Episodes
"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, "Love Your Money This Valentine's Day". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®,...
Published 02/14/24
“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 Sell 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 02/08/24
“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, “What Types of Accounts Should I Have?”   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 02/01/24
“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 frugality is Necessary?”   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 01/25/24
“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 Relocate For a Job?”   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 01/18/24
“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, “What Is the Best Portfolio For Me?”   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 [email protected].   For the full transcript, click HERE.
Published 12/14/23
“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, dives into the question, “Do I Need an Emergency Savings Account?”   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 [email protected].   For the full transcript, click HERE.
Published 12/07/23
“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, dives into the question, “Should I Be More Conservative With My Investments As I Approach Retirement?”   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 [email protected]   For the full transcript, click HERE.
Published 11/30/23
“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, dives into the question, “Is Too Much Of My Wealth Tied To My Employer?”   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 [email protected]   For the full transcript, click HERE.
Published 11/24/23
“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, dives into the question “How Do I Prepare For a New Child?". 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 [email protected].
Published 11/17/23
“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, dives into the question “How Do I Financially Support Aging Parents?". 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 [email protected].
Published 11/09/23
“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, dives into the question “Should I Invest Outside of My Employer Plan?”. 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 [email protected].
Published 11/01/23
“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, dives into the question “Should I Consider a Side Hustle or Focus on my Main Career" 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 [email protected]
Published 10/26/23
"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, dives into the question, "What Do I Need For an Estate Plan?" 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 [email protected].
Published 10/19/23
“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, dives into the question “How Long Should I Expect to Work Based on My Career?". 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 [email protected]
Published 10/12/23
“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, dives into the question “How Do I Prevent My Kids From Being Spoiled By Money?". 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 [email protected].
Published 10/05/23
“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, dives into the question “Should I Remarry If I'm Receiving Social Security Benefits From An Ex-Spouse?". 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 [email protected].
Published 09/29/23
“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, dives into the question “Should I Take The Lump Sum From My Pension?". 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 [email protected]
Published 09/20/23
“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, dives into the question “How Should I Prepare If I'm Expecting a Large Inheritance Down the Line?". 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 [email protected].
Published 09/14/23
“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, dives into the question “Should I Worry About High Mortgage Rates?". 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 [email protected].
Published 09/07/23
“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, dives into the question “Should I Retire at the Same Time as My Spouse?" 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 [email protected].
Published 08/31/23
“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, dives into the question “Should I Start My Own Business?". 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 [email protected].
Published 08/24/23
“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, dives into the question “What Do Higher Interest Rates Mean for Me?". 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 [email protected].
Published 08/10/23
“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, dives into the question “Am I Ready for an Early Retirement?". 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 [email protected].
Published 08/03/23
“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, dives into the question “Should I Stop Making Retirement Contributions in an Uncertain Market?". 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 [email protected].
Published 07/20/23