Community Involvement and Retiring with a Purpose

Episode 5 • January 26, 2021 • 00:12:34
Community Involvement and Retiring with a Purpose
Well... It Depends!
Community Involvement and Retiring with a Purpose

Jan 26 2021 | 00:12:34

/

Show Notes

Hosted by Andrew Baron, CFP®, EA, Featuring Nora Smith, Manager of Information Services

 

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.

 

For a full transcript click here.                                                   Looking for Show Notes? Find them here!

Other Episodes

Episode 126

March 20, 2025 • 00:04:28
Episode Cover

Should I Trust My Gut When Making a Financial Choice?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron,...

Listen

Episode 159

July 23, 2026 • 00:11:28
Episode Cover

Trump Accounts Explained: Should You Choose One Over a 529 Plan?

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss...

Listen

Episode 3

December 28, 2020 • 00:23:05
Episode Cover

Education and the Next Generation

Hosted by Andrew Baron, CFP®, EA, Featuring Shirley Nelson, J.D. At the height of their career, many have very little time to optimize their...

Listen