More for Your Money

Episode 3: Tipping, Taxes & Timely Advice: 2025 Planning and Everyday Financial Wisdom - 1/11/25

January 11th, 2025  |  52 mins 54 secs

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John Berkley returns to the More for Your Money studio this week with a full house—welcoming co-host Carson back from a short sick break, and special guest Sheena Hanson (his daughter and Principal at Uncommon Cents Investing). The trio covers everything from market updates and tipping trends to detailed 2025 tax planning changes.

John revisits his now-famous "15 Financial Life Lessons" list, Sheena gives insight into how Uncommon Cents conducts thoughtful, personal annual reviews with clients, and the team walks through the latest tax brackets, deduction limits, and planning considerations for the year ahead.

John, Sheena, and Carson break down 2025 tax updates, reflect on life and financial lessons, and explain why trust and communication matter when working with a financial advis