Schedule A Meeting

Schedule A Meeting

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.

Healthcare Costs in Retirement: Medicare, COBRA & Early Retirement Planning

Well... It Depends!
Well... It Depends!
Healthcare Costs in Retirement: Medicare, COBRA & Early Retirement Planning
Loading
/

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron and Derek Doyle discuss healthcare considerations in retirement, including Medicare coverage options, enrollment requirements, COBRA, and health insurance alternatives for those considering retiring before age 65. Andrew and Derek begin by breaking down the different parts of […]

Taking Risk Off the Table: Bonds, Cash & Your Investment Strategy

Well... It Depends!
Well... It Depends!
Taking Risk Off the Table: Bonds, Cash & Your Investment Strategy
Loading
/

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron and Derek Doyle discuss how rising bond yields, interest rates, and changing market conditions can influence investment decisions and the role of cash and fixed income in a broader financial strategy. Andrew and Derek begin by explaining […]

Am I Saving Enough? Here’s How to Know

Well... It Depends!
Well... It Depends!
Am I Saving Enough? Here's How to Know
Loading
/

“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 most common questions people have as they prepare for retirement: Am I saving enough? With the end of the year approaching, the conversation looks at the different ways […]

Back to School: What You Should Know About 529 Plans

Well... It Depends!
Well... It Depends!
Back to School: What You Should Know About 529 Plans
Loading
/

“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 education savings and the different account options available to parents and grandparents looking to help cover the rising cost of education. With the back-to-school season underway, the conversation focuses on 529 […]

Can You Afford to Self-Insure Long-Term Care?

Well... It Depends!
Well... It Depends!
Can You Afford to Self-Insure Long-Term Care?
Loading
/

“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 examine one of the most overlooked risks in retirement: the potential cost of long-term care. While Medicare may cover many routine healthcare expenses, it generally does not cover the extended care provided […]

AI Stocks, Market Volatility & Why Your Financial Plan Matters

Well... It Depends!
Well... It Depends!
AI Stocks, Market Volatility & Why Your Financial Plan Matters
Loading
/

“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 examine the market and economic forces shaping the second half of 2026. With markets near record highs, inflation remaining persistent, and interest rates potentially staying higher for longer, they explore what investors […]

2026 Market Update: Fed, Inflation, AI Stocks & Investing Outlook

Well... It Depends!
Well... It Depends!
2026 Market Update: Fed, Inflation, AI Stocks & Investing Outlook
Loading
/

“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 examine the current investment landscape following a strong first half of 2026. With markets reaching new highs, inflation remaining persistent, and the Federal Reserve signaling that interest rates could stay higher for […]

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?
Loading
/

“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?
Loading
/

“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
Loading
/

“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 […]

1 2 3 … 19