John G. Ullman & Associates, Inc.

Well... It Depends!

Education EN ↓ 157 episodes

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.

Author

John G. Ullman & Associates, Inc.

Episodes

Should I Remarry If I’m Receiving Social Security Benefits From An Ex-Spouse? 29.09.2023 4:17

“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 Remarry If I’m Receiving Social Security Benefits From An Ex-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 u...

Should I Take The Lump Sum From My Pension? 20.09.2023 5:06

“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 The Lump Sum From My Pension?” 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...

How Should I Prepare If I’m Expecting a Large Inheritance Down the Line? 14.09.2023 5:04

“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 Should I Prepare If I’m Expecting a Large Inheritance Down the Line?” 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 ...

Should I Worry About High Mortgage Rates? 07.09.2023 4:18

“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 Worry About High Mortgage Rates?” 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 t...

Should I Retire at the Same Time as My Spouse? 31.08.2023 6:11

“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, dives into the question “Should I Retire at the Same Time as My 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 us at info@JGUA.com For the f...

Should I Start My Own Business? 24.08.2023 4:40

“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 Start My Own Business?” 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 transcript,...

What Do Higher Interest Rates Mean for Me? 10.08.2023 4:33

“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 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.com For the full...

Am I Ready for an Early Retirement? 03.08.2023 4:07

“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 “Am I Ready for an Early 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 the full transcri...

Should I Stop Making Retirement Contributions in an Uncertain Market? 20.07.2023 4:27

“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 Stop Making Retirement Contributions in an Uncertain Market?” 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 in...

Should I Move to the Big City? 14.07.2023 4:26

“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 Move to the Big City?” 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 transcript,...

Should I Pay With Cash or Card? 06.07.2023 4:18

“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 Pay With Cash or Card?” 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 transcript...

Is It Okay to Change My Investment Priorities? 29.06.2023 4:04

“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 It Okay to Change My Investment Priorities?” 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 f...

How to Save for Short-Term Goals? 22.06.2023 5:35

“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 to Save for Short-Term Goals?” 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,...

What To Do With Inherited, Jointly-Owned Property? 15.06.2023 4:38

“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 To Do With Inherited, Jointly-Owned Property?” 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...

When Should I Finance a Large Purchase? 08.06.2023 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 “When Should I Finance a Large Purchase?” 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...

Is Putting My Career on Hold a Wise Decision? 01.06.2023 4:35

“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 Putting My Career on Hold a Wise Decision?” 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@J...

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...