Money On Tap

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. Do I really need $1.1...

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. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 i...

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 episode loaded with tax tips to make your 2020 wrap up better than you ever thought possible. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by...

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 Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spen...

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. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending fund...

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 great listen and worth your time. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaran...

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 be...

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. Do I reall...

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. Do I really need $1....

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...

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 rea...

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. Do I really need $1.16 mill...

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, pr...

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. Re...

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 fina...

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! Do I really need $1.16 million to retire? Not ne...

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! Do I really need $1.16 mi...

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 grow...

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...

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 thes...

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...

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 re...

“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 large...

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. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering thei...

The Market has changed a lot since 2019. What opportunities do you need to address and how can you turn lemons into lemonade. #smartmoneymoves Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core ex...