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.
John G. Ullman & Associates, Inc.
“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, 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
“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 “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, 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
“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 protected (9:41) 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
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 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 comments. For a full transcript, click here. Looking for show notes? Find them here.
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 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. There is a lot of information in this episode so make sure to reach out to Todd or Andrew with questions or comments. Please reach out to info@jgua.com with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Todd. For a full transcript, click here. Looking for show notes? Find them here.
Investing in Collectables 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. For a full transcript, click here. Looking for show notes? Find them here.
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.
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 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 Andrew with questions or comments. For a full transcript, click here. Looking for show notes? Find them here.
Making Sense of the Advance Child Tax Credit This episode, our host Andrew Baron, CFP®, EA, is joined by Don Huff, CPA, of the JGUA Tax Department. In this episode, Don explains in more detail the definitions for a qualifying child under this new credit. Don also lays out the amounts that qualifying families can expect to receive from the new credit. Finally, the two offer up a few suggestions as 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 them here
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 this episode so make sure to reach out to Andrew or Amanda with questions or comments. For a full transcript, click here Looking for show notes? Find them here
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.
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.
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.
This episode, hosted by Andrew Baron, CFP®, EA, featuring William Post, discusses the 5 C’s for a smooth mortgage buying experience. First, William gives an explanation about the requirements of credit. Next, the mathematical explanation of capacity, and understanding your debt to income ratio is discussed followed by cash expectations for buying a home. Additionally, Will discusses collateral in 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 Andrew with questions or comments. For a full transcript, click here Looking for show notes? Find them here
Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Tom Snow, Senior Vice President, and Karen Meriwether, CFP®, Senior Vice President At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home life. JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals. In each 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.
Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring John Ullman, Founder & President of John G. Ullman & Associates, Inc. At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home life. JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals. In each episode, 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
© 2020-2025 Ivy Podcast Discovery LLC
