web02.fireside.fm Wed, 06 May 2026 08:12:07 -0500 Fireside (https://fireside.fm) More for Your Money - Episodes Tagged with “Value Investing” https://moreforyourmoney.fireside.fm/tags/value%20investing Sat, 07 Mar 2026 09:00:00 -0500 More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O af episodic An Uncommon 'Cents' approach to investing Uncommon Cents Investing More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O no More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Uncommon Cents Investing sheena@uncommoncentsinvesting.com Episode 63: Navigating Market Volatility and the Value vs. Growth Divide - 03/07/2026 https://moreforyourmoney.fireside.fm/63 121e4c63-d8cc-4bec-aebd-8fffa3e71977 Sat, 07 Mar 2026 09:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 50:48 no <p>John Berkley and the Uncommon Cents Investing team analyze recent market volatility as all four major indexes see weekly declines. They explore rising oil prices and interest rates while discussing the performance gap between value and growth stocks. The hosts explain key metrics like price-to-earnings ratios and the importance of a disciplined, long-term strategy. By focusing on buying quality stocks when they go "on sale" during pullbacks, the team emphasizes risk aversion over emotional market timing. Special Guests: Greg Snyder and Todd Berkley.</p> Value investing, market volatility, price-to-earnings ratio, Uncommon Cents Investing, long-term investment strategy, growth stocks, JDV indicator, trailing PE, market pullback, risk aversion, psychology of money, disciplined investing, forward PE, oil prices, S&P 500, Dow Jones Industrial Average, NASDAQ, Russell 2000, VIX index, and style drifting John Berkley and the Uncommon Cents Investing team analyze recent market volatility as all four major indexes see weekly declines. They explore rising oil prices and interest rates while discussing the performance gap between value and growth stocks. The hosts explain key metrics like price-to-earnings ratios and the importance of a disciplined, long-term strategy. By focusing on buying quality stocks when they go "on sale" during pullbacks, the team emphasizes risk aversion over emotional market timing.

Special Guests: Greg Snyder and Todd Berkley.

]]> John Berkley and the Uncommon Cents Investing team analyze recent market volatility as all four major indexes see weekly declines. They explore rising oil prices and interest rates while discussing the performance gap between value and growth stocks. The hosts explain key metrics like price-to-earnings ratios and the importance of a disciplined, long-term strategy. By focusing on buying quality stocks when they go "on sale" during pullbacks, the team emphasizes risk aversion over emotional market timing.

Special Guests: Greg Snyder and Todd Berkley.

]]> Episode 52: Timeless Lessons from Financial Legends and the Great Depression - 12/20/2025 https://moreforyourmoney.fireside.fm/52 409638a6-5fe4-449c-89e6-b602d7eb8b3d Sat, 20 Dec 2025 16:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>Join host John Berkley for a weekly market recap before diving into a history lesson on financial legends from the 1920s and 30s. The episode explores the lives of William Durant and Jesse Livermore, analyzing the risks of high-leverage margin debt and the infamous "Rascub’s Folly". Berkeley clarifies the critical difference between a market crash and a depression, citing the historical impact of monetary policy. By sharing timeless wisdom from Phil Karee and Lucian Hooper, the show emphasizes that patience and a long-term perspective are the true keys to success. Ultimately, because human nature remains constant, Wall Street never truly changes. </p> John Jacob Raskob, William Durant, Jesse Livermore, Phil Carret, Lucian Hooper, Pierre DuPont, 1929 stock market crash, Great Depression, monetary policy, fiscal policy, Federal Reserve history, dollar cost averaging, margin debt, investment leverage, margin calls, total return, dividend reinvestment, S&P 500, Dow Jones Industrial Average, NASDAQ, Russell 2000, 10-year Treasury bond, value investing, diversified portfolio, long-term performance, patience in investing, investment inactivity, compounding interest, human nature and Wall Street. Join host John Berkley for a weekly market recap before diving into a history lesson on financial legends from the 1920s and 30s. The episode explores the lives of William Durant and Jesse Livermore, analyzing the risks of high-leverage margin debt and the infamous "Rascub’s Folly". Berkeley clarifies the critical difference between a market crash and a depression, citing the historical impact of monetary policy. By sharing timeless wisdom from Phil Karee and Lucian Hooper, the show emphasizes that patience and a long-term perspective are the true keys to success. Ultimately, because human nature remains constant, Wall Street never truly changes.

]]> Join host John Berkley for a weekly market recap before diving into a history lesson on financial legends from the 1920s and 30s. The episode explores the lives of William Durant and Jesse Livermore, analyzing the risks of high-leverage margin debt and the infamous "Rascub’s Folly". Berkeley clarifies the critical difference between a market crash and a depression, citing the historical impact of monetary policy. By sharing timeless wisdom from Phil Karee and Lucian Hooper, the show emphasizes that patience and a long-term perspective are the true keys to success. Ultimately, because human nature remains constant, Wall Street never truly changes.

]]> Episode 51: Market Rotation, Fed Hype, and the Case for Long-Term Value Investing - 12/13/2025 https://moreforyourmoney.fireside.fm/51 077fbd47-0dfb-4736-a423-6d5f7464aef0 Sat, 13 Dec 2025 14:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>This episode features the Investment Committee discussing the mixed market data and the potential rotation from growth stocks (like the MAG 7) to value stocks and the broader market (Russell 2000). The hosts explore current market valuations, noting the stock market is expensive with double-digit returns baked into current prices. A major theme is the hosts' commitment to long-term value investing, emphasizing the discipline to focus on data and math over the distracting "soap opera" narrative surrounding the Federal Reserve, despite recent dovish statements and changes in the federal funds rate. They also examine gold as a way to preserve long-term purchasing power in an inflationary environment, arguing it reflects the dollar's decline rather than just market movement. The conversation concludes by referencing the emotional lessons and high margin debt levels noted in the historical book 1929. Special Guests: Greg Snyder and Todd Berkley.</p> Market rotation, value investing, growth stocks, MAG 7, Federal Reserve, Fed hype, long-term investing, JDB indicator, Russell 2000, S&P 500, NASDAQ, Dow, stock market valuation, expensive market, long-term returns, discipline, data vs. narrative, monetary policy, interest rates, bond yields, inflation, liquidity, gold, purchasing power, dollar decline, precious metals, 1929 crash, margin debt, market volatility, Ed Yardini, financial news, out-of-favor stocks, small cap stocks, AI spending, capital expenditures. This episode features the Investment Committee discussing the mixed market data and the potential rotation from growth stocks (like the MAG 7) to value stocks and the broader market (Russell 2000). The hosts explore current market valuations, noting the stock market is expensive with double-digit returns baked into current prices. A major theme is the hosts' commitment to long-term value investing, emphasizing the discipline to focus on data and math over the distracting "soap opera" narrative surrounding the Federal Reserve, despite recent dovish statements and changes in the federal funds rate. They also examine gold as a way to preserve long-term purchasing power in an inflationary environment, arguing it reflects the dollar's decline rather than just market movement. The conversation concludes by referencing the emotional lessons and high margin debt levels noted in the historical book 1929.

Special Guests: Greg Snyder and Todd Berkley.

]]> This episode features the Investment Committee discussing the mixed market data and the potential rotation from growth stocks (like the MAG 7) to value stocks and the broader market (Russell 2000). The hosts explore current market valuations, noting the stock market is expensive with double-digit returns baked into current prices. A major theme is the hosts' commitment to long-term value investing, emphasizing the discipline to focus on data and math over the distracting "soap opera" narrative surrounding the Federal Reserve, despite recent dovish statements and changes in the federal funds rate. They also examine gold as a way to preserve long-term purchasing power in an inflationary environment, arguing it reflects the dollar's decline rather than just market movement. The conversation concludes by referencing the emotional lessons and high margin debt levels noted in the historical book 1929.

Special Guests: Greg Snyder and Todd Berkley.

]]> Episode 44: Market Updates, Inflation, and Money Questions with John Berkley - 10/25/2025 https://moreforyourmoney.fireside.fm/44 5738e33f-ca4c-440a-b4c0-bf4887f80195 Sat, 25 Oct 2025 11:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>Review the strong three-year bull market run, with the S&amp;P 500 up 16.6% total return year-to-date. This episode discusses 3% annualized inflation and the strategy of tweaking portfolios toward resource stocks. Key topics include utilizing Roth IRA CDs for tax efficiency, understanding the Net Unrealized Appreciation (NUA) tax rule for highly appreciated 401k stock, and proper tax placement of bonds and Treasuries. We also define money market funds. </p> investing, financial planning, money questions, stock market, bull market, S&P 500, Dow, NASDAQ, Russell 2000, total return, 3% annualized inflation, CPI, consumer price index, structural inflation, Federal Reserve goal, resource stocks, gold mining stocks, timberland, retirement, Social Security, age 62, age 70, 401k, Roth IRA, laddered CDs, individual Treasuries, high yield bonds, safe bonds, closed end fund, bond portfolio, tax location, capital gains tax, ordinary income tax, Net Unrealized Appreciation, NUA, highly appreciated company stock, 401k distribution, money market, liquid cash, value investing, concentration risk Review the strong three-year bull market run, with the S&P 500 up 16.6% total return year-to-date. This episode discusses 3% annualized inflation and the strategy of tweaking portfolios toward resource stocks. Key topics include utilizing Roth IRA CDs for tax efficiency, understanding the Net Unrealized Appreciation (NUA) tax rule for highly appreciated 401k stock, and proper tax placement of bonds and Treasuries. We also define money market funds.

]]> Review the strong three-year bull market run, with the S&P 500 up 16.6% total return year-to-date. This episode discusses 3% annualized inflation and the strategy of tweaking portfolios toward resource stocks. Key topics include utilizing Roth IRA CDs for tax efficiency, understanding the Net Unrealized Appreciation (NUA) tax rule for highly appreciated 401k stock, and proper tax placement of bonds and Treasuries. We also define money market funds.

]]> Episode 43: Market Highs and Massive Cash Positions: Learning from Jim Rogers and Warren Buffett - 10/18/2025 https://moreforyourmoney.fireside.fm/43 4b0d7d12-68c8-426e-af7f-8e4bb2284476 Sat, 18 Oct 2025 15:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>John Berkley, Greg, and Todd discuss the "extraordinarily expensive" stock market and elevated valuations. Although the S&amp;P 500 is up 13.3% year-to-date, they highlight that legendary investors are signaling caution: Jim Rogers has sold every equity, holding 100% cash, and Warren Buffett maintains a high cash position. The discussion emphasizes that in this high-risk environment, the focus must be on preservation. They dissect the inverted yield curve, noting its 100% accuracy in predicting recession, which typically occurs 12 to 18 months after the inversion. The panel also examines the historical impact of the "Greenspan Put" and the current dangers posed by high margin debt. Special Guests: Greg Snyder and Todd Berkley.</p> Jim Rogers, Warren Buffett, 100% cash position, high cash percentage, elevated valuations, extraordinarily expensive stock market, all-time highs, S&P 500, PE multiple, Buffett indicator, Schiller, risk management, preservation, deployment of capital, patience, sitting tight, buy low sell high, Jesse Livermore, Benjamin Graham, inverted yield curve, 100% recession predictor, recession timing, 12 to 18 months lag, Greenspan Put, Alan Greenspan, Federal Reserve, monetary policy, fiat currency, margin debt, leverage, debt, Q3 earnings, VIX volatility, treasuries, corporate bonds, value investing John Berkley, Greg, and Todd discuss the "extraordinarily expensive" stock market and elevated valuations. Although the S&P 500 is up 13.3% year-to-date, they highlight that legendary investors are signaling caution: Jim Rogers has sold every equity, holding 100% cash, and Warren Buffett maintains a high cash position. The discussion emphasizes that in this high-risk environment, the focus must be on preservation. They dissect the inverted yield curve, noting its 100% accuracy in predicting recession, which typically occurs 12 to 18 months after the inversion. The panel also examines the historical impact of the "Greenspan Put" and the current dangers posed by high margin debt.

Special Guests: Greg Snyder and Todd Berkley.

]]> John Berkley, Greg, and Todd discuss the "extraordinarily expensive" stock market and elevated valuations. Although the S&P 500 is up 13.3% year-to-date, they highlight that legendary investors are signaling caution: Jim Rogers has sold every equity, holding 100% cash, and Warren Buffett maintains a high cash position. The discussion emphasizes that in this high-risk environment, the focus must be on preservation. They dissect the inverted yield curve, noting its 100% accuracy in predicting recession, which typically occurs 12 to 18 months after the inversion. The panel also examines the historical impact of the "Greenspan Put" and the current dangers posed by high margin debt.

Special Guests: Greg Snyder and Todd Berkley.

]]> Episode 39: The Investment Committee on Market Paradoxes, Structural Inflation, and Risk Reduction Strategy - 09/20/2025 https://moreforyourmoney.fireside.fm/39 d8f7a60c-15f0-4d70-8a4a-24bcde259b2f Sat, 20 Sep 2025 09:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>Join John Berkley and the Investment Committee (Todd and Greg) analyzing the market’s paradox, where indexes soar despite more stocks declining than advancing. The discussion turns to the Federal Reserve’s dilemma, as rate cuts push longer-term yields higher, signaling increasing inflation risk. The committee tackles the problem of "unsustainable" debt and structural inflation, which acts as an indirect tax on citizens. Learn why experts recommend diversification, hard assets like gold, and reducing risk in today’s chaotic financial environment. Discover the strategy of tweaking your portfolio to find enduring value. Special Guests: Greg Snyder and Todd Berkley.</p> S&P 500, NASDAQ, Russell 2000, Dow, P/E Multiple, Advanced Declines, Market Breadth, Narrowing Market, V-Shape Recovery, Growth Stocks, Value Investing, Magnificent 7, Federal Reserve, Interest Rate Cuts, 10-Year Yield, 2-Year Yield, Federal Funds Rate, Basis Points, Money Supply (M2), Quantitative Easing, Central Bank Independence, Dual Mandate, Full Employment, Price Stability, Structural Inflation, Inflation Risk, Indirect Tax, Unsustainable Debt, Fiscal Deficit, Fiat Currency, Purchasing Power, Chaotic Financial System, CPI, Ray Dalio, Warren Buffett, Hard Assets, Precious Metals, Gold, Diversification Strategy, Risk Reduction, Asset Allocation, Portfolio Tweak, John Maynard Keynes Quote, Milton Friedman Quote, BRICS, Reserve Currency. Join John Berkley and the Investment Committee (Todd and Greg) analyzing the market’s paradox, where indexes soar despite more stocks declining than advancing. The discussion turns to the Federal Reserve’s dilemma, as rate cuts push longer-term yields higher, signaling increasing inflation risk. The committee tackles the problem of "unsustainable" debt and structural inflation, which acts as an indirect tax on citizens. Learn why experts recommend diversification, hard assets like gold, and reducing risk in today’s chaotic financial environment. Discover the strategy of tweaking your portfolio to find enduring value.

Special Guests: Greg Snyder and Todd Berkley.

]]> Join John Berkley and the Investment Committee (Todd and Greg) analyzing the market’s paradox, where indexes soar despite more stocks declining than advancing. The discussion turns to the Federal Reserve’s dilemma, as rate cuts push longer-term yields higher, signaling increasing inflation risk. The committee tackles the problem of "unsustainable" debt and structural inflation, which acts as an indirect tax on citizens. Learn why experts recommend diversification, hard assets like gold, and reducing risk in today’s chaotic financial environment. Discover the strategy of tweaking your portfolio to find enduring value.

Special Guests: Greg Snyder and Todd Berkley.

]]> Episode 37: Beyond Predictions: Uncommon Cents Investing on Market Trends, Risk, and Unique Strategies - 09/06/2025 https://moreforyourmoney.fireside.fm/37 36a9f96a-dae4-4f8a-bdc7-6071d55b8f6a Sat, 06 Sep 2025 14:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence. </p> individual common stocks, fee-based advisory, expense ratio, Roth IRA conversions, retirement planning, fiduciary, value investing, growth stocks, market forecasting, margin investing, tax control, wealth accumulation, investment strategy, Registered Investment Advisor (RIA), financial advisor, long-term investing, risk discussion, non-retirement accounts, in-house research, client relationships, market trends, economic slowing, interest rates, Paul Harvey, Jesse Livermore, Edwin Leferv, Reminiscences of a Stock Operator, Dr. Mark Mobius, Billy Graham, financial independence More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.

]]> More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.

]]> Episode 36: Investment Styles Unpacked: Value, Growth, and the Highs and Lows of Speculation - 08/30/2025 https://moreforyourmoney.fireside.fm/36 26701a17-672c-40f9-9608-093e70b9e79b Sat, 30 Aug 2025 14:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>This episode of "More for Your Money" provides a detailed discussion on the differences between value and growth stock investing. The hosts explore why value stocks, despite recent underperformance, have historically outperformed growth over a century, while noting the current trend favors growth stocks like AI and crypto. Key concepts like patience, emotional control, and discipline in investing are emphasized, with insights from Benjamin Graham, John Bogle, and Warren Buffett.<br> A significant segment is dedicated to the fascinating story of Jesse Livermore, a legendary speculator who became ultra-rich three times and went broke three times, ultimately dying broke by suicide. His life illustrates the allure and extreme risks of short-term speculation and trading, contrasting sharply with the long-term, deep value approach favored by Uncommon Cents Investing. The discussion also covers market timing, the emotional aspects of buying based on fear of missing out (FOMO), and the dangers of "style drifting" between different investment strategies. Listeners are encouraged to identify their own investment horizon and stick to a consistent strategy. </p> value investing, growth stocks, investment strategies, Jesse Livermore, speculation, market timing, Benjamin Graham, Warren Buffett, John Bogle, stock market, long-term investing, short-term trading, emotional investing, financial discipline, portfolio management, crypto, AI stocks, market report, yield curve, PE multiple, FOMO, capital gains, tax loss harvesting This episode of "More for Your Money" provides a detailed discussion on the differences between value and growth stock investing. The hosts explore why value stocks, despite recent underperformance, have historically outperformed growth over a century, while noting the current trend favors growth stocks like AI and crypto. Key concepts like patience, emotional control, and discipline in investing are emphasized, with insights from Benjamin Graham, John Bogle, and Warren Buffett.
A significant segment is dedicated to the fascinating story of Jesse Livermore, a legendary speculator who became ultra-rich three times and went broke three times, ultimately dying broke by suicide. His life illustrates the allure and extreme risks of short-term speculation and trading, contrasting sharply with the long-term, deep value approach favored by Uncommon Cents Investing. The discussion also covers market timing, the emotional aspects of buying based on fear of missing out (FOMO), and the dangers of "style drifting" between different investment strategies. Listeners are encouraged to identify their own investment horizon and stick to a consistent strategy.

]]> This episode of "More for Your Money" provides a detailed discussion on the differences between value and growth stock investing. The hosts explore why value stocks, despite recent underperformance, have historically outperformed growth over a century, while noting the current trend favors growth stocks like AI and crypto. Key concepts like patience, emotional control, and discipline in investing are emphasized, with insights from Benjamin Graham, John Bogle, and Warren Buffett.
A significant segment is dedicated to the fascinating story of Jesse Livermore, a legendary speculator who became ultra-rich three times and went broke three times, ultimately dying broke by suicide. His life illustrates the allure and extreme risks of short-term speculation and trading, contrasting sharply with the long-term, deep value approach favored by Uncommon Cents Investing. The discussion also covers market timing, the emotional aspects of buying based on fear of missing out (FOMO), and the dangers of "style drifting" between different investment strategies. Listeners are encouraged to identify their own investment horizon and stick to a consistent strategy.

]]> Episode 30: Navigating Value, Small Caps, and Market Mechanics - 07/19/2025 https://moreforyourmoney.fireside.fm/30 7860161f-277f-422f-9afd-da8b50d7f974 Sat, 19 Jul 2025 14:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>This episode features John, Greg, and Todd discussing market dynamics, comparing growth versus value stocks and high P/E ratios. They examine small company stocks as a bargain, noting their historical outperformance post-bear markets and how Sarbanes-Oxley impacted IPOs. The team also clarifies market mechanics like bid/ask prices and limit orders, emphasizing their agile, value-based approach to investing. Special Guests: Greg Snyder and Todd Berkley.</p> Market Dynamics, Growth Stocks, Value Stocks, Value Investing, Small Company Stocks, Small Caps, Stock Market Bargain, Market Mechanics, Bid and Ask Price, Limit Orders, Market Orders, Market Makers, IPO, Initial Public Offering, Sarbanes-Oxley, Federal Reserve, Yield Curve, Unemployment Rate, CPI, PCE, Market Volatility, Portfolio Management, Taxable Accounts, Retirement Accounts, Asset Allocation, Financial Advisor, Wall Street Journal Article, Peter Lynch, Thinly Traded Issues, Price-Earnings Multiple, P/E Ratio, Diversification, Company Management, Investment Research This episode features John, Greg, and Todd discussing market dynamics, comparing growth versus value stocks and high P/E ratios. They examine small company stocks as a bargain, noting their historical outperformance post-bear markets and how Sarbanes-Oxley impacted IPOs. The team also clarifies market mechanics like bid/ask prices and limit orders, emphasizing their agile, value-based approach to investing.

Special Guests: Greg Snyder and Todd Berkley.

]]> This episode features John, Greg, and Todd discussing market dynamics, comparing growth versus value stocks and high P/E ratios. They examine small company stocks as a bargain, noting their historical outperformance post-bear markets and how Sarbanes-Oxley impacted IPOs. The team also clarifies market mechanics like bid/ask prices and limit orders, emphasizing their agile, value-based approach to investing.

Special Guests: Greg Snyder and Todd Berkley.

]]> Episode 26: Market Valuations, Financial Repression, and the Psychology of Investing - 06/21/2025 https://moreforyourmoney.fireside.fm/26 65ee1daa-e570-4f2b-92e8-1aca7494bf53 Sat, 21 Jun 2025 15:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>This episode of "More for Your Money" features John Berkley, Greg, and Todd discussing market performance, historically high price-earnings multiples, and AI's influence on growth. Topics include "financial repression," structural inflation, income inequality, and contrarian economic views. Uncommon Cents Investing shares their approach of disciplined, long-term value investing in individual stocks, emphasizing the psychology of investing. Special Guests: Greg Snyder and Todd Berkley.</p> investment advisory, fee-based firm, registered investment advisor, fiduciary standard, market performance, S&P performance, price-earnings multiples, elevated valuations, Artificial Intelligence (AI) impact, accelerating growth rates, financial repression, central bank actions, asset prices, structural inflation, government deficits, income inequality, value stocks, individual common stocks, long-term strategy, not timing the market, portfolio building, client objectives, time horizons, psychology of investing, contrarian economic views, Lacy Hunt, Jeremy Siegel, Ray Dalio, deflation, estate planning This episode of "More for Your Money" features John Berkley, Greg, and Todd discussing market performance, historically high price-earnings multiples, and AI's influence on growth. Topics include "financial repression," structural inflation, income inequality, and contrarian economic views. Uncommon Cents Investing shares their approach of disciplined, long-term value investing in individual stocks, emphasizing the psychology of investing.

Special Guests: Greg Snyder and Todd Berkley.

]]> This episode of "More for Your Money" features John Berkley, Greg, and Todd discussing market performance, historically high price-earnings multiples, and AI's influence on growth. Topics include "financial repression," structural inflation, income inequality, and contrarian economic views. Uncommon Cents Investing shares their approach of disciplined, long-term value investing in individual stocks, emphasizing the psychology of investing.

Special Guests: Greg Snyder and Todd Berkley.

]]> Episode 20: Understanding Margin Debt in Your Brokerage Account - 05/10/2025 https://moreforyourmoney.fireside.fm/20 3d1ed7c4-e8a5-4f46-a7d0-ff7684a09ff8 Sat, 10 May 2025 15:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>This episode explores leverage and margin debt in investing. Learn how it works, its significant risks (like margin calls), potential rewards, and tax implications. John explains Uncommon Cents Investing's approach, using margin only for select clients who can afford the risk and understand they could take a loss. </p> investing, leverage, margin debt, margin account, borrowing money for investing, investment risk, margin calls, brokerage account, options vs. margin, tax consequences, capital gains tax, retirement accounts, non-retirement accounts, individual stocks, investment fees, expense ratio, market update, S&P 500, value investing, wealth accumulation This episode explores leverage and margin debt in investing. Learn how it works, its significant risks (like margin calls), potential rewards, and tax implications. John explains Uncommon Cents Investing's approach, using margin only for select clients who can afford the risk and understand they could take a loss.

]]> This episode explores leverage and margin debt in investing. Learn how it works, its significant risks (like margin calls), potential rewards, and tax implications. John explains Uncommon Cents Investing's approach, using margin only for select clients who can afford the risk and understand they could take a loss.

]]> Episode 17: Understanding Market Breadth, P/E Calculations, and Valuation Indicators - 04/19/2025 https://moreforyourmoney.fireside.fm/17 15671264-68c7-476f-884e-62a36695950d Sat, 19 Apr 2025 12:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:54 no <p>In this episode, Todd Berkley joins John in a discussion of the current state of the market, noting that the S&amp;P 500 was down for the week despite more stocks going up than down. The conversation delved into the complexities of price-earnings multiples, highlighting the differences between simple and aggregate calculations, as well as market-cap weighted versus equal-weighted P/E ratios. Todd explained the Buffett indicator, which compares total market cap to GDP, and the Schiller P/E, a 10-year inflation-adjusted ratio, both suggesting the market is expensive. They also touched upon the influence of events like the Sarbanes-Oxley Act on the market and discussed the insights of successful investors like Felix Zulauf, who had made accurate market predictions, and the perspective of Jeremy Siegel on potentially permanently higher P/E multiples due to increased money supply Special Guest: Todd Berkley.</p> S&P 500, market report, market breadth, price-earnings multiple, P/E ratio, simple P/E, aggregate P/E, market-cap weighted P/E, equal-weighted P/E, Buffett indicator, Wilshire 5000, GDP, Schiller P/E, 10-year P/E, inflation adjustment, market valuation, overvalued market, undervalued market, Warren Buffett, Robert Schiller, Felix Zulauf, Jeremy Siegel, dot-com bubble, 2008 financial crisis, Sarbanes-Oxley Act, value investing, growth investing, John Berkley, More for Your Money, investment strategy, money supply, inflation, recession In this episode, Todd Berkley joins John in a discussion of the current state of the market, noting that the S&P 500 was down for the week despite more stocks going up than down. The conversation delved into the complexities of price-earnings multiples, highlighting the differences between simple and aggregate calculations, as well as market-cap weighted versus equal-weighted P/E ratios. Todd explained the Buffett indicator, which compares total market cap to GDP, and the Schiller P/E, a 10-year inflation-adjusted ratio, both suggesting the market is expensive. They also touched upon the influence of events like the Sarbanes-Oxley Act on the market and discussed the insights of successful investors like Felix Zulauf, who had made accurate market predictions, and the perspective of Jeremy Siegel on potentially permanently higher P/E multiples due to increased money supply

Special Guest: Todd Berkley.

]]> In this episode, Todd Berkley joins John in a discussion of the current state of the market, noting that the S&P 500 was down for the week despite more stocks going up than down. The conversation delved into the complexities of price-earnings multiples, highlighting the differences between simple and aggregate calculations, as well as market-cap weighted versus equal-weighted P/E ratios. Todd explained the Buffett indicator, which compares total market cap to GDP, and the Schiller P/E, a 10-year inflation-adjusted ratio, both suggesting the market is expensive. They also touched upon the influence of events like the Sarbanes-Oxley Act on the market and discussed the insights of successful investors like Felix Zulauf, who had made accurate market predictions, and the perspective of Jeremy Siegel on potentially permanently higher P/E multiples due to increased money supply

Special Guest: Todd Berkley.

]]> Episode 15: Addressing Market Declines and the Retirement Mindset - 04/05/2025 https://moreforyourmoney.fireside.fm/15 8a707128-8a52-4117-b1dc-de24652a07d2 Sat, 05 Apr 2025 15:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:54 no <p>John's discussion with Dr. Jim Burns centers on the recent significant decline in the stock market, with specific data points on major indexes and the VIX indicating heightened investor fear, exceeding even levels seen during the COVID-19 pandemic. Dr. Burns offers insights into the psychological impact of market downturns and the challenges individuals face when transitioning into retirement, emphasizing the importance of purpose beyond financial security and the difficulty of adapting to a less structured lifestyle. The conversation also touches on historical market trends, the tendency for investors to make emotional decisions, and the long-term potential for economic recovery driven by innovation. Special Guest: James A. Burns, PhD.</p> nvesting podcast, retirement planning, financial advice, Uncommon Cents Investing, money management, wealth building, personal finance, financial planning, stock market tips, Janesville financial advisors, CFP podcast, portfolio management, smart investing, financial confidence, money tips, retirement income strategies, investment insights, financial education, radio financial show, More for Your Money podcast John's discussion with Dr. Jim Burns centers on the recent significant decline in the stock market, with specific data points on major indexes and the VIX indicating heightened investor fear, exceeding even levels seen during the COVID-19 pandemic. Dr. Burns offers insights into the psychological impact of market downturns and the challenges individuals face when transitioning into retirement, emphasizing the importance of purpose beyond financial security and the difficulty of adapting to a less structured lifestyle. The conversation also touches on historical market trends, the tendency for investors to make emotional decisions, and the long-term potential for economic recovery driven by innovation.

Special Guest: James A. Burns, PhD.

]]> John's discussion with Dr. Jim Burns centers on the recent significant decline in the stock market, with specific data points on major indexes and the VIX indicating heightened investor fear, exceeding even levels seen during the COVID-19 pandemic. Dr. Burns offers insights into the psychological impact of market downturns and the challenges individuals face when transitioning into retirement, emphasizing the importance of purpose beyond financial security and the difficulty of adapting to a less structured lifestyle. The conversation also touches on historical market trends, the tendency for investors to make emotional decisions, and the long-term potential for economic recovery driven by innovation.

Special Guest: James A. Burns, PhD.

]]> Episode 14: Navigating Market Volatility and the Looming Debt Challenge - 03/29/2025 https://moreforyourmoney.fireside.fm/14 3fd1c73d-19ae-4894-b71c-4a9836995bee Sat, 29 Mar 2025 15:00:00 -0400 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:54 no <p>More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. During this segment, Berkley and guests Greg Snyder and Todd Berkley discuss recent market performance, noting a decline across major indexes. They analyze factors contributing to this, including consumer confidence, inflation, and potential impacts of tariffs. A significant portion of the discussion centers on insights from David Stockman regarding the national debt and the difficult choices needed for fiscal reform. The hosts and a caller also touch upon potential economic consequences of unchecked deficit spending and different investment strategies in the current climate. Ultimately, the conversation offers listeners an analysis of current economic conditions and investment considerations. Special Guests: Greg Snyder and Todd Berkley.</p> Market selloff, S&P 500, value stocks, growth stocks, JDB indicator, macroeconomic issues, consumer confidence, Michigan sentiment index, inflation, PCE, tariffs, price-earnings (PE) multiple, reversion to the mean, Jeremy Siegel, Stocks for the Long Run, David Stockman, Office of Management and Budget, Ronald Reagan, national debt, budget deficit, spending cuts, VA, military spending, entitlement programs, Medicare, Medicaid, Social Security, sovereign bankruptcy, reserve currency, devaluation of currency, living standards, Ray Dalio, Changing World Order, Thomas Jefferson, public debt, value investing, risk tolerance, Uncommon Cents Investing More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. During this segment, Berkley and guests Greg Snyder and Todd Berkley discuss recent market performance, noting a decline across major indexes. They analyze factors contributing to this, including consumer confidence, inflation, and potential impacts of tariffs. A significant portion of the discussion centers on insights from David Stockman regarding the national debt and the difficult choices needed for fiscal reform. The hosts and a caller also touch upon potential economic consequences of unchecked deficit spending and different investment strategies in the current climate. Ultimately, the conversation offers listeners an analysis of current economic conditions and investment considerations.

Special Guests: Greg Snyder and Todd Berkley.

]]> More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. During this segment, Berkley and guests Greg Snyder and Todd Berkley discuss recent market performance, noting a decline across major indexes. They analyze factors contributing to this, including consumer confidence, inflation, and potential impacts of tariffs. A significant portion of the discussion centers on insights from David Stockman regarding the national debt and the difficult choices needed for fiscal reform. The hosts and a caller also touch upon potential economic consequences of unchecked deficit spending and different investment strategies in the current climate. Ultimately, the conversation offers listeners an analysis of current economic conditions and investment considerations.

Special Guests: Greg Snyder and Todd Berkley.

]]> Episode 11: John Templeton’s 16 Rules for Investing - 3/8/25 https://moreforyourmoney.fireside.fm/11 https://www.wclo.com/?post_type=episode&p=128754 Sat, 08 Mar 2025 09:00:00 -0500 Uncommon Cents Investing full Uncommon Cents 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. 52:54 no <p>John shares historical market context, including how small-cap stocks have been more volatile than large-caps and why that matters for long-term investors. They touch on recent performance across the major indexes, the shifting balance between growth and value stocks, and how market psychology plays a role in investor behavior.</p> <p>The heart of the episode is Templeton’s 16 Rules, which include actionable wisdom like buying low, avoiding panic, doing your homework, and staying flexible. John provides commentary on each rule, drawing parallels to current market conditions and his own decades of experience. The episode also highlights Templeton’s philanthropic legacy and his belief in the power of spiritual wealth alongside financial wealth.</p> <p>Listener questions spark helpful discussions about AI-driven trading, Walgreens going private, and the effects of tariffs on investing.</p> <p>This episode is a deep dive into long-term investing fundamentals, ideal for listeners looking to sharpen their thinking and stay grounded in an ever-changing market. </p> John Marks Templeton, investing rules, value stocks, growth stocks, small-cap investing, contrarian strategy, stock market history, S&P 500, Roth IRA, financial planning, diversification, market correction, long-term investing, behavioral finance, Uncommon Cents Investing, Janesville Wisconsin, retirement strategy John shares historical market context, including how small-cap stocks have been more volatile than large-caps and why that matters for long-term investors. They touch on recent performance across the major indexes, the shifting balance between growth and value stocks, and how market psychology plays a role in investor behavior.

The heart of the episode is Templeton’s 16 Rules, which include actionable wisdom like buying low, avoiding panic, doing your homework, and staying flexible. John provides commentary on each rule, drawing parallels to current market conditions and his own decades of experience. The episode also highlights Templeton’s philanthropic legacy and his belief in the power of spiritual wealth alongside financial wealth.

Listener questions spark helpful discussions about AI-driven trading, Walgreens going private, and the effects of tariffs on investing.

This episode is a deep dive into long-term investing fundamentals, ideal for listeners looking to sharpen their thinking and stay grounded in an ever-changing market.

]]> John shares historical market context, including how small-cap stocks have been more volatile than large-caps and why that matters for long-term investors. They touch on recent performance across the major indexes, the shifting balance between growth and value stocks, and how market psychology plays a role in investor behavior.

The heart of the episode is Templeton’s 16 Rules, which include actionable wisdom like buying low, avoiding panic, doing your homework, and staying flexible. John provides commentary on each rule, drawing parallels to current market conditions and his own decades of experience. The episode also highlights Templeton’s philanthropic legacy and his belief in the power of spiritual wealth alongside financial wealth.

Listener questions spark helpful discussions about AI-driven trading, Walgreens going private, and the effects of tariffs on investing.

This episode is a deep dive into long-term investing fundamentals, ideal for listeners looking to sharpen their thinking and stay grounded in an ever-changing market.

]]> Episode 9: Questions to Ask Financial Advisors - 2/22/25 https://moreforyourmoney.fireside.fm/9 https://www.wclo.com/?post_type=episode&p=128190 Sat, 22 Feb 2025 09:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing 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. 52:54 no <p>What should you ask before hiring a financial advisor? In this special episode, John Berkley welcomes Krista Berkley, a licensed advisor and family member with a slightly different business model, for a friendly but practical conversation about what truly matters when choosing someone to help manage your money. They break down key questions to bring into a first meeting—from investment philosophy and account rebalancing to risk tolerance and how your advisor gets paid.</p> <p>Krista shares the importance of fit, transparency, and long-term strategy over trends or fancy plans. Plus, they highlight how different models (fee-based vs. commission, in-house management vs. third-party) can each serve a purpose depending on your goals. Whether you're new to investing or rethinking your current relationship, this episode helps you ask the right questions so you can make smart, confident decisions. Special Guest: Krista Berkley.</p> financial advisor questions, how to choose a financial advisor, investment philosophy, risk tolerance, account management, retirement planning, Uncommon Cents Investing, Krista Berkley, John Berkley, value investing, portfolio strategy, financial literacy, money confidence, investment strategy, local advisor, Janesville Wisconsin, fee-based advisor, third-party managers, wealth management, financial guidance, advisor fit, family-run firm, UCI What should you ask before hiring a financial advisor? In this special episode, John Berkley welcomes Krista Berkley, a licensed advisor and family member with a slightly different business model, for a friendly but practical conversation about what truly matters when choosing someone to help manage your money. They break down key questions to bring into a first meeting—from investment philosophy and account rebalancing to risk tolerance and how your advisor gets paid.

Krista shares the importance of fit, transparency, and long-term strategy over trends or fancy plans. Plus, they highlight how different models (fee-based vs. commission, in-house management vs. third-party) can each serve a purpose depending on your goals. Whether you're new to investing or rethinking your current relationship, this episode helps you ask the right questions so you can make smart, confident decisions.

Special Guest: Krista Berkley.

]]> What should you ask before hiring a financial advisor? In this special episode, John Berkley welcomes Krista Berkley, a licensed advisor and family member with a slightly different business model, for a friendly but practical conversation about what truly matters when choosing someone to help manage your money. They break down key questions to bring into a first meeting—from investment philosophy and account rebalancing to risk tolerance and how your advisor gets paid.

Krista shares the importance of fit, transparency, and long-term strategy over trends or fancy plans. Plus, they highlight how different models (fee-based vs. commission, in-house management vs. third-party) can each serve a purpose depending on your goals. Whether you're new to investing or rethinking your current relationship, this episode helps you ask the right questions so you can make smart, confident decisions.

Special Guest: Krista Berkley.

]]> Episode 8: Retirement Withdrawal Strategies - 2/15/25 https://moreforyourmoney.fireside.fm/8 https://www.wclo.com/?post_type=episode&p=127678 Sat, 15 Feb 2025 10:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing How do you turn your nest egg into a reliable paycheck in retirement? This week, John Berkley is joined by Sheena Hanson, CEO and CCO of Uncommon Cents Investing, for a deep dive into withdrawal strategies that help retirees make the most of their hard-earned savings. They explore the 4% rule, tax-smart distribution tactics, bucket strategies, and how to avoid common pitfalls like sequence of return risk. Whether you’re approaching retirement or already there, this episode will help you understand how to take money out without running out. 52:54 no <p>Retirement isn’t just about saving—it’s about creating a smart plan for how to use those savings. In this episode of More for Your Money, John Berkley and Sheena Hanson talk through the essential strategies for drawing down your investments in retirement. They cover the classic 4% rule (and its modern tweaks), bucket strategies, tax considerations, and how to manage volatility in early retirement.</p> <p>You’ll also hear how different types of accounts—like Roth IRAs, traditional IRAs, and taxable brokerage accounts—play a role in creating a tax-efficient, sustainable retirement income. Whether your goal is to leave a legacy or spend it all, Sheena and John explain how to match your plan with your priorities.</p> <p>From market timing and inflation to Medicare costs and behavioral habits, this conversation covers the moving parts that make retirement income planning both an art and a science. </p> retirement withdrawal strategies, 4% rule, income planning, sequence of return risk, bucket strategy, retirement income, Roth IRA, tax efficiency, retirement planning, market volatility, Uncommon Cents Investing, John Berkley, Sheena Hanson, portfolio strategy, value investing, Janesville Wisconsin, financial literacy, retirement goals, long-term investing, flexible planning Retirement isn’t just about saving—it’s about creating a smart plan for how to use those savings. In this episode of More for Your Money, John Berkley and Sheena Hanson talk through the essential strategies for drawing down your investments in retirement. They cover the classic 4% rule (and its modern tweaks), bucket strategies, tax considerations, and how to manage volatility in early retirement.

You’ll also hear how different types of accounts—like Roth IRAs, traditional IRAs, and taxable brokerage accounts—play a role in creating a tax-efficient, sustainable retirement income. Whether your goal is to leave a legacy or spend it all, Sheena and John explain how to match your plan with your priorities.

From market timing and inflation to Medicare costs and behavioral habits, this conversation covers the moving parts that make retirement income planning both an art and a science.

]]> Retirement isn’t just about saving—it’s about creating a smart plan for how to use those savings. In this episode of More for Your Money, John Berkley and Sheena Hanson talk through the essential strategies for drawing down your investments in retirement. They cover the classic 4% rule (and its modern tweaks), bucket strategies, tax considerations, and how to manage volatility in early retirement.

You’ll also hear how different types of accounts—like Roth IRAs, traditional IRAs, and taxable brokerage accounts—play a role in creating a tax-efficient, sustainable retirement income. Whether your goal is to leave a legacy or spend it all, Sheena and John explain how to match your plan with your priorities.

From market timing and inflation to Medicare costs and behavioral habits, this conversation covers the moving parts that make retirement income planning both an art and a science.

]]>