Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring John Ullman, Founder & President of John G. Ullman & Associates, Inc.
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
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron,...
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week,...
This episode, hosted by Andrew Baron, CFP®, EA, featuring Amanda Herrick Smith, CFP® will dive into the strategy that is a backdoor Roth contribution,...
