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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.

Is Too Much Of My Wealth Tied To My Employer?

Well... It Depends!
Well... It Depends!
Is Too Much Of My Wealth Tied To My Employer?
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"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?

Well... It Depends!
Well... It Depends!
How Do I Prepare For a New Child?
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“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?

Well... It Depends!
Well... It Depends!
How Do I Financially Support Aging Parents?
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“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].

Should I Invest Outside of My Employer Plan?

Well... It Depends!
Well... It Depends!
Should I Invest Outside of My Employer Plan?
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“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 Invest Outside of My Employer Plan?”. 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 Consider a Side Hustle or Focus on My Main Career?

Well... It Depends!
Well... It Depends!
Should I Consider a Side Hustle or Focus on My Main Career?
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“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 Consider a Side Hustle or Focus on my Main Career" 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 Do I Need For an Estate Plan?

Well... It Depends!
Well... It Depends!
What Do I Need For an Estate Plan?
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"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 Do I Need For an Estate Plan?" 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 Long Should I Expect to Work Based on My Career?

Well... It Depends!
Well... It Depends!
How Long Should I Expect to Work Based on My Career?
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“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 Long Should I Expect to Work Based on My Career?". 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 Prevent My Kids From Being Spoiled By Money?

Well... It Depends!
Well... It Depends!
How Do I Prevent My Kids From Being Spoiled By Money?
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“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 Prevent My Kids From Being Spoiled By Money?". 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 Remarry If I'm Receiving Social Security Benefits From An Ex-Spouse?

Well... It Depends!
Well... It Depends!
Should I Remarry If I'm Receiving Social Security Benefits From An Ex-Spouse?
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“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 Remarry If I'm Receiving Social Security Benefits From An Ex-Spouse?". 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 Take The Lump Sum From My Pension?

Well... It Depends!
Well... It Depends!
Should I Take The Lump Sum From My Pension?
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“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 Take The Lump Sum From My Pension?". 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]

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