podcast Archives - John G. Ullman & Associates

After Tax Season Clean Up

By Amelia Morris|2024-04-24T12:38:23-05:00April 24th, 2024|

"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, "After Tax Season Clean Up". 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 Should I Know About The FIRE Movement?

By Andrew Baron, CFP®, Enrolled Agent|2024-04-18T12:19:23-05:00April 18th, 2024|

“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].

Share The Wealth: Meet The Hosts

By Amelia Morris|2024-01-17T08:51:25-05:00January 17th, 2024|

"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?

By Andrew Baron, CFP®, Enrolled Agent|2023-11-17T08:13:00-05:00November 17th, 2023|

“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].

Is It Okay to Change My Investment Priorities?

By Andrew Baron, CFP®, Enrolled Agent|2023-06-29T09:23:37-05:00June 29th, 2023|

"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 It Okay to Change My Investment Priorities?" 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].