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  • Ways to Manage Your Finances This Holiday Season
    2024/12/18

    “Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.

    In this episode, Lyndsey and Leyah discuss the topic, “Ways to Manage Your Finances This Holiday Season”. 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.

    Read the full episode transcript HERE.

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    10 分
  • Year-End Financial Strategies – Featuring Guest Amanda Herrick Smith, CFP®
    2024/12/11

    “Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.

    In this episode, Lyndsey and Leyah are joined by JGUA Senior Financial Advisor Amanda Herrick Smith, CFP® discuss the topic, “Year-End Financial Strategies”. 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.

    Read the full episode transcript HERE.

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    24 分
  • Navigating Health Insurance: COBRA, Marketplace & Retirement Coverage
    2024/11/20

    “Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.

    In this episode, Lyndsey and Leyah discuss the topic, “Navigating Health Insurance: COBRA, Marketplace & Retirement Coverage.” 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.

    Read the full episode transcript HERE.

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    7 分
  • Financial Education for Women – Medicare – Featuring Guest Lynda Lander, CFP®
    2024/11/08

    “Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.

    In this episode, Lyndsey and Leyah are joined by JGUA Financial Advisor Lynda Lander, CFP® discuss the topic, “Financial Education for Women – Medicare”. 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.

    Read the full episode transcript HERE

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    23 分
  • Securing Your Legacy & The Power of Trusts: Featuring Sarah E.J. Collier, JD
    2024/10/23

    “Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.

    In this episode, Lyndsey and Leyah discuss the topic, “Securing Your Legacy & The Power of Trusts”. 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.

    Read the full episode transcript HERE.

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    16 分
  • Your Guide to Wills, Health Care Proxies and Powers of Attorney
    2024/10/09

    “Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.

    In this episode, Lyndsey and Leyah discuss the topic, “Your Guide to Wills, Health Care Proxies and Powers of Attorney”. 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.

    Read the full episode transcript HERE.

    *We are not practicing attorneys or licensed insurance sales professionals. We review these areas as an objective third party with our client’s best interests at the forefront.

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    9 分
  • Financial Education For Women: Featuring Lynda Lander, CFP®
    2024/09/25

    “Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.

    In this episode, Lyndsey and Leyah are joined by JGUA Financial Advisor Lynda Lander, CFP® discuss the topic, “Financial Education for Women”. 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.

    Read the full episode transcript HERE

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    28 分
  • Financial Education for Women
    2024/09/11

    “Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.

    In this episode, Lyndsey and Leyah present on the topic, “Financial Education for Women”. 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.

    Read the full episode transcript HERE.

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    6 分