Well... It Depends!

By: John G. Ullman & Associates Inc.
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  • Summary

  • 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.
    © 2024 John G. Ullman & Associates
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Economics Personal Finance
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Episodes
  • Are Lower Interest Rates Good or Bad?

    Are Lower Interest Rates Good or Bad?
    Oct 17 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, “Are Lower Interest Rates 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 info@jgua.com. For the full transcript, click HERE.
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    6 mins
  • How Do I Set Up My Kids For Financial Success?

    How Do I Set Up My Kids For Financial Success?
    Oct 3 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 Downsize 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.

    For the full transcript, click HERE.
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    6 mins
  • Should I Downsize My Home?

    Should I Downsize My Home?
    Sep 19 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 Downsize 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.

    For the full transcript, click HERE.

    Show more Show less
    6 mins

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