106 episodes
John G. Ullman & Associates John G. Ullman & Associates, Inc.
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- Business
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5.0 • 4 Ratings
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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.
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Should I Consolidate My Debt?
“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 Consolidate My Debt?" 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.
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As a Freelancer, Should I Increase My Rates or Broaden My Client Base to Make More Money?
“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 Budget and Live Within My Means?" 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.
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How Do I Budget and Live Within My Means?
“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 Budget and Live Within My Means?" 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.
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What Should I Know About The FIRE Movement?
“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 Should I Know About The FIRE Movement?". 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.
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Should I Tap Into My Retirement Fund?
"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 Much Home Can I Afford?" 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.
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How Much Home Can I Afford?
"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 Much Home Can I Afford?" 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.
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