app01 Thu, 01 Oct 2026 00:35:19 +0000 Fireside (https://fireside.fm) More for Your Money - Episodes Tagged with “Portfolio Management” https://moreforyourmoney.fireside.fm/tags/portfolio%20management Sat, 19 Sep 2026 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 91: Fed Rate Hikes, Market Signals, and Long-Term Investing Strategy - 09/19/2026 https://moreforyourmoney.fireside.fm/91 a9255520-4786-45d8-a491-cb1ded8825cc Sat, 19 Sep 2026 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>John Berkley and portfolio manager Greg Snyder explore recent market volatility, Federal Reserve policy, and rising interest rates. They break down the mechanics of the Fed, examine historical monetary actions, and discuss growing national debt concerns. Grounded in a disciplined philosophy, the team at Uncommon Cents Investing explains why value stocks and resource assets offer a strategic defense in an inflationary economic environment. Special Guest: Greg Snyder.</p> Federal Reserve monetary policy, interest rate hikes, value investing strategy, inflation defense, growth vs value stocks, yield curve analysis, national debt economics, market volatility, macroeconomic trends, portfolio management John Berkley and portfolio manager Greg Snyder explore recent market volatility, Federal Reserve policy, and rising interest rates. They break down the mechanics of the Fed, examine historical monetary actions, and discuss growing national debt concerns. Grounded in a disciplined philosophy, the team at Uncommon Cents Investing explains why value stocks and resource assets offer a strategic defense in an inflationary economic environment.

Special Guest: Greg Snyder.

]]> John Berkley and portfolio manager Greg Snyder explore recent market volatility, Federal Reserve policy, and rising interest rates. They break down the mechanics of the Fed, examine historical monetary actions, and discuss growing national debt concerns. Grounded in a disciplined philosophy, the team at Uncommon Cents Investing explains why value stocks and resource assets offer a strategic defense in an inflationary economic environment.

Special Guest: Greg Snyder.

]]> Episode 89: Navigating Margin Debt, Risk Management, and Portfolio Strategy - 09/05/2026 https://moreforyourmoney.fireside.fm/89 3ae59101-72f7-438a-9945-61e493da5841 Sat, 05 Sep 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 breaks down how Uncommon Cents Investing manages portfolios in-house using individual stocks to minimize fees. Berkley contrasts risk management in retirement accounts with tax strategies in brokerage accounts. He also delves into the power and pitfalls of margin debt, drawing from personal experience to explain how leverage can magnify wealth or cause total loss. </p> portfolio management, individual stocks, margin debt, leverage, risk management, tax efficiency, retirement accounts, brokerage accounts, capital gains John Berkley breaks down how Uncommon Cents Investing manages portfolios in-house using individual stocks to minimize fees. Berkley contrasts risk management in retirement accounts with tax strategies in brokerage accounts. He also delves into the power and pitfalls of margin debt, drawing from personal experience to explain how leverage can magnify wealth or cause total loss.

]]> John Berkley breaks down how Uncommon Cents Investing manages portfolios in-house using individual stocks to minimize fees. Berkley contrasts risk management in retirement accounts with tax strategies in brokerage accounts. He also delves into the power and pitfalls of margin debt, drawing from personal experience to explain how leverage can magnify wealth or cause total loss.

]]> Episode 88: The Local Advantage: Why a Personal Financial Advisor Beats a 1-800 Number - 08/29/2026 https://moreforyourmoney.fireside.fm/88 ec853f66-4937-4689-b788-37b22f3d7ee6 Sat, 29 Aug 2026 14:00:00 -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>In this episode, John Berkley and Sheena Hanson share what makes Uncommon Cents Investing different from impersonal national financial services. They discuss the power of hands-on, local relationship building, real-life client stories, and a proactive annual planning calendar. From help with weekend home offers to navigating pensions and long-term care, discover how truly local guidance can protect and enhance your retirement journey. </p> John Berkley, Uncommon Cents Investing, local financial advisor Wisconsin, retirement planning Rock County, retirement income planning, local advisor vs 1800 number, Wisconsin pension advice, social security planning, required minimum distributions, qualified charitable distributions, portfolio management Wisconsin, fiduciary financial advisor In this episode, John Berkley and Sheena Hanson share what makes Uncommon Cents Investing different from impersonal national financial services. They discuss the power of hands-on, local relationship building, real-life client stories, and a proactive annual planning calendar. From help with weekend home offers to navigating pensions and long-term care, discover how truly local guidance can protect and enhance your retirement journey.

]]> In this episode, John Berkley and Sheena Hanson share what makes Uncommon Cents Investing different from impersonal national financial services. They discuss the power of hands-on, local relationship building, real-life client stories, and a proactive annual planning calendar. From help with weekend home offers to navigating pensions and long-term care, discover how truly local guidance can protect and enhance your retirement journey.

]]> Episode 30: Navigating Value, Small Caps, and Market Mechanics - 07/19/2025 https://moreforyourmoney.fireside.fm/30 7860161f-277f-422f-9afd-da8b50d7f974 Sat, 19 Jul 2025 14:00:00 -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 features John, Greg, and Todd discussing market dynamics, comparing growth versus value stocks and high P/E ratios. They examine small company stocks as a bargain, noting their historical outperformance post-bear markets and how Sarbanes-Oxley impacted IPOs. The team also clarifies market mechanics like bid/ask prices and limit orders, emphasizing their agile, value-based approach to investing. Special Guests: Greg Snyder and Todd Berkley.</p> Market Dynamics, Growth Stocks, Value Stocks, Value Investing, Small Company Stocks, Small Caps, Stock Market Bargain, Market Mechanics, Bid and Ask Price, Limit Orders, Market Orders, Market Makers, IPO, Initial Public Offering, Sarbanes-Oxley, Federal Reserve, Yield Curve, Unemployment Rate, CPI, PCE, Market Volatility, Portfolio Management, Taxable Accounts, Retirement Accounts, Asset Allocation, Financial Advisor, Wall Street Journal Article, Peter Lynch, Thinly Traded Issues, Price-Earnings Multiple, P/E Ratio, Diversification, Company Management, Investment Research This episode features John, Greg, and Todd discussing market dynamics, comparing growth versus value stocks and high P/E ratios. They examine small company stocks as a bargain, noting their historical outperformance post-bear markets and how Sarbanes-Oxley impacted IPOs. The team also clarifies market mechanics like bid/ask prices and limit orders, emphasizing their agile, value-based approach to investing.

Special Guests: Greg Snyder and Todd Berkley.

]]> This episode features John, Greg, and Todd discussing market dynamics, comparing growth versus value stocks and high P/E ratios. They examine small company stocks as a bargain, noting their historical outperformance post-bear markets and how Sarbanes-Oxley impacted IPOs. The team also clarifies market mechanics like bid/ask prices and limit orders, emphasizing their agile, value-based approach to investing.

Special Guests: Greg Snyder and Todd Berkley.

]]> 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 13: Investment Accounts for Children and Grandchildren - 03/22/2025 https://moreforyourmoney.fireside.fm/13 fb77f939-a26a-4a2f-a7fa-b9fde0d64a18 Sat, 22 Mar 2025 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. 52:54 no <p>More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence. In this episode, John is joined by Krista Berkley, who shares insights on investment accounts for children and grandchildren, such as UTMAs, minor Roth IRAs, and 529 plans, stressing the benefits of early financial planning.</p> <p>For more resources or to schedule an intro call, visit uncommoncentsinvesting.com.</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. Special Guest: Krista Berkley.</p> nvesting podcast, retirement planning, financial advice, Uncommon Cents Investing, money management, wealth building, personal finance, financial planning, stock market tips, Janesville financial advisors, CFP podcast, portfolio management, smart investing, financial confidence, money tips, retirement income strategies, investment insights, financial education, radio financial show, More for Your Money podcast More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence. In this episode, John is joined by Krista Berkley, who shares insights on investment accounts for children and grandchildren, such as UTMAs, minor Roth IRAs, and 529 plans, stressing the benefits of early financial planning.

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.

Special Guest: Krista Berkley.

]]> More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence. In this episode, John is joined by Krista Berkley, who shares insights on investment accounts for children and grandchildren, such as UTMAs, minor Roth IRAs, and 529 plans, stressing the benefits of early financial planning.

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.

Special Guest: Krista Berkley.

]]> Episode 2: Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach - 11/02/24 https://moreforyourmoney.fireside.fm/2 53bdcc5e-e4cc-40d2-945a-085e89d61f88 Mon, 11 Nov 2024 02:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley and Sheena Hanson of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 53:04 no <p>More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley and Sheena Hanson. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.</p> <p>Special Needs Trusts, Wills vs. Trusts, and More: This episode covers crucial estate planning topics, including a detailed explanation of special needs trusts and a candid discussion on whether a trust is always the best option compared to wills and marital property agreements in Wisconsin.</p> Investing podcast, retirement planning, financial advice, Uncommon Cents Investing, money management, wealth building, personal finance, financial planning, stock market tips, Janesville financial advisors, CFP podcast, portfolio management, smart investing, financial confidence, money tips, retirement income strategies, investment insights, financial education, radio financial show, More for Your Money podcast More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley and Sheena Hanson. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.

Special Needs Trusts, Wills vs. Trusts, and More: This episode covers crucial estate planning topics, including a detailed explanation of special needs trusts and a candid discussion on whether a trust is always the best option compared to wills and marital property agreements in Wisconsin.

]]> More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley and Sheena Hanson. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.

Special Needs Trusts, Wills vs. Trusts, and More: This episode covers crucial estate planning topics, including a detailed explanation of special needs trusts and a candid discussion on whether a trust is always the best option compared to wills and marital property agreements in Wisconsin.

]]> Episode 1: Navigating Your Medicare Choices: A Discussion on Supplements and Advantage Plans - 09/28/24 https://moreforyourmoney.fireside.fm/1 76540f2f-5ade-49a5-a6ad-53d3839c64aa Sat, 28 Sep 2024 09:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley and Sheena Hanson of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 53:04 no <p>More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.</p> <p>This episode of More for Your Money features a discussion with insurance expert Dave Bomkamp on navigating your Medicare choices. Learn the key differences between Medicare Advantage and Supplement plans, including network restrictions, referral requirements, and portability. Understand the importance of the Medicare Open Enrollment period (October 15 - December 7) for making changes. We also cover underwriting, drug coverage (Part D) and potential penalties, and why you should protect your Medicare number. Whether you're new to Medicare or considering a change, this episode provides valuable insights! Special Guest: Dave Bomkamp.</p> Investing podcast, retirement planning, financial advice, Uncommon Cents Investing, money management, wealth building, personal finance, financial planning, stock market tips, Janesville financial advisors, CFP podcast, portfolio management, smart investing, financial confidence, money tips, retirement income strategies, investment insights, financial education, radio financial show, More for Your Money podcast More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.

This episode of More for Your Money features a discussion with insurance expert Dave Bomkamp on navigating your Medicare choices. Learn the key differences between Medicare Advantage and Supplement plans, including network restrictions, referral requirements, and portability. Understand the importance of the Medicare Open Enrollment period (October 15 - December 7) for making changes. We also cover underwriting, drug coverage (Part D) and potential penalties, and why you should protect your Medicare number. Whether you're new to Medicare or considering a change, this episode provides valuable insights!

Special Guest: Dave Bomkamp.

]]> More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.

This episode of More for Your Money features a discussion with insurance expert Dave Bomkamp on navigating your Medicare choices. Learn the key differences between Medicare Advantage and Supplement plans, including network restrictions, referral requirements, and portability. Understand the importance of the Medicare Open Enrollment period (October 15 - December 7) for making changes. We also cover underwriting, drug coverage (Part D) and potential penalties, and why you should protect your Medicare number. Whether you're new to Medicare or considering a change, this episode provides valuable insights!

Special Guest: Dave Bomkamp.

]]>