Exploring the Benefits of Partial Retirement

Episode 10 April 08, 2021 00:20:08
Exploring the Benefits of Partial Retirement
Well... It Depends!
Exploring the Benefits of Partial Retirement

Apr 08 2021 | 00:20:08

/

Show Notes

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Tom Snow, Senior Vice President, and Karen Meriwether, CFP®, Senior Vice President

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 0

October 05, 2023 00:05:07
Episode Cover

How Do I Prevent My Kids From Being Spoiled By Money?

“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 8

March 09, 2021 00:11:03
Episode Cover

Tax Guidance for 2020-2021

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Don Huff, CPA   At the height of their career, many have very little time to optimize...

Listen

Episode 144

December 11, 2025 00:05:11
Episode Cover

Career Blueprint Series: Financial Advisors

“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