JGUA Investment Philosophy w/ John Ullman

What this episode covers

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring John Ullman, Founder & President of 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. For a full transcript, click here. Looking for show notes? Find them here

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How long is this episode of Well... It Depends!?

This episode is 14 minutes long.

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This episode was published on March 23, 2021.

What is this episode about?

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring John Ullman, Founder & President of 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...

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