Episode 29

Generational Insights and Practical Financial Wisdom - 07/12/2025

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July 12th, 2025

52 mins 50 secs

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natural resources gold developing markets financial planning wealth management risk tolerance capital gains tax implications janesville financial advisor 401k roth ira portfolio diversification bitcoin risks investing vs. debt mortgage payoff rebalancing assets family business model financial fundamentals debt avoidance compounding capital market trends investment strategies generational insights financial education

About this Episode

This episode of "More for Your Money" features John Berkley and Krista Berkley, who share generational insights and practical financial wisdom. They discuss market trends, the impact of their previous show on global poverty, and their passion for educating young people on financial fundamentals like compounding capital and avoiding debt. The hosts also explain their unique family business model and address listener questions on rebalancing appreciated assets, mortgage payoff strategies vs. investing, and the risks of Bitcoin, emphasizing diversification.