38 episodes
Oodles of Financial Advice Jeremy Udell
-
- Business
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/
-
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 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.
-
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 you'd like to hear why Jeremy is looking forward to Chanukah again, make sure to listen to the end!
-
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?
-
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? Find out as you dig in to this week's bowl of Oodles!
-
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!
-
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 speaking contests. Today, he’ll share some tips on improving our communications skills.