Shows
More for Your MoneyEpisode 33: The Future of Investing: AI, Productivity Gains, and Portfolio Bonds - 08/09/2025Join John Berkley and Sheena Hanson where they discuss Artificial Intelligence (AI) and its influence on market valuations, noting its potential for "enormous productivity gains". Sheena shares practical examples of using AI daily as a "thinking partner" for tasks like packing lists and compliance logs.
The episode also delves into bonds, describing them as a "very, very misunderstood" asset class. They clarify bonds as a lending asset, explaining their historical underperformance due to inflation and their integral role in portfolios for income and stability, while detailing their varying risks and tax implications.2025-08-0952 min
More for Your MoneyEpisode 31: The Local Advisor Difference: Comprehensive Financial Planning Beyond the 1-800 Number - 07/26/2025The Uncommon Cents Investing difference: Local financial advisors provide comprehensive, holistic financial planning far beyond impersonal 1-800 services. Gain proactive support for pensions, Social Security, RMDs, QCDs, and navigating major life events. Experience personalized service, deep client relationships, and exceptional value.2025-07-2652 min
More for Your MoneyEpisode 27: Navigating Market Records, Understanding Price vs. Value, and Fred Smith's Economic Insights - 06/28/2025This episode recaps current market records across major indexes like the Dow and S&P, highlighting recent surges and new highs. John and Sheena delve into the "perplexing" challenge of determining price versus value in investing, examining historical price-to-earnings multiples. Plus, gain insights from FedEx founder Fred Smith's economic views on free enterprise versus government control and the impact of transfer payments.2025-06-2852 min
More for Your MoneyEpisode 23: Insurance, Bonds, and Social Security Strategies - 05/31/2025This episode of More for Your Money features John Berkley and Sheena Hanson discussing market performance and client situations. Topics include navigating complex estate planning and long-term care insurance, considering self-insurance for auto/home, decisions about exiting the market, understanding bond types, and Social Security strategies. They emphasize effective communication and leveraging resources.2025-05-3152 min
More for Your MoneyEpisode 19: Uncommon Cents Investing - More for Your Money - 05/03/2025This episode details the comprehensive services offered by Uncommon Cents Investing. Services go beyond just investment management to cover proactive financial planning, assistance with life events like retirement, aging parents' finances, and spouse's death, plus help with Social Security, RMDs, QCDs, and tax planning. They highlight their local, relationship-based approach and availability as more valuable than 1-800 numbers.2025-05-0352 min
More for Your MoneyEpisode 16: Volatility and Vision: Understanding Market Moves and the Path to Financial, Time, and Purpose Freedom - 04/12/2025The episode includes discussion around an article about a "ski bum" who learned the importance of financial freedom before pursuing time freedom and purpose, aligning with George Kinder's three freedoms of life. Throughout the discussion, the hosts emphasized the importance of having a long-term investment strategy and focusing on what individuals can control during market volatility2025-04-1252 min
More for Your MoneyEpisode 12: Market Corrections, Risk, and Rethinking Retirement - 3/15/25John Berkley and Sheena Hanson dive into this week’s market correction and what it means for long-term investors. From defining a true correction versus a bear market to discussing why value stocks are outperforming growth, they break it all down in plain language. Sheena shares how tech tools help clients make smart Social Security decisions, and the team talks through broader questions about risk tolerance, retirement, and finding financial independence. Plus, a listener question sparks a timely discussion on Roth conversions in a down market.
For more resources or to schedule an intro call, visit uncommoncentsinvesting.co...2025-03-1552 min
More for Your MoneyEpisode 8: Retirement Withdrawal Strategies - 2/15/25Retirement 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 l...2025-02-1552 min
More for Your MoneyEpisode 3: Tipping, Taxes & Timely Advice: 2025 Planning and Everyday Financial Wisdom - 1/11/25In this episode of More for Your Money, John is joined by Sheena Hanson and Carson in the studio to kick off the new year with timely insights and a little family fun. They review the latest tax planning changes for 2025, from IRA contributions and capital gains rules to required minimum distributions and estate tax thresholds. Sheena explains how Uncommon Cents handles annual reviews and why financial communication doesn’t have to be complicated.
Plus, John revisits his 15 financial life lessons—covering everything from saving early to mastering your emotions—and Sheena weighs in on why opinions can ha...2025-01-1152 min
More for Your MoneyEpisode 2: Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach - 11/02/24More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley and Sheena Hanson. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.
Special Needs Trusts, Wills vs. Trusts, and More: This episode covers crucial estate planning topics, including a detailed explanation of special needs trusts and a candid discussion on whether a trust is always the best option compared to wills and marital property agreements in Wisconsin.2024-11-1153 min
More for Your MoneyEpisode 1: Navigating Your Medicare Choices: A Discussion on Supplements and Advantage Plans - 09/28/24More 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.
This episode of More for Your Money features a discussion with insurance expert Dave Bomkamp on navigating your Medicare choices. Learn the key differences between Medicare Advantage and Supplement plans, including network restrictions, referral requirements, and portability. Understand the importance of the Medicare Open Enrollment period (October 15 - December 7) for making changes. We also cover underwriting, drug coverage (Part D) and...2024-09-2853 min
Beyond the PortfolioThe Breakup ArtistIt's not me, it's you. Sometimes, the client-advisor relationship is just not working. So, when do you say enough is enough and sever ties with a client? Sheena Hanson, CFP and CCO of Uncommon Cents Investing in Janesville, Wisconsin, discusses tips for how to navigate letting a client go.2020-03-0429 min
Smart Money CircleUncommon Cents Investing With Sheena Hanson CFP®My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some timeless uncommon cents investing lessons that you don't want to miss.
Sheena can be reached:
Phone: 608-563-2437
Website: www.uncommoncentsinvesting.com2019-11-1817 min