More for Your Money

Episode 41: The Cost of Investing: Evaluating Fee Platforms, Controlling Tax Gains, and Addressing the Risks of Global Inflation and the Shrinking Stock Market - 10/04/2025

October 4th, 2025  |  52 mins 50 secs

401k rollover, benchmarking, capital formation, capital gains tax, community property state, debt monetization, deficit spending, dollar extinction, enron, expense ratio, federal regulations, fee-based platform, fiat currency, fiduciary standard, full retirement age, growth versus value, hedge funds, hybrid insurance products, illiquidity, individual stocks, interval fund, investment advisory services, ira, laddered bonds, life insurance, long-term care insurance, mutual funds, private equity, publicly traded companies, reserve currency, retirement income, retirement planning, russell 1000, s&p 500, sarbanes-oxley act, sequence of return risk, shrinking stock market, social security benefits, step-up in basis, structural inflation, tax efficiency, treasury bonds, uncommon cents investing, us federal debt, worldcom

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

Episode 23: Insurance, Bonds, and Social Security Strategies - 05/31/2025

May 31st, 2025  |  52 mins 50 secs

attorney referrals, auto insurance, bond market, client situations, collision insurance, complexity in finance, corporate bonds, decision making, dow, estate planning, ex-spousal benefit, filing strategies, financial communication, financial planning, financial resources, homeowners insurance, insurance, investing, learning from others, liability insurance, long-term care insurance, market recap, nasdaq, problem solving, retirement planning, risk tolerance, russell 2000, s&p 500, self-insurance, simplifying finance, social security strategies, tax advisor referrals, treasuries, widow's benefit

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

Episode 7: Senior Home Care with Visiting Angels with guest Patch Smith - 2/8/25

February 8th, 2025  |  52 mins 54 secs

aging in place, assisted living alternatives, caregiving careers, elder care options, elder law, healthcare in retirement, home care, in-home caregiving, janesville wisconsin, john berkley, long-term care insurance, long-term care planning, patch smith, respite care, retirement support, senior care, uncommon cents investing, va benefits, veteran care, visiting angels, wisconsin caregivers

Navigating senior care options can be overwhelming—but understanding your choices can make all the difference. In this episode of More for Your Money, John Berkley welcomes Patch Smith, co-owner of Visiting Angels in South Central Wisconsin, to explore the world of in-home care. From respite visits to full-time support, they break down what home care looks like, who it's for, and how it compares to institutional options like assisted living.

Patch also shares insights into long-term care insurance, how families can successfully access those benefits, and under-the-radar support available to veterans. Whether you’re planning ahead for a loved one or need immediate help, this conversation will help you understand your options and advocate for the care your family deserves.