More for Your Money
Tags
Tag list
- .
- 000 exclusion
- 100% cash position
- 100% recession predictor
- 10-year bond
- 10-year note
- 10-year p/e
- 10-year treasury
- 10-year yield
- 12 to 18 months lag
- 16th amendment
- 1929 crash
- 1929 market crash
- 2008 financial crisis
- 2025 tax changes
- $24
- 2-year yield
- 3% annualized inflation
- 401k
- 401k catch up
- 401k contributions
- 401k distribution
- 401k fees
- 401k history
- 401k investments
- 401k limits
- 401k rollover
- 4% rule
- 529 accounts
- 5-year look-back period
- above the line deductions
- account management
- account minimums
- advanced declines
- advisor fit
- age 62
- age 67
- age 70
- aggregate p/e
- aging in place
- aging parents finances
- aging parents financial help
- ai applications
- ai efficiencies
- ai ethics
- ai in financial planning
- ai productivity gains
- ai safety
- ai spending
- ai stocks
- ai thinking partner
- albert einstein
- all-time highs
- amenities
- american dream
- annual exclusion
- annual management fees
- antique cars
- artificial intelligence
- artificial intelligence (ai)
- artificial intelligence (ai) impact
- asset allocation
- asset allocation management
- asset charges
- asset classes
- asset preservation
- asset protection
- asset verification home purchase
- assisted living alternatives
- attorney advice
- attorney referrals
- auto insurance
- auto loan interest deduction
- automotive technology
- availability.
- average car payment
- avoiding splurges
- backdoor iras
- bear market
- bear trap
- behavioral finance
- behavioral investing
- benchmarking
- beneficiaries
- benjamin graham
- beyond 1-800 number
- beyond investment management
- bid and ask price
- billy graham
- bitcoin risks
- bob clapper
- bond market
- bond market fluctuations
- bond maturity
- bond portfolio
- bond rating agencies
- bonds
- borrowing for investing
- break points
- brics
- brokerage account
- bucket shops
- bucket strategy
- budget deficit
- budgeting
- budgeting tips
- budget surplus
- buffett indicator
- building a portfolio
- building contractor
- bull market
- bulls and bears
- business challenges
- business entities
- buy-and-hold
- buying the dip
- buy low sell high
- capital expenditures (capex)
- capital formation
- capital gains
- capital gains tax
- capital gains taxation
- capitalism
- career advice
- caregiving careers
- car guy
- car loans
- car payments
- cash
- c corporations
- cds
- central bank
- central bank independence
- central bank policy
- cfp
- charitable contributions
- charlie munger
- chatgpt
- cheap stock market
- china tariffs
- circuit breakers
- clapper automotive
- clapper motorcars
- client-focused investing
- client management
- client priorities
- client relationships
- client service
- client situations
- closed end fund
- closed-end investment companies
- colin powell
- collector car market
- collision insurance
- commission-based products
- community property state
- company 401k match
- company management
- company stock
- competency
- complexity in finance
- complexity of investing
- compliance logs
- compounding capital
- compounding interest
- comprehensive financial planning
- comprehensive financial services
- concentration risk
- conflicting signals
- consumer confidence
- consumer price index
- consumption product
- continuity of income
- contrarian views
- corporate bonds
- corporate formalities
- corporate structures
- corporate work
- correction territory
- cost-effective financial advice
- cpi
- credible coverage
- credit and debt
- credit card management
- credit rating
- credit spread
- crypto
- custodial account
- customer loyalty drop
- customer service
- dave ramsey
- david stockman
- d-day
- dead cat bounce
- debt
- debt avoidance
- debt downgrade
- debt monetization
- debt-to-gdp
- debt versus wealth accumulation
- debt warning
- decision making
- deficit
- deficits
- deficit spending
- deflation
- department of labor
- deployment of capital
- derivatives
- developing markets
- developing strong financial behaviors
- discipline
- disciplined investing
- discipline in investing
- diversification
- diy investor support
- dollar cost averaging
- dollar extinction
- dow
- dow jones
- do your homework
- dr. mark mobius
- dual mandate
- early investing
- early withdrawals
- economic data
- economic history
- economic indicators
- economic insights
- economic news
- economic opportunity
- economic outlook
- economic policy
- economic predictions
- economic situation
- economic slowing
- economic systems
- economic theories
- economic theory
- edmund halibi
- edwin lefevre
- elder abuse
- elder care options
- elder law
- electrical diagnosis
- elevated valuations
- emergency fund creation
- emotional aspects of investing
- emotional control
- empire cycles
- enron
- entrepreneurship
- equal weight p/e
- equity
- estate planning
- estate tax exclusion
- estate tax exemption
- etfs
- ethical business
- expense ratio
- expense ratios
- expensive market
- ex-spousal benefit
- extraordinarily expensive stock market
- family business model
- family finance
- family-run firm
- family wealth
- farm planning
- fear (investing)
- federal funds rate
- federal gift tax
- federal regulations
- federal reserve
- federal reserve goal
- federal reserve policy
- federal taxation
- fedex
- fed interest rates
- fee-based advising
- fee-based advisor
- fee-based advisory
- fee-based platform
- felix zulauf
- fiat currency
- fiduciary
- fiduciary financial advisor
- fiduciary standard
- filing strategies
- finance
- finances after spouse death
- financial advice
- financial advisor
- financial advisor compensation
- financial advisor fees
- financial advisor janesville
- financial advisor questions
- financial advisors
- financial advisor vs 1-800
- financial advisor wisconsin
- financial chaos
- financial choices
- financial communication
- financial crises
- financial decisions
- financial education
- financial flexibility
- financial freedom
- financial fundamentals
- financial guidance
- financial independenc
- financial independence
- financial legacy
- financial literacy
- financial markets
- financial newsletter
- financial planner
- financial planning
- financial podcast
- financial professional
- financial repression
- financial resources
- financial scams
- financial security
- financial strategy
- financial system
- finra
- fire movement
- fiscal deficit
- fiscal policy
- fitch
- fixed income
- flat tax
- flexible planning
- flood damage
- fomo
- fomo (fear of missing out)
- form 1041
- form 706
- form 706 portability
- form 709
- fred smith
- freedom of purpose
- free enterprise
- free market capitalism
- frugal living
- full retirement age
- fully invested strategy
- gdp
- general motors vehicles
- generational insights
- geopolitics
- gifting assets
- gift tax
- gift tax form 709
- gift tax return
- global debt crisis
- global investing
- gold
- gold bullion
- goldilocks market
- gold mining
- gold prices
- google notebook
- government bonds
- government control
- government debt
- government deficits
- government investment
- government spending
- government spending history
- graduation financial advice
- great depression
- great society
- greenspan put
- gro
- growth
- growth investing
- growth investing.
- growth stocks
- growth versus value
- growth vs. value
- hard assets
- hard work
- healthcare bankruptcy
- healthcare in retirement
- health insurance
- hedge funds
- hidden danger
- high cash percentage
- higher education
- high interest rates
- high valuations
- high yield bonds
- high-yield bonds
- historical cycles
- historical finance
- historical parallels
- hmo
- holistic financial planning
- home buying
- home care
- home ownership
- homeowners insurance
- household accounts
- housing market
- how to choose a financial advisor
- HSA
- human emotion investing
- human nature in investing
- hybrid insurance products
- illiquidity
- immigrant success
- impactful stories
- impulse decision
- income
- income inequality
- income planning
- index funds
- indexing history
- individual common stocks
- individual stocks
- inflation
- inflation adjusted p/e
- inflation history
- inflation risk
- inflation tax
- inherited ira rules
- in-home caregiving
- in-house investment research
- in-house research
- initial public offering
- insurance
- insurance alternatives financial planning
- intel equity stake
- interest rate cuts
- interest rates
- interval fund
- inventory
- inverted yield curve
- investing
- investing early
- investing history
- investing in inflation
- investing mindset
- investing podcast
- investing vs. debt
- investment advice
- investment advisory services
- investment committee
- investment costs
- investment fees
- investment landscape
- investment management
- investment opportunities
- investment philosophy
- investment principles
- investment process
- investment products
- investment psychology
- investment research
- investment risk
- investment strategies
- investment strategy
- investment volatility
- investor behavior
- investor emotion
- investor psychology
- ipo
- ira
- ira bonds
- ira contributions
- ira history
- ira strategies
- irmaa
- irrevocable trusts
- itemized deductions
- janesville
- janesville attorney
- janesville wi
- janesville wisconsin
- jdb indicator
- jeremy siegel
- jesse livermore
- jim rogers
- job descriptions
- john berkeley
- john berkley
- john bogle
- john marx templeton
- john maynard keynes
- john templeton
- junk bonds
- kit carson
- krista berkley
- lack of transparency
- lacy hunt
- laddered bonds
- laddered cds
- law firm growth
- leading economic indicator
- leapfrog strategy
- learning from others
- leasing
- legal counsel
- leverage
- liability insurance
- liberia
- life insurance
- Life Lessons
- lifetime exemption
- lifetime gift exclusion
- limited partnerships
- limit orders
- liquid cash
- liquidity
- liquidity risk
- llc
- llcs
- local advisor
- local financial advisor
- local service
- long position
- long positions
- long rates
- long term care contracts
- long-term care contracts
- long-term care expenses
- long-term care insurance
- long-term care planning
- long-term investing
- long-term strategy
- loss aversion
- mag 7
- magnificent 7
- managed accounts
- margin account
- margin calls
- margin debt
- margin investing
- market analysis
- market beta
- market breadth
- market cap weighted p/e
- market correction
- market corrections
- market cycles
- market decline
- market dynamics
- market forecasting
- market hype
- market indexes
- market makers
- market mechanics
- market orders
- market outlook
- market performance
- market psychology
- market pullback
- market recap
- market records
- market recovery
- market report
- market review
- market selloff
- market timing
- market trends
- market uncertainty
- market update
- market valuation
- market volatility
- medicaid planning
- medical deductions
- medicare
- medicare advantage
- medicare decisions
- medicare part a
- medicare part b
- medicare part c
- medicare part d
- medicare supplement
- medicare supplement advice
- medigap
- meltup
- memorial day
- mentoring
- mentorship
- microchip shortage
- microsoft copilot
- mike vogel
- mike vogle
- milton friedman
- mixed signals
- modern financial advising
- momentum investing
- monetary policy
- monetizing debt
- Money
- money confidence
- money management
- money management for young adults
- money market
- money questions
- money supply
- money tips
- moody's
- more for your money
- more for your money podcast
- mortgage payoff
- mortgage rates
- mutual funds
- narrowing markets
- nasdaq
- National debt
- natural resources
- negative equity
- net unrealized appreciation
- networks
- new car price
- new deal
- non-retirement accounts
- non-us investing
- normandy beach
- note-taking ai
- nua
- nursing home costs
- nvidia
- obb
- off lease cars
- old school investing
- omaha beach
- one big beautiful bill
- ongoing fees
- open enrollment
- operating agreements
- options
- ordinary income tax
- oversold market
- overtime pay deduction
- part b penalty
- part d penalty
- passion for work
- patch smith
- patience
- patriotic stories
- pce
- p/e multiple
- pe multiple
- p/e multiples
- pe multiples
- pension planning
- pensions
- p/e ratio
- pe ratio
- personal finance
- personal finance advice
- personal growth
- personalized finance
- personalized financial service
- peter lynch
- podcast
- point du hoc
- political instability
- portability
- portfolio building
- portfolio diversification
- portfolio management
- portfolio management.
- portfolio strategy
- portfolio tweak
- post-college finances
- post-death matters
- potential bankruptcy
- Poverty
- ppo
- pre-authorization
- precious metals
- prescription drug coverage
- preservation
- pre-tax versus roth
- price earnings multiple
- price-earnings multiple
- price earnings multiples
- price-earnings multiples
- price gouging
- price-to-earnings multiple
- price vs. value
- private credit
- private equity
- private pay
- proactive financial advice
- probate
- problem solving
- proctor and gamble
- psychology of investing
- publicly traded companies
- public markets
- purchasing power
- purpose in retirement
- q3 earnings
- qualified charitable distributions
- qualified charitable distributions (qcds)
- qualified tip deduction
- quantitative easing
- radio show
- rational investing
- ray dalio
- reagan administration
- reaganomics
- real estate investing
- real interest rates
- rebalancing assets
- rebuilt title
- recession
- recession timing
- registered investment advisor
- registered investment advisor (ria)
- Regulation
- relationship based financial advisor
- relationship-based financial planning
- reminiscences of a stock operator
- required minimum distributions
- required minimum distributions (rmds)
- reserve currency
- resource stocks
- respite care
- retail car business
- retirement
- retirement accounts
- retirement challenges
- retirement distributions
- retirement goals
- retirement income
- retirement planning
- retirement savings
- retirement strategy
- retirement support
- retirement transition
- retirement withdrawal strategies
- return on advice
- reversion to the mean
- risk discussion
- risk in bonds
- risk management
- risk mitigation
- risk reduction
- risk-return relationship
- risk tolerance
- rmds
- robert lewis stevenson
- robert schiller
- robert whiting
- robs account
- rotation (growth to value)
- roth 401k
- roth conversion
- roth ira
- roth ira conversions
- roth vs traditional ira
- rule of 55
- russell 1000
- russell 2000
- safe bonds
- sales charge
- salt limit
- salvage vehicle
- sarbanes-oxley
- sarbanes-oxley act
- savers credit
- saving and investing
- schedule d
- schiller
- schiller 10-year pe
- schiller p/e
- s corporation
- s corporations
- sec
- second opinions
- secular bear market
- self-insurance
- senior care
- senior deduction
- senior health care
- sense of purpose
- sequence of return risk
- setting financial goals
- sheena hanson
- short rates
- short sale
- short selling
- short-term investing
- shrinking stock market
- simple p/e
- simplifying finance
- sitting tight
- ski bum
- skilled technicians
- small caps
- small cap stocks
- small-cap stocks
- small company stocks
- socialism
- social security
- social security advice
- social security benefits
- social security strategies
- social security timing
- socrates
- sovereign debt
- s&p
- s&p 500
- s&p 500 performance
- speculation
- spending habits
- spouse death financial guidance
- staffing
- standard deduction
- state and local tax
- stepped-up basis
- step-up in basis
- stock market
- stock market bargain
- stock market basics
- stock market bubble
- stock market correction
- stock market history
- stock market meltup
- stock market sell-off
- stock market valuation
- stock rotation
- stocks vs. bonds
- stop-losses
- strategic businesses
- structural inflation
- student loan debt
- style drifting
- tariffs
- taxable accounts
- tax advisor referrals
- tax buckets
- tax consequences
- tax control
- tax cuts and jobs act
- tax efficiency
- tax-free investing
- tax history
- tax implications
- tax knowledge
- tax location strategy
- tax loss harvesting
- tax loss selling
- tax phase outs
- tax planning
- tax planning 2025
- tax planning conversation
- tax planning strategies
- tax problems
- tax returns
- tax simplification
- tax strategies
- tcja sunset
- technical analysis
- templeton rules
- term life insurance advice
- the changing world order
- the italian house
- thinly traded issues
- third-party managers
- third-world countries
- thomas jefferson
- three freedoms
- timberland
- time freedom
- time value of money
- tina (there is no alternative)
- todd
- total return
- trade war
- trading
- traditional ira
- trailing 12 month p/e
- transfer payments
- treasuries
- treasury bonds
- trend investing
- true cost of education
- trump account for young children
- trust administration
- trusted contact
- uaw strike
- uci
- uci process
- uncommon cents investing
- uncommon sense investing
- underwater loans
- underwriting
- unemployment rate
- unexpected fees
- unsustainable debt
- upfront sales charge
- us debt
- u.s. deficits
- us dollar
- used car price
- us federal debt
- us national debt
- us navy admiral
- us treasury auction
- utma account
- va benefits
- valuation
- valuations
- Value
- value investing
- value of a financial advisor
- value stocks
- value vs growth
- verification of assets
- veteran care
- vintage restoration
- visiting angels
- vix
- vix volatility
- vogel law firm
- vogle law firm
- volatility
- volatility reduction
- v-shaped recovery
- v-shape recovery
- wall street journal article
- warren buffett
- wclo
- wealth accumulation
- wealth building
- wealth creation
- wealth management
- wealth preservation
- widow's benefit
- wilshire 5000
- wisconsin caregivers
- wisconsin estate planning
- wisconsin pension
- wisconsin senior care
- wisconsin state tax exemption
- work ethic
- worldcom
- yield curve
- you could hear a pin drop
- youth investing