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

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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