All Episodes
Well... It Depends! — 155 episodes
A Complicated Market: AI Stocks, SpaceX IPO, Interest Rates & Inflation Explained
Major Purchases During Market Uncertainty
What’s My Magic Number for Retirement?
Tax Planning in 2026: New Rules, Deductions & Smart Strategies (OBBBA Breakdown)
Markets vs Portfolios Explained: Why the S&P 500 Isn’t Enough for Retirement Planning
Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be
The AI Question: Advice vs. Action
Gold, Bitcoin & Real Estate: The Truth About Alternative Investments
Career Blueprint Series: Real Estate Agents & Brokers
Career Blueprint Series: Professors
Career Blueprint Series: Nurses
Career Blueprint Series: Entrepreneurs
Career Blueprint Series: Financial Advisors
Career Blueprint Series: Chefs & Restaurant Workers
Career Blueprint Series: Sales Professionals
Career Blueprint Series: Accountants
Career Blueprint Series: High-End Finance
Career Blueprint Series: Trades
Career Blueprint Series: Military
Career Blueprint Series: Professional Athletes
Career Blueprint Series: Attorney
Career Blueprint Series: Police Officers
Career Blueprint Series: Artists
Career Blueprint Series: Tech Workers
Career Blueprint Series: Doctors
Career Blueprint Series: White Collar Corporate Office Workers
Should I Be Aggressive With My Investments?
Should I be an LLC or S Corp?
Should I Trust My Gut When Making a Financial Choice?
Is Tax Planning Different After the Death of a Spouse?
How Do I Keep My Money Safe in a Disaster?
What Can I Afford?
Should I Buy A Home Now And Refinance Later?
How Many Retirement Accounts Should I Have?
What Financial Professionals Do I Need?
Can I Be Fully Protected Financially?
Is There a Simple Path to Financial Planning?
What to Do With an Extra $100,000?
Are Lower Interest Rates Good or Bad?
How Do I Set Up My Kids For Financial Success?
Should I Downsize My Home?
Should I Take a Risk?
When Should I Begin Taking Social Security?
When Is It Okay to Stop Making Retirement Contributions?
Should I Do My Own Investment Research?
Should I Do My Own Investment Research?
Should I Keep Saving If I am a Millionaire?
What Credit Card Should I Use?
What Do I Do With an Extra $10,000?
Should I Consolidate My Debt?
As a Freelancer, Should I Increase My Rates or Broaden My Client Base to Make More Money?
How Do I Budget and Live Within My Means?
What Should I Know About The FIRE Movement?
Should I Tap Into My Retirement Fund?
How Much Home Can I Afford?
Should I Give Away My Wealth Today?
Should I Rent or Buy a Vacation Home?
Should I Gamble?
Should I Rent or Sell My Home?
What Types of Accounts Should I Have?
How Much Frugality is Necessary?
Should I Relocate For a Job?
What Is the Best Portfolio For Me?
Do I Need an Emergency Savings Account?
Should I Be More Conservative With My Investments As I Approach Retirement?
Is Too Much Of My Wealth Tied To My Employer?
How Do I Prepare For a New Child?
How Do I Financially Support Aging Parents?
Should I Invest Outside of My Employer Plan?
Should I Consider a Side Hustle or Focus on My Main Career?
What Do I Need For an Estate Plan?
How Long Should I Expect to Work Based on My Career?
How Do I Prevent My Kids From Being Spoiled By Money?
Should I Remarry If I’m Receiving Social Security Benefits From An Ex-Spouse?
Should I Take The Lump Sum From My Pension?
How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?
Should I Worry About High Mortgage Rates?
Should I Retire at the Same Time as My Spouse?
Should I Start My Own Business?
What Do Higher Interest Rates Mean for Me?
Am I Ready for an Early Retirement?
Should I Stop Making Retirement Contributions in an Uncertain Market?
Should I Move to the Big City?
Should I Pay With Cash or Card?
Is It Okay to Change My Investment Priorities?
How to Save for Short-Term Goals?
What To Do With Inherited, Jointly-Owned Property?
When Should I Finance a Large Purchase?
Is Putting My Career on Hold a Wise Decision?
How is My Equity Compensation Taxed?
How Do I Leave a Legacy?
Should I Contribute to a Traditional or Roth 401K?
Should I Prioritize Saving for Retirement?
How Do I Build Wealth After a Delayed Start?
How Important is My Asset Allocation?
How Do I Give Money to My Heirs?
What Do Higher Interest Rates Mean for Me?
Is My Money Safe?
Should I Rollover My Current 401K?
Is Maxing out My 401K Enough?
Should I Keep the Home In a Divorce?
Should I Pay Off My Mortgage Early?
Should I Refinance?
Should I Buy a Home With Somebody Else?
Should I Relocate in Retirement?
How Much Money is Enough?
Should I Worry About My Credit Score?
Should I Lease or Buy a Car?
Should I Borrow From My 401K?
What Do I Do With a Large Inheritance?
Should I Be Worried About My Online Privacy?
Should I Come Out of Retirement to Work?
Am I Saving Enough?
How Much Diversification Do I Need?
How Do I Prepare for an Emergency?
What to Do If I Lose My Job?
How Do I Financially Help My Kids?
Should I Change Jobs?
How Do I Save for College?
Should I Change How I’m Invested?
What to Review for My Job’s Benefits?
What to Do With My Old 401K?
Can I Save Too Much?
Is a Strong Dollar Good or Bad?
Should I Buy a Home?
What Do Rising Interest Rates Mean for Me?
Should I Be Worried About a Recession?
Should I Worry About Inflation?
Do I Need a Financial Planner?
What to Do With Cash
Can I Retire During a Down Turn?
Should I have a 30-year mortgage?
Should I Be In Crypto?
Medicare Overview
Equity Compensation
Increasing Lifetime Earnings
Investing in Collectibles
Is it Really a Social Security ‘Doomsday’?
Fear and Future of Inflation
Making Sense of the Advance Child Tax Credit
Could a Backdoor Roth Strategy Benefit You?
Creating a Savings Budget for Spenders
Equity Compensation Webinar Playback
The Importance of Being Coachable Webinar Playback
Five C’s of Homebuying
Exploring the Benefits of Partial Retirement
JGUA Investment Philosophy w/ John Ullman
Tax Guidance for 2020-2021
Diversifying with Real Estate Investments
The History of John G. Ullman & Associates, Inc.
Community Involvement and Retiring with a Purpose
State of the Markets
Education and the Next Generation
Making the Most of Giving to Charities
What Does Inheritance Really Mean?