web02.fireside.fm Wed, 06 May 2026 09:48:40 -0500 Fireside (https://fireside.fm) More for Your Money - Episodes Tagged with “More For Your Money” https://moreforyourmoney.fireside.fm/tags/more%20for%20your%20money Sat, 21 Mar 2026 12:00:00 -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 65: Rethinking Insurance, Savings, and the Wisdom of Investing - 03/21/2026 https://moreforyourmoney.fireside.fm/65 8edff9b7-df9d-4d65-9f3e-1c3ce797b3b3 Sat, 21 Mar 2026 12:00:00 -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 explores an "uncommon cents" approach to wealth management, emphasizing that insurance is a protection product, not an investment. He details strategies for self-insuring as net worth grows and explains the optimal timing for Roth conversions during market dips. Drawing on wisdom from Charlie Munger and Warren Buffett, Berkley highlights the importance of emotional stability and learning vicariously through others. For younger listeners, he encourages developing savings patterns and finding mentors rather than obsessing solely over retirement. </p> Uncommon cents investing, More for Your Money podcast, John Berkley, financial advisor, term life insurance benefits, self-insuring strategies, high deductible savings, Roth conversion timing, emotional stability in investing, Charlie Munger investment wisdom, financial mentorship for youth, savings patterns, psychology of money John Berkley explores an "uncommon cents" approach to wealth management, emphasizing that insurance is a protection product, not an investment. He details strategies for self-insuring as net worth grows and explains the optimal timing for Roth conversions during market dips. Drawing on wisdom from Charlie Munger and Warren Buffett, Berkley highlights the importance of emotional stability and learning vicariously through others. For younger listeners, he encourages developing savings patterns and finding mentors rather than obsessing solely over retirement.

]]> John Berkley explores an "uncommon cents" approach to wealth management, emphasizing that insurance is a protection product, not an investment. He details strategies for self-insuring as net worth grows and explains the optimal timing for Roth conversions during market dips. Drawing on wisdom from Charlie Munger and Warren Buffett, Berkley highlights the importance of emotional stability and learning vicariously through others. For younger listeners, he encourages developing savings patterns and finding mentors rather than obsessing solely over retirement.

]]> Episode 18: Analyzing a Big Up Week - V-Shape, Bear Trap, and Uncommon Cents Investing's Value Strategy https://moreforyourmoney.fireside.fm/18 bd659ce4-20fc-48b4-89e2-ee5fca5b6e13 Sat, 26 Apr 2025 09:00:00 -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>The Uncommon Cents Investing Investment Committee discusses a strong market "up week". They debate V-shaped recovery vs. bear trap/secular bear market, highlighting their value investing strategy focusing on staying fully invested and managing investor emotion. A listener emphasizes the value of financial planners. Special Guests: Greg Snyder and Todd Berkley.</p> More for Your Money, John Berkley, Uncommon Cents Investing, Market Report, Stock Market Analysis, Market Volatility, V-shaped recovery, Bear trap, Secular bear market, Value Investing, Growth vs Value Stocks, Investor Emotion, Financial Planner, Investment Strategy, Fully Invested Strategy, Portfolio Diversification, Market Risk Management, Stock Valuations, Non-US Investing, Small Cap Stocks The Uncommon Cents Investing Investment Committee discusses a strong market "up week". They debate V-shaped recovery vs. bear trap/secular bear market, highlighting their value investing strategy focusing on staying fully invested and managing investor emotion. A listener emphasizes the value of financial planners.

Special Guests: Greg Snyder and Todd Berkley.

]]> The Uncommon Cents Investing Investment Committee discusses a strong market "up week". They debate V-shaped recovery vs. bear trap/secular bear market, highlighting their value investing strategy focusing on staying fully invested and managing investor emotion. A listener emphasizes the value of financial planners.

Special Guests: Greg Snyder and Todd Berkley.

]]> 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.

]]> Episode 11: John Templeton’s 16 Rules for Investing - 3/8/25 https://moreforyourmoney.fireside.fm/11 https://www.wclo.com/?post_type=episode&p=128754 Sat, 08 Mar 2025 09:00:00 -0500 Uncommon Cents Investing full Uncommon Cents 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. 52:54 no <p>John shares historical market context, including how small-cap stocks have been more volatile than large-caps and why that matters for long-term investors. They touch on recent performance across the major indexes, the shifting balance between growth and value stocks, and how market psychology plays a role in investor behavior.</p> <p>The heart of the episode is Templeton’s 16 Rules, which include actionable wisdom like buying low, avoiding panic, doing your homework, and staying flexible. John provides commentary on each rule, drawing parallels to current market conditions and his own decades of experience. The episode also highlights Templeton’s philanthropic legacy and his belief in the power of spiritual wealth alongside financial wealth.</p> <p>Listener questions spark helpful discussions about AI-driven trading, Walgreens going private, and the effects of tariffs on investing.</p> <p>This episode is a deep dive into long-term investing fundamentals, ideal for listeners looking to sharpen their thinking and stay grounded in an ever-changing market. </p> John Marks Templeton, investing rules, value stocks, growth stocks, small-cap investing, contrarian strategy, stock market history, S&P 500, Roth IRA, financial planning, diversification, market correction, long-term investing, behavioral finance, Uncommon Cents Investing, Janesville Wisconsin, retirement strategy John shares historical market context, including how small-cap stocks have been more volatile than large-caps and why that matters for long-term investors. They touch on recent performance across the major indexes, the shifting balance between growth and value stocks, and how market psychology plays a role in investor behavior.

The heart of the episode is Templeton’s 16 Rules, which include actionable wisdom like buying low, avoiding panic, doing your homework, and staying flexible. John provides commentary on each rule, drawing parallels to current market conditions and his own decades of experience. The episode also highlights Templeton’s philanthropic legacy and his belief in the power of spiritual wealth alongside financial wealth.

Listener questions spark helpful discussions about AI-driven trading, Walgreens going private, and the effects of tariffs on investing.

This episode is a deep dive into long-term investing fundamentals, ideal for listeners looking to sharpen their thinking and stay grounded in an ever-changing market.

]]> John shares historical market context, including how small-cap stocks have been more volatile than large-caps and why that matters for long-term investors. They touch on recent performance across the major indexes, the shifting balance between growth and value stocks, and how market psychology plays a role in investor behavior.

The heart of the episode is Templeton’s 16 Rules, which include actionable wisdom like buying low, avoiding panic, doing your homework, and staying flexible. John provides commentary on each rule, drawing parallels to current market conditions and his own decades of experience. The episode also highlights Templeton’s philanthropic legacy and his belief in the power of spiritual wealth alongside financial wealth.

Listener questions spark helpful discussions about AI-driven trading, Walgreens going private, and the effects of tariffs on investing.

This episode is a deep dive into long-term investing fundamentals, ideal for listeners looking to sharpen their thinking and stay grounded in an ever-changing market.

]]> Episode 10: How UCI Manages Money (Buy List) with UCI Investment Committee (Greg Snyder and Todd Berkley) - 3/1/25 https://moreforyourmoney.fireside.fm/10 https://www.wclo.com/?post_type=episode&p=128452 Sat, 01 Mar 2025 09:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing 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. 52:54 no <p>Ever wondered how investment professionals choose what goes into your portfolio? In this episode, John Berkley sits down with Greg Snyder and Todd Berkley from the Uncommon Cents Investing Investment Committee to explain UCI’s in-house approach to managing money. They explore how the firm builds its buy list, why value stocks remain a core focus, and how each client’s risk profile, account type, and goals shape portfolio construction. You’ll also hear about how market orders, limit orders, and tax strategy factor into day-to-day management. It’s a great episode for anyone who wants to understand the “why” behind their investments. Special Guests: Greg Snyder and Todd Berkley.</p> investment committee, buy list, Uncommon Cents Investing, portfolio building, Greg Snyder, Todd Berkley, John Berkley, value investing, risk tolerance, personalized portfolios, investment strategy, market orders, limit orders, stock screening, retirement planning, taxable accounts, Roth IRA, small-cap stocks, individual stock selection, investment discipline, Wisconsin financial advisors Ever wondered how investment professionals choose what goes into your portfolio? In this episode, John Berkley sits down with Greg Snyder and Todd Berkley from the Uncommon Cents Investing Investment Committee to explain UCI’s in-house approach to managing money. They explore how the firm builds its buy list, why value stocks remain a core focus, and how each client’s risk profile, account type, and goals shape portfolio construction. You’ll also hear about how market orders, limit orders, and tax strategy factor into day-to-day management. It’s a great episode for anyone who wants to understand the “why” behind their investments.

Special Guests: Greg Snyder and Todd Berkley.

]]> Ever wondered how investment professionals choose what goes into your portfolio? In this episode, John Berkley sits down with Greg Snyder and Todd Berkley from the Uncommon Cents Investing Investment Committee to explain UCI’s in-house approach to managing money. They explore how the firm builds its buy list, why value stocks remain a core focus, and how each client’s risk profile, account type, and goals shape portfolio construction. You’ll also hear about how market orders, limit orders, and tax strategy factor into day-to-day management. It’s a great episode for anyone who wants to understand the “why” behind their investments.

Special Guests: Greg Snyder and Todd Berkley.

]]> Episode 3: Tipping, Taxes & Timely Advice: 2025 Planning and Everyday Financial Wisdom - 1/11/25 https://moreforyourmoney.fireside.fm/3 3a8b623a-9a1c-46dc-a07c-5dfc7cdedc68 Sat, 11 Jan 2025 16:00:00 -0500 Uncommon Cents Investing full 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 52:54 no <p>In this episode of More for Your Money, John is joined by Sheena Hanson and Carson in the studio to kick off the new year with timely insights and a little family fun. They review the latest tax planning changes for 2025, from IRA contributions and capital gains rules to required minimum distributions and estate tax thresholds. Sheena explains how Uncommon Cents handles annual reviews and why financial communication doesn’t have to be complicated.</p> <p>Plus, John revisits his 15 financial life lessons—covering everything from saving early to mastering your emotions—and Sheena weighs in on why opinions can have value (despite what Plato might say).</p> <p>Whether you're sorting out your taxes or just want smart, down-to-earth financial conversation, this episode brings clarity and a little humor along the way. </p> 2025 tax updates, capital gains taxes, RMD rules, Roth IRA phase-out, retirement account strategies, investment accounts for kids, simple IRA vs 401(k), financial literacy, trusted financial advice, annual account reviews, saving for retirement, financial independence, money management tips, value investing, Wisconsin financial advisor In this episode of More for Your Money, John is joined by Sheena Hanson and Carson in the studio to kick off the new year with timely insights and a little family fun. They review the latest tax planning changes for 2025, from IRA contributions and capital gains rules to required minimum distributions and estate tax thresholds. Sheena explains how Uncommon Cents handles annual reviews and why financial communication doesn’t have to be complicated.

Plus, John revisits his 15 financial life lessons—covering everything from saving early to mastering your emotions—and Sheena weighs in on why opinions can have value (despite what Plato might say).

Whether you're sorting out your taxes or just want smart, down-to-earth financial conversation, this episode brings clarity and a little humor along the way.

]]> In this episode of More for Your Money, John is joined by Sheena Hanson and Carson in the studio to kick off the new year with timely insights and a little family fun. They review the latest tax planning changes for 2025, from IRA contributions and capital gains rules to required minimum distributions and estate tax thresholds. Sheena explains how Uncommon Cents handles annual reviews and why financial communication doesn’t have to be complicated.

Plus, John revisits his 15 financial life lessons—covering everything from saving early to mastering your emotions—and Sheena weighs in on why opinions can have value (despite what Plato might say).

Whether you're sorting out your taxes or just want smart, down-to-earth financial conversation, this episode brings clarity and a little humor along the way.

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