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3D Investing Let's start with fun - add a little education - and bring in a some great topics that can and will actually help you generate excitement and take your next step toward your financial goals.

3D Investing Let's start with fun - add a little education - and bring in a some great topics that can and will actually help you generate excitement and take your next step toward your financial goals.
More Information

Location:

United States

Genres:

Podcasts

Description:

3D Investing Let's start with fun - add a little education - and bring in a some great topics that can and will actually help you generate excitement and take your next step toward your financial goals.

Twitter:

@BFG_LLC

Language:

English

Contact:

5038281960


Episodes

Show #100 DIY Retirement Road Rules

8/7/2019
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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.

Duration:00:56:00

401(K) Tune Up

7/26/2019
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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.

Duration:00:56:00

2 Truths and a Lie

7/25/2019
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Property and Casualty Insurance go hand in hand with financial planning. The post 2 Truths and a Lie appeared first on Money On Tap.

Duration:00:55:59

Monte Carlo

7/17/2019
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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.

Duration:00:56:00

Death and Taxes…Smile :)

7/11/2019
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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.

Duration:00:55:25

Legacy Planning

6/30/2019
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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.

Duration:00:56:38

The Power of Life Insurance

6/28/2019
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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.

Duration:00:55:51

Investing With Your Money Passive & Tactical Investing

6/21/2019
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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.

Duration:00:55:26

The Most Wonderful Time of the Year

6/20/2019
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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.

Duration:00:54:45

The Do’s and Don’ts of Market Volatility

5/16/2019
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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.

Duration:00:57:10

The Return of The Retirement Tsunami

3/24/2019
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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.

Duration:00:54:15

Property & Casualty Insurance…Looking For The Right Coverage

2/17/2019
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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.

Duration:00:59:17

Retirement Tsunami

1/23/2019
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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.

Duration:00:55:40

Retirement Tsunami

1/23/2019
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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.

Duration:00:55:40

The Retirement Trap – You Never Saw Coming

12/18/2018
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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.

Duration:00:55:16

The Retirement Trap – You Never Saw Coming

12/17/2018
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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.

Duration:00:55:16

Financial Independence

12/10/2018
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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.

Duration:00:56:00

Financial Independence

12/10/2018
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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.

Duration:00:56:00

When Target Date Funds …. Hit The Fan!

11/19/2018
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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.

Duration:00:55:48

When Target Date Funds …. Hit The Fan!

11/19/2018
More
Target date funds are 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.

Duration:00:55:48