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Money On Tap

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3 guys that happen to be independent financial planners and a microphone. It's really not as interesting as that all sounds... but the drama that comes next.....

3 guys that happen to be independent financial planners and a microphone. It's really not as interesting as that all sounds... but the drama that comes next.....
More Information

Location:

United States

Genres:

Podcasts

Description:

3 guys that happen to be independent financial planners and a microphone. It's really not as interesting as that all sounds... but the drama that comes next.....

Language:

English

Contact:

855-226-8551


Episodes

One Of The Biggest Collisions In Our Lifetime…

12/5/2017
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Collisions Are Inevitable...Becoming Profitable From Changing Demographics Is What's Behind The Wheel Today...

Duration: 00:55:04


Pension Problems…Have You Got One??

12/1/2017
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Pensions are a huge problem that no one wants to address. Guess what...we do!

Duration: 00:53:04


More From our Q&A Lab!

11/27/2017
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Some Questions Take More Time And Let's Face It … Your Worth It! Join Us While We Dive Into Your Financial Questions On MOT!

Duration: 00:57:42


You Have Questions? Well, We have Answers!!

11/17/2017
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From Ponzi schemes to whether to contribute to a Roth or Traditional IRA-- we tackle some of your toughest questions!

Duration: 00:54:57


Behavioral Finance And Getting Out Of The Herd!

11/14/2017
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Fear of the Market?? You may NOT have to stuff your mattress!!

Duration: 00:53:23


Insurance. Who needs it?!!~

10/19/2017
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If you have ever contemplated buying life insurance, you have to admit you probably never wanted to. Find out how next on Money On Tap.

Duration: 00:56:03


The Value of Life! Exploring Life and how to value it.

9/1/2017
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Everyone has considered Life Insurance, look at how we view it differently.

Duration: 00:54:08


Rome, Lloyds of London and Skyscrapers.

8/18/2017
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What do these three all have in common? Some rich history we uncover on Money on Tap.

Duration: 00:53:05


Looking under the hood at your investments!

7/27/2017
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Discovering your unique Investment Management Style…

Duration: 00:54:13


Trump Bump

7/14/2017
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DOW 20K?! Could this market uptrend be in spite of and not because of Donald Trump?

Duration: 00:52:48


Change location… Reduce your Taxes… Increase your Income...

6/7/2017
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If your looking to relocate, why not maximize your income too?

Duration: 00:53:54


Destination Retirement

6/1/2017
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We uncover some hidden gems for your retirement destination.

Duration: 00:53:33


Failures of "New Years" resolutions & chasing returns

5/26/2017
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Join us as we discuss some successes and FAILURES of New Year’s resolutions and what chasing returns can mean to your overall plan.

Duration: 00:53:54


Fix your Risk!

5/22/2017
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Use our software to understand the real risk you are taking, and hear from our guest at RiskAlyze on how the Robo world evaluates risk….as we conclude our discussion on the "Rise of the Robo"

Duration: 00:55:43


Just so you know... I Robo

5/16/2017
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Part II of our dive into new technology and how you might consider the 3-D approach in your investing with technology.

Duration: 00:51:46


Rise of the Robo Advisor

5/6/2017
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Robo Advisors are popping up everywhere. What are they and how do they fit into your plan?

Duration: 00:51:46


What the Trump!??

5/2/2017
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Post Trump election talk! How might things look during a Trump presidency? Plus the BONUS TRACK on "Tactical gifting".

Duration: 00:44:53


Tax Incentives for the Generous.

4/27/2017
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Become a strategic giver! Discover tax incentive benefits in structured giving from our guest Kyle Christopherson with Renaissance Philanthropic Solutions Group.

Duration: 00:44:52


The Black Hole Of Retirement... INFLATION...

3/1/2017
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Gather around boys and girls. It’s time to talk about Black Holes and how they will eat up your retirement. Now, no crying, and just listen while uncle Ben, John and Seth teach you how not to get sucked into singularities without proper guidance.

Duration: 00:44:54


We be irie mon Talkin’ IRA’s

2/23/2017
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IRA's are the foundation for most of America's retirement planning and can have some drawbacks if you are not prepared. But don't worry mon. We be irie when we have the IRA.

Duration: 00:44:54

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