Well... It Depends!

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...

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...

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...

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...

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...

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 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...

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...