We found 1 episode of More for Your Money with the tag “required minimum distributions”.
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Episode 3: Tipping, Taxes & Timely Advice: 2025 Planning and Everyday Financial Wisdom - 1/11/25
January 11th, 2025 | 52 mins 54 secs
estate planning, family finance, financial advisor, financial education, investment strategy, ira contributions, janesville wi, john berkley, money tips, more for your money, required minimum distributions, retirement planning, roth ira, sheena hanson, tax planning 2025, 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 co-leader 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