether we like it or not. What have we learned? How can we help our next generation become financially literate and engaged in good financial practice?

I Robo... Robo Advisor Services Are Popping Up Everywhere from 2020-02-18T16:28:06

Robo Advisor services are popping up everywhere. This technology is nothing new to the financial planning world but has now started to take off in the broader consumer market. How does this fit in ...

Dow 30 from 2019-11-12T20:14:06

What do Nike, Microsoft, Walt Disney and Goldman Sachs all have in common? They are all in the Dow Jones Industrial Average, along with 26 other large companies worth noting. What do these 30 compa...

Inflation – Retirements Black Hole from 2019-11-07T06:14:39

The constant pressure from inflation can tear apart your retirement. Learn how to adjust and stay ahead of it through your retirement.

11 States To Retire In With A Fixed Income from 2019-08-30T04:21:52

You may want to look into moving in retirement for several reasons. Cost of living, Location, Amenities, Taxes and Healthcare are only a few of the considerations. Here are 11 states that take the...

Show #100 DIY Retirement Road Rules from 2019-08-07T05:01:14

Show #100 is a doozy with all sorts of advice for our DIY retirement listeners. Money in the News: Streaming services are turning up the heat with all new lineups of movies, series, startups and bu...

401(K) Tune Up from 2019-07-26T04:18:02

The Gist: A salute to Fathers – appreciating and honoring Fathers through thoughtful and humorous quotes. ..Tips on growing your IRA/401K – things to do and not to do. Today’s main topic: Seth and ...

2 Truths and a Lie from 2019-07-25T05:55:09

Property and Casualty Insurance go hand in hand with financial planning.
The post 2 Truths and a Lie appeared first on Money On Tap.

Monte Carlo from 2019-07-18T03:54:22

On this Money on Tap we look at Monte Carlo simulation to help us understand the impact of risk and uncertainty when it comes to financial forecasting models. It helps us see many of the potential ...

Death and Taxes…Smile :) from 2019-07-11T05:15:56

The grim reality of that special day that comes every year – Tax Day! Today we look at that dreaded day and some of the things you should be aware of and how it may affect you.
The post Death ...

Legacy Planning from 2019-06-30T14:00:58

Preparing your legacy for the generation to follow is best done proactively before the deathbed, putting all the legal pieces in place while there is time to make sound judgment decisions.
The...

The Power of Life Insurance from 2019-06-28T04:50:33

Synopsis: Discussing Life insurance at a Party may be a conversation crusher but understanding the importance of being properly insured and how it can bring peace of mind is a hugely necessary conv...

Investing With Your Money Passive&Tactical Investing from 2019-06-21T05:00:52

Synopsis:  Looking at a couple of methods of investing: Passive and Tactical. Exploring the major differences between the two and identify the pros and cons. Why you might choose a more conservativ...

The Most Wonderful Time of the Year from 2019-06-20T04:33:34

Synopsis:  A rundown of how the market turned out in 2018. The last quarter was a particular challenging year and December was especially volatile in 2018. Money in the News:  Portland Oregon man l...

The Do's and Don'ts of Market Volatility from 2019-05-17T03:17:12

The market is currently a nightmare but fortunately market nightmares do end and preparing for nightmares can be better too. Volatility in the market can be a scary thing and cause us to react out ...

The Return of The Retirement Tsunami from 2019-03-24T05:24:26

Because every horrific show deserves a sequel. In the next 20 plus years a huge wave of individuals will be retiring in what is being called The Retirement Tsunami. In part two of The Retirement Ts...

Property&Casualty Insurance…Looking For The Right Coverage from 2019-02-18T03:51:49

Welcome Erik Morton, Insurance Agent heading up the Brayshaw Financial Division from Vancouver WA, (specializing in property casualty insurance) shares the importance of being properly insured with...

Retirement Tsunami from 2019-01-24T01:34:50

In the next 20 plus years a huge wave of individuals will be retiring in what is being called The Retirement Tsunami.
The post Retirement Tsunami appeared first on Money On Tap.

The Retirement Trap – You Never Saw Coming from 2018-12-18T06:08:32

A lot of fun on this episode. We get into some ways people lock themselves into or out of options in retirement and get to spend some time with Jobin Roofing.
The post The Retirement Trap – Yo...

Financial Independence from 2018-12-11T00:52:44

F.I. It's the comeback movement you can be a part of and we love. Why not get free and retire early or get free and do the work that fulfills you.

The post Financial Independence appeare...

When Target Date Funds …. Hit The Fan! from 2018-11-19T23:55:26

Target date funds are a taking center stage. Are these easy to use retirement planning strategies or just setting us up for retirement failure?
The post When Target Date Funds …. Hit The Fan! ...

Long Term Health Care Second Course from 2018-09-28T05:12:44

Discover Solutions to Insurance In This Changing Menu of Long Term Care.  
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Long Term Health Care… It's What's For Dinner from 2018-09-21T03:39:14

The enormous rising costs of healthcare and insuring your ability to plan for these are what's happening today on Money On Tap.  
The post Long Term Health Care… It's What's For Dinner appeare...

The No Judgement Zone! from 2018-09-14T22:28:19

We have all felt the irritation and pain of being judged. Many of us are even critical of ourselves. Welcome to the No Judgement Zone, prepare to rid ourselves of limiting mindsets and start talkin...

Delaying Retirement from 2018-08-18T01:42:02

Delaying retirement may not sound like the ideal plan but more and more people are discovering how meaningful and fulfilling this can be.
The post Delaying Retirement appeared first on Money O...

Investing In The Next Generation from 2018-07-03T22:19:42

One of the greatest privileges is for us to speak into the next generation. Learn about lessons others have taught us and are valuable to leave behind.
The post Investing In The Next Generatio...

The Best Way To Inherit An IRA from 2018-07-02T22:05:49

One of the largest wealth transfers is upon us. Learn what you need to know in order to deter the tax man.
The post The Best Way To Inherit An IRA appeared first on Money On Tap.

9 Common Money Management Mistakes from 2018-07-01T21:42:35

Hindsight is 20/20. Discover 9 of the most common money mistakes that you can avoid.
The post 9 Common Money Management Mistakes appeared first on Money On Tap.

Financial Inventory – Where do you Stand Financially from 2018-06-30T18:25:15

Explore With Us One Of The Building Blocks Of Great Personal Finance.  
The post Financial Inventory – Where do you Stand Financially appeared first on Money On Tap.

Marriage&Finances from 2018-06-29T18:03:53

Some Spend Others Save, Chances Are If You Are One, You Married The Other. Have Fun! Learning How To Be Successful Together In Marriage.
The post Marriage & Finances appeared first on Money On...

Annuities – 5 Questions To Ask If They're Right For You from 2018-06-28T17:55

Annuities- 5 Questions To Ask If They're Right For You
The post Annuities – 5 Questions To Ask If They're Right For You appeared first on Money On Tap.

401Ks – Great! Now What? from 2018-06-28T00:10:18

401Ks – Great! Now What?
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The Markets Are Out Of Control – Are You? from 2018-06-26T22:58:05

10 tips in this Market to Maintain Sanity & Control  
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Buyer Beware from 2018-06-25T22:56:58

Buyer Beware! Look Before You Leap.
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Evaluating Your Investment from 2018-06-13T22:43:54

Maybe It's Time For An Investment Makeover
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Saving Money…. On Your Taxes… from 2018-06-01T05:47:59

Who Thought The Two Would Become One? We Uncover Multiple Ways To Save More Money On Your Taxes…
The post Saving Money…. On Your Taxes… appeared first on Money On Tap.

Building Your Financial House from 2018-05-23T03:46:28

All Four Walls
The post Building Your Financial House appeared first on Money On Tap.

Listener Questions from 2018-05-16T04:37:42

We Take A Break From Our Regularly Scheduled Programming To Answer Some Of Your Questions!
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Evaluating Your Investment Style… from 2018-04-11T04:37:09

Maybe It’s Time For An Investment Makeover!!
The post Evaluating Your Investment Style… appeared first on Money On Tap.

Are You Prepared For Market Drops? from 2018-03-30T00:21:45

Market Drops Are Inevitable–Being Prepared Can Leave You In A Better Place
The post Are You Prepared For Market Drops? appeared first on Money On Tap.

Bridging The Planning Gap! from 2018-03-18T22:56:07

What Investors Think, And How Advisors Plan For Retirement Income….  
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2018 Tax Cut! You Keep More Of Your Money! from 2018-03-11T21:40:54

The Most Sweeping Tax Code Update in 30 Years and What This Means for Corporate and Personal Taxes…
The post 2018 Tax Cut! You Keep More Of Your Money! appeared first on Money On Tap.

Trump Tax Bill from 2018-02-25T00:57:37

Nine Things You Need To Know About the Big Republican Tax Reform Bill—Filtering Through The Noise
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Tax Free Streams Of Income from 2018-02-17T00:14:06

Layering Your Retirement Income With Tax Efficiency In Mind… There are a lot of ways to help minimize taxes. When working with our clients, we talk with them about creating balance. Saving taxes is...

Five Retirement Landminds from 2018-02-09T18:55:46

Five Retirement Land Mines: Avoiding These Can Help You Get Where You Want To Be! In today’s world, with so many factors in play there are things you have to be careful of when investing.  Now of c...

What To Look For In An Advisor from 2018-02-01T15:21:54

Finding The Right Advisor And Understanding How They Can Help! That’s What's On Tap Today!
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The Good, The Bad, And The Ugly! from 2018-01-31T03:54:13

Feeling Behind In The Game? The Power Of Compound Interest And Developing A Plan May Help You Get Back On Track!
The post The Good, The Bad, And The Ugly! appeared first on Money On Tap.

Estate Planning Blunders from 2018-01-27T22:36:45

Simple, Common mistakes you want to make sure not to do. On today's show, we are going to spend the bulk of it talking about something that is very important. Insuring you know where your financial...

Alternative Investments…Means What??? Exactly! from 2018-01-25T02:24:42

We Are Surrounded By Alternatives—Discover Why This Asset Class Gets So Much Attention And What It Means For You!
The post Alternative Investments…Means What??? Exactly! appeared first on Mone...

Time To Pay The Piper from 2018-01-20T20:31:15

Qualified Accounts Have Their Advantages Up Front But May Cost You Later
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Create Financial Independence…Retire Early! from 2018-01-12T23:51:33

FI (Financial Independence) Is What's On Tap Today.

You’re Going to Retire Where? from 2018-01-07T22:50:47

Location, Location, Location! Decisions On One Or More Retirement Locations Is On Tap Today.

Shedding New Light On Retirement Planning from 2017-12-29T06:50:21

Foundational Elements… Multiple Streams Of Income… Sounds Like A Plan

Shifting Out Of Neutral from 2017-12-22T07:53:12

Having Fun Unpacking Priorities On The Road To Retirement

How Do We Communicate…. About Money? from 2017-12-15T06:50:38

Communicating About Money Can Be Difficult When It Comes To Your Family….

Face your Fears! from 2017-12-11T19:14:47

Financial Fears Are Common--You Don't Have To Be Controlled By Them!

One Of The Biggest Collisions In Our Lifetime… from 2017-12-07T00:05:42

Collisions Are Inevitable...Becoming Profitable From Changing Demographics Is What's Behind The Wheel Today...

Pension Problems…Have You Got One?? from 2017-12-02T22:59:05

Pensions are a huge problem that no one wants to address. Guess what...we do!

How To Deal With The Ups And Downs Of Investing… from 2017-12-01T05:18:09

Investing can have a lot of ups and downs. Here is how you can succeed.

More From our Q&A Lab! from 2017-11-27T19:18:04

Some Questions Take More Time And Let's Face It … Your Worth It! Join Us While We Dive Into Your Financial Questions On MOT!

You Have Questions? Well, We have Answers!! from 2017-11-17T06:19:44

From Ponzi schemes to whether to contribute to a Roth or Traditional IRA-- we tackle some of your toughest questions!

CNE Make Retirement Planning Fun from 2017-11-15T20:41:27

What the Trump!?? from 2017-11-06T05:27:18

Post Trump election talk! How might things look during a Trump presidency? Plus the BONUS TRACK on "Tactical gifting".