web02.fireside.fm Wed, 06 May 2026 09:50:16 -0500 Fireside (https://fireside.fm) More for Your Money - Episodes Tagged with “Form 706” https://moreforyourmoney.fireside.fm/tags/form%20706 Sat, 11 Oct 2025 13:00:00 -0400 More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O af episodic An Uncommon 'Cents' approach to investing Uncommon Cents Investing More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O no More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Uncommon Cents Investing sheena@uncommoncentsinvesting.com Episode 42: Market Selloff, Decoding the OBB, and Navigating New Tax Limits (SALT, Deductions, and Estate Taxes) - 10/11/2025 https://moreforyourmoney.fireside.fm/42 53133749-4190-4c60-aa0f-7579f51d1c72 Sat, 11 Oct 2025 13:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>John Berkley analyzes the sharp market selloff, largely triggered by tariff threats between the U.S. and China. The discussion moves to decoding the "One Big Beautiful Bill" (OBB). John explores crucial tax changes for investors, including the temporary increase in the SALT (State and Local Tax) limit up to $40,000, which enables the "leapfrog" itemizing strategy. Plus, understand new above-the-line deductions and the latest phase-outs that primarily benefit lower and middle-income earners. We also clarify the increased estate tax exclusion limits for 2025. </p> market selloff, stock market correction, S&P 500, Russell 2000, China tariffs, trade war, 10-year bond yield, One Big Beautiful Bill, OBB, 2025 tax changes, tax law modifications, Tax Cuts and Jobs Act, TCJA sunset, SALT limit increase, State and Local Tax deduction, $40,000 SALT limit, itemizing taxes, standard deduction, leapfrog strategy, tax planning, above-the-line deductions, senior deduction, qualified tip deduction, overtime pay deduction, auto loan interest deduction, charitable contributions non-itemizers, tax phase outs, lower income tax benefits, middle income tax benefits, 401k limits 2025, 401k catch-up provision, Roth 401k, Roth IRA conversions, estate tax exclusion, lifetime gift exclusion, annual gift tax, gift tax Form 709, estate tax Form 706, Trump account for young children, tax simplification, flat tax debate, economic analysis, financial strategy, investment advisor John Berkley analyzes the sharp market selloff, largely triggered by tariff threats between the U.S. and China. The discussion moves to decoding the "One Big Beautiful Bill" (OBB). John explores crucial tax changes for investors, including the temporary increase in the SALT (State and Local Tax) limit up to $40,000, which enables the "leapfrog" itemizing strategy. Plus, understand new above-the-line deductions and the latest phase-outs that primarily benefit lower and middle-income earners. We also clarify the increased estate tax exclusion limits for 2025.

]]> John Berkley analyzes the sharp market selloff, largely triggered by tariff threats between the U.S. and China. The discussion moves to decoding the "One Big Beautiful Bill" (OBB). John explores crucial tax changes for investors, including the temporary increase in the SALT (State and Local Tax) limit up to $40,000, which enables the "leapfrog" itemizing strategy. Plus, understand new above-the-line deductions and the latest phase-outs that primarily benefit lower and middle-income earners. We also clarify the increased estate tax exclusion limits for 2025.

]]> Episode 25: Estate Planning: Navigating Gift Tax, Irrevocable Trusts, and More with Attorney Mike Vogel - 06/14/2025 https://moreforyourmoney.fireside.fm/25 67760876-635b-49c5-99ac-c7e6a33ef160 Sat, 14 Jun 2025 13:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>Join John Berkley and Attorney Mike Vogel for an insightful estate planning discussion. Attorney Vogel clarifies federal gift tax (Form 709), including annual exclusions and lifetime exemptions. He also navigates irrevocable trusts, highlighting their overusage and significant disadvantages in Medicaid planning, such as loss of asset control and facility acceptance issues. The episode emphasizes fact-based advice. Special Guest: Michael Vogel.</p> estate planning, Mike Vogel, federal gift tax, Form 709, irrevocable trusts, Medicaid planning, asset protection, annual exclusion, lifetime exemption, elder law, long-term care expenses, Vogal Law Firm, Janesville attorney, LLC, S corporation, step-up in basis, Form 706, probate, trust administration, gift tax return, estate tax exemption, Wisconsin estate planning, financial flexibility, private pay, nursing home costs, corporate structures, tax knowledge Join John Berkley and Attorney Mike Vogel for an insightful estate planning discussion. Attorney Vogel clarifies federal gift tax (Form 709), including annual exclusions and lifetime exemptions. He also navigates irrevocable trusts, highlighting their overusage and significant disadvantages in Medicaid planning, such as loss of asset control and facility acceptance issues. The episode emphasizes fact-based advice.

Special Guest: Michael Vogel.

]]> Join John Berkley and Attorney Mike Vogel for an insightful estate planning discussion. Attorney Vogel clarifies federal gift tax (Form 709), including annual exclusions and lifetime exemptions. He also navigates irrevocable trusts, highlighting their overusage and significant disadvantages in Medicaid planning, such as loss of asset control and facility acceptance issues. The episode emphasizes fact-based advice.

Special Guest: Michael Vogel.

]]>