Displaying all 3 Episode of More for Your Money with the tag “capital gains”.
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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 36: Investment Styles Unpacked: Value, Growth, and the Highs and Lows of Speculation - 08/30/2025
August 30th, 2025 | 52 mins 50 secs
ai stocks, benjamin graham, bucket shops, capital gains, crypto, discipline, emotional control, financial advice, fomo, great depression, growth stocks, investment strategies, jdb indicator, jesse livermore, jim rogers, john bogle, john marx templeton, long positions, mag 7, market report, market timing, momentum investing, patience, pe multiple, proctor and gamble, retirement accounts, short selling, speculation, stock market, style drifting, tax loss harvesting, technical analysis, trading, value investing, warren buffett, yield curve
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 29: Generational Insights and Practical Financial Wisdom - 07/12/2025
July 12th, 2025 | 52 mins 50 secs
401k, bitcoin risks, capital gains, compounding capital, debt avoidance, developing markets, family business model, financial advisor, financial education, financial fundamentals, financial planning, generational insights, gold, investing vs. debt, investment strategies, janesville, market trends, mortgage payoff, natural resources, portfolio diversification, rebalancing assets, risk tolerance, roth ira, tax implications, wealth management
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.