More for Your Money

Episode 15: Addressing Market Declines and the Retirement Mindset - 04/05/2025

April 5th, 2025  |  52 mins 54 secs

bear market, economic outlook, fear (investing), financial advice, growth stocks, inflation, investor psychology, long-term investing, loss aversion, market corrections, market decline, market recovery, market uncertainty, pensions, purpose in retirement, retirement challenges, retirement income, retirement transition, sense of purpose, stock market sell-off, uncommon cents investing, value investing, vix

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

Episode 12: Market Corrections, Risk, and Rethinking Retirement - 3/15/25

March 15th, 2025  |  52 mins 54 secs

behavioral investing, financial independence, financial planning, fire movement, investing mindset, ira strategies, janesville wi, john berkley, long-term investing, market update, more for your money, retirement strategy, risk tolerance, roth ira, sheena hanson, social security timing, stock market correction, uncommon cents investing, value vs growth, wealth building

John Berkley was joined by Colin and Sheena Hanson for an insightful and down-to-earth discussion on what recent market movements mean for long-term investors, and why strategy and mindset are more important than ever.

Episode 10: How UCI Manages Money (Buy List) with UCI Investment Committee (Greg Snyder and Todd Berkley) - 3/1/25

March 1st, 2025  |  52 mins 54 secs

building a portfolio, client-focused investing, financial advisors, financial planning, investment committee, investment strategy, janesville wisconsin, long-term investing, more for your money, personalized finance, retirement accounts, stock market basics, uci process, uncommon cents investing, value stocks

John Berkley is joined by Uncommon Cents Investing’s Investment Committee—Greg Snyder and Todd Berkley—for a detailed conversation about how UCI manages money. They walk through the firm’s disciplined approach to building and maintaining a buy list, how portfolios are tailored to each client, and why UCI avoids cookie-cutter models. From sector analysis to tax-aware strategies, this episode offers a behind-the-scenes look at the real work that goes into managing investments with care and intention.

Episode 8: Retirement Withdrawal Strategies - 2/15/25

February 15th, 2025  |  52 mins 54 secs

4% rule, bucket strategy, financial literacy, flexible planning, income planning, janesville wisconsin, john berkley, long-term investing, market volatility, portfolio strategy, retirement goals, retirement income, retirement planning, retirement withdrawal strategies, roth ira, sequence of return risk, sheena hanson, tax efficiency, uncommon cents investing, value investing

How do you turn your nest egg into a reliable paycheck in retirement? This week, John Berkley is joined by Sheena Hanson, CEO and CCO of Uncommon Cents Investing, for a deep dive into withdrawal strategies that help retirees make the most of their hard-earned savings. They explore the 4% rule, tax-smart distribution tactics, bucket strategies, and how to avoid common pitfalls like sequence of return risk. Whether you’re approaching retirement or already there, this episode will help you understand how to take money out without running out.

Episode 6: Tariffs, Gold, and the Debt: What History Might Teach Us About the Road Ahead - 2/1/25

February 1st, 2025  |  52 mins 54 secs

bond market, deflation, economic history, economic theory, gold prices, government spending, inflation, interest rates, janesville wi, lacy hunt, long-term investing, market cycles, national debt, personal finance, reaganomics, roth ira conversions, stock market, tariffs, uncommon cents investing, value vs growth

In this week’s episode of More for Your Money, John Berkley is joined by the Uncommon Cents Investing committee—Greg, Todd, and Carson—for a wide-ranging, fast-paced discussion on market trends, inflation, gold, government debt, and the evolving role of tariffs in economic strategy.

Drawing on insights from respected economist Lacy Hunt, the team explores whether deflation might be the next curveball for investors and how today’s policies echo some surprising historical parallels—like the Reagan era’s early pain and long-term gain. Along the way, they unpack the gold market, discuss the hidden cost of inflation on the middle class, and debate whether tariffs can be both a financial and geopolitical tool.

If you’re looking to connect the dots between interest rates, debt, inflation, and long-term investing, this one’s for you.