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
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 is that? Jeremy ruminates on the reasons for and problems with both of these scenarios. What does Jeremy love? The Disney+ show Loki! Find out why.
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 you'd like to hear why Jeremy is looking forward to Chanukah again, make sure to listen to the end!
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?
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? Find out as you dig in to this week's bowl of Oodles!
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!
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 speaking contests. Today, he’ll share some tips on improving our communications skills.
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 interested in these deep, philosophical questions, this is the Podcast for you! Tune in as Jeremy welcomes one of his best friends, David Vazana, a great guy, as well as the man who always beat ...
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 Florida, and describes the inspiration for his podcast, 1 Life 2 Build.
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 his father, Aaron Udell? Most people called him “Arky”. Jeremy called him Zayde (“Zay-Dee”, Yiddish for Grandpa). Bruce has a unique perspective then, on what it’s like to work with your father...
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, changes to some Variable Life Insurance policies have made them an attractive option for a lot of their clients and prospects. Jeremy explains why that is, and also why he purchased his own Varia...
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 protections in place for significant portions of your deposits at banks. He also discusses the protections on other types of accounts, like investments and annuities. And finally, he lets us know...
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, and reveals a little more about the extent of his family.
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 recently. He’s always thought about it a lot, but he has extra reasons these days. You’ll have to listen to find out why!
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?
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 many people remain resistant to this tool that could increase your chance of success in retirement. Jeremy wants to know... why do so many of you hate annuities?
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 speaking contests. Today, he’ll share some tips on improving our communications skills.
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 advantage of. And finally, have you ever been to an NCAA Basketball Tournament Game? Jeremy recently watched a game in Orlando, and shares his impressions of the Madness and Magic of March.
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 Fascinating, Frustrating, and Fun conversation that ensued.
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 no one wanted. Jeremy has thoughts on all of these events, and would love to hear what you think about them as well.
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 Marvel movie, Ant-Man and the Wasp: Quantumania.
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