Displaying all 2 Episode of More for Your Money with the tag “401k rollover”.
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Episode 50: Fee vs. Commission: Finding the Right Financial Advisor and Understanding Your Costs - 12/06/2025
December 6th, 2025 | 52 mins 50 secs
401k rollover, account minimums, annual management fees, break points, buy-and-hold, client service, commission-based products, department of labor, estate planning, expense ratios, fee-based advising, financial advisor compensation, finra, hsa, individual stocks, investment costs, long-term investing, modern financial advising, mutual funds, old school investing, ongoing fees, registered investment advisor (ria), roth ira, sales charge, sec, social security benefits, tax planning, upfront sales charge, 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.
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Episode 41: The Cost of Investing: Evaluating Fee Platforms, Controlling Tax Gains, and Addressing the Risks of Global Inflation and the Shrinking Stock Market - 10/04/2025
October 4th, 2025 | 52 mins 50 secs
401k rollover, benchmarking, capital formation, capital gains tax, community property state, debt monetization, deficit spending, dollar extinction, enron, expense ratio, federal regulations, fee-based platform, fiat currency, fiduciary standard, full retirement age, growth versus value, hedge funds, hybrid insurance products, illiquidity, individual stocks, interval fund, investment advisory services, ira, laddered bonds, life insurance, long-term care insurance, mutual funds, private equity, publicly traded companies, reserve currency, retirement income, retirement planning, russell 1000, s&p 500, sarbanes-oxley act, sequence of return risk, shrinking stock market, social security benefits, step-up in basis, structural inflation, tax efficiency, treasury bonds, uncommon cents investing, us federal debt, worldcom
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.