Shows
Well... It Depends!Financial Education for Women - Medicare - Featuring Guest Lynda Lander, CFP®“Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah are joined by JGUA Financial Advisor Lynda Lander, CFP® discuss the topic, “Financial Education for Women – Medicare”. 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. Read the full […]2024-11-0823 min
Well... It Depends!Spring Forward Your Financial Wellness"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "Spring Forward Your Financial Wellness". 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.2024-04-1003 minWell... It Depends!Love Your Money This Valentine's Day"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "Love Your Money This Valentine's Day". 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.2024-02-1405 minWell... It Depends!Should I Be More Conservative With My Investments As I Approach Retirement?“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 Be More Conservative With My Investments As I Approach 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 transcript, click HERE.
2023-11-3003 minWell... It Depends!Is Too Much Of My Wealth Tied To My Employer?“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 Too Much Of My Wealth Tied To My Employer?”
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, click HERE.
2023-11-2403 minWell... It Depends!How Do I Prepare For a New Child?“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 Do I Prepare For a New Child?”
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, click HERE.
2023-11-1703 minWell... It Depends!How Do I Financially Support Aging Parents?“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 Do I Financially Support Aging Parents?”
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, click HERE.
2023-11-0903 minWell... It Depends!Should I Invest Outside of My Employer Plan?“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 Invest Outside of My Employer Plan?”
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, click HERE.
2023-11-0104 minWell... It Depends!Should I Consider a Side Hustle or Focus on My Main Career?“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 Consider a Side Hustle or Focus on my Main Career”
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, click HERE.
2023-10-2606 minWell... It Depends!What Do I Need For an Estate Plan?“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 I Need For an Estate Plan?”
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, click HERE.
2023-10-1905 minWell... It Depends!How Long Should I Expect to Work Based on My Career?“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 Long Should I Expect to Work Based on My Career?”
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, click HERE.
2023-10-1205 minWell... It Depends!How Do I Prevent My Kids From Being Spoiled By Money?“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 Do I Prevent My Kids From Being Spoiled By Money?”
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, click HERE.
2023-10-0505 minWell... It Depends!Should I Remarry If I’m Receiving Social Security Benefits From An Ex-Spouse?“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 us at info@JGUA.com
For the full transcript, click HERE.
2023-09-2904 minWell... It Depends!Should I Take The Lump Sum From My Pension?“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 transcript, click HERE.
2023-09-2005 minWell... It Depends!How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?“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 info@JGUA.com
For the full transcript, click HERE.
2023-09-1405 minWell... It Depends!Should I Worry About High Mortgage Rates?“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 transcript, click HERE.
2023-09-0704 minWell... It Depends!Should I Retire at the Same Time as My Spouse?“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 full transcript, click HERE.
2023-08-3106 minWell... It Depends!Should I Start My Own Business?“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, click HERE.
2023-08-2404 minWell... It Depends!What Do Higher Interest Rates Mean for Me?“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 transcript, click HERE.
2023-08-1004 minWell... It Depends!Am I Ready for an Early Retirement?“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 transcript, click HERE.
2023-08-0304 minWell... It Depends!Should I Stop Making Retirement Contributions in an Uncertain Market?“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 info@JGUA.com
For the full transcript, click HERE.
2023-07-2004 minWell... It Depends!Should I Move to the Big City?“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, click HERE.
2023-07-1404 minWell... It Depends!Should I Pay With Cash or Card?“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, click HERE.
2023-07-0604 minWell... It Depends!Is It Okay to Change My Investment Priorities?“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 full transcript, click HERE.
2023-06-2904 minWell... It Depends!How to Save for Short-Term Goals?“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, click here.
2023-06-2205 minWell... It Depends!What To Do With Inherited, Jointly-Owned Property?“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 full transcript, click here.
2023-06-1504 minWell... It Depends!When Should I Finance a Large Purchase?“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.com
For a full transcript, click here.
2023-06-0804 minWell... It Depends!Is Putting My Career on Hold a Wise Decision?“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@JGUA.com
For a full transcript, click here.
2023-06-0104 minWell... It Depends!How is My Equity Compensation Taxed?“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
For a full transcript, click here.
2023-05-2503 minWell... It Depends!How Do I Leave a Legacy?“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 transcript, click here.
2023-05-1805 minWell... It Depends!Should I Contribute to a Traditional or Roth 401K?“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 info@JGUA.com
For a full transcript, click here.
2023-05-1206 minWell... It Depends!Should I Prioritize Saving for Retirement?“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.com
For a full transcript, click here.
2023-05-0406 minWell... It Depends!How Do I Build Wealth After a Delayed Start?“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@JGUA.com
For a full transcript, click here.
2023-04-2706 minWell... It Depends!How Important is My Asset Allocation?“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
For a full transcript, click here.
2023-04-1306 minWell... It Depends!How Do I Give Money to My Heirs?“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 a full transcript, click here.
2023-04-0605 minWell... It Depends!What Do Higher Interest Rates Mean for Me?“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.com
For a full transcript, click here.
2023-03-3005 minWell... It Depends!Is My Money Safe?“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 transcript, click here.
2023-03-2306 minWell... It Depends!Should I Rollover My Current 401K?“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 Rollover My Current 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 info@JGUA.com
For a full transcript, click here.
2023-03-1606 minWell... It Depends!Is Maxing out My 401K Enough?“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 Maxing Out My 401K Enough?”
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, click here.
2023-03-0906 min
NFT Heat#92: NFT Heat featuring Shawn Ullman, VP of Partnerships and Creator Relations for Fox Blockchain Creative LabsThis week’s guest is Shawn Ullman. He is a seasoned executive at the intersection of Tech and Entertainment with a focus on Business development, marketing and partnerships. He is the VP of Partnerships and Creator Relations for Blockchain Creative Labs, the web3 division of FOX Entertainment.2023-03-0625 minWell... It Depends!Should I Keep the Home In a Divorce?“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 Keep the Home In a Divorce?”
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, click here.
2023-03-0205 minWell... It Depends!Should I Pay Off My Mortgage Early?“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 Pay Off My Mortgage Early?”
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, click here.
2023-02-2305 minWell... It Depends!Should I Refinance?“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 Refinance?”
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, click here.
2023-02-1604 minWell... It Depends!Should I Buy a Home With Somebody Else?“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 Buy a Home With Somebody Else?”
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, click here.
2023-02-0904 minWell... It Depends!Should I Relocate in Retirement?“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 Relocate in 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 a full transcript, click here.
2023-02-0203 minWell... It Depends!How Much Money is Enough?“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 Much Money is Enough?”
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, click here.
2023-01-2604 minWell... It Depends!Should I Worry About My Credit Score?“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 Worry About My Credit Score?”
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, click here.
2023-01-1904 minWell... It Depends!Should I Lease or Buy a Car?“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 Lease or Buy a Car?”
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, click here.
2023-01-1205 minWell... It Depends!Should I Borrow From My 401K?“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Borrow From My 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 info@JGUA.com
For a full transcript, click here.
2023-01-0505 minWell... It Depends!What Do I Do With a Large Inheritance?“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “What Do I Do With a Large Inheritance?”
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, click here.
2022-12-2805 minWell... It Depends!Should I Be Worried About My Online Privacy?“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Be Worried About My Online Privacy?”
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, click here.
2022-12-2207 minWell... It Depends!Should I Come Out of Retirement to Work?“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Come Out of Retirement to Work?”
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, click here.
2022-12-1405 minWell... It Depends!Am I Saving Enough?“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Am I Saving Enough?”
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, click here.
2022-11-3005 minWell... It Depends!How Much Diversification Do I Need?“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 “How Much Diversification Do I Need?”
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, click here.
2022-11-2306 minWell... It Depends!How Do I Prepare for an Emergency?“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 “How Do I Prepare for an Emergency?”
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, click here.
2022-11-1605 minWell... It Depends!What to Do If I Lose My Job?“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 If I Lose My Job?”
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, click here.
2022-11-0905 minWell... It Depends!How Do I Financially Help My Kids?“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 “How Do I Financially Help My Kids?”
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, click here.
2022-11-0307 minWell... It Depends!Should I Change Jobs?“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 Change Jobs?”
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, click here.
2022-10-2606 minWell... It Depends!How Do I Save for College?“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 “How Do I Save for College?”.
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, click here.
2022-10-2008 minWell... It Depends!Should I Change How I’m Invested?“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 Change How I’m Invested?”
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, click here.
2022-10-1207 minWell... It Depends!What to Review for My Job’s Benefits?“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 Review for My Job’s Benefits?”
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, click here.
2022-10-0706 minWell... It Depends!What to Do With My Old 401K?“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 My Old 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 info@JGUA.com
For a full transcript, click here.
2022-09-3007 minWell... It Depends!Can I Save Too Much?“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 Save Too Much?”
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, click here.
2022-09-2307 minWell... It Depends!Is a Strong Dollar Good or Bad?“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
For a full transcript, click here.
2022-09-1504 minWell... It Depends!Should I Buy a Home?“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 transcript, click here.
2022-09-0805 minWell... It Depends!What Do Rising Interest Rates Mean for Me?“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@JGUA.com
For a full transcript, click here.
2022-09-0104 minWell... It Depends!How Does the Student Loan Relief Affect Me?“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 “How Does the Student Loan Relief Affect 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.2022-08-2604 minWell... It Depends!Should I Be Worried About a Recession?“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.com
For a full transcript, click here
2022-08-2509 minWell... It Depends!Should I Worry About Inflation?“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
For a full transcript, click here
2022-08-1808 minWell... It Depends!Do I Need a Financial Planner?“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
For a full transcript, click here
2022-08-1205 minWell... It Depends!What to Do With Cash“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 transcript, click here
2022-08-0306 minWell... It Depends!Can I Retire During a Down Turn?“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
For a full transcript, click here
2022-07-0708 minWell... It Depends!Should I have a 30-year mortgage?“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 us at info@JGUA.com
For a full transcript, click here
2022-02-1625 minWell... It Depends!Should I Be In Crypto?“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 the conversation and looks at the transparency and lack of regulation of cryptocurrencies, and how this may lead to fraud (7:58).
Lastly, the two talk about the security of crypto currency and how your assets are protecte...2022-01-2022 min
The John ALLCORN ShowJacob Ullman InterviewJacob Ullman Interview --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app2022-01-1821 minWell... It Depends!Medicare OverviewThis 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 order to avoid any excess fees associated with Medicare.
There is a lot of information in this episode so make sure to reach out to Andrew or Lynda with questions or c...2021-12-0716 minWell... It Depends!Equity CompensationThis 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 explore ways to exercise stock options and the possible tax implications that may arise.
There is a lot of information in this episode so make sure to reach out to Jason or A...2021-11-1623 minWell... It Depends!Increasing Lifetime EarningsIncreasing 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 seek a promotion within their organization.
Lastly, Todd offers a unique piece of advice that has stuck with him throughout his career in regards to differentiating between earnings and savings.
Ther...2021-10-1816 minWell... It Depends!Investing in CollectiblesInvesting 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.
Lastly, Andrew addresses the difficulty and importance of insuring your valuable collections.
There is a lot of information in this episode so make sure to reach ou...2021-09-2310 minWell... It Depends!Is it Really a Social Security ‘Doomsday’?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. Looking for show notes? Find them here.
2021-09-0907 minWell... It Depends!Fear and Future of InflationFear 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 give their opinions as to where they believe inflation levels are heading.
There is a lot of information in this episode so make sure to reach out to Andre...2021-08-0315 minWell... It Depends!Making Sense of the Advance Child Tax CreditMaking 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 to why families and/or individuals may want to consider opting out of the advanced payments.
For a full transcript, click here Looking for show notes? Find them2021-07-1506 minWell... It Depends!Could a Backdoor Roth Strategy Benefit You?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 contribution and the benefits that come along with it. Lastly, Amanda talks about how she has recently worked with clients on Roth conversions based on their individual retirement goals.
There is a lot of information in...2021-06-1714 minWell... It Depends!Creating a Savings Budget for SpendersAt 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.
For a full transcript, click here. Looking for show notes? Find them here.
2021-06-0219 minWell... It Depends!Equity Compensation Webinar PlaybackAt 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.
For a full transcript, click here. Looking for show notes? Find them here.
2021-05-1829 minWell... It Depends!The Importance of Being Coachable Webinar PlaybackAt 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.
For a full transcript, click here. Looking for show notes? Find them here.
2021-05-0429 minWell... It Depends!Five C’s of HomebuyingThis 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 regards to home, appraisals vs. inspections, physical properties of the home and the conforming mortgage market, along with miscellaneous costs after closing. There is a lot of information in this episode so make sure to reach out to William or Andre...2021-04-2032 minWell... It Depends!Exploring the Benefits of Partial RetirementHosted 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 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.
For a full transcript, click here. Looking for show notes? Find them here.
2021-04-0820 minWell... It Depends!JGUA Investment Philosophy w/ John UllmanHosted 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, Andrew will interview a rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
For a full transcript, click here. Looking for show notes? Find them here2021-03-2314 minWell... It Depends!Tax Guidance for 2020-2021Hosted 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 Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
For a full transcript, click here. Looking for show notes? Find them here.
2021-03-0911 minWell... It Depends!Diversifying with Real Estate InvestmentsHosted 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 including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
For a full transcript, click here. Looking for show notes? Find them here.
2021-02-2318 minWell... It Depends!The History of John G. Ullman & Associates, Inc.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 interview a rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
For a full transcript click here. Looking for Show Notes? Find them here!
2021-02-0930 minWell... It Depends!Community Involvement and Retiring with a PurposeHosted 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 employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
For a full transcript click here. Looking for Show Notes? Find them here!
2021-01-2612 minWell... It Depends!State of the MarketsHosted 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, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
For a full transcript click here. Looking for Show Notes? Find them here!
2021-01-1314 min
Well... It Depends!Education and the Next GenerationHosted 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, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
For a full transcript click here. Looking for Show Notes? Find them here!
2020-12-2823 minWell... It Depends!Making the Most of Giving to CharitiesMaking 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 rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
For a full transcript click here. Looking for Show Notes? Find them here!
2020-12-1422 minWell... It Depends!What Does Inheritance Really Mean?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 employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
For a full transcript, click here. Looking for show notes? Find them here.
2020-12-0218 min
Dave & Ethan's 2000" Weird Al PodcastEpisode 76" - Portugal. The Man Returns! (John Gourley & Zach Carothers)Dave and Ethan welcome back the founding members of Portugal. The Man - John Gourley & Zach Carothers - on the heels of their ground-breaking new song, "Who's Gonna Stop Me," featuring "Weird Al" Yankovic!
ABOUTSince 2019, Dave & Ethan’s 2000″ Weird Al Podcast has covered all facets of the life, career, and fandom of “Weird Al” Yankovic. Hosted by Dave “Elvis” Rossi and Ethan Ullman, two Weird Al super fans, collectors, and historians - the podcast aims to spread the joy of Weird Al and his music while digging deep and learning from those who have worked...2020-10-141h 15Dave & Ethan's 2000" Weird Al PodcastEpisode 19" - Portugal. The Man (John Gourley & Zach Carothers)Dave and Ethan interview the world-famous Portugal. The Man founding members - John Gourley & Zach Carothers - about their love of Weird Al!
ABOUTSince 2019, Dave & Ethan’s 2000″ Weird Al Podcast has covered all facets of the life, career, and fandom of “Weird Al” Yankovic. Hosted by Dave “Elvis” Rossi and Ethan Ullman, two Weird Al super fans, collectors, and historians - the podcast aims to spread the joy of Weird Al and his music while digging deep and learning from those who have worked with, or been inspired by, his work. LINKS2019-09-1153 minDave & Ethan's 2000" Weird Al PodcastEpisode 11” - UHF Composer John Du PrezDave and Ethan continue their month-long celebration of UHF on its 30th anniversary by interviewing John Du Prez, composer of UHF, also known for his work on Spamalot, A Fish Called Wanda, Teenage Mutant Ninja Turtles and Life of Brian, among many others!
ABOUTSince 2019, Dave & Ethan’s 2000″ Weird Al Podcast has covered all facets of the life, career, and fandom of “Weird Al” Yankovic. Hosted by Dave “Elvis” Rossi and Ethan Ullman, two Weird Al super fans, collectors, and historians - the podcast aims to spread the joy of Weird Al and his music while...2019-07-1746 min