エピソード

  • The AI Question: Advice vs. Action

    The AI Question: Advice vs. Action
    2026/03/19
    “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 Doyle dive into the growing conversation around AI vs. the human advisor. They discuss how AI is influencing the stock market, where it may (and may not) disrupt industries, and what it means for financial planning. From robo-advisors to real-world decision-making, they break down the limitations of AI, the importance of human judgment, and why implementation and personal connection still matter. If you’d like to discuss your specific situation with one of our CFPs®, please […]
    続きを読む 一部表示
    20 分
  • Gold, Bitcoin & Real Estate: The Truth About Alternative Investments

    Gold, Bitcoin & Real Estate: The Truth About Alternative Investments
    2026/03/05
    “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 Doyle discuss alternative investments—from gold and Bitcoin to real estate. They cover what these assets are, how they can be used in a portfolio, the risks involved, and considerations for everyday investors and retirees. If you’d like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE
    続きを読む 一部表示
    13 分
  • Career Blueprint Series: Real Estate Agents & Brokers

    Career Blueprint Series: Real Estate Agents & Brokers
    2026/02/05
    “Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on real estate agents and brokers. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE
    続きを読む 一部表示
    6 分
  • Career Blueprint Series: Professors

    Career Blueprint Series: Professors
    2026/01/22
    “Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on professors. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE
    続きを読む 一部表示
    6 分
  • Career Blueprint Series: Nurses

    Career Blueprint Series: Nurses
    2026/01/08
    “Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on nurses. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
    続きを読む 一部表示
    5 分
  • Career Blueprint Series: Entrepreneurs

    Career Blueprint Series: Entrepreneurs
    2025/12/23
    “Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on entrepreneurs. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
    続きを読む 一部表示
    6 分
  • Career Blueprint Series: Financial Advisors

    Career Blueprint Series: Financial Advisors
    2025/12/11
    “Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on financial advisors. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
    続きを読む 一部表示
    5 分
  • Career Blueprint Series: Chefs & Restaurant Workers

    Career Blueprint Series: Chefs & Restaurant Workers
    2025/11/25
    “Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on chefs and restaurant workers. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
    続きを読む 一部表示
    9 分