John G. Ullman & Associates, Inc.

Well... It Depends!

Education EN ↓ 165 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.

Be sure to visit the podcast's website and support the creator: jgua.com

Author

John G. Ullman & Associates, Inc.

Episodes

Could a Backdoor Roth Strategy Benefit You? 17.06.2021 14:02

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...

Creating a Savings Budget for Spenders 02.06.2021 19:04

Equity Compensation Webinar Playback 18.05.2021 29:48

The Importance of Being Coachable Webinar Playback 04.05.2021 29:59

Five C’s of Homebuying 20.04.2021 32:38

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...

Exploring the Benefits of Partial Retirement 08.04.2021 20:08

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...

JGUA Investment Philosophy w/ John Ullman 23.03.2021 14:47

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,...

Tax Guidance for 2020-2021 09.03.2021 11:03

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...

Diversifying with Real Estate Investments 23.02.2021 18:29

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 30:34

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 12:34

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 14:13

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 23:05

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 22:23

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 18:42

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...