Displaying Episode 1 - 10 of 16 in total of More for Your Money with the tag “retirement planning”.
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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.
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Episode 32: A Fireside Chat on Life, Work, and Investing for the Next Generation - 08/02/2025
August 2nd, 2025 | 52 mins 50 secs
401k, career advice, early investing, economic outlook, financial planning, free market capitalism, investing, life lessons, mentorship, money management, personal finance, retirement planning, roth ira, socialism, wealth accumulation, youth 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 31: The Local Advisor Difference: Comprehensive Financial Planning Beyond the 1-800 Number - 07/26/2025
July 26th, 2025 | 52 mins 50 secs
aging parents financial help, ai in financial planning, asset verification home purchase, backdoor iras, beyond 1-800 number, comprehensive financial planning, cost-effective financial advice, diy investor support, fiduciary financial advisor, financial advisor fees, financial advisor janesville, financial advisor wisconsin, financial education, financial newsletter, financial security, holistic financial planning, human emotion investing, inherited ira rules, insurance alternatives financial planning, investment management, ira contributions, local financial advisor, long-term care contracts, medicare supplement advice, more for your money podcast, pension planning, personalized financial service, qualified charitable distributions (qcds), relationship-based financial planning, required minimum distributions (rmds), retirement planning, social security advice, spouse death financial guidance, tax planning strategies, term life insurance advice, wclo, wealth management
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 23: Insurance, Bonds, and Social Security Strategies - 05/31/2025
May 31st, 2025 | 52 mins 50 secs
attorney referrals, auto insurance, bond market, client situations, collision insurance, complexity in finance, corporate bonds, decision making, dow, estate planning, ex-spousal benefit, filing strategies, financial communication, financial planning, financial resources, homeowners insurance, insurance, investing, learning from others, liability insurance, long-term care insurance, market recap, nasdaq, problem solving, retirement planning, risk tolerance, russell 2000, s&p 500, self-insurance, simplifying finance, social security strategies, tax advisor referrals, treasuries, widow's benefit
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 19: Uncommon Cents Investing - More for Your Money - 05/03/2025
May 3rd, 2025 | 52 mins 50 secs
aging parents finances, availability., beyond investment management, comprehensive financial services, customer service, fiduciary financial advisor, finances after spouse death, financial advisor, financial advisor vs 1-800, financial planning, in-house investment research, inherited ira rules, investment management, ira contributions, local financial advisor, long term care contracts, medicare decisions, more for your money podcast, proactive financial advice, qualified charitable distributions (qcds), relationship based financial advisor, required minimum distributions (rmds), retirement planning, social security timing, tax planning conversation, uncommon cents investing, value of a financial advisor, verification of assets, wisconsin pension
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 13: Investment Accounts for Children and Grandchildren - 03/22/2025
March 22nd, 2025 | 52 mins 54 secs
budgeting, cfp, economic insights, finance, financial advice, financial planning, investing, investment strategy, john berkley, money, personal finance, podcast, portfolio management, radio show, retirement, retirement planning, sheena hanson, uncommon cents investing, wclo, wealth management
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.