Latest Episodes
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...
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...