podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
Ben Brayshaw & Seth Krussman
Shows
Money On Tap
So You Don't Think You Can't Save For Retirement?
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 retirement. Enjoy!
2021-09-10
55 min
Money On Tap
Real Estate Investing
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 to learn more.
2021-08-27
56 min
Money On Tap
Food.... Now You Own It
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.
2021-08-26
56 min
Money On Tap
Back to School Investing
On today's episode on Money On Tap, Ben and Seth discuss housing bubbles, back to school, supply chains and inflation.
2021-08-22
55 min
Money On Tap
Where Was Your Advisor When???
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.
2021-08-02
56 min
Money On Tap
The Art of Independent Property and Causualty Insurance
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, and they discuss the art of independent property and casualty insurance.
2021-07-13
56 min
Money On Tap
The Massive Shift in ETF's
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.
2021-07-08
56 min
Money On Tap
Energy
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'sand the fluctuating price of oil.
2021-07-02
56 min
Money On Tap
Making & Breaking Retirement Rules
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 they enter the final chapter of their lives.
2021-06-23
55 min
Money On Tap
Benefits of Being Self-Employed
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 thinking you would like to.
2021-06-09
56 min
Money On Tap
Are You Paying Taxes on Social Security in Retirement?
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 that income.
2021-06-03
56 min
Money On Tap
What Is Your Money Personality?
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 personal relationships with money. These personality types include, the saver, the spender, the moneymaker, those that are indifferent, the saver-splurger hybrid, the gambler, the worrier, and the hoarder. They discuss the traits of each personality type and why it’s important for you to know and understand your personality type, so that you can strive to achieve a balanced relationship with money. Today’s Money in t...
2021-05-27
56 min
Money On Tap
The Future of Bonds featuring Glen Dorsey of Clarke Capital
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, and how to make money when people aren’t. Glenn lends his expertise on portfolio building, investment strategies, and solutions for the current marketplace.During Money in the News, Seth and Ben dive into three trending articles. The topics range from the link between chess and risk evaluation, to reopening travel, to living in a retirement community at 19 years old.
2021-05-19
56 min
Money On Tap
Aging in America
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 to talk about but that is extremely crucial in everyone’s lives - retirement. Adding their personal experience along with their advice and new strategies that have been developed, the guys emphasized the importance of having a good retirement plan set in motion along with the other more complicated details that come along with it. Money On Tap had 2 new guests today which included An...
2021-05-16
56 min
Money On Tap
How to Invest During Inflationary Years
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 means for your investing opportunities, covering topics such as, is now the time to buy a home? Is gold a safe investment? And what’s the deal with NFTs?
2021-05-14
56 min
Money On Tap
The Retirement Story, 10 IRA Mistakes
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 effective. Money is divided into two buckets – qualified and non-qualified. Non-qualified money being money in your savings account, your checking account, and your house. Qualified money being your IRA, 401k, and Roth IRA. Today we are focusing on IRA and Roth IRA, the difference between the two, benefits of having one versus the other and ways in which you can use each one to its fu...
2021-05-01
54 min
Money On Tap
Inflation, You Better Stay Ahead of This Retirement Killer
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 outline exactly what inflation is and the practical ways you can navigate it. When it comes to managing your money, inflation needs to be understood correctly for your money to work for you.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...
2021-04-22
56 min
Money On Tap
Myth Busters, Re-Wire Your Annuity Understanding
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 out the truth behind each myth and why putting your money into annuities may be the best thing you ever did for your retirement.
2021-04-05
55 min
Money On Tap
Personal Pension
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? Tune into this episode to find out how to make your money work best for you, even in the long run towards retirement.
2021-03-17
55 min
Money On Tap
15 Steps for a Better Retirment
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 when planning for retirement. This episode will make you feel less intimidated by the mountain you may have to climb when it comes to your future. As always, Brayshaw Financial group is just a phone call or email away.
2021-02-20
55 min
Money On Tap
Changing Your Perception on Retirement
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 sunny and a cool 70 degrees, but the reality is a retirement in that form takes a lot of hard work and financial planning. Brayshaw Financial Group is here to help so that your dreams of a successful retirement can actually become reality.
2021-02-12
56 min
Money On Tap
10 Estate Planning Opportunites part 2
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 estate planning opportunities. Buckle up. Get ready you are about to have fun learning about some great estate planning for you and your family. PS Thank you for liking and listening.
2020-12-24
56 min
Money On Tap
10 Estate Planning Opportunities
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. Buckle up. Get ready you are about to have fun learning about some great estate planning for you and your family.
2020-12-22
56 min
Money On Tap
Commercial Real Estate Investing with Kirra Krussman CCIM
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 several commercial asset classes to get involved. Learn from a pro Kirra Krussman CCIM on Money On Tap
2020-12-09
55 min
Money On Tap
Understanding The Market
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 retirement and on? Ben and Seth can't wait to dive into helping you grab a hold and have fun.
2020-12-07
55 min
Money On Tap
Trade in the Jalopy its time for the 1035 exchange
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 policy may not be working for you, or that it could be time for an updated plan, look no further for advice! This episode of Money on Tap gives the audience five pragmatic steps to make your money work better, not harder, for you and your loved ones.
2020-11-23
54 min
Money On Tap
Small Business and Family Estate Planning with Gregory Levinson, Attorney
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 expert with them on this episode, you are sure to find some nuggets of wisdom to apply to your situation, whatever that may look like. Tune in to hear exactly how you can plan for your future.
2020-11-13
56 min
Money On Tap
Six Most Overlooked Tax Deductions
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, but Money on Tap has got it on lock! Be sure to figure out how you can save the most money when filing taxes, all while taking the stress out of it with this episode of Money on Tap.
2020-11-10
56 min
Money On Tap
Property and Casualty Insurance. Get It? Don't Forget It!
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 guest, Erik Morton, to outline exactly what you need to go over in your homeowner’s insurance plan to be fully covered should anything catch you off guard. Who knows, you could find that you’re eligible for buckets of money you may have not even known before!
2020-11-10
54 min
Money On Tap
The Early Retirement Show
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 working at a dream job, looking out at the beach every day, or even investing in real estate! Whatever your dreams and goals for retirement are, you could potentially reach them early just by harvesting a few tips and tricks from this episode of Money on Tap.
2020-11-02
55 min
Money On Tap
10 steps to Creating a Better Budget
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 about where to start with a budget! Ben and Seth outline ten easy ways to begin dabbling in budgeting, and their recommendation is to take notes on this episode of Money on Tap so you can go back and really implement some of their best tips. Ben Brayshaw and Seth Krussman are partners of Brayshaw Financial Group. Having questions about...
2020-10-29
56 min
Money On Tap
7 Deadly Signs You Need a Financial Advisor
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 helping you handle your money well. If you’re not ready to make the jump yet, just listen to this episode—it will give you an inside look on how much a financial could help you out.
2020-10-22
56 min
Money On Tap
Trump vs. Biden - What does the Market Look Like
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 this episode of Money on Tap, Ben and Seth, along with a special guest, break down the details on how the stock market will be affected depending on who the winner of the election is. There’s statistics, predictions, and discussions around different things that the presidential election will ultimately affect. So if you’re wondering whether or not to invest depending on the final outcome, you...
2020-10-20
56 min
Money On Tap
401K - How Saving For Retirement May Not Make Sense
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 there for saving money in order to retire comfortably. In an easy-to-understand way, the co-hosts of Money on Tap explain what each option looks like and what the ideal choice is for savers nowadays. Rest assured that there is an option out there for everyone, and Money on Tap desires to help each person get the best out of their financial...
2020-10-14
56 min
Money On Tap
The S&P 500 Index, What You Need to Take Away
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 information regarding managing money, being smart with finances, and a beginner’s guide to stocks. This hour-long podcast is an easy listen and a great way to learn more about how to be smart with your finances. On this episode of Money on Tap, Ben and Seth take a deep dive into the stock market world. S&P 500, Tesla, and indexes are just a...
2020-09-25
55 min
Money On Tap
Top of the Tax Scams
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 comes with that. Tax scams are everywhere and the guys take you through 9 scams that you need to watch out for in 2020. Learn how to protect yourself today!
2020-08-02
55 min
Money On Tap
The Future of Social Security
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 your financial decisions as you get older. Will it be here in the years to come? From the fears we have now to understanding the future, the guys breakdown Social Security here!
2020-07-31
56 min
Money On Tap
What Can the Market do for Me?
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 returns that others may have received over the years? If you’ve got questions and the stock market as always seemed like a mystery, this episode will unveil those answers for your potential at financial growth! Join us today on Money on Tap!
2020-07-24
56 min
Money On Tap
12 Things to do before buying stocks
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 next 10 years? Are you in the position to make investment choices based on your current finances? What will we do if the coronavirus returns? All of these questions are answered with these 12 tips that can be used a model for your stock market investing practices.
2020-07-03
55 min
Money On Tap
7 Retirement Tips for a Turbulant Market
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 retirement decision making in this fluctuating market. Money in the News breaks down the truth revolving around a touch-and-go market and how you can manage your investment decisions. Check out how these tips fit in with our “new normal” right here on Money on Tap!
2020-07-01
56 min
Money On Tap
Estate Planning Through Covid with guest Marisol Goodman Attorney
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 administrations and cooperation formation, she goes in detail about the best way to manage your finances, changes in documentation processes and navigating through the courts of the estate world. Are you ready to learn about making the most of your estate? Keep listening!
2020-06-29
56 min
Money On Tap
Tax Loss Harvesting
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 Warren Buffet is changing his rules, examine movements of the Dow and discuss the effects this quarantine has had on the economy. The main topic of today’s episode is about tax loss harvesting. What is it really, is it even worth it and how can it benefit your investment portfolio? Join us for Money on Tap!
2020-06-27
56 min
Money On Tap
Real Estate... Your #1 Hard Asset.
“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 diving into the tax benefits of real estate. While it is considered to be an aggressive market, it can also be a segue into producing passive income. Listen in today on how you can use one of your largest investments to help you build a secure financial future for your family!
2020-06-25
57 min
Money On Tap
10 Ways You Should be Investing Today
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.
2020-05-17
55 min
Money On Tap
Money Moves You Can Make When the Market Pulls Back
The Market has changed a lot since 2019. What opportunities do you need to address and how can you turn lemons into lemonade. #smartmoneymoves
2020-05-08
56 min
Money On Tap
Investable Ideas in a Coronavirus Season
Take some time to read positive headlines and see where we are investing to lead us out of the Covid-19 dive.
2020-04-22
55 min
Money On Tap
Tactical Asset Allocation, Create Better Diversification w/ Sean O'Hara-Pacer ETF's
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 through better portfolio diversification.
2020-04-07
54 min
Money On Tap
Get the latest on covid-19 market-Live Radio Interview with Ben and Seth
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
2020-03-27
16 min
Money On Tap
Covid-19, Cutting Through the Noise
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 maximizing your returns.
2020-03-24
55 min
Money On Tap
Where are you taking risk? Risk takes many forms and may translate to profits or loss.
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 your position and take advantage of the inherent risk surrounding you and avoid some unnecessary risk you may not need in your plan? This is what's on tap today. Learn all you can and stay financially healthy and free.
2020-03-17
56 min
Money On Tap
I Robo, part 2, Pros and Cons of Robo Advisors
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.
2020-03-16
56 min
Money On Tap
Teaching your kids about personal finance
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?
2020-03-14
56 min
Money On Tap
I Robo... Robo Advisor Services Are Popping Up Everywhere
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 to your goals and help you create a better financial solution?
2020-02-18
56 min
Money On Tap
Dow 30
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 companies and such a historic and storied index tell us? Why do we think its only going higher? Find out on today's episode of Money On Tap!
2019-11-12
56 min
Money On Tap
Inflation – Retirements Black Hole
The constant pressure from inflation can tear apart your retirement. Learn how to adjust and stay ahead of it through your retirement.
2019-11-07
56 min
Money On Tap
11 States To Retire In With A Fixed Income
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 cake when looking at making your retirement location work for you.The post 11 States To Retire In With A Fixed Income appeared first on Money On Tap.
2019-08-30
55 min
Money On Tap
Show #100 DIY Retirement Road Rules
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 buyouts. Who will lead the pack and who takes over your vote as the number one streaming service. Airbus overtakes […]The post Show #100 DIY Retirement Road Rules appeared first on Money On Tap.
2019-08-07
56 min
Money On Tap
401(K) Tune Up
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 Ben talk about transition support for our aging parents. An enormous conversation that details many aspects that need to be considered […]The post 401(K) Tune Up appeared first on Money On Tap.
2019-07-26
56 min
Money On Tap
2 Truths and a Lie
Property and Casualty Insurance go hand in hand with financial planning.The post 2 Truths and a Lie appeared first on Money On Tap.
2019-07-25
56 min
Money On Tap
Monte Carlo
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 outcomes and the potential risk of those decisions.The post Monte Carlo appeared first on Money On Tap.
2019-07-18
56 min
Money On Tap
Death and Taxes…Smile :)
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 and Taxes…Smile :) appeared first on Money On Tap.
2019-07-11
55 min
Money On Tap
Legacy Planning
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 post Legacy Planning appeared first on Money On Tap.
2019-06-30
56 min
Money On Tap
The Power of Life Insurance
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 conversation. Find out on today’s show how The Power of Life Insurance can make a big difference in an emergency. Money in the […]The post The Power of Life Insurance appeared first on Money On Tap.
2019-06-28
55 min
Money On Tap
Investing With Your Money Passive & Tactical Investing
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 conservative investment over an aggressive one. Also a look at Risk Tolerance. Money in the News: Ninety-Three year old Iowa man has his wedding […]The post Investing With Your Money Passive & Tactical Investing appeared first on Money On Tap.
2019-06-21
55 min
Money On Tap
The Most Wonderful Time of the Year
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 locked in Burger King Bathroom for an hour. As compensation, local manager offers man free Burger King Meals for life until district […]The post The Most Wonderful Time of the Year appeared first on Money On Tap.
2019-06-20
54 min
Money On Tap
The Do's and Don'ts of Market Volatility
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 of fear. Ben, John and Seth help us to make wise, proactive decisions in an unpredictable environment. Seek the help […]The post The Do's and Don'ts of Market Volatility appeared first on Money On Tap.
2019-05-17
57 min
Money On Tap
The Return of The Retirement Tsunami
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 Tsunami, we’ll look at Solutions – steps investors can take to help make things better in retirement years. Making better […]The post The Return of The Retirement Tsunami appeared first on Money On Tap.
2019-03-24
54 min
Money On Tap
Property & Casualty Insurance…Looking For The Right Coverage
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 the right kind of insurance and the right amount of coverage. Money in the News: The tax impact from lottery winnings (referring to recent Billion dollar lottery), the […]The post Property & Casualty Insurance…Looking For The Right Coverage appeared first on Money On Tap.
2019-02-18
59 min
Money On Tap
Retirement Tsunami
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.
2019-01-24
55 min
Money On Tap
The Retirement Trap – You Never Saw Coming
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 – You Never Saw Coming appeared first on Money On Tap.
2018-12-18
55 min
Money On Tap
Financial Independence
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 appeared first on Money On Tap.
2018-12-11
56 min
Money On Tap
When Target Date Funds …. Hit The Fan!
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! appeared first on Money On Tap.
2018-11-20
55 min
Money On Tap
Long Term Health Care Second Course
Discover Solutions to Insurance In This Changing Menu of Long Term Care. The post Long Term Health Care Second Course appeared first on Money On Tap.
2018-09-28
56 min
Money On Tap
Long Term Health Care… It's What's For Dinner
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 appeared first on Money On Tap.
2018-09-21
56 min
Money On Tap
The No Judgement Zone!
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 talking about dreams and goals. Even better lets start creating a plan on how to accomplish them.The post The No Judgement Zone! appeared first on Money On Tap.
2018-09-15
55 min
Money On Tap
Delaying Retirement
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 On Tap.
2018-08-18
54 min
Money On Tap
Investing In The Next Generation
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 Generation appeared first on Money On Tap.
2018-07-04
56 min
Money On Tap
The Best Way To Inherit An IRA
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.
2018-07-03
56 min
Money On Tap
9 Common Money Management Mistakes
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.
2018-07-01
56 min
Money On Tap
Financial Inventory – Where do you Stand Financially
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.
2018-06-30
55 min
Money On Tap
Marriage & Finances
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 Tap.
2018-06-29
56 min
Money On Tap
Annuities – 5 Questions To Ask If They're Right For You
Annuities- 5 Questions To Ask If They're Right For YouThe post Annuities – 5 Questions To Ask If They're Right For You appeared first on Money On Tap.
2018-06-28
55 min
Money On Tap
401Ks – Great! Now What?
401Ks – Great! Now What?The post 401Ks – Great! Now What? appeared first on Money On Tap.
2018-06-28
56 min
Money On Tap
The Markets Are Out Of Control – Are You?
10 tips in this Market to Maintain Sanity & Control The post The Markets Are Out Of Control – Are You? appeared first on Money On Tap.
2018-06-27
53 min
Money On Tap
Buyer Beware
Buyer Beware! Look Before You Leap.The post Buyer Beware appeared first on Money On Tap.
2018-06-26
53 min
Money On Tap
Evaluating Your Investment
Maybe It's Time For An Investment MakeoverThe post Evaluating Your Investment appeared first on Money On Tap.
2018-06-14
54 min
Money On Tap
Saving Money…. On Your Taxes…
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.
2018-06-01
53 min
Money On Tap
Building Your Financial House
All Four WallsThe post Building Your Financial House appeared first on Money On Tap.
2018-05-23
53 min
Money On Tap
Listener Questions
We Take A Break From Our Regularly Scheduled Programming To Answer Some Of Your Questions!The post Listener Questions appeared first on Money On Tap.
2018-05-16
53 min
Money On Tap
Evaluating Your Investment Style…
Maybe It’s Time For An Investment Makeover!!The post Evaluating Your Investment Style… appeared first on Money On Tap.
2018-04-11
51 min
Money On Tap
Are You Prepared For Market Drops?
Market Drops Are Inevitable–Being Prepared Can Leave You In A Better PlaceThe post Are You Prepared For Market Drops? appeared first on Money On Tap.
2018-03-30
52 min
Money On Tap
Bridging The Planning Gap!
What Investors Think, And How Advisors Plan For Retirement Income…. The post Bridging The Planning Gap! appeared first on Money On Tap.
2018-03-18
53 min
Money On Tap
2018 Tax Cut! You Keep More Of Your Money!
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.
2018-03-11
51 min
Money On Tap
Trump Tax Bill
Nine Things You Need To Know About the Big Republican Tax Reform Bill—Filtering Through The NoiseThe post Trump Tax Bill appeared first on Money On Tap.
2018-02-25
52 min
Money On Tap
Tax Free Streams Of Income
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 important now, but many times, people forget about saving taxes in the future too. How much will this mean for them […]The post Tax Free Streams Of Income appeared first on Money On Tap.
2018-02-17
53 min
Money On Tap
Five Retirement Landminds
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 course, you can’t avoid all of these landmines, but you need to be aware of what they are, […]The post Five Retirement Landminds appeared first on Money On Tap.
2018-02-09
54 min
Money On Tap
What To Look For In An Advisor
Finding The Right Advisor And Understanding How They Can Help! That’s What's On Tap Today!The post What To Look For In An Advisor appeared first on Money On Tap.
2018-02-01
54 min
Money On Tap
The Good, The Bad, And The Ugly!
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.
2018-01-31
53 min
Money On Tap
Estate Planning Blunders
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 assets are going after you are no longer here. I know we have talked about it in the past, […]The post Estate Planning Blunders appeared first on Money On Tap.
2018-01-27
55 min
Money On Tap
Alternative Investments…Means What??? Exactly!
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 Money On Tap.
2018-01-25
55 min