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Understanding Market Breadth, P/E Calculations, and Valuation Indicators – 04/19/2025 In this episode, Todd Berkley joins John in a discussion of the current state of the market, with the S&P 500 down despite positive market breadth. They delved into different ways to calculate price-earnings multiples, including simple versus aggregate and market-cap weighted versus equal-weighted P/E. The conversation also covered market valuation using the bearish Buffett indicator (market cap to GDP) and the Schiller P/E (10-year inflation-adjusted P/E). Insights from investors like Felix Zulauf's accurate predictions and Jeremy Siegel's view on potentially permanently higher P/E multiples due to increased money supply were also discussed. View Details

Volatility and Vision: Understanding Market Moves and the Path to Financial, Time, and Purpose Freedom – 04/12/2025 The 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 volatility. View Details

Addressing Market Declines and the Retirement Mindset – 04/05/2025 John's discussion with Dr. Jim Burns centers on the recent significant decline in the stock market, with specific data points on major indexes and the VIX indicating heightened investor fear, exceeding even levels seen during the COVID-19 pandemic. Dr. Burns offers insights into the psychological impact of market downturns and the challenges individuals face when transitioning into retirement, emphasizing the importance of purpose beyond financial security and the difficulty of adapting to a less structured lifestyle. The conversation also touches on historical market trends, the tendency for investors to make emotional decisions, and the long-term potential for economic recovery driven by innovation. View Details

Navigating Market Volatility and the Looming Debt Challenge – 03/29/2025 During this segment, Berkley and guests Greg Snyder and Todd Berkley discuss recent market performance, noting a decline across major indexes. They analyze factors contributing to this, including consumer confidence, inflation, and potential impacts of tariffs. A significant portion of the discussion centers on insights from David Stockman regarding the national debt and the difficult choices needed for fiscal reform. The hosts and a caller also touch upon potential economic consequences of unchecked deficit spending and different investment strategies in the current climate. Ultimately, the conversation offers listeners an analysis of current economic conditions and investment considerations. View Details

Investment Accounts for Children and Grandchildren – 03/22/2025 More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. In this episode, John is joined by Krista Berkley, who shares insights on investment accounts for children and grandchildren, such as UTMAs, minor Roth IRAs, and 529 plans, stressing the benefits of early financial planning. View Details

Navigating Market Corrections and Redefining Retirement – 03/15/2025 The market experienced a significant decline, entering a correction. Value stocks are currently outperforming growth stocks. The discussion covered defining corrections and bear markets. Financial advisors offer comprehensive guidance beyond investments, including Social Security planning. The show also explored diverse perspectives on wealth accumulation, retirement, and the FIRE movement. View Details

John Templeton’s 16 Rules for Investing – 03/08/2025 John discusses the negative S&P 500 performance and introduces John Marks Templeton, a pioneer in global value investing. His contrarian philosophy focused on buying low globally and investing long-term, emphasizing diversification and doing your homework. Templeton's 16 investment rules were highlighted, including investing for real returns, not trading, and remaining flexible. View Details

How UCI Manages Money (Buy List) with UCI Investment Committee – 03/01/2025 The episode features John Berkley and the investment committee discussing the past week's market performance, noting the Dow's rise and NASDAQ's decline. They detail Uncommon Cents Investing's focus on value stocks, their stock selection process using a buy list, and a disciplined approach to portfolio building for individual clients. The episode also covers cap-weighted vs. equal-weighted portfolios, annuities and riders, strategies for investing new cash, and the use of limit orders. They also touched on tax considerations for different account types View Details

Questions to Ask Financial Advisors – 02/22/2025 This episode of "More for Your Money" discussed the down market for the week and highlighted the value investing philosophy of Uncommon Cents Investing. Krista Berkley, a financial advisor with a different business model, joined the show to emphasize the importance of asking potential financial advisors key questions and finding the right fit. They briefly touched on account reviews, rebalancing, and investment benchmarks View Details

Retirement Withdrawal Strategies – 02/15/2025 More for Your Money hosts discuss investment and retirement withdrawal strategies, including the 4% rule and bucket approaches. They covered tax-efficient withdrawal methods from different account types (pre-tax, Roth, non-qualified) and the importance of considering sequence of return risk and inflation. The show also touched on market performance and the concept of laddered bonds. View Details

Senior Home Care with Visiting Angels with guest Patrick Smith – 02/08/2025 Host John Berkley discusses a recent market dip but noted year-to-date gains. Patrick Smith from Visiting Angels talks about the benefits of home care, caregiver roles, and the company's hiring and training process. The conversation also covered the complexities of long-term care insurance payouts and the availability of veteran benefits for in-home care. View Details

Tariffs, Gold, and the Debt: What History Might Teach Us About the Road Ahead – 02/01/2025 The episode begins with a review of recent market activity, with the Dow Jones leading year-to-date. Discussion explores reasons for rising gold prices including central bank buying and potential tariffs. The investment committee also examines inflation using PCE and CPI data and debated the possibility of deflation based on Lacy Hunt's analysis. The conversation covered the historical and current perspectives on tariffs and touched upon the concerning national debt and the potential impact of Deep Seek AI. View Details