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

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...