We found 4 episodes of More for Your Money with the tag “wealth management”.
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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 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.
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Episode 2: Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach - 11/02/24
November 11th, 2024 | 53 mins 4 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 and Sheena Hanson 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 1: Navigating Your Medicare Choices: A Discussion on Supplements and Advantage Plans - 09/28/24
September 28th, 2024 | 53 mins 4 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 and Sheena Hanson of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.