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Latest Podcasts

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.

Equity Compensation Webinar Playback

Well... It Depends!
Well... It Depends!
Equity Compensation Webinar Playback
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This episode, hosted by Andrew Baron, CFP®, EA, featuring Jason D. Nickerson, CFP®, EA, Executive Vice President & Chief Operating Officer, will discuss some basics about cash flow and the markets and continue on into different aspects of equity compensation, including managing some of the risks. First, Jason goes over how to categorize between what is necessary and what is 'extra.' He points out that this can be done by creating a monthly cash flow, and then steps can be taken from that point to weed out what is not a necessary expense. Next, Jason talks about short-term vs. long-term, how you can sort out those goals, how to use the market as leverage for making those goals happen, and how you should plan personal financial planning measures for your compensation benefits. Lastly, Jason talks about equity positions, exercising options, harvesting losses, and appreciated assets. There is a lot of information in this episode so make sure to reach out to Jason or Andrew with questions or comments.

The Importance of Being Coachable Webinar Playback

Well... It Depends!
Well... It Depends!
The Importance of Being Coachable Webinar Playback
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This episode, hosted by Andrew Baron, CFP®, EA, featuring Todd Brost, CFP®, Senior Advisor and Kelly Lewis, CFP®, J.D., Advisor, will be discussing the characteristics of four internalized money mindsets we all have and how they affect our relationship with and use of money as a tool. From here, they discuss how individuals with each money mindset can be coached to develop a healthy and productive association with money. First, our advisor Kelly Lewis breaks down the four quadrants of money mindsets; achievers, balancers, experiencers, and explorers. And then hockey coach, Olympic silver medalist and Senior Advisor Todd Brost, comments on how coaching and serving as a financial planner for these different types can take similar approaches. Next, Kelly talks about money mindsets - we all have positive and negative money beliefs, most of which are absorbed during our childhood and during our upbringing. These internalized mindsets impact the way we save, spend, and even just view money in general. Next Todd and Kelly go into detail about each of the four quadrants of money mindsets; achievers, balancers, experiencers and explorers and talk about some of the personality traits and qualities these individuals might have to differentiate them from other groups. Additionally, they discuss how many people have changed their mindsets due to the pandemic and even started thinking in a completely opposite way.

Five C's of Homebuying

Well... It Depends!
Well... It Depends!
Five C's of Homebuying
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First, William gives an explanation about the requirements of credit. Next, the mathematical explanation of capacity, and understanding your debt to income ratio is discussed followed by cash expectations for buying a home. Additionally, Will discusses collateral in regards to home, appraisals vs. inspections, physical properties of the home and the conforming mortgage market, along with miscellaneous costs after closing. There is a lot of information in this episode so make sure to reach out to William or Andrew with questions or comments.

Exploring the Benefits of Partial Retirement

Well... It Depends!
Well... It Depends!
Exploring the Benefits of Partial Retirement
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This episode, hosted by Andrew Baron, CFP®, EA, featuring Tom Snow, Senior Vice President, and Karen Meriwether, CFP®, Senior Vice President, discusses how partially retiring can be beneficial. Tom starts off by sharing how he and his wife Karen have experienced living the advice that they have shared with so many clients over the years as they head into retirement, while Karen tells us how they started making the first steps in their own retirement transition while still being active with clients. Next, they discuss why it is so important to anticipate your own retirement, and how their experience can be beneficial for other professionals considering a part-time or phased retirement plan. Additionally, they talk about assisting business owners, entrepreneurs, and industry leader succession planning. Tom and Karen also talk about knowing when it is time to retire, when you might be ready, and the importance of financial planning - is part-time retirement a healthy option for you? There is a lot of information in this episode so make sure to reach out to Tom, Karen or Andrew with questions or comments.

JGUA Investment Philosophy w/ John Ullman

Well... It Depends!
Well... It Depends!
JGUA Investment Philosophy w/ John Ullman
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This episode, hosted by Andrew Baron, CFP®, EA, featuring John Ullman, Founder & President of John G. Ullman & Associates, Inc., discusses the firm's investment philosophy. John talks about his thoughts on the funding for Social Security, Medicare, Medicaid, and the Affordable Care Act.. Next, he discusses market cycles and large corporations, along with the historical context of dominating stock markets. Additionally, John goes on to mention market sectors that are of interest to the firm, how JGUA chooses investments and works as a team to serve clients, and how we serve clients beyond money management. There is a lot of information in this episode so make sure to reach out to John or Andrew with questions or comments. Please reach out to [email protected] with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and John.

Tax Guidance for 2020-2021

Well... It Depends!
Well... It Depends!
Tax Guidance for 2020-2021
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This episode, hosted by Andrew Baron, CFP®, EA, featuring Don Huff, CPA, discusses tax guidance for 2020-2021. First, Don talks about his more than 15 years in the industry, and all of the changes that he has experienced over those years. Next, they discuss the specific services and residency audits that the JGUA firm provides and how they go beyond your traditional services in addition to some benefits that you may gain from filing before the tax deadline. Additionally, Don talks about 2020 opportunities to reduce tax liability, reducing 2021 tax liabilities, quarterly lump sum payments and changes in itemized deductions. There is a lot of information in this episode so make sure to reach out to Andrew or Don with questions or comments. Please reach out to [email protected] with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Don.

Diversifying with Real Estate Investments

Well... It Depends!
Well... It Depends!
Diversifying with Real Estate Investments
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This episode, hosted by Andrew Baron, CFP®, EA, featuring Alexander Ognenovski, J.D., discusses diversifying with Real Estate investing. First, the two discuss why people get into Real Estate and the three main types of Real Estate investments. Next, they talk about being a landlord and the difficulties that may come along with that. Additionally, they discuss topics such as Real Estate for appreciation, the importance of marketing, the importance of diversification, additional risk factors, and a personal story. There is a lot of information in this episode so make sure to reach out to Andrew or Alex with questions or comments. Please reach out to [email protected] with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Alex.

The History of John G. Ullman & Associates, Inc.

Well... It Depends!
Well... It Depends!
The History of John G. Ullman & Associates, Inc.
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This episode, hosted by Andrew Baron, CFP®, EA, featuring John Ullman, Founder & President of John G. Ullman & Associates, Inc., discusses the history of the firm. John talks about how the firm came to be and his fascination with numbers as a child. Next, he discusses his investment philosophy and how it's withstood the test of time. Additionally he talks about the key industries of interest at JGUA. There is a lot of information in this episode so make sure to reach out to John or Andrew with questions or comments. Please reach out to [email protected] with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and John.

Community Involvement and Retiring with a Purpose

Well... It Depends!
Well... It Depends!
Community Involvement and Retiring with a Purpose
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This episode, hosted by Andrew Baron, CFP®, EA, featuring Nora Smith, Manager of Information Services, discusses community involvement and retiring with a purpose. First Nora talks a little bit about what changes she anticipates within the next 5 or 10 years for herself. Next, they discuss how a big part of financial planning is being involved with your community. Additional topics that are talked about include different ways to get involved with volunteering, what inspired Nora personally to become an active volunteer and serve on several boards, and what personal benefits and rewards can come from volunteering, and finally, how to manage a good work and life balance when a person is working a lot of regular hours. There is a lot of information in this episode so make sure to reach out to Nora or Andrew with questions or comments. Please reach out to [email protected] with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Nora.

State of the Markets

Well... It Depends!
Well... It Depends!
State of the Markets
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This episode, hosted by Andrew Baron, CFP®, EA, featuring Bill Armstrong, CFA®, Securities Research Analyst discusses the state of the markets and what to watch in the global economy for 2021. First Bill talks about the Dow Jones. He gives a recap of the activity over the last 12 months and talks about all the volotility that has effected the market. Next, they discuss common stock changes, specifically talking about the change in work-from-home stocks, and many businesses that had to close their doors. Additional topics that are talked about include the Tina Concept, bond bull markets, low interest rate environments, money printing and inflation, and lastly, the differences between the stock market and the overall economy. There is a lot of information in this episode so make sure to reach out to Bill or Andrew with questions or comments. Please reach out to [email protected] with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Bill.

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