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PODCAST

Well... It Depends!

John G. Ullman & Associates, Inc.

At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home life. JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals. In each episode, Andrew will interview a rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.

business investing

All Episodes

00:04:28

Should I Trust My Gut When Making a Financial Choice?

Well... It Depends! ·

2025/03/20

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Trust My Gut When Making a Financial Choice?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:08

Is Tax Planning Different After the Death of a Spouse?

Well... It Depends! ·

2025/03/06

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Is Tax Planning Different After the Death of a Spouse?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:08

Is Tax Planning Different After the Death of a Spouse?

Well... It Depends! ·

2025/03/06

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Is Tax Planning Different After the Death of a Spouse?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:07:41

How Do I Keep My Money Safe in a Disaster?

Well... It Depends! ·

2025/02/27

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “How Do I Keep My Money Safe in a Disaster?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:07:41

How Do I Keep My Money Safe in a Disaster?

Well... It Depends! ·

2025/02/27

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “How Do I Keep My Money Safe in a Disaster?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:08

What Can I Afford?

Well... It Depends! ·

2025/02/06

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “What Can I Afford?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:08

What Can I Afford?

Well... It Depends! ·

2025/02/06

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “What Can I Afford?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:22

Should I Buy A Home Now And Refinance Later?

Well... It Depends! ·

2025/01/23

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I buy a Home Now and Refinance Later?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:22

Should I Buy A Home Now And Refinance Later?

Well... It Depends! ·

2025/01/23

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I buy a Home Now and Refinance Later?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:07:50

How Many Retirement Accounts Should I Have?

Well... It Depends! ·

2025/01/09

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “How Many Retirement Accounts Should I Have?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:07:50

How Many Retirement Accounts Should I Have?

Well... It Depends! ·

2025/01/09

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “How Many Retirement Accounts Should I Have?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:22

What Financial Professionals Do I Need?

Well... It Depends! ·

2024/12/24

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “What Financial Professionals Do I Need?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:34

Can I Be Fully Protected Financially?

Well... It Depends! ·

2024/11/27

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Can I Be Fully Protected Financially?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:34

Can I Be Fully Protected Financially?

Well... It Depends! ·

2024/11/27

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Can I Be Fully Protected Financially?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:04:56

Is There a Simple Path to Financial Planning?

Well... It Depends! ·

2024/11/14

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Is There a Simple Path to Financial Planning?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:04:56

Is There a Simple Path to Financial Planning?

Well... It Depends! ·

2024/11/14

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Is There a Simple Path to Financial Planning?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:06:33

What to Do With an Extra $100,000?

Well... It Depends! ·

2024/10/31

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Are Lower Interest Rates Good or Bad?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:06:33

What to Do With an Extra $100,000?

Well... It Depends! ·

2024/10/31

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Are Lower Interest Rates Good or Bad?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:36

Are Lower Interest Rates Good or Bad?

Well... It Depends! ·

2024/10/17

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Are Lower Interest Rates Good or Bad?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

00:05:36

Are Lower Interest Rates Good or Bad?

Well... It Depends! ·

2024/10/17

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Are Lower Interest Rates Good or Bad?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.

en-US

291 results

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