Displaying all 2 Episode of More for Your Money with the tag “albert einstein”.
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Episode 53: The Idea Factory: Unpacking Annuities, NUA, and the 'Nuts and Bolts' of Investing - 12/27/2025
December 27th, 2025 | 52 mins 50 secs
10-year treasury bonds, 1035 exchanges, 12% tax bracket, albert einstein, and the 0% federal capital gains rate. dalbar research, and the perpetual snow day retirement metaphor., and the tefra act of 1982. net unrealized appreciation (nua), and value versus growth stock spreads. variable annuities, annuity rider fees, benjamin graham, chasing returns, company stock distributions, compounding interest, contract fees, cost basis, double-digit market performance, emotional decision-making, financial case studies, investment second opinions, investor underperformance, maintenance and expense (m&e) fees, mandatory annuitization dates, marginal tax bracket planning, missing insurance beneficiaries, peter lynch, price-earnings multiples, s&p 500 returns, step-up in basis, sub-account fees, warren buffett
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 38: Uncommon Cents: Wisdom on Decisions, Risk, and Retirement Strategies - 09/13/2025
September 13th, 2025 | 52 mins 50 secs
401k, albert einstein, beneficiaries, billy graham, charlie munger, competency, dave ramsey, early withdrawals, expensive market, federal reserve, financial advice, financial decisions, financial literacy, financial podcast, financial scams, growth stocks, interest rates, investment strategy, market trends, money management, nasdaq, passion for work, retirement planning, retirement transition, risk management, robert lewis stevenson, roth ira conversions, rule of 55, s&p 500, socrates, spending habits, trusted contact, value, value stocks, warren buffett, wealth management, work ethic
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.