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Well... It Depends!

Well... It Depends!

By: John G. Ullman & Associates Inc.
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 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 Economics Personal Finance
Episodes
  • Career Blueprint Series: Doctors

    Career Blueprint Series: Doctors
    Jun 12 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, begins 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 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
  • Career Blueprint Series: White Collar Corporate Office Workers

    Career Blueprint Series: White Collar Corporate Office Workers
    May 29 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, 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 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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    10 mins
  • Should I Be Aggressive With My Investments?

    Should I Be Aggressive With My Investments?
    May 1 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 Be Aggressive With My Investments?” 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
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