Local Service and Financial Freedom: The Case for Hiring a Financial Professional – 09/27/2025
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This episode of More for Your Money features host John Berkley joined by Krista Berkley. John provides a market update, noting the S&P 500 was slightly down. He also explains the JDB indicator, which compares year-to-date returns of value versus growth stocks. Krista argues that a local financial professional should pay for themselves by offering coaching, building confidence, and helping clients avoid costly mistakes. The hosts discuss crucial, subjective advice topics, including the detailed management of different tax buckets, the strategies around Roth IRA conversions, and the difference in philosophy regarding debt versus wealth accumulation. They stress that financial guidance is highly personalized.