Displaying all 2 Episode of More for Your Money with the tag “registered investment advisor (ria)”.
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Episode 50: Fee vs. Commission: Finding the Right Financial Advisor and Understanding Your Costs - 12/06/2025
December 6th, 2025 | 52 mins 50 secs
401k rollover, account minimums, annual management fees, break points, buy-and-hold, client service, commission-based products, department of labor, estate planning, expense ratios, fee-based advising, financial advisor compensation, finra, hsa, individual stocks, investment costs, long-term investing, modern financial advising, mutual funds, old school investing, ongoing fees, registered investment advisor (ria), roth ira, sales charge, sec, social security benefits, tax planning, upfront sales charge, wealth accumulation
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 37: Beyond Predictions: Uncommon Cents Investing on Market Trends, Risk, and Unique Strategies - 09/06/2025
September 6th, 2025 | 52 mins 50 secs
10-year treasury, billy graham, client relationships, dow, dr. mark mobius, economic slowing, edwin lefevre, emotional aspects of investing, ethical business, expense ratio, fee-based advisory, fiduciary, financial advisor, financial independence, growth stocks, in-house research, individual common stocks, interest rates, investment strategy, jesse livermore, long-term investing, margin investing, market forecasting, market trends, nasdaq, non-retirement accounts, portfolio building, registered investment advisor (ria), reminiscences of a stock operator, retirement planning, risk discussion, roth ira conversions, russell 2000, s&p 500, speculation, tax control, tax problems, value investing, wealth accumulation
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.