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Risk, Fiduciary Duty, and the 15 Pillars of Financial Freedom – 07/18/2026

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John Berkley and Sheena Hanson share 15 essential pillars for achieving financial freedom. John highlights key principles such as the distinction between school and education, the importance of living within one’s means, and the necessity of mastering emotions. The discussion explores risk management, defining five levels of tolerance ranging from conservative to aggressive, and emphasizes that successful investing involves managing risk rather than avoiding it entirely. Sheena explains the technical strategy of householding, which improves tax efficiency by intelligently placing specific assets like stocks and bonds across retirement and non-retirement accounts. Finally, the team clarifies the fiduciary standard, explaining the legal obligation for advisors to act in a client’s best interest. Throughout the show, the hosts encourage listeners to move beyond simple retirement planning toward a future focused on financial freedom and living well.

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Uncommon Cents Investing is a locally-owned, independent financial advisory firm serving residents of the greater Rock County, WI area. Our retirement planning and investment management services help you plan, make the most of opportunities, and overcome obstacles so you can feel secure and optimistic about your financial future. Investment Advisory Services provided by Uncommon Cents Investing, a Registered Investment Advisor.

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