John G. Ullman & Associates, Inc.

Well... It Depends!

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.

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Autor

John G. Ullman & Associates, Inc.

Kategorie

Education

Podcast-Website

jgua.com

Neueste Folge

29. Okt 2026

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Should I Downsize My Home? 19.09.2024

“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. 

Should I Take a Risk? 05.09.2024

“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. 

When Should I Begin Taking Social Security? 22.08.2024

“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...

When Is It Okay to Stop Making Retirement Contributions? 08.08.2024

“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 fu...

Should I Do My Own Investment Research? 25.07.2024

“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.

Should I Do My Own Investment Research? 25.07.2024

“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, cl...

Should I Keep Saving If I am a Millionaire? 11.07.2024

“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 trans...

What Credit Card Should I Use? 27.06.2024

“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...

What Do I Do With an Extra $10,000? 13.06.2024

“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,...

Should I Consolidate My Debt? 30.05.2024

“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.   For the full transcript, click ...

As a Freelancer, Should I Increase My Rates or Broaden My Client Base to Make More Money? 16.05.2024

“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 Budget and Live Within My Means?”   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 transc...

How Do I Budget and Live Within My Means? 02.05.2024

“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 Budget and Live Within My Means?”   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 transc...

What Should I Know About The FIRE Movement? 18.04.2024

“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 Should I Know About The FIRE Movement?”   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 tran...

Should I Tap Into My Retirement Fund? 04.04.2024

“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 Tap Into My Retirement Fund?”   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...

How Much Home Can I Afford? 21.03.2024

“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 Much Home 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  H...

Should I Give Away My Wealth Today? 29.02.2024

“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 Give Away My Wealth Today?”   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,...

Should I Rent or Buy a Vacation Home? 22.02.2024

“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 Rent or Buy a Vacation 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...

Should I Gamble? 15.02.2024

“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 Gamble?”   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. 

Should I Rent or Sell My Home? 08.02.2024

“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 Rent or Sell 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...

What Types of Accounts Should I Have? 01.02.2024

“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 Types of 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...

How Much Frugality is Necessary? 25.01.2024

“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 Much frugality is Necessary?”   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, cli...

Should I Relocate For a Job? 18.01.2024

“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 Relocate For a Job?”   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 H...

What Is the Best Portfolio For Me? 14.12.2023

“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 Is the Best Portfolio For Me?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com.   For the full transcri...

Do I Need an Emergency Savings Account? 07.12.2023

“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, “Do I Need an Emergency Savings Account?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com.   For the full tra...

Should I Be More Conservative With My Investments As I Approach Retirement? 30.11.2023

“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 Be More Conservative With My Investments As I Approach Retirement?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us...

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