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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.

Should I Be More Conservative With My Investments As I Approach Retirement?

Well... It Depends!
Well... It Depends!
Should I Be More Conservative With My Investments As I Approach Retirement?
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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 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?

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].

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