Sheena Hanson, CFP® – Guest Host of More for Your Money
Co-Host of More for Your Money
Sheena Hanson, CFP®, is a guest host of More for Your Money and a Financial Advisor and Chief Compliance Officer at Uncommon Cents Investing. She’s known for breaking down complex financial topics into clear, easy-to-understand guidance that helps listeners feel more confident about their money. With a background in finance and over a decade of experience, Sheena brings a practical, real-world approach to everything from retirement income planning to estate strategies. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2010 and works closely with individuals and families to help them build wealth and navigate life’s financial transitions. Based in Janesville, Wisconsin, Sheena lives with her husband and two sons. When she’s not helping clients or hosting the show, she enjoys running with her dog, doing yoga, and spending time with family.
Sheena Hanson, CFP® – Guest Host of More for Your Money has hosted five Episodes.
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Episode 16: Volatility and Vision: Understanding Market Moves and the Path to Financial, Time, and Purpose Freedom - 04/12/2025
April 12th, 2025 | 52 mins 54 secs
bear market, bond market, conflicting signals, dow jones, economic situation, financial freedom, freedom of purpose, interest rates, investment strategy, john berkeley, life insurance, market correction, market outlook, market review, market volatility, nasdaq, oversold market, pe multiple, retirement, russell 2000, s&p 500, sheena hanson, ski bum, stock market, three freedoms, time freedom, uncommon sense investing
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 12: Market Corrections, Risk, and Rethinking Retirement - 3/15/25
March 15th, 2025 | 52 mins 54 secs
behavioral investing, financial independence, financial planning, fire movement, investing mindset, ira strategies, janesville wi, john berkley, long-term investing, market update, more for your money, retirement strategy, risk tolerance, roth ira, sheena hanson, social security timing, stock market correction, uncommon cents investing, value vs growth, wealth building
John Berkley was joined by Sheena Hanson for an insightful and down-to-earth discussion on what recent market movements mean for long-term investors, and why strategy and mindset are more important than ever.
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Episode 8: Retirement Withdrawal Strategies - 2/15/25
February 15th, 2025 | 52 mins 54 secs
4% rule, bucket strategy, financial literacy, flexible planning, income planning, janesville wisconsin, john berkley, long-term investing, market volatility, portfolio strategy, retirement goals, retirement income, retirement planning, retirement withdrawal strategies, roth ira, sequence of return risk, sheena hanson, tax efficiency, uncommon cents investing, value investing
How do you turn your nest egg into a reliable paycheck in retirement? This week, John Berkley is joined by Sheena Hanson, CEO and CCO of Uncommon Cents Investing, for a deep dive into withdrawal strategies that help retirees make the most of their hard-earned savings. They explore the 4% rule, tax-smart distribution tactics, bucket strategies, and how to avoid common pitfalls like sequence of return risk. Whether you’re approaching retirement or already there, this episode will help you understand how to take money out without running out.
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Episode 3: Tipping, Taxes & Timely Advice: 2025 Planning and Everyday Financial Wisdom - 1/11/25
January 11th, 2025 | 52 mins 54 secs
estate planning, family finance, financial advisor, financial education, investment strategy, ira contributions, janesville wi, john berkley, money tips, more for your money, required minimum distributions, retirement planning, roth ira, sheena hanson, tax planning 2025, uncommon cents investing
John Berkley returns to the More for Your Money studio this week with a full house—welcoming co-host Carson back from a short sick break, and special guest Sheena Hanson (his daughter and Principal at Uncommon Cents Investing). The trio covers everything from market updates and tipping trends to detailed 2025 tax planning changes.
John revisits his now-famous "15 Financial Life Lessons" list, Sheena gives insight into how Uncommon Cents conducts thoughtful, personal annual reviews with clients, and the team walks through the latest tax brackets, deduction limits, and planning considerations for the year ahead.
John, Sheena, and Carson break down 2025 tax updates, reflect on life and financial lessons, and explain why trust and communication matter when working with a financial advis
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Episode 2: Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach - 11/02/24
November 11th, 2024 | 53 mins 4 secs
budgeting, cfp, economic insights, finance, financial advice, financial planning, investing, investment strategy, john berkley, money, personal finance, podcast, portfolio management, radio show, retirement, retirement planning, sheena hanson, uncommon cents investing, wclo, wealth management
Join John Berkley and Sheena Hanson of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.