Displaying all 5 Episode of More for Your Money with the tag “value stocks”.
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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.
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Episode 38: Uncommon Cents: Wisdom on Decisions, Risk, and Retirement Strategies - 09/13/2025
September 13th, 2025 | 52 mins 50 secs
401k, albert einstein, beneficiaries, billy graham, charlie munger, competency, dave ramsey, early withdrawals, expensive market, federal reserve, financial advice, financial decisions, financial literacy, financial podcast, financial scams, growth stocks, interest rates, investment strategy, market trends, money management, nasdaq, passion for work, retirement planning, retirement transition, risk management, robert lewis stevenson, roth ira conversions, rule of 55, s&p 500, socrates, spending habits, trusted contact, value, value stocks, warren buffett, wealth management, work ethic
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 30: Navigating Value, Small Caps, and Market Mechanics - 07/19/2025
July 19th, 2025 | 52 mins 50 secs
asset allocation, bid and ask price, company management, cpi, diversification, federal reserve, financial advisor, growth stocks, initial public offering, investment research, ipo, limit orders, market dynamics, market makers, market mechanics, market orders, market volatility, p/e ratio, pce, peter lynch, portfolio management, price-earnings multiple, retirement accounts, sarbanes-oxley, small caps, small company stocks, stock market bargain, taxable accounts, thinly traded issues, unemployment rate, value investing, value stocks, wall street journal article, yield curve
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 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.