What Does Inheritance Really Mean?

Episode 1 December 02, 2020 00:18:42
What Does Inheritance Really Mean?
Well... It Depends!
What Does Inheritance Really Mean?

Dec 02 2020 | 00:18:42

/

Show Notes

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Elizabeth DiPietrantonio, 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 47

January 05, 2023 00:05:12
Episode Cover

Should I Borrow From My 401K?

“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 53

February 16, 2023 00:04:44
Episode Cover

Should I Refinance?

“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

Episode 6

February 09, 2021 00:30:34
Episode Cover

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

Hosted by Andrew Baron, CFP®, EA, Featuring John Ullman, Founder & President of John G. Ullman & Associates, Inc.   At the height of their...

Listen