Displaying 2 items of More for Your Money with the tag "10-year bond".
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Episode 49: Roth IRA Conversions: The Wisconsin Tax Law That Changes Everything - 11/29/2025
November 29th, 2025 | 52 mins 50 secs
$24, 000 exclusion, 10-year bond, 401k contributions, age 67, capital gains, complexity of investing, continuity of income, estate planning, financial advisor, gifting assets, market performance, nasdaq, pre-tax versus roth, required minimum distributions, retirement distributions, rmds, roth ira conversions, russell 2000, s&p 500, schedule d, stepped-up basis, tax loss selling, uncommon sense investing, wisconsin state tax exemption
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 40: Local Service and Financial Freedom: The Case for Hiring a Financial Professional - 09/27/2025
September 27th, 2025 | 52 mins 50 secs
10-year bond, 401k fees, asset allocation management, beneficiaries, debt versus wealth accumulation, diversification, estate planning, financial choices, financial decisions, financial professional, growth stocks, inflation risk, interest rates, investment advisory services, local financial advisor, local service, managed accounts, market report, mentoring, pensions, price earnings multiple, retirement planning, return on advice, risk management, roth ira conversions, s&p 500, second opinions, social security, tax buckets, value stocks, wealth accumulation
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.