Episode 40

Local Service and Financial Freedom: The Case for Hiring a Financial Professional - 09/27/2025

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September 27th, 2025

52 mins 50 secs

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diversification risk management 401k fees managed accounts pensions social security retirement planning debt versus wealth accumulation beneficiaries estate planning asset allocation management tax buckets roth ira conversions second opinions financial professional return on advice local service financial decisions wealth accumulation financial choices mentoring price earnings multiple inflation risk interest rates 10-year bond s&p 500 market report growth stocks value stocks investment advisory services local financial advisor

About this Episode

This episode of More for Your Money features host John Berkley and Krista Berkley. The discussion centers on the benefits of hiring a financial professional, focusing on the argument that good local service and expertise should pay for themselves. The hosts examine market activity, including the JDB indicator, and delve into detailed, subjective topics like Roth conversions and the debate over debt versus wealth accumulation. The conversation highlights the dynamic exchange between the two, noting that financial advice is highly personalized. They emphasize the need for knowledge, balance, and making good financial choices.