Episode 3

Tipping, Taxes & Timely Advice: 2025 Planning and Everyday Financial Wisdom - 1/11/25

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January 11th, 2025

52 mins 54 secs

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sheena hanson john berkley more for your money uncommon cents investing janesville wi family finance money tips financial advisor retirement planning investment strategy estate planning roth ira required minimum distributions ira contributions financial education tax planning 2025

About this Episode

In this episode of More for Your Money, John is joined by Sheena Hanson and Carson in the studio to kick off the new year with timely insights and a little family fun. They review the latest tax planning changes for 2025, from IRA contributions and capital gains rules to required minimum distributions and estate tax thresholds. Sheena explains how Uncommon Cents handles annual reviews and why financial communication doesn’t have to be complicated.

Plus, John revisits his 15 financial life lessons—covering everything from saving early to mastering your emotions—and Sheena weighs in on why opinions can have value (despite what Plato might say).

Whether you're sorting out your taxes or just want smart, down-to-earth financial conversation, this episode brings clarity and a little humor along the way.