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Artwork for Money On Tap
Retirement Planning
Investment Strategies
Tariffs
Social Security
Financial Planning
Inflation
Investing
Roth IRA
Estate Planning
Artificial Intelligence
Retirement
Taxes
Financial Goals
Spousal Benefits
Risk Tolerance
Money Management
Value Investing
Trump Administration
Warren Buffett
Couples Finance

Hi, and welcome to "Money on Tap", your personal finance headquarters where we bring out the professionals, experience, and some fun in what we call 3 dimensional investing; utilizing insurance, brokerage, and fee-based planning. We believe all investments have merit, all investments have relevance and all investments have their time and place, depending on your goals and appetite for risk.On a we... more

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Artwork for Money On Tap

Latest Episodes

"I have a will. I think it's good." This week we explain why that sentence almost always means "I don't really know" — and walk through exactly what it takes to be estate ready, so the wealth you leave behind improves the next generation instead of t... more

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Value investing spent fifteen years out of fashion. This year, it's beating the index almost everywhere you look — energy up roughly 20%, industrials 17%, healthcare 15%, utilities 14%, financials 12% — while the S&P 500 sits near 8–9%. This week we ... more

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Your S&P 500 fund says 7% — but over 300 of its stocks are beating the index. This week we dig into the massive broadening of the market that almost nobody in the financial media is talking about, and why we think it's the healthiest thing to happen ... more

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Whatever you've done, there's a very good chance you can recover. That's the message of this week's show — and then Ben and Dan get specific, decade by decade, about the mistakes that quietly sink retirements and the moves that rescue them.In this we... more

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Key Facts

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Recent Guests

Seth Cressman
Promotional spokesperson for Brayshaw Financial Group
Brayshaw Financial Group
Episode: Beyond the Index, Winners, Losers, & What's Next
Tim Johnson
Tim Johnson, First Trust Business Brokers
First Trust Business Brokers
Episode: Tax Filing Is History, Tax Planning Is Control: How to Stop Overpaying the IRS Every April
Miles Undland
Finance journalist, Yahoo Finance correspondent
Yahoo Finance
Episode: Global Conflict, Strategic Protection
Seth Crustman
Representative of Brayshaw Financial Group
Brayshaw Financial Group
Episode: The Retirement Income Crisis
Seth Krussman
Partner at Brayshaw Financial Group; former co-host
Brayshaw Financial Group
Episode: AI Stock Slump, Bubble, Burst or Opportunity
Jerry Vincent
Special guest from Family Builders
Family Builders
Episode: Faith & Finance in Marriage
Colin Brashaw
Recent college graduate and co-host for the episode
Episode: Being Disciplined at the Top
Ken Barron
Former Social Security expert liaison for 34 years
AMAC Foundation (Association of Mature American Citizens)
Episode: Social Security, The True Fact of Spousal Benefits

Hosts

Ben Brayshaw
Host focused on financial planning and wealth management within Brayshaw Financial Group; primary face of the show.
Dan Michelon
Co-host and financial planner; provides client-centric perspectives and planning frameworks.

Reviews

4.8 out of 5 stars from 26 ratings
  • I’m a lawyer, and loving this

    Just started listening and already hooked on the sound, practical principles espoused on this podcast. Highly recommend it for some educational and easy listening.

    Apple Podcasts
    5
    NateTheLaw
    United States2 years ago
  • Ben is the best!!

    My friend Collin recommended me the show. Love listening to the podcast as I crank out tax returns! The guys are super insightful! Keep it up y’all!

    Apple Podcasts
    5
    LucasHolbek
    United States2 years ago
  • Always informative and fun!

    These guys do a great job of bringing some solid financial planning to us and generating content that I can use on a daily basis thank you so much for the great show.

    Apple Podcasts
    5
    Big-Kahuna_Pond
    United States3 years ago
  • Informative and Helpful

    The hosts of Money on Tap do an excellent job balancing a conversational tone with important and helpful advice. Each show is like you are sitting down at a coffee shop and just having a conversation with the hosts. Information is easy to understand and not overly technical. Definitely recommend!

    Apple Podcasts
    5
    NickPWA
    United States4 years ago
  • Great content & personalities

    I really enjoy these guys. Great content and great explanations of financial terms that many find confusing.

    Apple Podcasts
    5
    Amelia AP
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many appreciate actionable planning steps tied to real-world scenarios.
Listeners praise practical, easy-to-understand financial advice.
Audience notes the hosts' conversational yet educational style.
Positive feedback on balance of theory and accessible guidance.

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Talking Points

Recent interactions between the hosts and their guests.

Faith & Finance in Marriage
Q: Is debt a spiritual problem or just a practical one?
Debt is a spiritual problem, often tied to the heart's desires and priorities.
Faith & Finance in Marriage
Q: What is God's design for money and marriage?
God's purpose for money in a Christian marriage is that it is a tool to love and serve others, and that couples are stewards of God's resources.
Planning with Purpose, Finding your Trusted Advisor
Q: How will this relationship work?
Clients need to clarify the frequency and mode of meetings to ensure they are comfortable and aligned with the advisor's processes.
Planning with Purpose, Finding your Trusted Advisor
Q: What is your investment philosophy?
Understanding the tools an advisor uses and their philosophy around investments, including how they view market risks, can help assess fit.
Planning with Purpose, Finding your Trusted Advisor
Q: What are my all-in costs?
Clients should understand all costs associated with their investments, including any potential taxes, fees, and commissions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Money On Tap

What is Money On Tap about and what kind of topics does it cover?

A practical, advisor-led finance show focused on 3-dimensional investing—insurance, brokerage, and fee-based planning. Episodes cover retirement income strategies, tax planning, and multi-source cash flows, with deep dives into wealth transfer, Social Security optimization, and risk management tools like buffered products and annuities. The hosts frequently translate complex financial concepts into actionable steps for near-retirees, families, and high-net-worth households, and they weave in real-world client stories, current market context, and sponsor-backed planning perspectives. Noteworthy angles include shifting from traditional filings to proactive tax planning, integrating charitable giving, and framing investments within a holistic ... more

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Which podcasts are similar to Money On Tap?

These podcasts share a similar audience with Money On Tap:

1. Invest Like the Best with Patrick O'Shaughnessy

How many episodes of Money On Tap are there?

Money On Tap launched 10 years ago and published 361 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Money On Tap?

Recent guests on Money On Tap include:

1. Seth Cressman
2. Tim Johnson
3. Miles Undland
4. Seth Crustman
5. Seth Krussman
6. Jerry Vincent
7. Colin Brashaw
8. Ken Barron

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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