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 Read More

Money On Tap

Investing With Your Money Passive & Tactical Investing

The constant pressure from inflation can tear apart your retirement. Learn how to adjust and stay ahead of it through your retirement.

Inflation – Retirements Black Hole

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.

11 States To Retire In With A Fixed Income

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 Read More

Show #100 DIY Retirement Road Rules

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 Read More

401(K) Tune Up

Property and Casualty Insurance go hand in hand with financial planning.

2 Truths and a Lie

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.

Monte Carlo

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.

Death and Taxes…Smile :)

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.

Legacy Planning

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 Read More

The Power of Life Insurance

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.