JGUA Financial Commentary Podcast: Recent Episodes
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.
“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle examine the current investment landscape following a strong first half of 2026. With markets reaching new highs, inflation remaining persistent, and the Federal Reserve signaling that interest rates could stay higher for […]
“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss one of the newest developments in financial planning: Trump Accounts. Following the passage of recent federal legislation, these new tax-advantaged accounts are now available to help families begin saving for a […]
“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle are joined by Jason Nickerson, CFP®, EA, President and CEO of John G. Ullman & Associates, to discuss one of the most complex areas of financial planning: equity compensation. As markets reach […]
“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle tackle a question that has become increasingly relevant in the age of artificial intelligence and digital financial tools: Do I need a financial advisor? They examine the growing availability of AI-powered financial […]
“Well… It Depends!” explores financial decisions and market developments that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss several of the major forces currently influencing the markets, including the continued surge in artificial intelligence-related investments, the potential impact of high-profile upcoming IPOs, uncertainty […]
“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss how to approach major financial decisions during periods of market uncertainty, inflation concerns, and economic volatility. From buying a home or vehicle to planning for travel, retirement expenses, […]
“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and […]
“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and […]
“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and […]
“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on chefs and restaurant workers. This episode covers a great deal of information. If you […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on sales professionals. This episode covers a great deal of information. If you would like […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on accountants. This episode covers a great deal of information. If you would like to […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on high-end finance roles. This episode covers a great deal of information. If you would […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on the trades. This episode covers a great deal of information. If you would like […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on the military. This episode covers a great deal of information. If you would like […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on Professional Athletes. This episode covers a great deal of information. If you would like […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on Attorneys. This episode covers a great deal of information. If you would like to […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on Police Officers. This episode covers a great deal of information. If you would like […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on artists. This episode covers a great deal of information. If you would like to […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on tech workers. This episode covers a great deal of information. If you would like […]
“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on doctors. This episode covers a great deal of information. If you would like to […]
“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, begins a series called, “The Career Blueprint Series.” In this episode he is speaking on white collar workers. This episode covers a great deal of information. If you would […]
“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 Aggressive With My Investments?” This episode covers a great deal of information. If you would like to discuss your specific situation with […]
“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 Downsize My Home?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of […]
“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 a Risk?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of […]
“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, “When Should I Begin Taking Social Security?” This episode covers a great deal of information. If you would like to discuss your specific situation with […]
“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, “When Is It Okay to Stop Making Retirement Contributions?” This episode covers a great deal of information. If you would like to discuss your specific […]
“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 Do My Own Investment Research?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
“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 Keep Saving If I'm a Millionaire?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
“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 Credit Card Should I Use?". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
“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 Do With an Extra $10,000?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
“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 Consolidate My Debt?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
“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 Budget and Live Within My Means?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
“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 Budget and Live Within My Means?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
“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 Should I Know About The FIRE Movement?". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
"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 Much Home Can I Afford?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
"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 Much Home Can I Afford?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
"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 Give Away My Wealth Today?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
"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 Rent or Buy a Vacation 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 info@jgua.com.
"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 Gamble?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
"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 Rent or Sell My 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 info@jgua.com.
"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 Accounts 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 info@jgua.com.
"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 Much frugality is Necessary?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
"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 Relocate For a 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 info@jgua.com.
“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.
“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.
“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.
“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.
“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.
“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.
“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.
“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.
"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.
“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.
“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
“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.
“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 [...]
“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
“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
“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
“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
“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.
“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.
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
“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
“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
“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
“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
“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
“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
“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
“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
“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.
“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
“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
“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.
“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.
“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
“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
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, 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.
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, 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.
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, 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.
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, 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
“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?”. 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 week, 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
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week 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
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This week, host 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
“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
“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?” and 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 “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
“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
“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
“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.
“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
“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 [...]
“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 [...]
“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 [...]
“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 [...]
“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 [...]
“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 [...]
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 [...]
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 [...]
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 [...]
This episode, hosted by Andrew Baron, CFP®, EA, featuring Sarah Collier, JD, will look at different aspects of investing in collectables and things to consider when it comes to your own collection.
First, Sarah dives into her personal interests in collectables.
Next, Sarah and Andrew talk about inheritance and different factors that come into play with collectable 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 out to Sarah or Andrew with questions or comments.
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 [...]
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 [...]
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.
There is a lot of information in this episode so make sure to reach out to Andrew with questions or comments.