Displaying items 1-10 of 21 in total of More for Your Money with the tag "retirement planning".
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Episode 58: Roth IRA Conversions: The Whys, the Why-Nots, and the Wisconsin Tax Exemption - 01/31/2026
January 31st, 2026 | 52 mins 50 secs
$30 million married limit, 000 retirement income exclusion, 12% federal tax bracket, 15 million single limit, 24, 40% estate tax rate. market decline strategy, adjusted gross income (agi), federal estate tax, investment homework, irmaa, janesville financial advisor, medical expense deductions, medicare part b premiums, paul harvey, price to earnings ratio, qualified charitable distributions (qcd), required minimum distributions (rmd), retirement planning, roth ira conversions, s&p 500 performance. long-term care expenses, social security taxation, state tax law change, stock market valuation, taking investment distributions, the rest of the story, trust taxation, wisconsin senior tax exemption
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 56: Simplifying Retirement: The Bucket Debate, Fiduciary Standards, and Navigating Financial Complexity - 01/17/2026
January 17th, 2026 | 52 mins 50 secs
401k rollover advice, and problem solving for seniors, department of labor regulations, estate planning hurdles, fee-based advisors, fiduciary standard, financial advisor janesville, independent wealth management, investment bucket theory, long-term care insurance premiums, managing financial complexity, medicare vs medicare advantage, retirement income planning, retirement planning, risk management strategies, rock county financial services, sequence of returns risk, single portfolio approach, social security retirement benefits
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 52: Timeless Lessons from Financial Legends and the Great Depression - 12/20/2025
December 20th, 2025 | 52 mins 50 secs
10-year treasury bond, 1929 stock market crash, compounding interest, diversified portfolio, dividend reinvestment, dollar cost averaging, dow jones industrial average, federal reserve history, fiscal policy, great depression, growth stocks, high yield bonds, human nature and wall street., investment leverage, jesse livermore, john jacob raskob, long-term performance, louis rukeyser, lucian hooper, margin calls, margin debt, monetary policy, nasdaq, patience in investing, phil carret, pierre s. dupont, retirement planning, russell 2000, s&p 500, total return, value investing, william durant
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 48: Liquidity, Debt, and Private Credit: Navigating Hidden Dangers in Volatile Markets - 11/22/2025
November 22nd, 2025 | 52 mins 50 secs
10-year yield, 1929 market crash, 2008 financial crisis, 401k investments, advanced declines, budget surplus, bulls and bears, buying the dip, capitalism, credit and debt, federal reserve policy, financial education, government investment, growth vs. value, hidden danger, historical parallels, intel equity stake, investment volatility, jdb indicator, lack of transparency, liquidity risk, long position, market indexes, mixed signals, nasdaq, national debt, pe multiples, private credit, private equity, public markets, regulation, retirement planning, s&p 500, sarbanes-oxley, short sale, stock market bubble, strategic businesses
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 46: Medicare: Advantage Versus Supplement – Doing Your Homework - 11/08/2025
November 8th, 2025 | 52 mins 50 secs
credible coverage, do your homework, financial decisions, financial planning, health insurance, healthcare bankruptcy, hmo, impulse decision, jim rogers, medicare, medicare advantage, medicare part a, medicare part b, medicare part c, medicare part d, medicare supplement, medigap, networks, open enrollment, part b penalty, part d penalty, ppo, pre-authorization, prescription drug coverage, retirement planning, risk mitigation, senior health care, underwriting, wisconsin senior care
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 44: Market Updates, Inflation, and Money Questions with John Berkley - 10/25/2025
October 25th, 2025 | 52 mins 50 secs
3% annualized inflation, 401k, 401k distribution, age 62, age 70, bond portfolio, bull market, capital gains tax, closed end fund, company stock, concentration risk, consumer price index, cpi, dow, federal reserve goal, financial planning, gold bullion, gold mining, high yield bonds, investing, laddered cds, liquid cash, money market, money questions, nasdaq, net unrealized appreciation, nua, ordinary income tax, resource stocks, retirement accounts, retirement planning, robs account, roth ira, russell 2000, s&p 500, safe bonds, social security, stock market, structural inflation, tax location strategy, tax-free investing, timberland, total return, treasuries, value investing
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 41: The Cost of Investing: Evaluating Fee Platforms, Controlling Tax Gains, and Addressing the Risks of Global Inflation and the Shrinking Stock Market - 10/04/2025
October 4th, 2025 | 52 mins 50 secs
401k rollover, benchmarking, capital formation, capital gains tax, community property state, debt monetization, deficit spending, dollar extinction, enron, expense ratio, federal regulations, fee-based platform, fiat currency, fiduciary standard, full retirement age, growth versus value, hedge funds, hybrid insurance products, illiquidity, individual stocks, interval fund, investment advisory services, ira, laddered bonds, life insurance, long-term care insurance, mutual funds, private equity, publicly traded companies, reserve currency, retirement income, retirement planning, russell 1000, s&p 500, sarbanes-oxley act, sequence of return risk, shrinking stock market, social security benefits, step-up in basis, structural inflation, tax efficiency, treasury bonds, uncommon cents investing, us federal debt, worldcom
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 40: Local Service and Financial Freedom: The Case for Hiring a Financial Professional - 09/27/2025
September 27th, 2025 | 52 mins 50 secs
10-year bond, 401k fees, asset allocation management, beneficiaries, debt versus wealth accumulation, diversification, estate planning, financial choices, financial decisions, financial professional, growth stocks, inflation risk, interest rates, investment advisory services, local financial advisor, local service, managed accounts, market report, mentoring, pensions, price earnings multiple, retirement planning, return on advice, risk management, roth ira conversions, s&p 500, second opinions, social security, tax buckets, value stocks, 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 38: Uncommon Cents: Wisdom on Decisions, Risk, and Retirement Strategies - 09/13/2025
September 13th, 2025 | 52 mins 50 secs
401k, albert einstein, beneficiaries, billy graham, charlie munger, competency, dave ramsey, early withdrawals, expensive market, federal reserve, financial advice, financial decisions, financial literacy, financial podcast, financial scams, growth stocks, interest rates, investment strategy, market trends, money management, nasdaq, passion for work, retirement planning, retirement transition, risk management, robert lewis stevenson, roth ira conversions, rule of 55, s&p 500, socrates, spending habits, trusted contact, value, value stocks, warren buffett, wealth management, work ethic
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.