John G. Ullman & Associates, Inc.

Well... It Depends!

Education EN ↓ 157 episodi

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.

Visita il sito del podcast e sostieni chi lo crea: jgua.com

Autore

John G. Ullman & Associates, Inc.

Categoria

Education

Sito del podcast

jgua.com

Ultimo episodio

9 lug 2026

Dove ascoltare?

I podcast nell'app Replaio Radio In arrivo

I podcast stanno per arrivare nell'app. Installala ora e scopri per primo un modo tutto nuovo di vivere i podcast

Scaricala su Google Play Installala gratis Android quasi 10 mln di download · valutazione 4,8 iOS in arrivo

Episodi

Career Blueprint Series: Tech Workers 10.07.2025

“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 tech 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  in...

Career Blueprint Series: Doctors 12.06.2025

“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 doctors. 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@jg...

Career Blueprint Series: White Collar Corporate Office Workers 29.05.2025

“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, begins a series called, “The Career Blueprint Series.” In this episode he is speaking on white collar workers. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please emai...

Should I Be Aggressive With My Investments? 01.05.2025

“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 Aggressive With My Investments?” 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 transcri...

Should I be an LLC or S Corp? 03.04.2025

“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 an LLC or S Corp?” 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  HER...

Should I Trust My Gut When Making a Financial Choice? 20.03.2025

“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 Trust My Gut When Making a Financial Choice?” 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 ful...

Is Tax Planning Different After the Death of a Spouse? 06.03.2025

“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, “Is Tax Planning Different After the Death of a Spouse?” 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...

How Do I Keep My Money Safe in a Disaster? 27.02.2025

“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 Keep My Money Safe in a Disaster?” 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 transcrip...

What Can I Afford? 06.02.2025

“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 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  HERE.

Should I Buy A Home Now And Refinance Later? 23.01.2025

“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 buy a Home Now and Refinance Later?” 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 transcr...

How Many Retirement Accounts Should I Have? 09.01.2025

“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 Many Retirement 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 transcri...

What Financial Professionals Do I Need? 24.12.2024

“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 Financial Professionals 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  info@jgua.com . For the full transcript,...

Can I Be Fully Protected Financially? 27.11.2024

“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, “Can I Be Fully Protected Financially?” 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...

Is There a Simple Path to Financial Planning? 14.11.2024

“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, “Is There a Simple Path to Financial Planning?” 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 to Do With an Extra $100,000? 31.10.2024

“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, “Are Lower Interest Rates Good or Bad?” 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...

Are Lower Interest Rates Good or Bad? 17.10.2024

“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, “Are Lower Interest Rates Good or Bad?” 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...

How Do I Set Up My Kids For Financial Success? 03.10.2024

“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  H ERE.

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...

Ascolta il podcast Well... It Depends! su Replaio

Radio e podcast in un'unica app - gratis e senza registrazione. Installala oggi e non perderti il lancio

Scaricala su Google Play

Replaio non è un editore di podcast; i nomi dei programmi, le copertine e l'audio appartengono ai rispettivi autori e vengono distribuiti tramite feed RSS pubblici