fbpx

How Much Frugality is Necessary?

By |2024-01-25T13:06:01-05:00January 25th, 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 frugality is Necessary?" 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].

Should I Relocate For a Job?

By |2024-01-18T10:48:37-05:00January 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, "Should I Relocate For a Job?" 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].

Share The Wealth: Meet The Hosts

By |2024-01-17T08:51:25-05:00January 17th, 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 for women, by women. In this week's inaugural episode, Lyndsey and Leyah introduce themselves and lay the path for the podcast. 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 Is the Best Portfolio For Me?

By |2023-12-14T13:12:41-05:00December 14th, 2023|

"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 Is the Best Portfolio For Me?" 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 Be More Conservative With My Investments As I Approach Retirement?

By |2023-11-30T10:50:17-05:00November 30th, 2023|

"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 Be More Conservative With My Investments As I Approach Retirement?" 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]

Is Too Much Of My Wealth Tied To My Employer?

By |2023-11-24T10:46:40-05:00November 24th, 2023|

"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, "Is Too Much Of My Wealth Tied To My Employer?" 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 Do I Prepare For a New Child?

By |2023-11-17T08:13:00-05:00November 17th, 2023|

“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 Do I Prepare For a New Child?". 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 Do I Financially Support Aging Parents?

By |2023-11-09T08:35:17-05:00November 9th, 2023|

“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 Do I Financially Support Aging Parents?". 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].

Go to Top