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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

Tax Free Streams Of Income

2/16/2018
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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.

Duration:00:53:16

Five Retirement Landminds

2/8/2018
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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.

Duration:00:54:11

What To Look For In An Advisor

1/31/2018
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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.

Duration:00:54:24

The Good, The Bad, And The Ugly!

1/30/2018
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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.

Duration:00:53:12

Estate Planning Blunders

1/26/2018
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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.

Duration:00:55:28

Alternative Investments…Means What??? Exactly!

1/24/2018
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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.

Duration:00:55:26

Time To Pay The Piper

1/19/2018
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Qualified Accounts Have Their Advantages Up Front But May Cost You Later The post Time To Pay The Piper appeared first on Money On Tap.

Duration:00:56:24

Create Financial Independence…Retire Early!

1/12/2018
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FI (Financial Independence) Is What's On Tap Today.

Duration:00:58:27

You’re Going to Retire Where?

1/7/2018
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Location, Location, Location! Decisions On One Or More Retirement Locations Is On Tap Today.

Duration:00:56:10

Shedding New Light On Retirement Planning

12/28/2017
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Foundational Elements… Multiple Streams Of Income… Sounds Like A Plan

Duration:00:54:35

Shifting Out Of Neutral

12/22/2017
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Having Fun Unpacking Priorities On The Road To Retirement

Duration:00:55:54

How Do We Communicate…. About Money?

12/14/2017
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Communicating About Money Can Be Difficult When It Comes To Your Family….

Duration:00:57:14

Face your Fears!

12/10/2017
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Financial Fears Are Common--You Don't Have To Be Controlled By Them!

Duration:00:34:57

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

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