エピソード

  • Should I be an LLC or S Corp?
    2025/04/03
    “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 be an LLC or S Corp?” 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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    8 分
  • Should I Trust My Gut When Making a Financial Choice?
    2025/03/20

    “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 Trust My Gut When Making a Financial Choice?”

    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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    4 分
  • Is Tax Planning Different After the Death of a Spouse?
    2025/03/06

    “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 Tax Planning Different After the Death of a 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 info@jgua.com.

    For the full transcript, click HERE.

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    5 分
  • How Do I Keep My Money Safe in a Disaster?
    2025/02/27

    “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 Keep My Money Safe in a Disaster?”

    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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    8 分
  • What Can I Afford?
    2025/02/06

    “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 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 info@jgua.com.

    For the full transcript, click HERE.

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    5 分
  • Should I Buy A Home Now And Refinance Later?
    2025/01/23

    “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 buy a Home Now and Refinance Later?”

    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
  • How Many Retirement Accounts Should I Have?
    2025/01/09

    “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 Many Retirement 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 info@jgua.com.

    For the full transcript, click HERE.

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    8 分
  • What Financial Professionals Do I Need?
    2024/12/24

    “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 Financial Professionals Do I Need?”

    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