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 16: Spiders, Taxes, and Valentines
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Jeremy Udell
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Season 1
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Episode 16
How did the 30 year anniversary of the first Exchange Traded Fund (ETF) remind Jeremy of his greatest fear? Jeremy discusses that, and how ETFs differ from Mutual Funds. Jeremy also describes how taxes can pass through to investors of a Mutual Fund, even when the value of the fund goes down, and some ideas to consider to help mitigate that problem. Finally, Jeremy and his wife don't do dinner out on Valentine's Day anymore. Why not, and what do they do to keep the romance alive? Take a listen!