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/
Episodes
38 episodes
Episode 35: Annuities, Love'em or Hate'em, and Loki
Jeremy had a lot of client and prospect meetings this year. Those meetings left him with the impression that most people fall in to one of two camps: they either love annuities and have too much, or hate annuities and will never have any. Why i...
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Season 2
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Episode 35
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22:09
Episode 34: Tip for the End of the Year.
The magical, ephemeral deadline approaches. It may seem arbitrary, but if you aren't aware of the ways the year switch from 2023 to 2024 can affect you, it's important to do the research, and take stock before the calendar clicks over. And if y...
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Season 2
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Episode 34
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21:48
Baby Talking to Three Advisors
Jeremy's got baby on the brain. It's made him think about the future. Have you had conversations with your advisors about how to protect, project, and preserve what you can for your growing family?
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Season 2
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Episode 33
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17:32
Episode 32: Interest Rates and Cognitive Dissonance.
Interest Rates are pretty high right now, at least compared to where they've been over the last decade. What mistakes do we need to avoid? Are there any opportunities to be taken advantage of? And can Jeremy sing as well as the great Davy Jones...
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Season 2
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Episode 32
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19:27
Back with Big News!
Jeremy's back! He's looking forward to starting a "Season 2" of the Podcast, but before he starts, he's giving an update on the changes that have happened in his life. Curious? Click now to listen!
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Season 2
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Episode 31
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14:15
Replay: Episode 23-Stories, Artifacts, and Rituals with Scott Brown
Today, Jeremy is joined by a brilliant communicator and leader, his friend Scott Brown. Scott has written a book called Alignment, focusing on employee engagement. He’s an accomplished communicator, and has been a key note speaker, and won many...
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30:15
Replay: Episode 17: Money in the Star Wars Galaxy
What did they use for Money in the Star Wars universe? How much did things cost? If Luke thought he could almost buy his own ship for 10,000… how close was he? And what kind of ship would that have been. And 10,000 what, exactly? If you are int...
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33:29
Replay-Episode 12: David Watson on Planning, Prosperity, and Podcasting
For the first time on the podcast, Jeremy welcomes a guest! David Watson II joins Jeremy to discuss his journey to becoming a financial planner, the process that lead him to his current role as the Prosperity Planner for Goodwill of Central Flo...
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28:12
Episode 30: Fathers and Sons
Jeremy is a Dad! He recorded this podcast just before the birth of his new daughter. And in honor of that event, he brought on his own awesome father, Bruce Udell, who also happens to be his boss! But did you know that Bruce also worked with hi...
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Season 1
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Episode 30
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33:32
Episode 29: Variable Life is Baaaaack!
For years, Jeremy and his firm have largely avoided selling Variable Life Insurance. They just felt it was too risky. Life Insurance plans should have more certainty than to count on mutual funds invested in the stock market. But recently, chan...
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Season 1
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Episode 29
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16:08
Stop Running from the Banks!
A lot of people seem to be worried about their money in the banks. It’s understandable with the headlines. Today, Jeremy reminds us that there are risks to putting money under the mattress or burying it in the back yard, and that there are prot...
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Season 1
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Episode 28
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20:33
Episode 27: Disability Insurance Awareness Month!
It’s May! Can you believe it? And May is Disability Awareness Month. Jeremy had a family member who got hurt, but luckily, had this very beneficial coverage. He discusses what happened and some of the ins and out of Disability Insurance today, ...
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Season 1
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Episode 27
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17:11
Episode 26: Yes, Life Insurance CAN be a Good Investment
Have you been fleeing to cash? So many people are excited by the 3-4% interest rates on some bank accounts. Are they ignoring another place they could be achieving similar or better returns? Jeremy has been thinking a lot about Life Insurance r...
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21:36
Episode Replay: Episode1: Rollercoasters, Touchdowns and Ohio
With the crazy market, how are you tolerating the ride? Should you be thinking about going more conservative with your portfolio? And...why does Jeremy use weird analogies?
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Season 1
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Episode 25
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13:55
Episode 24: Why do you hate annuities?
Annuities aren't right for everyone. But they can help so many people. Yet for so long, you've been told annuities are bad! And no matter how thoroughly and completely Jeremy explains how annuities work, and what examples Jeremy provides, so ma...
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Season 1
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Episode 24
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18:12
Episode 23: Stories, Artifacts, and Rituals with Scott Brown
Today, Jeremy is joined by a brilliant communicator and leader, his friend Scott Brown. Scott has written a book called Alignment, focusing on employee engagement. He’s an accomplished communicator, and has been a key note speaker, and won many...
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Season 1
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Episode 23
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30:04
Episode 21: March, Matching, and Madness
It’s Springtime, and that means its also almost tax time! Jeremy reminds everyone one way to defer tax is to contribute to traditional IRAs and 401ks. He then talks about a benefit some retirement plans provide that not everyone takes full adva...
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16:22
Episode 22: A conversation with an AI.
Ever chatted with and AI? Last week, Jeremy mentioned that AI is coming sooner than many people think. That same week, Jeremy was given access to chat with Google’s AI Chatbot, named Bard. What was that like? Tune in now to discover the Fascina...
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Season 1
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Episode 22
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22:16
Episode 20: Skynet, Star Trek, and a Unicorn
For his 20th episode, Jeremy discusses some current events, including: A chat with an Artificial Intelligence that went sideways, a Laser experiment that may have opened up travel to distant stars, and a combination of insurance products that n...
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Season 1
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Episode 20
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19:23
Episode 19: Risk, Drill Bits, and Ant-Man
Jeremy takes us back to his Book, Retire Happily Ever After, and discusses Chapter 2, which discusses risks we face in retirement, and Chapter 3, having the right tool to address the risks we face. He also gives us his thoughts on the new Marve...
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Season 1
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Episode 19
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18:44
Episode 18: Aristocracy, Philanthropy, and Canine Recycling
What is the Estate Tax and why does it exist? Jeremy explains one of the justifications for why some people will have to pay an extra tax at death. But there are ways to avoid this “DEATH TAX”, one of which is being well used by one very well-k...
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19:55
Episode 17: Money in the Star Wars Galaxy
What did they use for Money in the Star Wars universe? How much did things cost? If Luke thought he could almost buy his own ship for 10,000… how close was he? And what kind of ship would that have been. And 10,000 what, exactly? If you are int...
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33:20
Episode 16: Spiders, Taxes, and Valentines
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 ...
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Season 1
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Episode 16
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21:04
Episode 15: Mastercard, First House, and Cold Weather
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 invest...
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Season 1
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Episode 15
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15:31
