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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 424 episodes available.
July 26, 2025Annuities & Retirement, The Powerhouse of Predictable IncomeIf the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
July 19, 2025Buffer Your Wealth, Investing With GuardrailsIf the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
July 12, 2025Duty-Free, Don't Step in it!If the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
July 05, 2025The Patient InvestorIf the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
June 28, 2025The Wall Street Summer Heat, The 2025 Market Rally ExplainedIf the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
June 21, 2025The Next Gold Rush, Uranium & Rare EarthsIf the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
June 14, 2025Planning with Purpose, Finding your Trusted AdvisorIf the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
June 07, 2025Surviving the Squeeze, Tariffs & Tight BudgetsIf the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
May 31, 2025The Bear Market Retirement PlanIf the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
May 24, 2025Real Estate, Is it a Real EscapeIf the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own....more57minPlay
FAQs about Money On Tap:How many episodes does Money On Tap have?The podcast currently has 424 episodes available.