The Local Advisor Difference: Comprehensive Financial Planning Beyond the 1-800 Number – 07/26/2025
Follow Us on Your Favorite Streaming Platforms
This episode of “More for Your Money” highlights the Uncommon Cents Investing difference, showcasing how a local financial advisor provides comprehensive, holistic financial planning far beyond impersonal 1-800 services.
John and Sheena detail their personalized, proactive approach, including:
• Assistance with aging parents’ finances and pension eligibility.
• Expert advice on Social Security, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions (QCDs).
• Guidance on long-term care contracts, IRA contributions, and inherited IRA rules.
• Proactive tax planning and Roth conversions.
• Support for urgent needs like asset verification for home offers and navigating finances after a spouse’s death.
Uncommon Cents Investing prioritizes deep client relationships and exceptional customer service, offering greater value and often lower costs than larger institutions. They utilize AI for efficiency, not core portfolio management, reinforcing their human-centric approach. They also provide educational resources like their comprehensive newsletter and annual events. Uncommon Cents Investing operates as a fiduciary.