The Mastering Your Wealth® radio show was created by Jon Ulin, CFP®, Managing Principal of Ulin & Co. to help empower boomers and retirees to make smarter financial and investment decisions along the road of life. Managing your money can be more stressful and challenging in today’s post-recession economy and turbulent stock market than in decades past. With our show’s focus on financial wellness and independence for boomers and retirees, we strive to cut-through news, rules, products, maxims, myths and data while helping listeners simplify complex financial jargon.
Known as the “investors advocate,” Jon Ulin, CFP® and Managing Principal of Ulin & Co. is passionate to provide the “straight talk” on a multitude of personal finance, investing, tax, insurance, health care and estate planning topics to addressing retirement income planning strategies. Jon is sought-after speaker for both corporate and community events and is often quoted by national news and media outlets. His comments have appeared in US News and World Report, Time, Market Watch, The Street CNBC, Fortune, Bloomberg and the Wall Street Journal.
Note: Our show is on break – will return soon as a video/ podcast interview format.