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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Episodios
How is My Equity Compensation Taxed? 25.05.2023 3:51
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “How is My Equity Compensation Taxed?” 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 ...
How Do I Leave a Legacy? 18.05.2023 5:04
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Leave a Legacy?” 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 a full...
Should I Contribute to a Traditional or Roth 401K? 12.05.2023 6:15
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Contribute to a Traditional or Roth 401K?” 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 i...
Should I Prioritize Saving for Retirement? 04.05.2023 6:24
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Prioritize Saving for 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 at info@JGUA...
How Do I Build Wealth After a Delayed Start? 27.04.2023 6:13
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Build Wealth After a Delayed Start?” 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@JG...
How Important is My Asset Allocation? 13.04.2023 6:02
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “How Important is My Asset Allocation?” 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...
How Do I Give Money to My Heirs? 06.04.2023 5:23
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Give Money to My Heirs?” 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...
What Do Higher Interest Rates Mean for Me? 30.03.2023 5:15
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “What Do Higher Interest Rates Mean 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...
Is My Money Safe? 23.03.2023 6:48
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Is My Money Safe?” 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 a full transcr...
Should I Rollover My Current 401K? 16.03.2023 6:15
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Rollover My Current 401K?” 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 F...
Is Maxing out My 401K Enough? 09.03.2023 6:49
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Is Maxing Out My 401K Enough?” 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 a...
Should I Keep the Home In a Divorce? 02.03.2023 5:11
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Keep the Home In a Divorce?” 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 ...
Should I Pay Off My Mortgage Early? 23.02.2023 5:10
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Pay Off My Mortgage Early?” 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 ...
Should I Refinance? 16.02.2023 4:44
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Refinance?” 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 a full trans...
Should I Buy a Home With Somebody Else? 09.02.2023 4:08
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Buy a Home With Somebody Else?” 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.co...
Should I Relocate in Retirement? 02.02.2023 3:54
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Relocate in 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 at info@JGUA.com For...
How Much Money is Enough? 26.01.2023 4:27
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “How Much Money is Enough?” 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 a full...
Should I Worry About My Credit Score? 19.01.2023 4:18
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Worry About My Credit Score?” 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...
Should I Lease or Buy a Car? 12.01.2023 5:08
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Lease or Buy a Car?” 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 a f...
Should I Borrow From My 401K? 05.01.2023 5:12
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Borrow From My 401K?” 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 a full tr...
What Do I Do With a Large Inheritance? 28.12.2022 5:11
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “What Do I Do With a Large Inheritance?” 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...
Should I Be Worried About My Online Privacy? 22.12.2022 7:09
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Be Worried About My Online Privacy?” 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...
Should I Come Out of Retirement to Work? 14.12.2022 5:32
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Come Out of Retirement to Work?” 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 Fo...
Am I Saving Enough? 30.11.2022 5:46
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, host Andrew Baron, CFP®, EA, dives into the question “Am I Saving Enough?” 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 a full transcript,...
How Much Diversification Do I Need? 23.11.2022 6:18
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This episode, hosted by Andrew Baron, CFP®, EA, dives into the question “How Much Diversification 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 us at info@JGUA.com ...
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