Well... It Depends!

Author: John G. Ullman & Associates, Inc.

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.
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Language: en-us

Genres: Business, Investing

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Career Blueprint Series: Financial Advisors
Episode 144
Thursday, 11 December, 2025

“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, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on chefs and restaurant workers. 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.