Share The Wealth: Meet The Hosts
“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 for women, by women. In this week’s inaugural episode, Lyndsey and Leyah introduce themselves and lay the path for the podcast. 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!” 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].
What Does Inheritance Really Mean?
This episode, hosted by Andrew Baron, CFP®, EA, featuring Lizzy DiPietrantonio, J.D. touches on several points surrounding inheritance, both for those that leave money, and those who recieve it. This includes taxes, interesting stories, and how this can relate to you.
Firstly, Lizzy discusses what you should do if you recieve an unexpected inheritance. Most would react by wanting to pay off debt, but listen closely as Lizzy gives other ideas that may be worthwhile.
The next talking point is taxes. There are two types that are discussed; federal estate tax and state inheritance tax, which effects those within 6 different U.S. states – listen to learn the difference and what to look for.
Lastly, there are three fun stories that are discussed: a woman who left her dog $12 Million dollars, a man who left his local waitress $500,000, and a man who randomly picked 13 people to leave his estate to. Listen till the end to find out the exciting conclusions to these bizarre stories.
Please reach out to [email protected] with any questions or comments
or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Lizzy.
Step 1: Learning to Save
Life just gets in the way! That is a phrase I often hear as an excuse for not getting something done. In fact, those words are a frequent player in my own personal bank of excuses! The same is true when it comes to personal financial decisions. There’s always going to be something or someone […]
