The History of John G. Ullman & Associates, Inc.

Episode 6 February 09, 2021 00:30:34
The History of John G. Ullman & Associates, Inc.
Well... It Depends!
The History of John G. Ullman & Associates, Inc.

Feb 09 2021 | 00:30:34

/

Show Notes

Hosted by Andrew Baron, CFP®, EA, 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!

Other Episodes

Episode 82

September 20, 2023 00:05:06
Episode Cover

Should I Take The Lump Sum From My Pension?

“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 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 105

May 16, 2024 00:04:40
Episode Cover

As a Freelancer, Should I Increase My Rates or Broaden My Client Base to Make More 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