Episodes

26 episodes
  • Aug 3 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, dives into the question “What to Do With Cash”   This episode covers a great deal of information. If you would like to discuss your [...]
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    6 mins
  • Jul 7 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, dives into the question “Can I Retire During a Down Turn?” This episode covers a great deal of information. If you would like to discuss your [...]
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    9 mins
  • 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
  • Nov 16 2021

    This episode, hosted by Andrew Baron, CFP®, EA, featuring Jason Nickerson, CFP®, EA, will give background and considerations for those that are paid with equity compensation.

    First, Jason gives some background information on equity compensation and how it has evolved in today’s landscape.

    Next, Jason explains the different types of equity compensation that are commonly offered.

    Lastly, the two explore ways to exercise stock options and the possible tax implications that may arise.

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

     

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

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    24 mins
  • Oct 18 2021

    Increasing Lifetime Earnings

    This episode, hosted by Andrew Baron, CFP®, EA, featuring Todd Brost, CFP®, will offer suggestions and personal examples geared towards young professionals about ways to increase your lifetime earnings potential.

    First, Todd and Andrew address the new trend of ‘job hopping.’

    Next, Andrew and Todd offer suggestions to individuals who are looking to climb the ladder and seek a promotion within their organization.

    Lastly, Todd offers a unique piece of advice that has stuck with him throughout his career in regards to differentiating between earnings and savings.

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

    Please reach out to info@jgua.com with any questions or comments or visit us at

    www.jgua.com/about-us/our-team to learn more about Andrew and Todd.

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

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    16 mins
  • Sep 23 2021

    Investing in Collectibles

     

    This episode, hosted by Andrew Baron, CFP®, EA, featuring Sarah Collier, JD, will look at different aspects of investing in collectibles and things to consider when it comes to your own collection.

    First, Sarah dives into her personal interests in collectibles.

    Next, Sarah and Andrew talk about inheritance and different factors that come into play with collectible items.

    Lastly, Andrew addresses the difficulty and importance of insuring your valuable collections.

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

     

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

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    11 mins
1-8 of 26 Episodes