We found 2 episodes of More for Your Money with the tag “retirement accounts”.
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Episode 20: Understanding Margin Debt in Your Brokerage Account - 05/10/2025
May 10th, 2025 | 52 mins 50 secs
borrowing for investing, brokerage account, capital gains tax, expense ratio, individual stocks, investing, investment fees, investment risk, leverage, margin account, margin calls, margin debt, market update, non-retirement accounts, options, portfolio management., registered investment advisor, retirement accounts, s&p 500, tax consequences, 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.
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Episode 10: How UCI Manages Money (Buy List) with UCI Investment Committee (Greg Snyder and Todd Berkley) - 3/1/25
March 1st, 2025 | 52 mins 54 secs
building a portfolio, client-focused investing, financial advisors, financial planning, investment committee, investment strategy, janesville wisconsin, long-term investing, more for your money, personalized finance, retirement accounts, stock market basics, uci process, uncommon cents investing, value stocks
John Berkley is joined by Uncommon Cents Investing’s Investment Committee—Greg Snyder and Todd Berkley—for a detailed conversation about how UCI manages money. They walk through the firm’s disciplined approach to building and maintaining a buy list, how portfolios are tailored to each client, and why UCI avoids cookie-cutter models. From sector analysis to tax-aware strategies, this episode offers a behind-the-scenes look at the real work that goes into managing investments with care and intention.