Latest Episodes
19

Investing in Collectibles
Investing in Collectibles This episode, hosted by Andrew Baron, CFP®, EA, featuring Sarah Collier, JD, will look at different aspects of investing in collectibles...
18

Is it Really a Social Security ‘Doomsday’?
Is it Really a Social Security ‘Doomsday’? This episode, our host Andrew Baron, CFP®, EA, addresses the recent buzz around the state of Social...
17

Fear and Future of Inflation
Fear and Future of Inflation This episode, our host Andrew Baron, CFP®, EA, is joined by Bill Armstrong, CFA®, of the JGUA Research Department...
16

Making Sense of the Advance Child Tax Credit
Making Sense of the Advance Child Tax Credit This episode, our host Andrew Baron, CFP®, EA, is joined by Don Huff, CPA, of the...
15

Could a Backdoor Roth Strategy Benefit You?
This episode, hosted by Andrew Baron, CFP®, EA, featuring Amanda Herrick Smith, CFP® will dive into the strategy that is a backdoor Roth contribution,...
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...