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 25: Estate Planning: Navigating Gift Tax, Irrevocable Trusts, and More with Attorney Mike Vogel - 06/14/2025

June 14th, 2025  |  52 mins 50 secs

annual exclusion, asset protection, attorney advice, business entities, corporate structures, elder law, estate planning, estate tax exemption, family wealth, farm planning, financial education, financial flexibility, form 1041, form 706, form 706 portability, form 709, gift tax, gift tax return, irrevocable trusts, janesville attorney, law firm growth, legal counsel, lifetime exemption, llc, long-term care expenses, medicaid planning, mike vogel, nursing home costs, post-death matters, private pay, probate, s corporation, step-up in basis, tax knowledge, tax returns, trust administration, vogle law firm, wisconsin estate planning

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

Episode 11: John Templeton’s 16 Rules for Investing - 3/8/25

March 8th, 2025  |  52 mins 54 secs

bear market, bull market, financial education, financial legacy, global investing, investment principles, investor behavior, john berkley, john templeton, kit carson, long-term strategy, market psychology, market volatility, more for your money, roth conversion, small-cap stocks, templeton rules, uncommon cents investing, value investing

In this episode of More For Your Money, John Berkley is joined by Kit Carson for a focused and thoughtful discussion on legendary investor Sir John Marks Templeton. After a quick market recap, the conversation dives into Templeton’s 16 Rules for Investment Success—timeless principles that have guided generations of investors.

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