Displaying all 2 Episode of More for Your Money with the tag “fiduciary”.
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Episode 37: Beyond Predictions: Uncommon Cents Investing on Market Trends, Risk, and Unique Strategies - 09/06/2025
September 6th, 2025 | 52 mins 50 secs
10-year treasury, billy graham, client relationships, dow, dr. mark mobius, economic slowing, edwin lefevre, emotional aspects of investing, ethical business, expense ratio, fee-based advisory, fiduciary, financial advisor, financial independence, growth stocks, in-house research, individual common stocks, interest rates, investment strategy, jesse livermore, long-term investing, margin investing, market forecasting, market trends, nasdaq, non-retirement accounts, portfolio building, registered investment advisor (ria), reminiscences of a stock operator, retirement planning, risk discussion, roth ira conversions, russell 2000, s&p 500, speculation, tax control, tax problems, value investing, 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 35: Attorney Mike Vogel on Estate Planning, Gift Tax, and Irrevocable Trusts - 08/23/2025
August 23rd, 2025 | 52 mins 50 secs
5-year look-back period, annual exclusion, asset protection, c corporations, corporate formalities, corporate work, elder law, estate planning, federal gift tax, federal reserve, fiduciary, form 1041, form 709, interest rates, irrevocable trusts, lifetime exemption, llcs, long-term care expenses, market update, medicaid planning, mike vogle, operating agreements, portability, s corporations, step-up in basis, tax knowledge, trust administration, vogel law firm
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.