Schedule A Meeting
Check out the latest podcasts curated by JGUA Financial Advisors, Research Analysts and more below. Topics covered include retirement, investment management, estate planning, financial planning and beyond.
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This episode, hosted by Andrew Baron, CFP®, EA, dives into the question “Do I Need a Financial Advisor?” This episode covers a great deal of information. If you would like to discuss […]
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This episode, hosted by Andrew Baron, CFP®, EA, dives into the question “What to Do With Cash” This episode covers a great deal of information. If you would like to discuss your […]
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This episode, hosted by Andrew Baron, CFP®, EA, dives into the question “Can I Retire During a Down Turn?” This episode covers a great deal of information. If you would like to discuss your […]
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This episode, hosted by Andrew Baron, CFP®, EA, featuring William Post, dives into the question “should I have a 30-year mortgage?” This episode covers a great deal of information. If you would like to […]
“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices. This episode, hosted by Andrew Baron, CFP®, EA, featuring Jason Nickerson, CFP®, EA, dives into the question “should I be in crypto?” First, Andrew and Jason examine crypto returns and volatility, and how they […]
This episode, hosted by Andrew Baron, CFP®, EA, featuring Lynda Lander, will give background and take a look at the different aspects of Medicare. First, Lynda gives some information on the four different parts of Medicare. Next, Lynda explains the differences between Medicare and typical employer and marketplace plans. Lastly, Lynda explains the open enrollment […]
This episode, hosted by Andrew Baron, CFP®, EA, featuring Jason Nickerson, CFP®, EA, will give background and considerations for those that are paid with equity compensation. First, Jason gives some background information on equity compensation and how it has evolved in today’s landscape. Next, Jason explains the different types of equity compensation that are commonly […]
Increasing Lifetime Earnings This episode, hosted by Andrew Baron, CFP®, EA, featuring Todd Brost, CFP®, will offer suggestions and personal examples geared towards young professionals about ways to increase your lifetime earnings potential. First, Todd and Andrew address the new trend of ‘job hopping.’ Next, Andrew and Todd offer suggestions to individuals who are looking […]
This episode, hosted by Andrew Baron, CFP®, EA, featuring Sarah Collier, JD, will look at different aspects of investing in collectables and things to consider when it comes to your own collection. First, Sarah dives into her personal interests in collectables. Next, Sarah and Andrew talk about inheritance and different factors that come into play with collectable items. Lastly, Andrew addresses the difficulty and importance of insuring your valuable collections. There is a lot of information in this episode so make sure to reach out to Sarah or Andrew with questions or comments.
Is it Really a Social Security ‘Doomsday’? This episode, our host Andrew Baron, CFP®, EA, addresses the recent buzz around the state of Social Security benefits. Should you really be as worried as the news leads you on to be? There is a lot of information in this episode so make sure to reach out […]
© 2024 John G. Ullman & Associates, Inc. | All Rights Reserved
