Episodes
“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, dives into the question, “Is There a Simple Path to Financial Planning?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected]. For the full transcript, click HERE.
Published 11/14/24
Published 11/14/24
“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...
Published 11/08/24
“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, dives into the question, “Are Lower Interest Rates Good or Bad?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected]. For the full transcript, click HERE.
Published 10/31/24
“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, dives into the question, “Are Lower Interest Rates Good or Bad?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected]. For the full transcript, click HERE.
Published 10/17/24
“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...
Published 10/09/24
“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, dives into the question, “Should I Downsize My Home?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected]. For the full transcript, click HERE.
Published 10/03/24
“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, dives into the question, “Should I Downsize My Home?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected]. For the full transcript, click HERE. 
Published 09/19/24
“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, dives into the question, “Should I Take a Risk?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected]. For the full transcript, click HERE. 
Published 09/05/24
“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, dives into the question, “When Should I Begin Taking Social Security?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected]. For the full transcript, click HERE. 
Published 08/22/24
“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, dives into the question, “When Is It Okay to Stop Making Retirement Contributions?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected]. For the full transcript, click HERE. 
Published 08/08/24
“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, dives into the question, “Should I Do My Own Investment Research?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].
Published 07/25/24
“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, dives into the question, “Should I Do My Own Investment Research?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected]. For the full transcript, click HERE. 
Published 07/25/24
“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, dives into the question, “Should I Keep Saving If I’m a Millionaire?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 07/11/24
“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, dives into the question, “What Credit Card Should I Use?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 06/27/24
“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, dives into the question, “What Do I Do With an Extra $10,000?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 06/13/24
“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, dives into the question, “Should I Consolidate My Debt?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 05/30/24
“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, dives into the question, “How Do I Budget and Live Within My Means?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 05/16/24
“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, dives into the question, “How Do I Budget and Live Within My Means?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 05/02/24
“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, dives into the question, “What Should I Know About The FIRE Movement?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 04/18/24
“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, dives into the question, “Should I Tap Into My Retirement Fund?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 04/04/24
“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, dives into the question, “How Much Home Can I Afford?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 03/21/24
“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, dives into the question, “Should I Give Away My Wealth Today?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 02/29/24
“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, dives into the question, “Should I Rent or Buy a Vacation Home?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 02/22/24
“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, dives into the question, “Should I Gamble?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].   For the full transcript, click HERE. 
Published 02/15/24