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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

00:16:44

Markets vs Portfolios Explained: Why the S&P 500...

Well... It Depends! ·

2026/04/16

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and defined contribution plans, why the responsibility for retirement has shifted to individuals,

en-US

00:22:23

Pensions to 401(k)s: Why Retirement Isn’t What It...

Well... It Depends! ·

2026/04/02

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and defined contribution plans, why the responsibility for retirement has shifted to individuals,

en-US

00:22:23

Pensions to 401(k)s: Why Retirement Isn’t What It...

Well... It Depends! ·

2026/04/02

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and defined contribution plans, why the responsibility for retirement has shifted to individuals,

en-US

00:19:37

The AI Question: Advice vs. Action

Well... It Depends! ·

2026/03/19

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle dive into the growing conversation around AI vs. the human advisor. They discuss how AI is influencing the stock market, where it may (and may not) disrupt industries, and what it means for financial planning. From robo-advisors to real-world decision-making, they break down the limitations of AI, the

en-US

00:19:37

The AI Question: Advice vs. Action

Well... It Depends! ·

2026/03/19

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle dive into the growing conversation around AI vs. the human advisor. They discuss how AI is influencing the stock market, where it may (and may not) disrupt industries, and what it means for financial planning. From robo-advisors to real-world decision-making, they break down the limitations of AI, the

en-US

00:13:03

Gold, Bitcoin & Real Estate: The Truth About...

Well... It Depends! ·

2026/03/05

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss alternative investments—from gold and Bitcoin to real estate. They cover what these assets are, how they can be used in a portfolio, the risks involved, and considerations for everyday investors and retirees. If you’d like to discuss your specific situation with one of our CFPs®, please email

en-US

00:13:03

Gold, Bitcoin & Real Estate: The Truth About...

Well... It Depends! ·

2026/03/05

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss alternative investments—from gold and Bitcoin to real estate. They cover what these assets are, how they can be used in a portfolio, the risks involved, and considerations for everyday investors and retirees. If you’d like to discuss your specific situation with one of our CFPs®, please email

en-US

00:06:11

Career Blueprint Series: Real Estate Agents & Brokers

Well... It Depends! ·

2026/02/05

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on real estate agents and brokers. 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,

en-US

00:06:11

Career Blueprint Series: Real Estate Agents & Brokers

Well... It Depends! ·

2026/02/05

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on real estate agents and brokers. 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,

en-US

00:05:36

Career Blueprint Series: Professors

Well... It Depends! ·

2026/01/22

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on professors. 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

Career Blueprint Series: Professors

Well... It Depends! ·

2026/01/22

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on professors. 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

00:05:05

Career Blueprint Series: Nurses

Well... It Depends! ·

2026/01/08

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on nurses. 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

00:05:05

Career Blueprint Series: Nurses

Well... It Depends! ·

2026/01/08

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on nurses. 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

00:05:31

Career Blueprint Series: Entrepreneurs

Well... It Depends! ·

2025/12/23

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on entrepreneurs. 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

00:05:31

Career Blueprint Series: Entrepreneurs

Well... It Depends! ·

2025/12/23

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on entrepreneurs. 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

00:05:11

Career Blueprint Series: Financial Advisors

Well... It Depends! ·

2025/12/11

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on chefs and restaurant workers. 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,

en-US

00:05:11

Career Blueprint Series: Financial Advisors

Well... It Depends! ·

2025/12/11

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on financial advisors. 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

00:09:14

Career Blueprint Series: Chefs & Restaurant Workers

Well... It Depends! ·

2025/11/25

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on chefs and restaurant workers. 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,

en-US

00:09:14

Career Blueprint Series: Chefs & Restaurant Workers

Well... It Depends! ·

2025/11/25

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on chefs and restaurant workers. 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,

en-US

00:07:09

Career Blueprint Series: Sales Professionals

Well... It Depends! ·

2025/11/13

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on sales professionals. 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

299 results

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