web01.fireside.fm Wed, 06 May 2026 09:45:48 -0500 Fireside (https://fireside.fm) More for Your Money - Episodes Tagged with “Market Update” https://moreforyourmoney.fireside.fm/tags/market%20update Sat, 23 Aug 2025 15:00:00 -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 35: Attorney Mike Vogel on Estate Planning, Gift Tax, and Irrevocable Trusts - 08/23/2025 https://moreforyourmoney.fireside.fm/35 4dc754b9-5442-431a-a642-3de04ffed94e Sat, 23 Aug 2025 15:00:00 -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>This episode of "More for Your Money," hosted by John Berkley, features Attorney Mike Vogel discussing estate planning and elder law. Vogel clarifies Federal Gift Tax (Form 709), detailing the $19,000 annual exclusion and the $14 million lifetime exemption, noting gifts reduce this amount. He also addresses irrevocable trusts for Medicaid planning, explaining the 5-year look-back period while cautioning against their "oversold" nature and significant disadvantages like loss of asset control. Vogel emphasizes maintaining financial flexibility and the importance of tax knowledge in estate planning. Special Guest: Michael Vogel.</p> estate planning, Mike Vogel, elder law, Federal Gift Tax, Form 709, irrevocable trusts, Medicaid planning, long-term care, annual exclusion, lifetime exemption, 5-year look-back, asset protection, LLCs, S corporations, corporate formalities, operating agreements, step-up in basis, Form 1041, tax knowledge, trust administration, Vogel Law Firm, financial planning, market update, interest rates, Federal Reserve This episode of "More for Your Money," hosted by John Berkley, features Attorney Mike Vogel discussing estate planning and elder law. Vogel clarifies Federal Gift Tax (Form 709), detailing the $19,000 annual exclusion and the $14 million lifetime exemption, noting gifts reduce this amount. He also addresses irrevocable trusts for Medicaid planning, explaining the 5-year look-back period while cautioning against their "oversold" nature and significant disadvantages like loss of asset control. Vogel emphasizes maintaining financial flexibility and the importance of tax knowledge in estate planning.

Special Guest: Michael Vogel.

]]> This episode of "More for Your Money," hosted by John Berkley, features Attorney Mike Vogel discussing estate planning and elder law. Vogel clarifies Federal Gift Tax (Form 709), detailing the $19,000 annual exclusion and the $14 million lifetime exemption, noting gifts reduce this amount. He also addresses irrevocable trusts for Medicaid planning, explaining the 5-year look-back period while cautioning against their "oversold" nature and significant disadvantages like loss of asset control. Vogel emphasizes maintaining financial flexibility and the importance of tax knowledge in estate planning.

Special Guest: Michael Vogel.

]]> Episode 33: The Future of Investing: AI, Productivity Gains, and Portfolio Bonds - 08/09/2025 https://moreforyourmoney.fireside.fm/33 5f1d26a3-78e8-4d57-ae83-501e7645fd2d Sat, 09 Aug 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 Sheena Hanson where they discuss Artificial Intelligence (AI) and its influence on market valuations, noting its potential for "enormous productivity gains". Sheena shares practical examples of using AI daily as a "thinking partner" for tasks like packing lists and compliance logs.<br> The episode also delves into bonds, describing them as a "very, very misunderstood" asset class. They clarify bonds as a lending asset, explaining their historical underperformance due to inflation and their integral role in portfolios for income and stability, while detailing their varying risks and tax implications. </p> Artificial Intelligence, AI productivity gains, market valuations, bonds, fixed income investing, portfolio management, inflation, interest rates, US Treasuries, high-yield bonds, junk bonds, IRA tax efficiency, retirement accounts, household account management, investment strategy, financial planning, stock market update, S&P 500, NASDAQ, price-earnings multiple, wealth management, risk tolerance, asset allocation, compliance, note-taking AI Join John Berkley and Sheena Hanson where they discuss Artificial Intelligence (AI) and its influence on market valuations, noting its potential for "enormous productivity gains". Sheena shares practical examples of using AI daily as a "thinking partner" for tasks like packing lists and compliance logs.
The episode also delves into bonds, describing them as a "very, very misunderstood" asset class. They clarify bonds as a lending asset, explaining their historical underperformance due to inflation and their integral role in portfolios for income and stability, while detailing their varying risks and tax implications.

]]> Join John Berkley and Sheena Hanson where they discuss Artificial Intelligence (AI) and its influence on market valuations, noting its potential for "enormous productivity gains". Sheena shares practical examples of using AI daily as a "thinking partner" for tasks like packing lists and compliance logs.
The episode also delves into bonds, describing them as a "very, very misunderstood" asset class. They clarify bonds as a lending asset, explaining their historical underperformance due to inflation and their integral role in portfolios for income and stability, while detailing their varying risks and tax implications.

]]> Episode 26: Market Valuations, Financial Repression, and the Psychology of Investing - 06/21/2025 https://moreforyourmoney.fireside.fm/26 65ee1daa-e570-4f2b-92e8-1aca7494bf53 Sat, 21 Jun 2025 15:00:00 -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>This episode of "More for Your Money" features John Berkley, Greg, and Todd discussing market performance, historically high price-earnings multiples, and AI's influence on growth. Topics include "financial repression," structural inflation, income inequality, and contrarian economic views. Uncommon Cents Investing shares their approach of disciplined, long-term value investing in individual stocks, emphasizing the psychology of investing. Special Guests: Greg Snyder and Todd Berkley.</p> investment advisory, fee-based firm, registered investment advisor, fiduciary standard, market performance, S&P performance, price-earnings multiples, elevated valuations, Artificial Intelligence (AI) impact, accelerating growth rates, financial repression, central bank actions, asset prices, structural inflation, government deficits, income inequality, value stocks, individual common stocks, long-term strategy, not timing the market, portfolio building, client objectives, time horizons, psychology of investing, contrarian economic views, Lacy Hunt, Jeremy Siegel, Ray Dalio, deflation, estate planning This episode of "More for Your Money" features John Berkley, Greg, and Todd discussing market performance, historically high price-earnings multiples, and AI's influence on growth. Topics include "financial repression," structural inflation, income inequality, and contrarian economic views. Uncommon Cents Investing shares their approach of disciplined, long-term value investing in individual stocks, emphasizing the psychology of investing.

Special Guests: Greg Snyder and Todd Berkley.

]]> This episode of "More for Your Money" features John Berkley, Greg, and Todd discussing market performance, historically high price-earnings multiples, and AI's influence on growth. Topics include "financial repression," structural inflation, income inequality, and contrarian economic views. Uncommon Cents Investing shares their approach of disciplined, long-term value investing in individual stocks, emphasizing the psychology of investing.

Special Guests: Greg Snyder and Todd Berkley.

]]> Episode 20: Understanding Margin Debt in Your Brokerage Account - 05/10/2025 https://moreforyourmoney.fireside.fm/20 3d1ed7c4-e8a5-4f46-a7d0-ff7684a09ff8 Sat, 10 May 2025 15:00:00 -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>This episode explores leverage and margin debt in investing. Learn how it works, its significant risks (like margin calls), potential rewards, and tax implications. John explains Uncommon Cents Investing's approach, using margin only for select clients who can afford the risk and understand they could take a loss. </p> investing, leverage, margin debt, margin account, borrowing money for investing, investment risk, margin calls, brokerage account, options vs. margin, tax consequences, capital gains tax, retirement accounts, non-retirement accounts, individual stocks, investment fees, expense ratio, market update, S&P 500, value investing, wealth accumulation This episode explores leverage and margin debt in investing. Learn how it works, its significant risks (like margin calls), potential rewards, and tax implications. John explains Uncommon Cents Investing's approach, using margin only for select clients who can afford the risk and understand they could take a loss.

]]> This episode explores leverage and margin debt in investing. Learn how it works, its significant risks (like margin calls), potential rewards, and tax implications. John explains Uncommon Cents Investing's approach, using margin only for select clients who can afford the risk and understand they could take a loss.

]]> Episode 12: Market Corrections, Risk, and Rethinking Retirement - 3/15/25 https://moreforyourmoney.fireside.fm/12 https://www.wclo.com/?post_type=episode&p=129056 Sat, 15 Mar 2025 10:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing John Berkley was joined by 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. 52:54 no <p>John Berkley and Sheena Hanson dive into this week’s market correction and what it means for long-term investors. From defining a true correction versus a bear market to discussing why value stocks are outperforming growth, they break it all down in plain language. Sheena shares how tech tools help clients make smart Social Security decisions, and the team talks through broader questions about risk tolerance, retirement, and finding financial independence. Plus, a listener question sparks a timely discussion on Roth conversions in a down market.</p> <p>For more resources or to schedule an intro call, visit <a href="https://uncommoncentsinvesting.com" target="_blank" rel="nofollow noopener">uncommoncentsinvesting.com</a>.</p> <p>Disclosure: Uncommon Cents Investing is a registered investment advisor with the SEC. This content is for informational purposes only and should not be construed as personalized investment advice. For full disclosures, visit Uncommon Cents Investing’s ADV and Form CRS. </p> market correction, bear market, S&P 500, value stocks, growth stocks, long-term investing, financial strategy, Social Security planning, Roth conversion, IRA withdrawal, retirement planning, financial independence, FIRE movement, risk tolerance, behavioral finance, wealth accumulation, mentorship, financial advice, Uncommon Cents Investing, John Berkley, Sheena Hanson, Janesville Wisconsin John Berkley and Sheena Hanson dive into this week’s market correction and what it means for long-term investors. From defining a true correction versus a bear market to discussing why value stocks are outperforming growth, they break it all down in plain language. Sheena shares how tech tools help clients make smart Social Security decisions, and the team talks through broader questions about risk tolerance, retirement, and finding financial independence. Plus, a listener question sparks a timely discussion on Roth conversions in a down market.

For more resources or to schedule an intro call, visit uncommoncentsinvesting.com.

Disclosure: Uncommon Cents Investing is a registered investment advisor with the SEC. This content is for informational purposes only and should not be construed as personalized investment advice. For full disclosures, visit Uncommon Cents Investing’s ADV and Form CRS.

]]> John Berkley and Sheena Hanson dive into this week’s market correction and what it means for long-term investors. From defining a true correction versus a bear market to discussing why value stocks are outperforming growth, they break it all down in plain language. Sheena shares how tech tools help clients make smart Social Security decisions, and the team talks through broader questions about risk tolerance, retirement, and finding financial independence. Plus, a listener question sparks a timely discussion on Roth conversions in a down market.

For more resources or to schedule an intro call, visit uncommoncentsinvesting.com.

Disclosure: Uncommon Cents Investing is a registered investment advisor with the SEC. This content is for informational purposes only and should not be construed as personalized investment advice. For full disclosures, visit Uncommon Cents Investing’s ADV and Form CRS.

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