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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________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
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Send us a Text Message. Happy Star Wars Day. May the Fourth be with you! It's the end of Season 2. And you know what that means... Time for a Sequel to our first Prequel! Following up on their acclaimed Episode I, where they discussed their individual origins, Dave and Jeremy recount their meeting, initial impressions of one another, and the develo…
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Send us a Text Message. When a new hope debuted in 1977, the impressive laser swords known as lightsabers came in two colors: blue and red. Their meanings seemed clear. If your sci fi sword was blue, you are a good guy, and if red, your intentions were clearly nefarious. But wait, in Return of the Jedi, Luke uses a green lightsaber. So, anything bu…
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Send us a Text Message. Is it really true? Did we just witness the last glimpse of an unparalleled cinematic genius? In 2023, with the debut of Indiana Jones 5, we got our last taste of John Williams movie melodies. At least, that's what he claims. But how great was he really? Dave and Jeremy check the scorecard and discuss their cherished ear worm…
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Send us a Text Message. In the conclusion of this beleaguered trilogy, Dave and Jeremy finally discuss the impetus for this whole PoodooCast Holiday Special, the new documentary entitled "A Disturbance in the Force", which examines the genesis, formation, and tribulations surrounding the Star Wars Holiday Special. Was the documentary enlightening? …
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Send us a Text Message. Dave was born in March of 1979. That means for every single day of his life, The Star Wars Holiday Special has existed. But he and Jeremy had both avoided it like the putrid poodoo it is... until now. If you missed Part 1, be sure to check that out, but now, it's time to continue our celebration and desecration of Life Day! …
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Send us a Text Message. Jeremy Udell was born in November of 1978, as was the most widely reviled piece of Star Wars media in existence, The Star Wars Holiday Special, which debuted on November 17th, 1978, and was never aired on TV again. Yet this monstrosity can still be found on YouTube. Should you watch it? NO! But you can listen to Dave and Jer…
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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 lo…
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Send us a Text Message. Ever since Jeremy was a little boy, he's been scared of the scary, and repulsed by the gross. Dave has no such compunctions, and enjoys any good jump scare or splatter fest, as long as the movie is worthwhile. Today, Jeremy details all of the types of movies he's averse to, while providing examples, and Dave tries to convinc…
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Send us a Text Message. If your family is like Dave and Jeremy's, this holiday season, you'll probably find yourself in random, short conversations, often interrupted by family members who want to talk about something else than the specific awesome topic you may be expounding upon. Today, on The PoodooCast, Dave and Jeremy challenge each other to a…
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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!…
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Send us a Text Message. What is the highest rated animated Star Wars series per Rotten Tomatoes? A little known or discussed, six episode show called "Tales of the Jedi". But is this series actually any good? Jeremy thought so and bothered Dave to watch it. Listen, as they once again discuss the character arc of Ahsoka Tano, and the gut wrenching d…
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Send us a Text Message. MCU Later... in the episode. Who cares about timelines anyway? Dave and Jeremy's sacred timeline may have contained an episode that was only about the MCU, but on this variant, Dave breaks the flow of time with a call back to the previous episode about Star Wars ripoffs, leading to a divergent, dismissive discussion. But the…
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Send us a Text Message. As everyone knows, Star Wars changed movie making forever. But what you may not know is just how many movies and tv show were created over the next decade that were inspired by, borrowed from, or completely ripped-off George Lucas's grand space opera. Today, Jeremy and Dave investigate these imitators but never (completely) …
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Send us a Text Message. They're back, two of your favorite characters from a series that broke off long ago... no not Ahsoka and Sabine, but Jeremy and Dave! Well, Ahsoka and Sabine are back too. So Dave and Jeremy have thoughts! We know you missed the solid gold content! Don't you worry, because along with their return, your Poodoo Jedi bring a br…
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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!By Jeremy Udell
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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.…
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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 on…
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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.…
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Send us a Text Message. Obviously, Dave and Jeremy are unparalleled Star Wars experts and enthusiasts. But when did their lifelong obsession with A Galaxy Far, Far Away begin? What are their first memories of Star Wars, what influences did their families provide, and what incredible 80s technologies facilitated their viewing experiences? In this ep…
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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 Gran…
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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 client…
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Send us a Text Message. Who would have thought 15 years ago that we'd be excited for Prequels nostalgia? Yet the Disney Plus series Obi-Wan, starring Ewan McGregor reprising his Prequel performance, brought immense anticipation and excitement upon it's reveal. Did it live up to the hype? Did Obi-Wan leave us wanting more, or remind us why so many f…
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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 …
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Send us a Text Message. What IS the perfect order to watch Star Wars movies? Chronological (from I to IX)? In Order of release (IV, V, VI, I, II, III, VII, VIII, IX)? This debate has raged since the last Prequel debuted! But is there a third way that might be more perfect than either? Or is the mere suggestion of another viewing order straight sacr…
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Send us a Text Message. As one fan asked us, how could we discuss greatest Trilogies ever and not discuss Indiana Jones!? Indeed, how could we do a whole podcast about Han Solo, and not mention Harrison Ford's other pop culture icon? And George Lucas was even deeply involved with this great Fedora Clad Archeologist Adventurer! Today, Dave and Jerem…
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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…
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Send us a Text Message. Mercenary! Scoundrel! Nerf Herder! Han Solo is many things, yet one thing is clear... he's the glue that holds the Original Trilogy of Star Wars together. But why? What makes Han so great, did the Prequels need more Han, and did the Sequels try to hard to sprinkle a little Kosher Solo on to everyone? Dave and Jeremy discuss …
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Send us a Text Message. To Be Concluded... Jeremy and Dave continue their conversation about their favorite Non-Star Wars trilogies. Which do they agree on? Were there any surprises? And which faces would represent their various choices on this "Rount Mushmore of Trilogies"? Did Jeremy and Dave forget anything? Sound off in the comments, or shoot t…
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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 w…
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Send us a Text Message. The original Star Wars Trilogy may be the greatest set of three movies ever created! But are there any challengers to that mantle? Jeremy and Dave debate which non-Star Wars trilogies made their "Mount Rushmore" of personal favorites. Which sets of three movies just missed the cut? Which just squeezed on to the summit? And w…
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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.…
  continue reading
 
Send us a Text Message. Is more Star Wars a good thing? We have nine movies in the Skywalker Saga, plus two additional feature length movies. But the growth of Star Wars is exponential on the small screen. Animated Series, like the Bad Batch. Limited releases like Obi-Wan Kenobi. And of course, the continuing episodic adventures of The Mandalorian.…
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Send us a Text Message. "Truth enlightens the mind but won’t always bring happiness to your heart." After pouring over the greatness of the original Star Wars in Episode IV, Dave and Jeremy are back with a much more meandering conversation comparing those much discussed, dissected, and derided prequels, to the controversial, convoluted, and contriv…
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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…
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Send us a Text Message. “If you ignore the past, you jeopardize the future. ” When you're starting a Podcast, how do you begin? Long time friends Jeremy Udell and David Vazana decide to follow the path of the great George Lucas, and start this story in the middle... specifically with a discussion about Star Wars: Episode IV - A New Hope. And they a…
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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…
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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-known business magnate! Finally, what organizations would you want to endow at your passing? Jeremy will te…
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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 on…
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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 Fund, even when the value of the fund goes down, and some ideas to consider to help mitigate that problem.…
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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 investment choice. And finally, Jeremy talks about how some recent experiences with cold weather remind him why …
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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.…
  continue reading
 
When a prospect asked if he sold permanent life insurance, Jeremy was immediately curious what caused such a question. When it turned out this person had been told what a terrible investment permanent life insurance was, Jeremy felt spurred to address this widely held belief head on. Is “Buy Term, Invest the Difference” the right recommendation? Je…
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