Well... It Depends!

“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 “Is a Strong Dollar 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 us at  info@JGUA.com      ...

“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 “Should I Buy a 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 us at  info@JGUA.com       For a full...

“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 “What Do Rising 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@JGU...

“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 “Should I Be Worried About a Recession?”   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...

“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 “Should I Worry About Inflation?”   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      ...

“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 “Do I Need a Financial Advisor?”   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      ...

“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 “What to Do With Cash”   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...

“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 “Can I Retire During a Down Turn?” 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    ...

“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, featuring William Post, dives into the question “should I have a 30-year mortgage?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs ® , please email...

“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, featuring Jason Nickerson, CFP ® , EA, dives into the question “should I be in crypto?” First, Andrew and Jason examine crypto returns and volatility, and how they compare to traditional markets (1:19). Next, Jason continues...

This episode, hosted by Andrew Baron, CFP®, EA, featuring Lynda Lander, will give background and take a look at the different aspects of Medicare. First, Lynda gives some information on the four different parts of Medicare. Next, Lynda explains the differences between Medicare and typical employer and marketplace plans. Lastly, Lynda explains the open enrollment periods, and offers suggestions in...

This episode, hosted by Andrew Baron, CFP®, EA, featuring Jason Nickerson, CFP®, EA, will give background and considerations for those that are paid with equity compensation. First, Jason gives some background information on equity compensation and how it has evolved in today’s landscape. Next, Jason explains the different types of equity compensation that are commonly offered. Lastly, the two exp...

Increasing Lifetime Earnings This episode, hosted by Andrew Baron, CFP®, EA, featuring Todd Brost, CFP®, will offer suggestions and personal examples geared towards young professionals about ways to increase your lifetime earnings potential. First, Todd and Andrew address the new trend of ‘job hopping.’ Next, Andrew and Todd offer suggestions to individuals who are looking to climb the ladder and...

Investing in Collectibles   This episode, hosted by Andrew Baron, CFP®, EA, featuring Sarah Collier, JD, will look at different aspects of investing in collectibles and things to consider when it comes to your own collection. First, Sarah dives into her personal interests in collectibles. Next, Sarah and Andrew talk about inheritance and different factors that come into play with collectible items...

Is it Really a Social Security ‘Doomsday’? This episode, our host Andrew Baron, CFP®, EA, addresses the recent buzz around the state of Social Security benefits. Should you really be as worried as the news leads you on to be? There is a lot of information in this episode so make sure to reach out to Andrew with questions or comments. For a full transcript, click  here .                           L...

Fear and Future of Inflation This episode, our host Andrew Baron, CFP®, EA, is joined by Bill Armstrong, CFA®, of the JGUA Research Department In this episode, Bill starts out by sharing some historical information about periods of rising inflation. Next, Bill and Andrew examine the different factors in today’s economy that are affecting inflation levels.  Finally, the two offer a look ahead and g...

Making Sense of the Advance Child Tax Credit This episode, our host Andrew Baron, CFP®, EA, is joined by Don Huff, CPA, of the JGUA Tax Department. In this episode, Don explains in more detail the definitions for a qualifying child under this new credit. Don also lays out the amounts that qualifying families can expect to receive from the new credit.  Finally, the two offer up a few suggestions as...

This episode, hosted by Andrew Baron, CFP®, EA, featuring Amanda Herrick Smith, CFP® will dive into the strategy that is a backdoor Roth contribution, and how you may benefit from this strategy in your own planning. First, Andrew explains Roth accounts and how they differ from traditional retirement accounts. Next, Amanda goes into detail specifically about the strategy of a backdoor Roth contribu...

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, strateg...

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, strateg...

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, strateg...

This episode, hosted by Andrew Baron, CFP®, EA, featuring William Post, discusses the 5 C’s for a smooth mortgage buying experience. First, William gives an explanation about the requirements of credit. Next, the mathematical explanation of capacity, and understanding your debt to income ratio is discussed followed by cash expectations for buying a home.  Additionally, Will discusses collateral in...

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Tom Snow, Senior Vice President, and Karen Meriwether, CFP®, Senior Vice President 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 episo...

Hosted by Andrew Baron, CFP®, Enrolled Agent; 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,...

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Don Huff, CPA   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 A...