Money on Tap

Money on Tap Welcome to “Money On Tap”, your personal finance headquarters where we bring out the professionals, experience, and some fun in what we call 3D Investing.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Securities and Investment Advisory services offered through SagePoint Financial Services, Inc. Memb

er FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through Brayshaw Financial Group, LLC. are independent of SagePoint Financial.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
12/18/2024

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Did you listen in this past weekend? It’s not too late to catch this weeks episode! ESTATE PLANNING & THE ROTH IRA, the ...
12/17/2024

Did you listen in this past weekend?

It’s not too late to catch this weeks episode!

ESTATE PLANNING & THE ROTH IRA, the perfect marriage

Listen now!

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iHeart Radio

What did it take to become the richest man in Babylon?
12/16/2024

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

12/14/2024

Sign up to keep listening, access your Library to pick up episodes right where you left off, and connect with your favorite creators. Experience the ultimate podcast listening on Spreaker!

Start building your child's financial future today with these key points to know about Roth IRAs.
12/13/2024

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

Terrible or wonderful; Could a variable annuity be right for you?
12/11/2024

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

When was the last time you paid yourself first?
12/09/2024

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

How can you work towards thriving with your finances in the upcoming new year? Listen in starting now on:SpotifyApple Po...
12/07/2024

How can you work towards thriving with your finances in the upcoming new year?

Listen in starting now on:

Spotify
Apple Podcasts
Google Podcasts
iHeart Radio
Castbox
Tune in

Also airing live today on:

WDER 1320AM/92.1FM 8am
WILD 1090AM 4pm
WVNE 760AM/101.5FM 4pm

Link in Bio!

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 releva...

How can you work towards thriving with your finances in the upcoming new year? Listen in starting now on:SpotifyApple Po...
12/07/2024

How can you work towards thriving with your finances in the upcoming new year?

Listen in starting now on:

Spotify
Apple Podcasts
Google Podcasts
iHeart Radio
Castbox
Tune in

Also airing live today on:

WDER 1320AM/92.1FM 8am
WILD 1090AM 4pm
WVNE 760AM/101.5FM 4pm

Link in Bio!

12/07/2024

Sign up to keep listening, access your Library to pick up episodes right where you left off, and connect with your favorite creators. Experience the ultimate podcast listening on Spreaker!

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.
12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the Nasdaq Composite added 6.21 percent.1

U.S. Service Members should consider taking advantage of programs that are available.
12/06/2024

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
12/04/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
12/02/2024

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

11/30/2024

Sign up to keep listening, access your Library to pick up episodes right where you left off, and connect with your favorite creators. Experience the ultimate podcast listening on Spreaker!

Tax freedom day: the day you begin earning money for yourself.
11/29/2024

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

For a small business, the loss of a key person could cause financial hardship.
11/27/2024

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
11/25/2024

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

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