Well... It Depends!

著者： John G. Ullman & Associates Inc.
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  • サマリー

  • At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home life. JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals. In each episode, Andrew will interview a rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
    © 2024 John G. Ullman & Associates
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あらすじ・解説

At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home life. JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals. In each episode, Andrew will interview a rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
© 2024 John G. Ullman & Associates
個人ファイナンス 経済学
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エピソード
  • Can I Be Fully Protected Financially?

    Can I Be Fully Protected Financially?
    2024/11/27
    “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, “Can I Be Fully Protected Financially?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
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    6 分
  • Is There a Simple Path to Financial Planning?

    Is There a Simple Path to Financial Planning?
    2024/11/14
    “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 There a Simple Path to Financial Planning?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
    続きを読む 一部表示
    5 分
  • What to Do With an Extra $100,000?

    What to Do With an Extra $100,000?
    2024/10/31
    “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, “Are Lower Interest Rates Good or Bad?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
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    7 分

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