エピソード

  • Is There a Simple Path to Financial Planning?

    Is There a Simple Path to Financial Planning?
    2024/11/14
    “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 info@jgua.com. For the full transcript, click HERE.
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    5 分
  • What to Do With an Extra $100,000?

    What to Do With an Extra $100,000?
    2024/10/31
    “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 info@jgua.com. For the full transcript, click HERE.
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    7 分
  • Are Lower Interest Rates Good or Bad?

    Are Lower Interest Rates Good or Bad?
    2024/10/17
    “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 info@jgua.com. For the full transcript, click HERE.
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    6 分
  • How Do I Set Up My Kids For Financial Success?

    How Do I Set Up My Kids For Financial Success?
    2024/10/03

    “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 info@jgua.com.

    For the full transcript, click HERE.
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    6 分
  • Should I Downsize My Home?

    Should I Downsize My Home?
    2024/09/19

    “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 info@jgua.com.

    For the full transcript, click HERE.

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    6 分
  • Should I Take a Risk?

    Should I Take a Risk?
    2024/09/05

    “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, 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 info@jgua.com.

    For the full transcript, click HERE.

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    5 分
  • When Should I Begin Taking Social Security?

    When Should I Begin Taking Social Security?
    2024/08/22

    “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, 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 info@jgua.com.

    For the full transcript, click HERE.

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    6 分
  • When Is It Okay to Stop Making Retirement Contributions?

    When Is It Okay to Stop Making Retirement Contributions?
    2024/08/08

    “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, 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 info@jgua.com.

    For the full transcript, click HERE.

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    5 分