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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, 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 […]
Fear and Future of Inflation This episode, our host Andrew Baron, CFP®, EA, is joined by Bill Armstrong, CFA®, of the JGUA Research Department In this episode, Bill starts out by sharing some historical information about periods of rising inflation. Next, Bill and Andrew examine the different factors in today’s economy that are affecting inflation […]
This episode, our host Andrew Baron, CFP®, EA, is joined by Don Huff, CPA, of the JGUA Tax Department. In this episode, Don explains in more detail the definitions for a qualifying child under this new credit. Don also lays out the amounts that qualifying families can expect to receive from the new credit. Finally, the two offer up a few suggestions as to why families and/or individuals may want to consider opting out of the advanced payments. There is a lot of information in this episode so make sure to reach out to Andrew with questions or comments.
This episode, hosted by Andrew Baron, CFP®, EA, featuring Amanda Herrick Smith, CFP® will dive into the strategy that is a backdoor Roth contribution, and how you may benefit from this strategy in your own planning. First, Andrew explains Roth accounts and how they differ from traditional retirement accounts. Next, Amanda goes into detail specifically about the strategy of a backdoor Roth contribution and the benefits that come along with it. Lastly, Amanda talks about how she has recently worked with clients on Roth conversions based on their individual retirement goals.
This episode, hosted by Andrew Baron, CFP®, EA, featuring Sarah Collier, JD, will discuss some tips and tricks in regards to spending, budgeting and saving for future expenses. First, Sarah explains ways younger professionals can begin to build their savings while keeping things in perspective relevant to each stage of their career. Next, Sarah talks about how having a relationship with a financial planner can help you plan for everyday expenses, unexpected expenses, big ticket items and eventually, retirement. Lastly, Andrew and Sarah address the stigma that surrounds debt when it comes to younger professionals, and how to approach different levels of debt depending on your current situation. There is a lot of information in this episode so make sure to reach out to Sarah or Andrew with questions or comments.
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