John G. Ullman & Associates

Von: John G. Ullman & Associates Inc.
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  • Inhaltsangabe

  • 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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Ökonomie Persönliche Finanzen
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  • Should I Downsize My Home?

    Should I Downsize My Home?
    Sep 19 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, “Should I Downsize 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 info@jgua.com. For the full transcript, click HERE.
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    6 Min.
  • Should I Take a Risk?

    Should I Take a Risk?
    Sep 5 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, “Should I Take a Risk?” 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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    5 Min.
  • When Should I Begin Taking Social Security?

    When Should I Begin Taking Social Security?
    Aug 22 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, “When Should I Begin Taking Social Security?” 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 Min.

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