Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Tom Snow, Senior Vice President, and Karen Meriwether, CFP®, Senior Vice President

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.

For a full transcript, click here.                           Looking for show notes? Find them here.

JGUA Financial Commentary Podcast
Exploring the Benefits of Partial Retirement
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