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 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

Episode 76

August 10, 2023 00:04:33
Episode Cover

What Do Higher Interest Rates Mean for Me?

“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 56

March 09, 2023 00:06:49
Episode Cover

Is Maxing out My 401K Enough?

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

Listen