web02.fireside.fm Wed, 06 May 2026 09:49:53 -0500 Fireside (https://fireside.fm) More for Your Money - Episodes Tagged with “Operating Agreements” https://moreforyourmoney.fireside.fm/tags/operating%20agreements 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.

]]>