Displaying all 2 Episode of More for Your Money with the tag “social security”.
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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 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.