• Summary

  • The podcast where we present the pros and cons of different financial decisions, so that the audience can feel more informed and confident in their choices. In each episode, you'll hear our host, Andrew Baron, CFP®, EA and a guest discuss why you should or shouldn't participate in a strategy, as well as questions you should be considering for yourself on each topic.
    © 2020 John G. Ullman & Associates
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Episodes
  • Feb 16 2022

    “Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.

    This episode, hosted by Andrew Baron, CFP®, EA, featuring William Post, dives into the question “should I have a 30-year mortgage?”

    This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com

     

     

    For a full transcript, click here

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    26 mins
  • Jan 20 2022

    “Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.

    This episode, hosted by Andrew Baron, CFP®, EA, featuring Jason Nickerson, CFP®, EA, dives into the question “should I be in crypto?”

    • First, Andrew and Jason examine crypto returns and volatility, and how they compare to traditional markets (1:19).
    • Next, Jason continues the conversation and looks at the transparency and lack of regulation of cryptocurrencies, and how this may lead to fraud (7:58).
    • Lastly, the two talk about the security of crypto currency and how your assets are protected (9:41)

    This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com

     

    For a full transcript, click here

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    22 mins
  • Dec 7 2021

    This episode, hosted by Andrew Baron, CFP®, EA, featuring Lynda Lander, will give background and take a look at the different aspects of Medicare.

    First, Lynda gives some information on the four different parts of Medicare.

    Next, Lynda explains the differences between Medicare and typical employer and marketplace plans.

    Lastly, Lynda explains the open enrollment periods, and offers suggestions in order to avoid any excess fees associated with Medicare.

    There is a lot of information in this episode so make sure to reach out to Andrew or Lynda with questions or comments.

     

    For a full transcript, click here.                           Looking for show notes? Find them here.

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    16 mins

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