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
  • Should I Trust My Gut When Making a Financial Choice?

    Should I Trust My Gut When Making a Financial Choice?
    Mar 20 2025
    “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 Trust My Gut When Making a Financial Choice?” 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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    4 mins
  • Is Tax Planning Different After the Death of a Spouse?

    Is Tax Planning Different After the Death of a Spouse?
    Mar 6 2025
    “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 Tax Planning Different After the Death of a 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 info@jgua.com. For the full transcript, click HERE.
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    5 mins
  • How Do I Keep My Money Safe in a Disaster?

    How Do I Keep My Money Safe in a Disaster?
    Feb 27 2025
    “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 Keep My Money Safe in a Disaster?” 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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    8 mins

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