Episode Archive - John G. Ullman & Associates

After Tax Season Clean Up

By Amelia Morris|2024-04-24T12:38:23-05:00April 24th, 2024|

"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "After Tax Season Clean Up". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

What Should I Know About The FIRE Movement?

By Andrew Baron, CFP®, Enrolled Agent|2024-04-18T12:19:23-05:00April 18th, 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 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 [email protected].

Spring Forward Your Financial Wellness

By Amelia Morris|2024-04-10T13:23:32-05:00April 10th, 2024|

"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "Spring Forward Your Financial Wellness". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

Should I Tap Into My Retirement Fund?

By Andrew Baron, CFP®, Enrolled Agent|2024-04-05T14:57:19-05:00April 4th, 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, "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 [email protected].

Ways to Maximize YOUR Tax Refund This Year

By Amelia Morris|2024-03-27T13:10:19-05:00March 27th, 2024|

"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "Ways to Maximize YOUR Tax Refund This Year". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

How Much Home Can I Afford?

By Andrew Baron, CFP®, Enrolled Agent|2024-03-21T09:58:58-05:00March 21st, 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, "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 [email protected].

Golden Insights: Strategies for Gold Investments

By Amelia Morris|2024-03-13T07:35:35-05:00March 13th, 2024|

"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "Golden Insights: Strategies for Gold 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 us at [email protected].

Should I Give Away My Wealth Today?

By Andrew Baron, CFP®, Enrolled Agent|2024-02-29T15:10:19-05:00February 29th, 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 Give Away My Wealth Today?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].

Timeshares: the Good, the Bad, and the Ugly

By Amelia Morris|2024-02-28T11:35:04-05:00February 28th, 2024|

"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "Timeshares: the Good, the Bad, and the Ugly". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

Should I Rent or Buy a Vacation Home?

By Andrew Baron, CFP®, Enrolled Agent|2024-02-22T09:37:40-05:00February 22nd, 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 Rent or Buy a Vacation 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 [email protected].