Jakob Brost Selected as Member of STANDOUT Cystic Fibrosis Foundation Class of 2024
CHARLOTTE, N.C. – Jakob Brost, a member of the John G. Ullman & Associates, Inc. (JGUA) financial advisor team, has been selected for the STANDOUT Cystic Fibrosis Foundation Class of 2024. Nominations for STANDOUT were provided by the Cystic Fibrosis Foundation – Western Carolinas Chapter’s Board of Directors, the STANDOUT event committee, and numerous individuals […]
Graduation Season for Soon to Be Empty Nesters
“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 by women, for women. In this episode, Lyndsey and Leyah present on the topic, “Graduation Season for Soon to Be Empty Nesters”. 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 Budget and Live Within My Means?
“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 Budget and Live Within My Means?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].
What Should I Know About The FIRE Movement?
“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 Should I Know About The FIRE Movement?”. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].
Should I Gamble?
“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 Gamble?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].
Should I Rent or Sell My Home?
“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 Rent or Sell My Home?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].
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].
Should I Be More Conservative With My Investments As I Approach Retirement?
“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]
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].
How Do I Financially Support Aging Parents?
“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].
