More for Your Money

Episode 30: Navigating Value, Small Caps, and Market Mechanics - 07/19/2025

July 19th, 2025  |  52 mins 50 secs

asset allocation, bid and ask price, company management, cpi, diversification, federal reserve, financial advisor, growth stocks, initial public offering, investment research, ipo, limit orders, market dynamics, market makers, market mechanics, market orders, market volatility, p/e ratio, pce, peter lynch, portfolio management, price-earnings multiple, retirement accounts, sarbanes-oxley, small caps, small company stocks, stock market bargain, taxable accounts, thinly traded issues, unemployment rate, value investing, value stocks, wall street journal article, 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.

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.

Episode 21: A Walk Down History - Taxes, Investments, and the Changing Landscape - 05/17/2025

May 17th, 2025  |  52 mins 50 secs

16th amendment, 401k history, asset charges, capital formation, deficit spending, federal taxation, fiduciary standard, financial advisor, government spending history, great depression, great society, index funds, indexing history, investing history, investment advice, investment fees, investment landscape, investment opportunities, investment products, ira history, limited partnerships, new deal, roth ira, sarbanes-oxley, stock market history, tax history, us national debt

Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.

Episode 19: Uncommon Cents Investing - More for Your Money - 05/03/2025

May 3rd, 2025  |  52 mins 50 secs

aging parents finances, availability., beyond investment management, comprehensive financial services, customer service, fiduciary financial advisor, finances after spouse death, financial advisor, financial advisor vs 1-800, financial planning, in-house investment research, inherited ira rules, investment management, ira contributions, local financial advisor, long term care contracts, medicare decisions, more for your money podcast, proactive financial advice, qualified charitable distributions (qcds), relationship based financial advisor, required minimum distributions (rmds), retirement planning, social security timing, tax planning conversation, uncommon cents investing, value of a financial advisor, verification of assets, wisconsin pension

Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.

Episode 3: Tipping, Taxes & Timely Advice: 2025 Planning and Everyday Financial Wisdom - 1/11/25

January 11th, 2025  |  52 mins 54 secs

estate planning, family finance, financial advisor, financial education, investment strategy, ira contributions, janesville wi, john berkley, money tips, more for your money, required minimum distributions, retirement planning, roth ira, sheena hanson, tax planning 2025, uncommon cents investing

John Berkley returns to the More for Your Money studio this week with a full house—welcoming co-host Carson back from a short sick break, and special guest Sheena Hanson (his daughter and Principal at Uncommon Cents Investing). The trio covers everything from market updates and tipping trends to detailed 2025 tax planning changes.

John revisits his now-famous "15 Financial Life Lessons" list, Sheena gives insight into how Uncommon Cents conducts thoughtful, personal annual reviews with clients, and the team walks through the latest tax brackets, deduction limits, and planning considerations for the year ahead.

John, Sheena, and Carson break down 2025 tax updates, reflect on life and financial lessons, and explain why trust and communication matter when working with a financial advis