Oodles of Financial Advice

About 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/

Publisher

Jeremy Udell

Category

business

Language

en

Explicit

No

First episode

22 Sept 2022

Latest episode

14 Dec 2023

Latest episodes

38 episodes in the feed.

1. 

   14 Dec 2023

   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.

2. 

   30 Nov 2023

   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!

3. 

   2 Nov 2023

   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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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.