web02.fireside.fm Tue, 28 Apr 2026 12:32:35 -0500 Fireside (https://fireside.fm) https://moreforyourmoney.fireside.fm/tags/albert%20einstein Sat, 27 Dec 2025 12:00:00 -0500 More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O af episodic An Uncommon 'Cents' approach to investing Uncommon Cents Investing More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O no More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Uncommon Cents Investing sheena@uncommoncentsinvesting.com https://moreforyourmoney.fireside.fm/53 cbd0b122-fc66-4d97-a45a-3648af97a322 Sat, 27 Dec 2025 12:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no In this episode of "More for Your Money," host John Berkley discusses navigating a market entering its third consecutive year of double-digit returns. Acting as an "idea factory," Berkley explores the "nuts and bolts" of complex financial products, emphasizing the necessity of auditing annuity contracts for hidden fees and missing beneficiaries. He details specialized tax strategies, including Net Unrealized Appreciation (NUA) and managing distributions within the 12% marginal tax bracket to capitalize on 0% federal capital gains. Citing Dalbar research, Berkeley warns against emotional investing, urging listeners to plan for a retirement that feels like a "perpetual snow day". investment advisory services, market performance, S&P 500 double-digit returns, 10-year Treasury bonds, price-earnings multiples, value versus growth stocks, variable annuities, annuity rider fees, maintenance and expense fees, auditing insurance beneficiaries, Net Unrealized Appreciation (NUA), company stock distribution strategies, TEFRA Act of 1982, 1035 exchange, marginal tax bracket planning, 12% tax bracket, 0% federal capital gains rate, step-up in basis, Dalbar research, investor underperformance, emotional decision-making in investing, financial case studies, idea factory, retirement snow day metaphor, Benjamin Graham, Peter Lynch, Warren Buffett, and compounding interest. In this episode of "More for Your Money," host John Berkley discusses navigating a market entering its third consecutive year of double-digit returns. Acting as an "idea factory," Berkley explores the "nuts and bolts" of complex financial products, emphasizing the necessity of auditing annuity contracts for hidden fees and missing beneficiaries. He details specialized tax strategies, including Net Unrealized Appreciation (NUA) and managing distributions within the 12% marginal tax bracket to capitalize on 0% federal capital gains. Citing Dalbar research, Berkeley warns against emotional investing, urging listeners to plan for a retirement that feels like a "perpetual snow day".

]]> In this episode of "More for Your Money," host John Berkley discusses navigating a market entering its third consecutive year of double-digit returns. Acting as an "idea factory," Berkley explores the "nuts and bolts" of complex financial products, emphasizing the necessity of auditing annuity contracts for hidden fees and missing beneficiaries. He details specialized tax strategies, including Net Unrealized Appreciation (NUA) and managing distributions within the 12% marginal tax bracket to capitalize on 0% federal capital gains. Citing Dalbar research, Berkeley warns against emotional investing, urging listeners to plan for a retirement that feels like a "perpetual snow day".

]]> https://moreforyourmoney.fireside.fm/38 78578cf2-95b9-407d-8d0e-a5e7fa70d048 Sat, 13 Sep 2025 15:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no In this episode, John Berkley and Sheena Hanson discuss current market trends, noting an expensive market driven by growth stocks. They cover crucial financial topics like the Rule of 55 for early 401k withdrawals and the importance of trusted contacts for clients. John shares his personal philosophical quotes on decision-making, risk, and consequences, emphasizing learning from others' experiences. The episode also explores the emotional and practical aspects of retirement transition, spending habits, and the passion for one's work. Listeners are encouraged to review their financial plans and utilize the firm's website resources. financial advisor, investment advisory services, S&P 500, NASDAQ, Federal Reserve, interest rates, market trends, growth stocks, value stocks, expensive market, 401k, Rule of 55, early withdrawals, Roth IRA conversions, IRA, 72T, retirement planning, decision-making, risk, consequences, financial literacy, trusted contact, financial scams, beneficiaries, money management, client relationships, market updates, philosophical quotes, Charlie Munger, Warren Buffett, Socrates, Albert Einstein, retirement transition, spending habits, saving money, passion for work In this episode, John Berkley and Sheena Hanson discuss current market trends, noting an expensive market driven by growth stocks. They cover crucial financial topics like the Rule of 55 for early 401k withdrawals and the importance of trusted contacts for clients. John shares his personal philosophical quotes on decision-making, risk, and consequences, emphasizing learning from others' experiences. The episode also explores the emotional and practical aspects of retirement transition, spending habits, and the passion for one's work. Listeners are encouraged to review their financial plans and utilize the firm's website resources.

]]> In this episode, John Berkley and Sheena Hanson discuss current market trends, noting an expensive market driven by growth stocks. They cover crucial financial topics like the Rule of 55 for early 401k withdrawals and the importance of trusted contacts for clients. John shares his personal philosophical quotes on decision-making, risk, and consequences, emphasizing learning from others' experiences. The episode also explores the emotional and practical aspects of retirement transition, spending habits, and the passion for one's work. Listeners are encouraged to review their financial plans and utilize the firm's website resources.

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