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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, broke... more
FAQs about Money On Tap:How many episodes does Money On Tap have?The podcast currently has 423 episodes available.
December 06, 2025The Generational Wealth Gap, Boomers vs MillennialsDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"...more57minPlay
November 29, 2025Retirement Ready, Are YouDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"...more57minPlay
November 22, 2025Military Retirement, Boots to BenefitsDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"...more57minPlay
November 15, 2025Tax Bill 2025, Big or BeautifulDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"This episode includes AI-generated content....more57minPlay
November 08, 2025AI...Show me the MoneyDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"...more57minPlay
November 01, 2025Powering Your Portfolio, Splitting Atoms or Drilling WellsDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"...more57minPlay
October 25, 2025Mining the Market - Rare Earths, From Dirt to DefenseDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"...more57minPlay
October 18, 2025Annuities & Retirement, The Powerhouse of Predictable IncomeDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"...more57minPlay
October 11, 2025AI Revolution or Bubble TroubleDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"...more57minPlay
October 04, 2025Smart Moves in an Expensive MarketDo I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right question isn't "what's my number?" — it's "where will my income come from?"...more57minPlay
FAQs about Money On Tap:How many episodes does Money On Tap have?The podcast currently has 423 episodes available.