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.

Besuch unbedingt die Website des Podcasts und unterstütze die Macher: jgua.com

Autor

John G. Ullman & Associates, Inc.

Kategorie

Education

Podcast-Website

jgua.com

Neueste Folge

9. Jul 2026

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Diversifying with Real Estate Investments 23.02.2021

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Alexander Ognenovski, J.D.. 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...

The History of John G. Ullman & Associates, Inc. 09.02.2021

Hosted by Andrew Baron, CFP®, EA, Featuring John Ullman, Founder & President of 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...

Community Involvement and Retiring with a Purpose 26.01.2021

Hosted by Andrew Baron, CFP®, EA, Featuring Nora Smith, Manager of Information Services   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 emp...

State of the Markets 13.01.2021

Hosted by Andrew Baron, CFP®, EA, Featuring Bill Armstrong, CFA® 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...

Education and the Next Generation 28.12.2020

Hosted by Andrew Baron, CFP®, EA, Featuring Shirley Nelson, J.D. 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...

Making the Most of Giving to Charities 14.12.2020

Making the Most of Giving to Charities Hosted by Andrew Baron, CFP®, EA, Featuring Amanda Herrick Smith, CFP® 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 r...

What Does Inheritance Really Mean? 02.12.2020

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Elizabeth DiPietrantonio, J.D. 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 employ...

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