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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.

Trump Accounts Explained: Should You Choose One Over a 529 Plan?

Well... It Depends!
Well... It Depends!
Trump Accounts Explained: Should You Choose One Over a 529 Plan?
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“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss one of the newest developments in financial planning: Trump Accounts. Following the passage of recent federal legislation, these new tax-advantaged accounts are now available to help families begin saving for a […]

Equity Compensation: Are You Taking Too Much Risk?

Well... It Depends!
Well... It Depends!
Equity Compensation: Are You Taking Too Much Risk?
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“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle are joined by Jason Nickerson, CFP®, EA, President and CEO of John G. Ullman & Associates, to discuss one of the most complex areas of financial planning: equity compensation. As markets reach […]

Are Financial Advisors Worth It? What Investors Should Know

Well... It Depends!
Well... It Depends!
Are Financial Advisors Worth It? What Investors Should Know
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“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle tackle a question that has become increasingly relevant in the age of artificial intelligence and digital financial tools: Do I need a financial advisor? They examine the growing availability of AI-powered financial […]

A Complicated Market: AI Stocks, SpaceX IPO, Interest Rates & Inflation Explained

Well... It Depends!
Well... It Depends!
A Complicated Market: AI Stocks, SpaceX IPO, Interest Rates & Inflation Explained
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“Well… It Depends!” explores financial decisions and market developments that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss several of the major forces currently influencing the markets, including the continued surge in artificial intelligence-related investments, the potential impact of high-profile upcoming IPOs, uncertainty […]

Major Purchases During Market Uncertainty

Well... It Depends!
Well... It Depends!
Major Purchases During Market Uncertainty
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“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss how to approach major financial decisions during periods of market uncertainty, inflation concerns, and economic volatility. From buying a home or vehicle to planning for travel, retirement expenses, […]

What’s My Magic Number for Retirement?

Well... It Depends!
Well... It Depends!
What’s My Magic Number for Retirement?
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“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and […]

Tax Planning in 2026: New Rules, Deductions & Smart Strategies (OBBBA Breakdown)

Well... It Depends!
Well... It Depends!
Tax Planning in 2026: New Rules, Deductions & Smart Strategies (OBBBA Breakdown)
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“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and […]

Markets vs Portfolios Explained: Why the S&P 500 Isn’t Enough for Retirement Planning

Well... It Depends!
Well... It Depends!
Markets vs Portfolios Explained: Why the S&P 500 Isn’t Enough for Retirement Planning
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“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and […]

Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be

Well... It Depends!
Well... It Depends!
Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be
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“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and […]

The AI Question: Advice vs. Action

Well... It Depends!
Well... It Depends!
The AI Question: Advice vs. Action
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“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle dive into the growing conversation around AI vs. the human advisor. They discuss how AI is influencing the stock market, where it may (and may not) disrupt industries, and […]

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