『Well... It Depends!』のカバーアート

Well... It Depends!

Well... It Depends!

著者： John G. Ullman & Associates Inc.
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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 個人ファイナンス 経済学
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  • Trump Accounts Explained: Should You Choose One Over a 529 Plan?

    Trump Accounts Explained: Should You Choose One Over a 529 Plan?
    2026/07/23
    “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 Doyle discuss one of the newest developments in financial planning: Trump Accounts. Following the passage of recent federal legislation, these new tax-advantaged accounts are now available to help families begin saving for a child’s future, creating new opportunities—and new planning decisions. Andrew and Derek explain how Trump Accounts work, including eligibility requirements, contribution rules, investment limitations, and the government’s $1,000 seed contribution available for qualifying children born between January 1, 2025, and December 31, 2028. They discuss how […]
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    11 分
  • Equity Compensation: Are You Taking Too Much Risk?

    Equity Compensation: Are You Taking Too Much Risk?
    2026/07/09
    “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 Doyle are joined by Jason Nickerson, CFP®, EA, President and CEO of John G. Ullman & Associates, to discuss one of the most complex areas of financial planning: equity compensation. As markets reach new highs, many employees may find themselves holding a significant amount of company stock through equity compensation programs. But owning a concentrated position in the company you work for creates unique planning considerations—especially when your income, benefits, and investments may all be tied to the […]
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    21 分
  • Are Financial Advisors Worth It? What Investors Should Know

    Are Financial Advisors Worth It? What Investors Should Know
    2026/06/25
    “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 Doyle tackle a question that has become increasingly relevant in the age of artificial intelligence and digital financial tools: Do I need a financial advisor? They examine the growing availability of AI-powered financial resources and discuss the opportunities—and limitations—of managing your finances without professional guidance. Andrew and Derek break down the challenges individuals may face when going it alone, including keeping up with changing tax laws, understanding broader economic trends, managing cash flow, and creating a comprehensive financial […]
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    12 分
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