Oodles of Financial Advice
What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:Jeremy@wealthenjoyment.com/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Udell Associates is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This content is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872./Investor Disclosures: https://bit.ly/KF-Disclosures <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< https://www.finra.org /https://www.sipc.org/
Oodles of Financial Advice
Episode 15: Mastercard, First House, and Cold Weather
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Jeremy Udell
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Season 1
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Episode 15
Today Jeremy talks about the times he’s been asked when to sell a good investment, and what he’s done in those situations. He follows that up by telling us a story about a time when he made a regrettable decision about when to sell a bad investment choice. And finally, Jeremy talks about how some recent experiences with cold weather remind him why it’s worth tolerating the heat of Florida’s summer.
A story about Mastercard's IPO that Jeremy sometimes tells when asked what to do with an appreciated stock investment.
Recent experiences with Cold Weather in the mountains North Carolina and swimming with the Manatees in Crystal River, Florida.