Education and the Next Generation

Episode 3 December 28, 2020 00:23:05
Education and the Next Generation
Well... It Depends!
Education and the Next Generation

Dec 28 2020 | 00:23:05

/

Show Notes

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 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 11

April 20, 2021 00:32:38
Episode Cover

Five C’s of Homebuying

This episode, hosted by Andrew Baron, CFP®, EA, featuring William Post, discusses the 5 C’s for a smooth mortgage buying experience. First, William gives...

Listen

Episode 46

December 28, 2022 00:05:11
Episode Cover

What Do I Do With a Large Inheritance?

“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.   This week, host...

Listen

Episode 125

March 06, 2025 00:05:08
Episode Cover

Is Tax Planning Different After the Death of a Spouse?

“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