Displaying Episode 1 - 10 of 16 in total of More for Your Money with the tag “uncommon cents investing”.
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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 18: Analyzing a Big Up Week - V-Shape, Bear Trap, and Uncommon Cents Investing's Value Strategy
April 26th, 2025 | 52 mins 50 secs
bear trap, buffett indicator, bull market, circuit breakers, client management, dead cat bounce, dow, financial planner, fully invested strategy, growth stocks, investment strategy, investor emotion, john berkley, market performance, market report, more for your money, nasdaq, non-us investing, pe ratio, portfolio diversification, risk management, rotation (growth to value), russell 2000, s&p 500, schiller 10-year pe, secular bear market, small cap stocks, tariffs, uncommon cents investing, v-shaped recovery, valuations, value stocks, 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.
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Episode 17: Understanding Market Breadth, P/E Calculations, and Valuation Indicators - 04/19/2025
April 19th, 2025 | 52 mins 54 secs
10-year p/e, aggregate p/e, buffett indicator, equal weight p/e, felix zulauf, financial markets, gdp, growth investing., inflation, inflation adjusted p/e, investing podcast, investment strategy, jeremy siegel, john berkley, kit carson, market breadth, market cap weighted p/e, market correction, market report, market valuation, money supply, p/e multiples, recession, robert schiller, s&p 500, sarbanes-oxley, schiller p/e, simple p/e, todd, trailing 12 month p/e, uncommon cents investing, value investing, warren buffett, wclo, wilshire 5000
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 15: Addressing Market Declines and the Retirement Mindset - 04/05/2025
April 5th, 2025 | 52 mins 54 secs
bear market, economic outlook, fear (investing), financial advice, growth stocks, inflation, investor psychology, long-term investing, loss aversion, market corrections, market decline, market recovery, market uncertainty, pensions, purpose in retirement, retirement challenges, retirement income, retirement transition, sense of purpose, stock market sell-off, uncommon cents investing, value investing, vix
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 14: Navigating Market Volatility and the Looming Debt Challenge - 03/29/2025
March 29th, 2025 | 52 mins 54 secs
budget deficit, consumer confidence, david stockman, economic outlook, financial crises, fiscal policy, government spending, growth investing, historical finance, inflation, investment strategy, market analysis, national debt, pe ratio, potential bankruptcy, reagan administration, reserve currency, risk tolerance, sovereign debt, stock market, tariffs, thomas jefferson, uncommon cents investing, 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 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.
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Episode 12: Market Corrections, Risk, and Rethinking Retirement - 3/15/25
March 15th, 2025 | 52 mins 54 secs
behavioral investing, financial independence, financial planning, fire movement, investing mindset, ira strategies, janesville wi, john berkley, long-term investing, market update, more for your money, retirement strategy, risk tolerance, roth ira, sheena hanson, social security timing, stock market correction, uncommon cents investing, value vs growth, wealth building
John Berkley was joined by Sheena Hanson for an insightful and down-to-earth discussion on what recent market movements mean for long-term investors, and why strategy and mindset are more important than ever.
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Episode 11: John Templeton’s 16 Rules for Investing - 3/8/25
March 8th, 2025 | 52 mins 54 secs
bear market, bull market, financial education, financial legacy, global investing, investment principles, investor behavior, john berkley, john templeton, kit carson, long-term strategy, market psychology, market volatility, more for your money, roth conversion, small-cap stocks, templeton rules, uncommon cents investing, value investing
In this episode of More For Your Money, John Berkley is joined by Kit Carson for a focused and thoughtful discussion on legendary investor Sir John Marks Templeton. After a quick market recap, the conversation dives into Templeton’s 16 Rules for Investment Success—timeless principles that have guided generations of investors.
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Episode 10: How UCI Manages Money (Buy List) with UCI Investment Committee (Greg Snyder and Todd Berkley) - 3/1/25
March 1st, 2025 | 52 mins 54 secs
building a portfolio, client-focused investing, financial advisors, financial planning, investment committee, investment strategy, janesville wisconsin, long-term investing, more for your money, personalized finance, retirement accounts, stock market basics, uci process, uncommon cents investing, value stocks
John Berkley is joined by Uncommon Cents Investing’s Investment Committee—Greg Snyder and Todd Berkley—for a detailed conversation about how UCI manages money. They walk through the firm’s disciplined approach to building and maintaining a buy list, how portfolios are tailored to each client, and why UCI avoids cookie-cutter models. From sector analysis to tax-aware strategies, this episode offers a behind-the-scenes look at the real work that goes into managing investments with care and intention.
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Episode 9: Questions to Ask Financial Advisors - 2/22/25
February 22nd, 2025 | 52 mins 54 secs
account management, advisor fit, family-run firm, fee-based advisor, financial advisor questions, financial guidance, financial literacy, how to choose a financial advisor, investment philosophy, investment strategy, janesville wisconsin, john berkley, krista berkley, local advisor, money confidence, portfolio strategy, retirement planning, risk tolerance, third-party managers, uci, uncommon cents investing, value investing, wealth management
John Berkley is joined by his daughter and fellow financial professional Krista Berkley for a conversational and insightful episode focused on empowering listeners with the right questions to ask when meeting a financial advisor. Whether you’re just getting started or considering switching firms, Krista and John share their perspectives on investment philosophy, risk tolerance, how accounts are managed, and why fit and communication matter more than flashy sales pitches. This episode is all about giving you more confidence when choosing who to trust with your money.