Displaying items 1-10 of 23 in total of More for Your Money with the tag "s&p 500".
-
Episode 55: Market Broadening and the Realities of Long-Term Care - 01/10/2026
January 10th, 2026 | 52 mins 50 secs
1996 hipaa act, 2026 stock market kickoff, 24/7 care, activities of daily living (adls), aging at home, caregiver stories, compounding benefits, dow jones industrial average, elimination periods, indemnity policies, insurance benefit activation, insurance claim strategies, long-term care insurance, ltc premiums, ltc tax implications, magnificent 7, market broadening, missing premium payments, nasdaq, non-medical home care, patrick smith, respite care, russell 2000, s&p 500, south central wisconsin, standardized ltc contracts, value vs. growth stocks, visiting angels
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 51: Market Rotation, Fed Hype, and the Case for Long-Term Value Investing - 12/13/2025
December 13th, 2025 | 52 mins 50 secs
., 1929 crash, ai spending, capital expenditures (capex), central bank, disciplined investing, dow, economic data, fed interest rates, federal reserve, gold, inflation, jdb indicator, liquidity, long-term investing, mag 7, margin debt, market analysis, market hype, nasdaq, precious metals, purchasing power, russell 2000, s&p 500, stock rotation, valuation, 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 49: Roth IRA Conversions: The Wisconsin Tax Law That Changes Everything - 11/29/2025
November 29th, 2025 | 52 mins 50 secs
$24, 000 exclusion, 10-year bond, 401k contributions, age 67, capital gains, complexity of investing, continuity of income, estate planning, financial advisor, gifting assets, market performance, nasdaq, pre-tax versus roth, required minimum distributions, retirement distributions, rmds, roth ira conversions, russell 2000, s&p 500, schedule d, stepped-up basis, tax loss selling, uncommon sense investing, wisconsin state 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 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 47: The Auto Market and Economic Indicators with Guest Bob Clapper - 11/15/2025
November 15th, 2025 | 52 mins 50 secs
amenities, antique cars, automotive technology, average car payment, bob clapper, building contractor, car guy, car loans, car payments, clapper automotive, clapper motorcars, collector car market, customer loyalty drop, dow, elder abuse, electrical diagnosis, financial markets, flood damage, general motors vehicles, growth stocks, high interest rates, inventory, investment advisory services, leading economic indicator, leasing, microchip shortage, nasdaq, negative equity, new car price, off lease cars, price earnings multiples, price gouging, rebuilt title, recession, registered investment advisor, retail car business, russell 2000, s&p 500, salvage vehicle, sec, skilled technicians, uaw strike, underwater loans, unexpected fees, used car price, value stocks, vintage restoration
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
-
Episode 45: The Investing Meltup: Understanding the Psychology of FOMO and TINA - 11/01/2025
November 1st, 2025 | 52 mins 50 secs
behavioral finance, debt, dollar cost averaging, expensive market, financial strategy, fomo (fear of missing out), great depression, high valuations, inflation, investment psychology, investor emotion, leverage, momentum investing, nasdaq, nvidia, price-earnings multiples, rational investing, risk management, risk tolerance, s&p 500, stock market meltup, stop-losses, technical analysis, tina (there is no alternative), trend 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 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 43: Market Highs and Massive Cash Positions: Learning from Jim Rogers and Warren Buffett - 10/18/2025
October 18th, 2025 | 52 mins 50 secs
100% cash position, 100% recession predictor, 12 to 18 months lag, all-time highs, benjamin graham, buffett indicator, buy low sell high, corporate bonds, debt, deployment of capital, elevated valuations, extraordinarily expensive stock market, federal reserve, fiat currency, greenspan put, high cash percentage, inverted yield curve, jesse livermore, jim rogers, leverage, margin debt, monetary policy, patience, pe multiple, preservation, q3 earnings, recession timing, risk management, s&p 500, schiller, sitting tight, treasuries, value investing, vix volatility, volatility, warren buffett
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
-
Episode 42: Market Selloff, Decoding the OBB, and Navigating New Tax Limits (SALT, Deductions, and Estate Taxes) - 10/11/2025
October 11th, 2025 | 52 mins 50 secs
2025 tax changes, 401k catch up, 401k limits, above the line deductions, auto loan interest deduction, charitable contributions, china tariffs, economic news, estate tax exclusion, flat tax, form 706, gift tax form 709, itemized deductions, leapfrog strategy, lifetime gift exclusion, market selloff, obb, one big beautiful bill, overtime pay deduction, qualified tip deduction, roth 401k, roth ira conversions, russell 2000, s&p 500, salt limit, senior deduction, standard deduction, state and local tax, tax cuts and jobs act, tax phase outs, tax simplification, tcja sunset, trade war, trump account for young children
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.