John G. Ullman & Associates By cover art

John G. Ullman & Associates

By: John G. Ullman & Associates Inc.
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  • Summary

  • 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.
    © 2024 John G. Ullman & Associates
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Episodes
  • Should I Consolidate My Debt?

    Should I Consolidate My Debt?
    May 30 2024
    “Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Consolidate My Debt?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
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    5 mins
  • As a Freelancer, Should I Increase My Rates or Broaden My Client Base to Make More Money?

    As a Freelancer, Should I Increase My Rates or Broaden My Client Base to Make More Money?
    May 16 2024
    “Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “How Do I Budget and Live Within My Means?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
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    5 mins
  • How Do I Budget and Live Within My Means?

    How Do I Budget and Live Within My Means?
    May 2 2024
    “Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “How Do I Budget and Live Within My Means?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
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    5 mins
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