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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!” 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 Tax Planning Different After the Death of a Spouse?” This episode covers a great deal of information. If you would like to discuss your […]
“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 Keep My Money Safe in a Disaster?” This episode covers a great deal of information. If you would like to discuss your […]
“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 Can I Afford?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our […]
“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 buy a Home Now and Refinance Later?” This episode covers a great deal of information. If you would like to discuss your specific […]
“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 Many Retirement Accounts Should I Have?” This episode covers a great deal of information. If you would like to discuss your specific situation with […]
“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 Financial Professionals Do I Need?” This episode covers a great deal of information. If you would like to discuss your specific situation with one […]
“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 by women, for women. In this episode, Lyndsey and Leyah discuss the topic, […]
“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 by women, for women. In this episode, Lyndsey and Leyah are joined by […]
“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, “Can I Be Fully Protected Financially?” This episode covers a great deal of information. If you would like to discuss your specific situation with one […]
“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 by women, for women. In this episode, Lyndsey and Leyah discuss the topic, […]
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