Well... It Depends! Por arte de portada

Well... It Depends!

De: John G. Ullman & Associates Inc.
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  • Resumen

  • 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.
    © 2020 John G. Ullman & Associates
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Episodios
  • Should I Keep Saving If I am a Millionaire?

    Should I Keep Saving If I am a Millionaire?
    Jul 11 2024

    “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.

    For the full transcript, click HERE.

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    5 m
  • What Credit Card Should I Use?

    What Credit Card Should I Use?
    Jun 27 2024

    “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.

    For the full transcript, click HERE.

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    6 m
  • What Do I Do With an Extra $10,000?

    What Do I Do With an Extra $10,000?
    Jun 13 2024

    “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.

    For the full transcript, click HERE.

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    7 m
Economía Finanzas Personales
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