Displaying items 1-10 of 24 in total of More for Your Money with the tag "retirement planning".
-
Episode 64: Entrepreneurship, Passion, and the Journey to Financial Freedom - 03/14/2026
March 14th, 2026 | 52 mins 50 secs
403b retirement plans, and personal finance journey, career passion, entrepreneurship, financial freedom, general motors retirement, investment advisor janesville, john berkley, market pullback, retirement planning, school district employees, uncommon cents investing, wealth accumulation, 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.
-
Episode 60: Navigating Market Rotation, Global Taxes, and After-Hours Trading - 02/14/2026
February 14th, 2026 | 52 mins 50 secs
after-hours trading, ai spending impact, bid-ask spread, bond maturity shortening, china and japan t-bond sales, consumption tax, electronic communication networks (ecn), inflation, interest rate outlook, janesville investment advisor, limit orders, long-term value strategy, magnificent 7, market correction, market orders, market rotation, nasdaq history, new york stock exchange history, pre-market trading, retirement planning, russell 2000, s&p 500, small-cap value stocks, us treasury bonds, value added tax (vat), wisconsin income tax history
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
-
Episode 59: Investing Lessons from Wall Street Legends Jesse Livermore and John Templeton - 02/07/2026
February 7th, 2026 | 52 mins 18 secs
10-year treasury, 16 rules for investment success, bull and bear markets, contrarian investing, diversification, fiduciary financial advisor, global value investing, human nature in finance, independent financial advisor, inflation, janesville, jesse livermore, john berkley, market patterns, market valuation, momentum investing, price earnings multiples, retirement planning, rock county, sir john templeton, snow day retirement, social security, technical analysis, treasury bonds
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.