『Well... It Depends!』のカバーアート

Well... It Depends!

Well... It Depends!

著者： John G. Ullman & Associates Inc.
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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.© 2024 John G. Ullman & Associates 個人ファイナンス 経済学
エピソード
  • Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be

    Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be
    2026/04/02
    “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 break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and defined contribution plans, why the responsibility for retirement has shifted to individuals, and how to make smarter decisions when it comes to saving, investing, and managing your retirement accounts. From contribution strategies and Roth vs. pre-tax decisions to Social Security timing and planning opportunities, they […]
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    22 分
  • 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 […]
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    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
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    13 分
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