
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
| Publishes | Weekly | Episodes | 361 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEducationHow To | |||

"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
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
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
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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Just started listening and already hooked on the sound, practical principles espoused on this podcast. Highly recommend it for some educational and easy listening.
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!
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.
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!
I really enjoy these guys. Great content and great explanations of financial terms that many find confusing.
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Listeners, social reach, demographics and more for this podcast.
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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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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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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
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