Well... It Depends!

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Well... It Depends!

Well... It Depends!

Креатор: John G. Ullman & Associates, Inc.

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 gr...

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159 епизода
2026 Market Update: Fed, Inflation, AI Stocks & Investing Outlook

2026 Market Update: Fed, Inflation, AI Stocks & Investing Outlook

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek...

2026-08-06 20:57:29 00:15:10
Преузми
Trump Accounts Explained: Should You Choose One Over a 529 Plan?

Trump Accounts Explained: Should You Choose One Over a 529 Plan?

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek...

2026-07-23 21:25:02 00:11:28
Преузми
Equity Compensation: Are You Taking Too Much Risk?

Equity Compensation: Are You Taking Too Much Risk?

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek...

2026-07-09 21:47:14 00:20:39
Преузми
Are Financial Advisors Worth It? What Investors Should Know

Are Financial Advisors Worth It? What Investors Should Know

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek...

2026-06-25 22:10:47 00:12:12
Преузми
A Complicated Market: AI Stocks, SpaceX IPO, Interest Rates & Inflation Explained

A Complicated Market: AI Stocks, SpaceX IPO, Interest Rates & Inflation Explained

“Well… It Depends!” explores financial decisions and market developments that can’t be answered with a simple yes or no. This week, hosts Andrew Baron...

2026-06-12 15:09:37 00:20:06
Преузми
Major Purchases During Market Uncertainty

Major Purchases During Market Uncertainty

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Do...

2026-05-28 22:20:49 00:13:50
Преузми
What’s My Magic Number for Retirement?

What’s My Magic Number for Retirement?

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no.
This week, hosts Andrew Baron, CFP®, EA, and De...

2026-05-14 13:46:32 00:14:46
Преузми
Tax Planning in 2026: New Rules, Deductions & Smart Strategies (OBBBA Breakdown)

Tax Planning in 2026: New Rules, Deductions & Smart Strategies (OBBBA Breakdown)

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no.
This week, hosts Andrew Baron, CFP®, EA, and De...

2026-04-30 17:06:14 00:24:19
Преузми
Markets vs Portfolios Explained: Why the S&P 500 Isn’t Enough for Retirement Planning

Markets vs Portfolios Explained: Why the S&P 500 Isn’t Enough for Retirement Planning

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no.
This week, hosts Andrew Baron, CFP®, EA, and De...

2026-04-16 17:57:29 00:16:44
Преузми
Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be

Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no.
This week, hosts Andrew Baron, CFP®, EA, and De...

2026-04-02 18:17:55 00:22:23
Преузми
The AI Question: Advice vs. Action

The AI Question: Advice vs. Action

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no.
This week, hosts Andrew Baron, CFP®, EA, and De...

2026-03-19 16:28:33 00:19:37
Преузми
Gold, Bitcoin & Real Estate: The Truth About Alternative Investments

Gold, Bitcoin & Real Estate: The Truth About Alternative Investments

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no.
This week, hosts Andrew Baron, CFP®, EA, and De...

2026-03-05 14:38:50 00:13:03
Преузми
Career Blueprint Series: Real Estate Agents & Brokers

Career Blueprint Series: Real Estate Agents & Brokers

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2026-02-05 16:04:01 00:06:11
Преузми
Career Blueprint Series: Professors

Career Blueprint Series: Professors

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2026-01-22 10:25:49 00:05:36
Преузми
Career Blueprint Series: Nurses

Career Blueprint Series: Nurses

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2026-01-08 17:34:35 00:05:05
Преузми
Career Blueprint Series: Entrepreneurs

Career Blueprint Series: Entrepreneurs

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-12-23 10:27:24 00:05:31
Преузми
Career Blueprint Series: Financial Advisors

Career Blueprint Series: Financial Advisors

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-12-11 12:47:41 00:05:11
Преузми
Career Blueprint Series: Chefs & Restaurant Workers

Career Blueprint Series: Chefs & Restaurant Workers

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-11-25 11:24:42 00:09:14
Преузми
Career Blueprint Series: Sales Professionals

Career Blueprint Series: Sales Professionals

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-11-13 14:38:04 00:07:09
Преузми
Career Blueprint Series: Accountants

Career Blueprint Series: Accountants

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-10-30 17:49:40 00:07:15
Преузми
Career Blueprint Series: High-End Finance

Career Blueprint Series: High-End Finance

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-10-17 12:32:15 00:07:08
Преузми
Career Blueprint Series: Trades

Career Blueprint Series: Trades

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-10-02 12:03:50 00:06:25
Преузми
Career Blueprint Series: Military

Career Blueprint Series: Military

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-09-18 12:16:15 00:06:30
Преузми
Career Blueprint Series: Professional Athletes

Career Blueprint Series: Professional Athletes

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-09-04 10:40:27 00:08:06
Преузми
Career Blueprint Series: Attorney

Career Blueprint Series: Attorney

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-08-21 18:43:12 00:07:31
Преузми
Career Blueprint Series: Police Officers

Career Blueprint Series: Police Officers

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-08-07 15:37:44 00:07:17
Преузми
Career Blueprint Series: Artists

Career Blueprint Series: Artists

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-07-24 16:16:22 00:08:16
Преузми
Career Blueprint Series: Tech Workers

Career Blueprint Series: Tech Workers

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-07-10 10:41:54 00:08:07
Преузми
Career Blueprint Series: Doctors

Career Blueprint Series: Doctors

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-06-12 12:09:53 00:08:18
Преузми
Career Blueprint Series: White Collar Corporate Office Workers

Career Blueprint Series: White Collar Corporate Office Workers

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-05-29 12:54:10 00:10:12
Преузми
Should I Be Aggressive With My Investments?

Should I Be Aggressive With My Investments?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-05-01 16:41:38 00:06:29
Преузми
Should I be an LLC or S Corp?

Should I be an LLC or S Corp?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-04-03 10:08:27 00:07:43
Преузми
Should I Trust My Gut When Making a Financial Choice?

Should I Trust My Gut When Making a Financial Choice?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-03-20 10:54:35 00:04:28
Преузми
Is Tax Planning Different After the Death of a Spouse?

Is Tax Planning Different After the Death of a Spouse?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-03-06 17:43:47 00:05:08
Преузми
How Do I Keep My Money Safe in a Disaster?

How Do I Keep My Money Safe in a Disaster?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-02-27 09:44:48 00:07:41
Преузми
What Can I Afford?

What Can I Afford?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-02-06 10:46:06 00:05:08
Преузми
Should I Buy A Home Now And Refinance Later?

Should I Buy A Home Now And Refinance Later?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-01-23 16:01:35 00:05:22
Преузми
How Many Retirement Accounts Should I Have?

How Many Retirement Accounts Should I Have?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2025-01-09 11:32:35 00:07:50
Преузми
What Financial Professionals Do I Need?

What Financial Professionals Do I Need?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2024-12-24 10:06:48 00:05:22
Преузми
Can I Be Fully Protected Financially?

Can I Be Fully Protected Financially?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, C...

2024-11-27 10:16:59 00:05:34
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