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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

00:05:54

How Do I Set Up My Kids For Financial Success?

Well... It Depends! ·

2024/10/03

“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 Downsize My Home?” 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

00:05:50

Should I Downsize My Home?

Well... It Depends! ·

2024/09/19

“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 Downsize My Home?” 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

00:05:50

Should I Downsize My Home?

Well... It Depends! ·

2024/09/19

“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 Downsize My Home?” 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

00:04:33

Should I Take a Risk?

Well... It Depends! ·

2024/09/05

“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 Take a Risk?” 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

00:04:33

Should I Take a Risk?

Well... It Depends! ·

2024/09/05

“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 Take a Risk?” 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

00:06:14

When Should I Begin Taking Social Security?

Well... It Depends! ·

2024/08/22

“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, “When Should I Begin Taking Social Security?” 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

00:06:14

When Should I Begin Taking Social Security?

Well... It Depends! ·

2024/08/22

“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, “When Should I Begin Taking Social Security?” 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

00:04:54

When Is It Okay to Stop Making Retirement Contributions?

Well... It Depends! ·

2024/08/08

“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, “When Is It Okay to Stop Making Retirement Contributions?” 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

00:04:54

When Is It Okay to Stop Making Retirement Contributions?

Well... It Depends! ·

2024/08/08

“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, “When Is It Okay to Stop Making Retirement Contributions?” 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

00:05:37

Should I Do My Own Investment Research?

Well... It Depends! ·

2024/07/25

“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 Do My Own Investment Research?" 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.

en-US

00:05:37

Should I Do My Own Investment Research?

Well... It Depends! ·

2024/07/25

“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 Do My Own Investment Research?" 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.

en-US

00:05:37

Should I Do My Own Investment Research?

Well... It Depends! ·

2024/07/25

“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 Do My Own Investment Research?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please emailinfo@jgua.com. For the full transcript, clickHERE.

en-US

00:05:37

Should I Do My Own Investment Research?

Well... It Depends! ·

2024/07/25

“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 Do My Own Investment Research?” 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

00:05:24

Should I Keep Saving If I am a Millionaire?

Well... It Depends! ·

2024/07/11

“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 Keep Saving If I’m a Millionaire?” 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

00:05:24

Should I Keep Saving If I am a Millionaire?

Well... It Depends! ·

2024/07/11

“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 Keep Saving If I’m a Millionaire?” 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

00:06:05

What Credit Card Should I Use?

Well... It Depends! ·

2024/06/27

“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, “What Credit Card Should I Use?". 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.

en-US

00:06:05

What Credit Card Should I Use?

Well... It Depends! ·

2024/06/27

“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, “What Credit Card Should I Use?” 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

00:06:34

What Do I Do With an Extra $10,000?

Well... It Depends! ·

2024/06/13

“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 Do I Do With an Extra $10,000?" 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.

en-US

00:06:34

What Do I Do With an Extra $10,000?

Well... It Depends! ·

2024/06/13

“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 Do I Do With an Extra $10,000?” 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

00:04:32

Should I Consolidate My Debt?

Well... It Depends! ·

2024/05/30

“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 Consolidate My Debt?" 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.

en-US

291 results

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