All Episodes
Money On Tap — 358 episodes
Retirement Rescue: The Money Mistakes of Every Decade
Beyond the Index, Winners, Losers, & What's Next
Math, Myths & The Reality of Retirement: Why Income Beats the Magic Number
The Hidden Companies Powering the AI Revolution: The Picks and Shovels of the Build-Out
The Great Wealth Transfer: Will Your Family Be Ready? $124 Trillion Is About to Change Hands
Retirement Redzone, The Last Mile
Risk, Reward, & Record Highs
Retirement Anxiety: Why So Many Americans Feel Unprepared
The Science of Retirement Income, Creating Income Alpha (Encore)
The Railroads of Quantum Computing: The Next Trillion-Dollar Bet + Milestone Show
The Railroads of Robotics: Investing in Physical AI, Cobots, and the Reshoring Boom
The Railroads of Space: SpaceX, Rocket Lab, and How to Invest the New Space Economy
Tax Filing Is History, Tax Planning Is Control: How to Stop Overpaying the IRS Every April
Market Myths That Cost You Money: The 10 Wall Street Lies Quietly Wrecking Your Returns
Generation Roth: Why Tax-Free Retirement Strategies Matter Now
The Science of Retirement Income: How to Create Income Alpha and Reduce Taxes in Retirement
Global Conflict, Strategic Protection
The New Triangle of Safety, Yield, Liquidity, and Lifetime Income
The Retirement Income Crisis
War, Oil & Wall Street, Short-Term Winners and Losers
The Hidden Psychology Driving Your Financial Life
AI Stock Slump, Bubble, Burst or Opportunity
Filing 2025, Beautiful on Paper....Costly at the Cliffs
Why Index Investors May Fall Behind in 2026
Same Market, Different Outcomes....The Power of Strategy
Estate Planning, Don't Let A Judge Finish Your Sentence
Buffered Product, Protection at a Price
AI Does not mean All In
The Smart Portfolio, A Modern Take on Asset Allocation
Smart Money Moves - Year End Checklist
Military Retirement, Boots to Benefits
2026 Market Outlook, The Right Portfolio For Your Stage of Life
The Generational Wealth Gap, Boomers vs Millennials
Retirement Ready, Are You
Military Retirement, Boots to Benefits
Tax Bill 2025, Big or Beautiful
AI...Show me the Money
Powering Your Portfolio, Splitting Atoms or Drilling Wells
Mining the Market - Rare Earths, From Dirt to Defense
Annuities & Retirement, The Powerhouse of Predictable Income
AI Revolution or Bubble Trouble
Smart Moves in an Expensive Market
Faith & Finance in Marriage
Are you Fed up with the Fed?
Your Family, Their Future
Big & Beautiful, What you need to know about the Bill) SHOW
Retirement Ready, Are you?
Financially Ever After, The Couples Portfolio II
Financially Ever After, The Couples Portfolio
Being Disciplined at the Top
Personal Financial Management, Fact vs Fiction
Annuities & Retirement, The Powerhouse of Predictable Income
Buffer Your Wealth, Investing With Guardrails
Duty-Free, Don't Step in it!
The Patient Investor
The Wall Street Summer Heat, The 2025 Market Rally Explained
The Next Gold Rush, Uranium & Rare Earths
Planning with Purpose, Finding your Trusted Advisor
Surviving the Squeeze, Tariffs & Tight Budgets
The Bear Market Retirement Plan
Real Estate, Is it a Real Escape
Tax-Smart Retirement, The Roth Roadmap
Trump Unfiltered, The 1st 100 Days
Money & Marriage, Marriage & Money
The Bear Market Retirement Plan
New Job, New Plan! What to do with your 401k
Tariffs, America's Economic Gamble
Warren Buffett, Notes from the GOAT
Recession Watch; Boom, Bust, or Bluff
Who wants to be a Millionaire
Retirement Trends Part 2
Retirement Trends Part 1
Money Wise, Life Rich---Living on $100k
The Estate Planning Blueprint, Critical Tips & Costly Mistakes
Beyond the Magnificent 7, The Road Ahead
Future Rich, Finance for the Young
Money & Marriage, Marriage & Money
The Gulf of America, How do these Executive Orders Matter to you
Policy, Politics & Your Pocketbook
US Value Investing the Next Frontier
Social Security, The True Fact of Spousal Benefits
Social Security Myths & Legends
Start Right, Making Your First Investment
Estate Planning & the Roth IRA, The Perfect Marriage
How to Thrive in 2025
Social Security, The True Fact of Spousal Benefits
Christmas & Credit, Don't Scrooge Yourself
Trump, Tariffs & Taxes, The Post Election Trade
Social Security Myths & Legends
4th Quarter, Don't Fumble the Ball or Your Money
New Job, New Plan! What to do with your 401k
Election Cycle Curve-ball
Finding Certainty in Uncertain Markets
The Great Debate, Growth vs Value Investing
Small Business, Big Savings, Get your taxes Right
Paradise Found, Top Retirement Destinations
Navigating Your Money in Uncertain Times
Business Owners Beware, The Supreme Court Just Changed Your Estate Plan
Summer Sector Series, The Cliff Notes Version
Beyond Brick & Mortor, The Real Estate Sector
The Building Blocks of the Economy, The Materials Sector
The Energy Sector, Powering up you Future
Drilling into the Energy Sector with Guest Fred Gratz
The American Story, take a ride with us in the Industrial Sector
Communications Sector, How the World Connects
Prescription for your Portfolio, The Healthcare Sector
The Money Makers - Unveiling the Financial Sector
Essentials vs Enjoyables, Understanding Consumer Staples and Consumer Discretionary Stocks
Powering up Your Portfolio, The New Growth Potential of the Utiliities Sector
Tech Talk, How to Invest Today in Tomorrow's Titans
Powerhouse Portfolios, Winning Strategies
The IRS is Coming: Here’s How to Stay Off the Radar
Boomer Approved Moves, Your Next Step in Real Estate
Beyond Fishing, Deep Fakes, Chat Bots, and the Future of AI Scams
Beyond the Net Worth, Defining Wealth in Todays Landscape
Ask the Experts Before you Invest
Art of Allocation; Mastering Portfolio Design
Fire Up Your Financial Future
Put Your Money Where Your Faith Is
Generation Roth
Young Money- Guide to Next Generation Wealth
Fire Up Your Financial Future
Giving Cancer the Boot
Protect Your Assets, Wealth Preseveration Strategies
CYA, Cover Your Assets
Generation Roth
Roth, Don't miss out, Change is Coming!
Save More Now!
Taxes, Learn More, Pay Less Part 2
Taxes, Learn More, Pay Less Part 1
Top 10 Retirement Worries
Redefining Retirement: Thinking Beyond the Numbers
Be Resolute in your Resolutions
Navigating the Financial Terrain of 2024 - Insights & Strategies Part 2
Navigating the Financial Terrain of 2024 - Insights & Strategies Part 1
(Best of) The Time is Now/Sizzle or Fizzle in 2023
Making More out of 24
Dynamic Partnerships, Finding the RIght Advisor
Rise of the ALTS Show
What's in Store for 2024
Found Money, And How You Keep It!
401k NO MORE
Successful Retirees 'Just Do It' Differently
Top 10 Retirement Worries
Giving your Best
Everyone Needs an Estate Plan
Unveiling your Financial Personality Part 2
Unveiling Your Financial Personality
Strategies for a Sideways Market
Best Retirement Cities for Your Golden Years
Mastering Your Taxes For Small Business Success
Mastering Your Taxes
Growth vs Value, Investing for Success
Unlocking the Secrets of Long Term Care
Building and Navigating Generational Wealth
Inflation Update, Decelerating Trends and a Path to a Soft Landing
Market Insights Unveiled
Unlocking the Power of Life Insurance in Your Financial Plan
Leaving a Legacy in the Biblical Sense
Investing For Beginners
Risk, Reward & Retirement
The Only Constant is Change
Real Estate Without the Toolbox!
Market Trends, Do You Follow the Money?
What Does It Mean To Be Fully Insured?
Let's Lower Your Taxes - Part 1
Impact of the Secure Act - Part 2
Impact of the Secure Act - Part 1
Pouring Out of Your Financial Foundation - Part 2
Pouring into your Financial Foundation - Part 1
The Price of Uncertainty
The Time Is NOW
Does Your Bank Have a Gambling Problem?
Connect the Dots - Taxes
Social Security Fact or Fiction
Still Feeling Blue From 2022?
Estate Planning Checklist
Social Security - The Cola Might Not Be So Sweet
Sizzle or Fizzle in 2023
2023 Tax Law Changes Part 2
2023 Tax Law Changes Part 1
Best you can be in 23
Protect your money, Protect yourself
10 Financial New Year's Resolutions
Millionaire Marathon
Bull Market State of Mind
Grin & Bear It
Ho Ho Ho How Do You Afford Christmas?
Safe, Safer, & Safest
Put up or Check Up
Dividends and Interest
Debunking Uncle John's Myths
Bear Bones, The Anatomy of a Bear Market
Cycle, Sector, & What's Next
Recession is Not the Market
Rolling the Dice on Your Pension
Real Estate Over or Beginning
Investing in Energy
The Risk of Missing Out
Is it a Bull Rally in a Bear Market
ID Theft
Return to the Basics
Are Annuities Right for You Now
Buying & Selling a Business
Safe Money Better Returns
Predictable Income in an Unpredicatable Market
Investment Sectors that Benefit from Inflation
Gaining From Your Losses
Who's Targeting Your 401k
Inflate Your Portfolio
Successful Millennial Retirement
The Most Powerful Metrics in Investing
Stocks You Buy & What They Do!
Daily Bread
The Lost Decade
The Market Is War Out There
Investing In Inflation II
Investing In Inflation I
Pension+
Hidden Cash
Cash is King
No Pensions, No Problem #4
No Pensions, No Problem #3
No Pensions, No Problem #2
No Pensions, No Problem
7 Potential Pensions
RRRRetirement
Annuities Can Be Your Friend
Protecting Yourself And Your Parents Finances
The Giving Show
Ho Ho Holiday Investing
Pure Energy.... Can Rocket Your Portfolio Round 2
Pure Energy.... Can Rocket Your Portfolio
Health Savings Accounts Can Be Quadruple Threat
Market Timing or Time In The Market Part 2
Market Timing or Time In the Market
Retirement Planning For Millennials
So You Don't Think You Can't Save For Retirement?
Money On Tap, Best of Summer
Real Estate Investing
Food.... Now You Own It
Back to School Investing
12 Biggest Pitfals in Retirement Planning
Where Was Your Advisor When???
The Massive Shift in ETF's
Energy
Making & Breaking Retirement Rules
Benefits of Being Self-Employed
Are You Paying Taxes on Social Security in Retirement?
What Is Your Money Personality?
The Future of Bonds featuring Glen Dorsey of Clarke Capital
Aging in America
How to Invest During Inflationary Years
The Retirement Story, 10 IRA Mistakes
Inflation, You Better Stay Ahead of This Retirement Killer
Myth Busters, Re-Wire Your Annuity Understanding
How You Can Guarantee Your Income
Personal Pension
Bulls & Bears
Bubbles
15 Steps for a Better Retirment
Changing Your Perception on Retirement
MOT Hind sight is now 2021
2020 Nut's and Bolts part 2
Here it is. Nut's and Bolts 2020 Enjoy!
10 Estate Planning Opportunites part 2
10 Estate Planning Opportunities
Wrapping Up 2020 with Successful Tax Planning
Commercial Real Estate Investing with Kirra Krussman CCIM
Understanding The Market
The Giving Show
Trade in the Jalopy its time for the 1035 exchange
Small Business and Family Estate Planning with Gregory Levinson, Attorney
Six Most Overlooked Tax Deductions
The Early Retirement Show
10 steps to Creating a Better Budget
7 Deadly Signs You Need a Financial Advisor
Trump vs. Biden - What does the Market Look Like
401K - How Saving For Retirement May Not Make Sense
The S&P 500 Index, What You Need to Take Away
Top of the Tax Scams
The Future of Social Security
What Can the Market do for Me?
12 Things to do before buying stocks
7 Retirement Tips for a Turbulant Market
Estate Planning Through Covid with guest Marisol Goodman Attorney
Tax Loss Harvesting
Real Estate... Your #1 Hard Asset.
10 Ways You Should be Investing Today
Money Moves You Can Make When the Market Pulls Back
Investable Ideas in a Coronavirus Season
Tactical Asset Allocation, Create Better Diversification w/ Sean O'Hara-Pacer ETF's
Get the latest on covid-19 market-Live Radio Interview with Ben and Seth
Covid-19, Cutting Through the Noise
Where are you taking risk? Risk takes many forms and may translate to profits or loss.
I Robo, part 2, Pros and Cons of Robo Advisors
Teaching your kids about personal finance
I Robo... Robo Advisor Services Are Popping Up Everywhere
Dow 30
Inflation – Retirements Black Hole
11 States To Retire In With A Fixed Income
Show #100 DIY Retirement Road Rules
401(K) Tune Up
2 Truths and a Lie
Monte Carlo
Death and Taxes…Smile :)
Legacy Planning
The Power of Life Insurance
Investing With Your Money Passive & Tactical Investing
The Most Wonderful Time of the Year
The Do's and Don'ts of Market Volatility
The Return of The Retirement Tsunami
Retirement Tsunami
The Retirement Trap – You Never Saw Coming
Financial Independence
When Target Date Funds …. Hit The Fan!
Long Term Health Care Second Course
Long Term Health Care… It's What's For Dinner
The No Judgement Zone!
Delaying Retirement
Investing In The Next Generation
The Best Way To Inherit An IRA
9 Common Money Management Mistakes
Financial Inventory – Where do you Stand Financially
Marriage & Finances
Annuities – 5 Questions To Ask If They're Right For You
401Ks – Great! Now What?
The Markets Are Out Of Control – Are You?
Buyer Beware
Evaluating Your Investment
Saving Money…. On Your Taxes…
Building Your Financial House
Listener Questions
Evaluating Your Investment Style…
Are You Prepared For Market Drops?
Bridging The Planning Gap!
2018 Tax Cut! You Keep More Of Your Money!
Trump Tax Bill
Tax Free Streams Of Income
Five Retirement Landminds
What To Look For In An Advisor
The Good, The Bad, And The Ugly!
Estate Planning Blunders
Alternative Investments…Means What??? Exactly!
Time To Pay The Piper
Create Financial Independence…Retire Early!
You’re Going to Retire Where?
Shedding New Light On Retirement Planning
Shifting Out Of Neutral
How Do We Communicate…. About Money?
Face your Fears!
One Of The Biggest Collisions In Our Lifetime…
Pension Problems…Have You Got One??
How To Deal With The Ups And Downs Of Investing…
More From our Q&A Lab!
You Have Questions? Well, We have Answers!!
CNE Make Retirement Planning Fun
What the Trump!??