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 to learn about making the most of your estate? Keep listening!

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

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 really, is it even worth it and how can it benefit your investment portfolio? Join us for Money on Tap!

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

“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 largest investments to help you build a secure financial future for your family!

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

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.

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

The Market has changed a lot since 2019. What opportunities do you need to address and how can you turn lemons into lemonade. #smartmoneymoves

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

Take some time to read positive headlines and see where we are investing to lead us out of the Covid-19 dive.

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

Join Sean O'Hara president at Pacer ETF Distributors for an engaging timely discussion about tactical asset management and how this tax efficient vehicle can help protect and support your goals through better portfolio diversification.

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

Listen now to this recent live radio update on covid-19 by Ben and Seth hosts of Money On Tap and planners with Brayshaw Financial Group, LLC Money On Tap

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

Covid-19 has a lot of fear behind it. We are looking at the numbers, cutting through the noise, bring a plan and understanding to what you can do for your investments today, protecting and maximizing your returns.

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.

Why risk something as significant as your retirement, your happiness or your goals? Risk takes many forms and has several benefits along with potential unforeseen consequences. How can you improve your position and take advantage of the inherent risk surrounding you and avoid some unnecessary risk you may not need in your plan? This is what's on tap today. Learn all you can and stay financially healthy and free.

• Why do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.