Latest Episodes
14
Creating a Savings Budget for Spenders
At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home...
13
Equity Compensation Webinar Playback
At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home...
12
The Importance of Being Coachable Webinar Playback
At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home...
11
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...
10
Exploring the Benefits of Partial Retirement
Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Tom Snow, Senior Vice President, and Karen Meriwether, CFP®, Senior Vice President At the height of...
9
JGUA Investment Philosophy w/ John Ullman
Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring John Ullman, Founder & President of John G. Ullman & Associates, Inc. At the height of...