web01.fireside.fm Wed, 06 May 2026 08:56:47 -0500 Fireside (https://fireside.fm) https://moreforyourmoney.fireside.fm/tags/net%20unrealized%20appreciation Sat, 25 Oct 2025 11:00:00 -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 https://moreforyourmoney.fireside.fm/44 5738e33f-ca4c-440a-b4c0-bf4887f80195 Sat, 25 Oct 2025 11:00:00 -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>Review the strong three-year bull market run, with the S&amp;P 500 up 16.6% total return year-to-date. This episode discusses 3% annualized inflation and the strategy of tweaking portfolios toward resource stocks. Key topics include utilizing Roth IRA CDs for tax efficiency, understanding the Net Unrealized Appreciation (NUA) tax rule for highly appreciated 401k stock, and proper tax placement of bonds and Treasuries. We also define money market funds. </p> investing, financial planning, money questions, stock market, bull market, S&P 500, Dow, NASDAQ, Russell 2000, total return, 3% annualized inflation, CPI, consumer price index, structural inflation, Federal Reserve goal, resource stocks, gold mining stocks, timberland, retirement, Social Security, age 62, age 70, 401k, Roth IRA, laddered CDs, individual Treasuries, high yield bonds, safe bonds, closed end fund, bond portfolio, tax location, capital gains tax, ordinary income tax, Net Unrealized Appreciation, NUA, highly appreciated company stock, 401k distribution, money market, liquid cash, value investing, concentration risk Review the strong three-year bull market run, with the S&P 500 up 16.6% total return year-to-date. This episode discusses 3% annualized inflation and the strategy of tweaking portfolios toward resource stocks. Key topics include utilizing Roth IRA CDs for tax efficiency, understanding the Net Unrealized Appreciation (NUA) tax rule for highly appreciated 401k stock, and proper tax placement of bonds and Treasuries. We also define money market funds.

]]> Review the strong three-year bull market run, with the S&P 500 up 16.6% total return year-to-date. This episode discusses 3% annualized inflation and the strategy of tweaking portfolios toward resource stocks. Key topics include utilizing Roth IRA CDs for tax efficiency, understanding the Net Unrealized Appreciation (NUA) tax rule for highly appreciated 401k stock, and proper tax placement of bonds and Treasuries. We also define money market funds.

]]>