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 him at Star Wars Trivial Pursuit. Together they will analyze all of the financial questions of a galaxy far, far away, and create an idea for a game changing new Crypto Currency, the N1! 

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, as well as what it’s like to work with your son. Not to mention, working with your wife and daughter! Oodles of Udells mentioned in this Podcast!

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 Variable Life policy way back before he even got married!