Episode 88

The Local Advantage: Why a Personal Financial Advisor Beats a 1-800 Number - 08/29/2026

August 29th, 2026

52 mins 50 secs

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financial advisor rock county qualified charitable distributions proactive retirement calendar portfolio management local advisor vs 1800 number wisconsin pension social security planning fiduciary financial advice retirement planning local financial advisor uncommon cents investing john berkley

About this Episode

In this episode, John Berkley and Sheena Hanson share what makes Uncommon Cents Investing different from impersonal national financial services. They discuss the power of hands-on, local relationship building, real-life client stories, and a proactive annual planning calendar. From help with weekend home offers to navigating pensions and long-term care, discover how truly local guidance can protect and enhance your retirement journey.