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All Episodes

More for Your Money — 77 episodes

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Title
1

Episode 77: Small-Cap Rotations, Structural Inflation, and the SpaceX Frontier - 06/13/2026

2

Episode 76: Munger’s Wisdom and the Four-Stage Business Cycle - 06/06/2026

3

Episode 75: Market Metrics, Economic Bafflement, and the Power of Free Enterprise - 05/30/2026

4

Episode 74: Lessons from Market History, National Debt, and the Discipline of Investing - 05/23/2026

5

Episode 73: Navigating Rising Rates, Global Debt, and the Inflation "Trap" - 05/16/2026

6

Episode 72: The Uncommon Cents Approach to Simple Investing and Financial Fundamentals - 05/09/2026

7

Episode 71: The Financial Idea Factory - 05/02/2026

8

Episode 70: Early Entrepreneurship, Retirement Realities, and Wisdom for a Lifetime of Investing - 04/25/2026

9

Episode 69: Navigating Market Volatility and the Power of Long-Term Investing - 04/18/2026

10

Episode 68: The Me Generation vs. The You Generation: A Financial Reality Check - 04/11/2026

11

Episode 67: Five Factors That Could Tip the Scales - 04/04/2026

12

Episode 66: Navigating Market Corrections, the Fed Trap, and the Case for Value Investing - 03/28/2026

13

Episode 65: Rethinking Insurance, Savings, and the Wisdom of Investing - 03/21/2026

14

Episode 64: Entrepreneurship, Passion, and the Journey to Financial Freedom - 03/14/2026

15

Episode 63: Navigating Market Volatility and the Value vs. Growth Divide - 03/07/2026

16

Episode 62: The Mechanics of Individual Stocks, Market Cycles, and the Long-Term Investor - 02/28/2026

17

Episode 61: Passion, Persistence, and the Dignity of Work - 02/21/2026

18

Episode 60: Navigating Market Rotation, Global Taxes, and After-Hours Trading - 02/14/2026

19

Episode 59: Investing Lessons from Wall Street Legends Jesse Livermore and John Templeton - 02/07/2026

20

Episode 58: Roth IRA Conversions: The Whys, the Why-Nots, and the Wisconsin Tax Exemption - 01/31/2026

21

Episode 57: Navigating Market Rotations, Global Debt, and the Case for Gold - 01/24/2026

22

Episode 56: Simplifying Retirement: The Bucket Debate, Fiduciary Standards, and Navigating Financial Complexity - 01/17/2026

23

Episode 55: Market Broadening and the Realities of Long-Term Care - 01/10/2026

24

Episode 54: 2026 Market Forecast: "Guesses," Gold, and the Investment Committee’s Outlook - 01/03/2026

25

Episode 53: The Idea Factory: Unpacking Annuities, NUA, and the 'Nuts and Bolts' of Investing - 12/27/2025

26

Episode 52: Timeless Lessons from Financial Legends and the Great Depression - 12/20/2025

27

Episode 51: Market Rotation, Fed Hype, and the Case for Long-Term Value Investing - 12/13/2025

28

Episode 50: Fee vs. Commission: Finding the Right Financial Advisor and Understanding Your Costs - 12/06/2025

29

Episode 49: Roth IRA Conversions: The Wisconsin Tax Law That Changes Everything - 11/29/2025

30

Episode 48: Liquidity, Debt, and Private Credit: Navigating Hidden Dangers in Volatile Markets - 11/22/2025

31

Episode 47: The Auto Market and Economic Indicators with Guest Bob Clapper - 11/15/2025

32

Episode 46: Medicare: Advantage Versus Supplement – Doing Your Homework - 11/08/2025

33

Episode 45: The Investing Meltup: Understanding the Psychology of FOMO and TINA - 11/01/2025

34

Episode 44: Market Updates, Inflation, and Money Questions with John Berkley - 10/25/2025

35

Episode 43: Market Highs and Massive Cash Positions: Learning from Jim Rogers and Warren Buffett - 10/18/2025

36

Episode 42: Market Selloff, Decoding the OBB, and Navigating New Tax Limits (SALT, Deductions, and Estate Taxes) - 10/11/2025

37

Episode 41: The Cost of Investing: Evaluating Fee Platforms, Controlling Tax Gains, and Addressing the Risks of Global Inflation and the Shrinking Stock Market - 10/04/2025

38

Episode 40: Local Service and Financial Freedom: The Case for Hiring a Financial Professional - 09/27/2025

39

Episode 39: The Investment Committee on Market Paradoxes, Structural Inflation, and Risk Reduction Strategy - 09/20/2025

40

Episode 38: Uncommon Cents: Wisdom on Decisions, Risk, and Retirement Strategies - 09/13/2025

41

Episode 37: Beyond Predictions: Uncommon Cents Investing on Market Trends, Risk, and Unique Strategies - 09/06/2025

42

Episode 36: Investment Styles Unpacked: Value, Growth, and the Highs and Lows of Speculation - 08/30/2025

43

Episode 35: Attorney Mike Vogel on Estate Planning, Gift Tax, and Irrevocable Trusts - 08/23/2025

44

Episode 34: Ray Dalio on the Global Debt Crisis and Interest Rate Outlook - 08/16/2025

45

Episode 33: The Future of Investing: AI, Productivity Gains, and Portfolio Bonds - 08/09/2025

46

Episode 32: A Fireside Chat on Life, Work, and Investing for the Next Generation - 08/02/2025

47

Episode 31: The Local Advisor Difference: Comprehensive Financial Planning Beyond the 1-800 Number - 07/26/2025

48

Episode 30: Navigating Value, Small Caps, and Market Mechanics - 07/19/2025

49

Episode 29: Generational Insights and Practical Financial Wisdom - 07/12/2025

50

Episode 28: From Poverty to Prosperity: Edmund Halibi's American Journey - 07/05/2025

51

Episode 27: Navigating Market Records, Understanding Price vs. Value, and Fred Smith's Economic Insights - 06/28/2025

52

Episode 26: Market Valuations, Financial Repression, and the Psychology of Investing - 06/21/2025

53

Episode 25: Estate Planning: Navigating Gift Tax, Irrevocable Trusts, and More with Attorney Mike Vogel - 06/14/2025

54

Episode 24: Graduation & Beyond: Developing Strong Financial Behaviors - 06/07/2025

55

Episode 23: Insurance, Bonds, and Social Security Strategies - 05/31/2025

56

Episode 22: Memorial Day Edition: Impactful Stories

57

Episode 21: A Walk Down History - Taxes, Investments, and the Changing Landscape - 05/17/2025

58

Episode 20: Understanding Margin Debt in Your Brokerage Account - 05/10/2025

59

Episode 19: Uncommon Cents Investing - More for Your Money - 05/03/2025

60

Episode 18: Analyzing a Big Up Week - V-Shape, Bear Trap, and Uncommon Cents Investing's Value Strategy

61

Episode 17: Understanding Market Breadth, P/E Calculations, and Valuation Indicators - 04/19/2025

62

Episode 16: Volatility and Vision: Understanding Market Moves and the Path to Financial, Time, and Purpose Freedom - 04/12/2025

63

Episode 15: Addressing Market Declines and the Retirement Mindset - 04/05/2025

64

Episode 14: Navigating Market Volatility and the Looming Debt Challenge - 03/29/2025

65

Episode 13: Investment Accounts for Children and Grandchildren - 03/22/2025

66

Episode 12: Market Corrections, Risk, and Rethinking Retirement - 3/15/25

67

Episode 11: John Templeton’s 16 Rules for Investing - 3/8/25

68

Episode 10: How UCI Manages Money (Buy List) with UCI Investment Committee (Greg Snyder and Todd Berkley) - 3/1/25

69

Episode 9: Questions to Ask Financial Advisors - 2/22/25

70

Episode 8: Retirement Withdrawal Strategies - 2/15/25

71

Episode 7: Senior Home Care with Visiting Angels with guest Patch Smith - 2/8/25

72

Episode 6: Tariffs, Gold, and the Debt: What History Might Teach Us About the Road Ahead - 2/1/25

73

Episode 5: Roth IRA Conversions: The Why, the Why Not, and the Rest of the Story - 01/25/2025

74

Episode 4: The Debt, Inflation, and Your Future: How to Stay Grounded in a Shaky Economy - 1/18/25

75

Episode 3: Tipping, Taxes & Timely Advice: 2025 Planning and Everyday Financial Wisdom - 1/11/25

76

Episode 2: Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach - 11/02/24

77

Episode 1: Navigating Your Medicare Choices: A Discussion on Supplements and Advantage Plans - 09/28/24