Well... It Depends! Podcast Por John G. Ullman & Associates Inc. arte de portada

Well... It Depends!

Well... It Depends!

De: John G. Ullman & Associates Inc.
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 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 Economía Finanzas Personales
Episodios
  • Should I Be Aggressive With My Investments?

    Should I Be Aggressive With My Investments?
    May 1 2025
    “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 Aggressive With My Investments?” 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 m
  • Should I be an LLC or S Corp?

    Should I be an LLC or S Corp?
    Apr 3 2025
    “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 an LLC or S Corp?” 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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    8 m
  • Should I Trust My Gut When Making a Financial Choice?

    Should I Trust My Gut When Making a Financial Choice?
    Mar 20 2025

    “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 Trust My Gut When Making a Financial Choice?”

    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.
    Más Menos
    4 m
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