Well... It Depends!
By John G. Ullman & Associates, Inc.
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Category: Investing
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Episodes: 153
Description
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.
| Episode | Date |
|---|---|
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Should I Be Aggressive With My Investments?
|
May 01, 2025 |
|
Should I be an LLC or S Corp?
|
Apr 03, 2025 |
|
Should I Trust My Gut When Making a Financial Choice?
|
Mar 20, 2025 |
|
Is Tax Planning Different After the Death of a Spouse?
|
Mar 06, 2025 |
|
How Do I Keep My Money Safe in a Disaster?
|
Feb 27, 2025 |
|
What Can I Afford?
|
Feb 06, 2025 |
|
Should I Buy A Home Now And Refinance Later?
|
Jan 23, 2025 |
|
How Many Retirement Accounts Should I Have?
|
Jan 09, 2025 |
|
What Financial Professionals Do I Need?
|
Dec 24, 2024 |
|
Can I Be Fully Protected Financially?
|
Nov 27, 2024 |
|
Is There a Simple Path to Financial Planning?
|
Nov 14, 2024 |
|
What to Do With an Extra $100,000?
|
Oct 31, 2024 |
|
Are Lower Interest Rates Good or Bad?
|
Oct 17, 2024 |
|
How Do I Set Up My Kids For Financial Success?
|
Oct 03, 2024 |
|
Should I Downsize My Home?
|
Sep 19, 2024 |
|
Should I Take a Risk?
|
Sep 05, 2024 |
|
When Should I Begin Taking Social Security?
|
Aug 22, 2024 |
|
When Is It Okay to Stop Making Retirement Contributions?
|
Aug 08, 2024 |
|
Should I Do My Own Investment Research?
|
Jul 25, 2024 |
|
Should I Do My Own Investment Research?
|
Jul 25, 2024 |
|
Should I Keep Saving If I am a Millionaire?
|
Jul 11, 2024 |
|
What Credit Card Should I Use?
|
Jun 27, 2024 |
|
What Do I Do With an Extra $10,000?
|
Jun 13, 2024 |
|
Should I Consolidate My Debt?
|
May 30, 2024 |
|
As a Freelancer, Should I Increase My Rates or Broaden My Client Base to Make More Money?
|
May 16, 2024 |
|
How Do I Budget and Live Within My Means?
|
May 02, 2024 |
|
What Should I Know About The FIRE Movement?
|
Apr 18, 2024 |
|
Should I Tap Into My Retirement Fund?
|
Apr 04, 2024 |
|
How Much Home Can I Afford?
|
Mar 21, 2024 |
|
Should I Give Away My Wealth Today?
|
Feb 29, 2024 |
|
Should I Rent or Buy a Vacation Home?
|
Feb 22, 2024 |
|
Should I Gamble?
|
Feb 15, 2024 |
|
Should I Rent or Sell My Home?
|
Feb 08, 2024 |
|
What Types of Accounts Should I Have?
|
Feb 01, 2024 |
|
How Much Frugality is Necessary?
|
Jan 25, 2024 |
|
Should I Relocate For a Job?
|
Jan 18, 2024 |
|
What Is the Best Portfolio For Me?
|
Dec 14, 2023 |
|
Do I Need an Emergency Savings Account?
|
Dec 07, 2023 |
|
Should I Be More Conservative With My Investments As I Approach Retirement?
|
Nov 30, 2023 |
|
Is Too Much Of My Wealth Tied To My Employer?
|
Nov 24, 2023 |
|
How Do I Prepare For a New Child?
|
Nov 17, 2023 |
|
How Do I Financially Support Aging Parents?
|
Nov 09, 2023 |
|
Should I Invest Outside of My Employer Plan?
|
Nov 01, 2023 |
|
Should I Consider a Side Hustle or Focus on My Main Career?
|
Oct 26, 2023 |
|
What Do I Need For an Estate Plan?
|
Oct 19, 2023 |
|
How Long Should I Expect to Work Based on My Career?
|
Oct 12, 2023 |
|
How Do I Prevent My Kids From Being Spoiled By Money?
|
Oct 05, 2023 |
|
Should I Remarry If I’m Receiving Social Security Benefits From An Ex-Spouse?
|
Sep 29, 2023 |
|
Should I Take The Lump Sum From My Pension?
|
Sep 20, 2023 |
|
How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?
|
Sep 14, 2023 |
|
Should I Worry About High Mortgage Rates?
|
Sep 07, 2023 |
|
Should I Retire at the Same Time as My Spouse?
|
Aug 31, 2023 |
|
Should I Start My Own Business?
|
Aug 24, 2023 |
|
What Do Higher Interest Rates Mean for Me?
|
Aug 10, 2023 |
|
Am I Ready for an Early Retirement?
|
Aug 03, 2023 |
|
Should I Stop Making Retirement Contributions in an Uncertain Market?
|
Jul 20, 2023 |
|
Should I Move to the Big City?
|
Jul 14, 2023 |
|
Should I Pay With Cash or Card?
|
Jul 06, 2023 |
|
Is It Okay to Change My Investment Priorities?
|
Jun 29, 2023 |
|
How to Save for Short-Term Goals?
|
Jun 22, 2023 |
|
What To Do With Inherited, Jointly-Owned Property?
|
Jun 15, 2023 |
|
When Should I Finance a Large Purchase?
|
Jun 08, 2023 |
|
Is Putting My Career on Hold a Wise Decision?
|
Jun 01, 2023 |
|
How is My Equity Compensation Taxed?
|
May 25, 2023 |
|
How Do I Leave a Legacy?
|
May 18, 2023 |
|
Should I Contribute to a Traditional or Roth 401K?
|
May 12, 2023 |
|
Should I Prioritize Saving for Retirement?
|
May 04, 2023 |
|
How Do I Build Wealth After a Delayed Start?
|
Apr 27, 2023 |
|
How Important is My Asset Allocation?
|
Apr 13, 2023 |
|
How Do I Give Money to My Heirs?
|
Apr 06, 2023 |
|
What Do Higher Interest Rates Mean for Me?
|
Mar 30, 2023 |
|
Is My Money Safe?
|
Mar 23, 2023 |
|
Should I Rollover My Current 401K?
|
Mar 16, 2023 |
|
Is Maxing out My 401K Enough?
|
Mar 09, 2023 |
|
Should I Keep the Home In a Divorce?
|
Mar 02, 2023 |
|
Should I Pay Off My Mortgage Early?
|
Feb 23, 2023 |
|
Should I Refinance?
|
Feb 16, 2023 |
|
Should I Buy a Home With Somebody Else?
|
Feb 09, 2023 |
|
Should I Relocate in Retirement?
|
Feb 02, 2023 |
|
How Much Money is Enough?
|
Jan 26, 2023 |
|
Should I Worry About My Credit Score?
|
Jan 19, 2023 |
|
Should I Lease or Buy a Car?
|
Jan 12, 2023 |
|
Should I Borrow From My 401K?
|
Jan 05, 2023 |
|
What Do I Do With a Large Inheritance?
|
Dec 28, 2022 |
|
Should I Be Worried About My Online Privacy?
|
Dec 22, 2022 |
|
Should I Come Out of Retirement to Work?
|
Dec 14, 2022 |
|
Am I Saving Enough?
|
Nov 30, 2022 |
|
How Much Diversification Do I Need?
|
Nov 23, 2022 |
|
How Do I Prepare for an Emergency?
|
Nov 16, 2022 |
|
What to Do If I Lose My Job?
|
Nov 09, 2022 |
|
How Do I Financially Help My Kids?
|
Nov 03, 2022 |
|
Should I Change Jobs?
|
Oct 26, 2022 |
|
How Do I Save for College?
|
Oct 20, 2022 |
|
Should I Change How I’m Invested?
|
Oct 12, 2022 |
|
What to Review for My Job’s Benefits?
|
Oct 07, 2022 |
|
What to Do With My Old 401K?
|
Sep 30, 2022 |
|
Can I Save Too Much?
|
Sep 23, 2022 |
|
Is a Strong Dollar Good or Bad?
|
Sep 15, 2022 |
|
Should I Buy a Home?
|
Sep 08, 2022 |
|
What Do Rising Interest Rates Mean for Me?
|
Sep 01, 2022 |
|
Should I Be Worried About a Recession?
|
Aug 25, 2022 |
|
Should I Worry About Inflation?
|
Aug 18, 2022 |
|
Do I Need a Financial Planner?
|
Aug 12, 2022 |
|
What to Do With Cash
|
Aug 03, 2022 |
|
Can I Retire During a Down Turn?
|
Jul 07, 2022 |
|
Should I have a 30-year mortgage?
|
Feb 16, 2022 |
|
Should I Be In Crypto?
|
Jan 20, 2022 |
|
Medicare Overview
|
Dec 07, 2021 |
|
Equity Compensation
|
Nov 16, 2021 |
|
Increasing Lifetime Earnings
|
Oct 18, 2021 |
|
Investing in Collectibles
|
Sep 23, 2021 |
|
Is it Really a Social Security ‘Doomsday’?
|
Sep 09, 2021 |
|
Fear and Future of Inflation
|
Aug 03, 2021 |
|
Making Sense of the Advance Child Tax Credit
|
Jul 15, 2021 |
|
Could a Backdoor Roth Strategy Benefit You?
|
Jun 17, 2021 |
|
Creating a Savings Budget for Spenders
|
Jun 02, 2021 |
|
Equity Compensation Webinar Playback
|
May 18, 2021 |
|
The Importance of Being Coachable Webinar Playback
|
May 04, 2021 |
|
Five C’s of Homebuying
|
Apr 20, 2021 |
|
Exploring the Benefits of Partial Retirement
|
Apr 08, 2021 |
|
JGUA Investment Philosophy w/ John Ullman
|
Mar 23, 2021 |
|
Tax Guidance for 2020-2021
|
Mar 09, 2021 |
|
Diversifying with Real Estate Investments
|
Feb 23, 2021 |
|
The History of John G. Ullman & Associates, Inc.
|
Feb 09, 2021 |
|
Community Involvement and Retiring with a Purpose
|
Jan 26, 2021 |
|
State of the Markets
|
Jan 13, 2021 |
|
Education and the Next Generation
|
Dec 28, 2020 |
|
Making the Most of Giving to Charities
|
Dec 14, 2020 |
|
What Does Inheritance Really Mean?
|
Dec 02, 2020 |