Financial Advice відкриті
[search 0]
більше

Download the App!

show episodes
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
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 ...
 
This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
Financial Advice is recorded weekdays at 12pm PST in the qNFT HUB Discord, live and unedited. Topics include regular updates from the team on all QUANTUM.TECH projects, crypto current events, NFT space drama, and more. We regularly have special guests join us ranging from artists discussing their own projects to industry experts providing insights into the more technical aspects of crypto and NFTs. Will there be financial advice? Maybe. Will the live recording screw up from time to time? Pro ...
 
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
 
Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
 
Learn how to build wealth towards a comfortable and rewarding future with these practical tips and insights from an experienced investor. [Not a certified financial professional so please do your own research before making financial decisions]
 
Loading …
show series
 
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…
 
In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …
 
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…
 
In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …
 
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.Jeremy Udell
 
If you have extra cash on the sidelines and don't want to put it to work in the stock market, where are conservative places you can consider? Alicia Vande Ven and Clint Walkner discuss savings account, CDs, treasury bills and bonds, ETFs, and the advantages and drawbacks of each solution. --- Send in a voice message: https://anchor.fm/walkner-condo…
 
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…
 
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…
 
When Alan Moran first met Tim in February 1999, he needed financial advice. They were introduced by another client and had never visited a Financial Adviser before, but Tim felt it was time to organise his finances and plan for the future. Emma Crossick takes up the storyAlan Moran
 
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.…
 
Nate Condon and Clint Walkner discuss the early positive start to the stock market, what it might mean for equities going forward, and how the bear market of 2022 into 2023 is impacting investor's psyche....also a bit more about the words "intimated" and "tangential". --- Send in a voice message: https://anchor.fm/walkner-condon/message…
 
On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P.Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P.Morgan Guide to the Markets, talks about the data in the guide and ho…
 
“I would never have been able to do all of this without your help. You’ve been so good to me over the years.” That’s what one of Alan Moran's clients, Caroline said to me recently. Her words moved him, especially as she’s been a client for over 30 years. Emma Crossick take up the story on how Alan helped Caroline.…
 
This is the story of friendship and financial advice. Martin was one of Alan Moran's first clients when he first became an independent financial advisor and became a very good friend. Emma Crossick takes up the story.Alan Moran
 
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 …
 
This is an interesting story about Fred, who’d come over from Jamaica on the Windrush when he was a teenager. As you can imagine, he arrived with absolutely nothing and yet he’d manage to build up a significant investment portfolio independently with very little advice. Max Crossick takes up the story…
 
Peter is a client very close to Alan Moran's heart and he is delighted to say that he has managed to make a huge difference to Peter’s life. His own story is an emotional one, a real rollercoaster and he’s had many challenges to overcome. Emma Crossick takes up to story.Alan Moran
 
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.…
 
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…
 
The holiday season is upon us, and so is the stress of what to get for the loved ones in our lives. You could purchase the latest toy or technology. But what if you want to step outside of the proverbial gift box and do something for your kids or grandkids that will last longer than the newest version of the iPhone? That’s where this episode of Gim…
 
For his 10th episode, Jeremy gives you a little bit of his family history, and the history of his family’s business, from his Grandfather, Aaron “Arky” Udell, who Jeremy called Zaydie (the Yiddish word for Grandpa), to his father Bruce, Jeremy’s role model, and finally, to Jeremy himself.Jeremy Udell
 
Explaining how Fixed Index Annuities work is hard. So what analogy did Jeremy come up with to describe their mechanics? Would you believe he landed on spider plants? Check it out, as well as what index annuities are offering in the way of caps and floors as of November 2022, and Jeremy will also tell you a little bit about his 44th Birthday.…
 
How old is your financial advisor? For many, the image that first comes to mind of a financial advisor is an older man. And there’s data to back that up. Around 40% of financial advisors are set to retire in the next 10 years, which will ultimately shake up the advising landscape. In this episode of Gimme Some Truth, we gathered our three youngest …
 
In honor of his sweet Boston Terrier, Oliver, who recently passed, Jeremy does a little different podcast. He talks about three of the dogs he’s owned, including Ghost, the street rescue bouncy boxer mix, Kona, the sweet black lab x greyhound, and Oliver, Jeremy’s little bear. He uses their example to explain why having an emergency savings account…
 
In this brand-new episode of Gimme Some Truth, we delve into a topic we haven’t covered previously on the podcast – Commercial Real Estate. MLG Capital real estate analyst Jorgio Hopkins – a Madison native and UW-Madison grad – sits down with Walkner Condon's Jonathon Jordan, CFP, CEPA, and Nate Condon to cover the basics of this potential investin…
 
How many investments should you own if your only goal is to have your investments be worth as much as possible? The answer may surprise you. But Jeremy doesn’t recommend that strategy, and he uses a case study to explain why. Finally, Jeremy talks about his excitement for the upcoming Thanksgiving holiday – reach out to him if you want the recipe h…
 
Sometimes when you think outside the box, you can find value you never expected. Jeremy discusses times he’s had to look for ideas when what he wanted wasn’t available, and how Life Insurance can be a useful tool in retirement planning, while still being incredibly valuable in the darkest of moments. He also introduces us to the Tall Tales contests…
 
Jeremy reminisces about his grandmothers, and compares the ways they were each prepared for end of life care. He then discusses the various ways people can plan to pay for their long term care, including nursing home care, assisted living, and home care. Finally, he wants to know how you are preserving your favorite photos. Do you scrapbook? Have y…
 
How did the markets fare in the third quarter? What trends are unfolding this year? And what’s on the horizon for the rest of the year? Nate Condon and Clint Walkner unearth the answers to those questions (and more) in this bonus episode of Gimme Some Truth, our Q3 market recap. Armed with data from JPMorgan’s Guide to the Markets, Clint & Nate exp…
 
In this episode Emma Crossick talks about two contrasting stories. Firstly she talks about Nyasia who is flourishing financially by taking the advice of Alan Moran at Interface Financial Planning. On the other hand is Cynthia who while remaining a client seems to go her own way when it comes to advice.…
 
Is it 2018 again? Several of the financial factors at play this year are very evocative of four years ago. So much so, in fact, that Walkner Condon financial advisors Mitch DeWitt and Nate Condon thought about just re-posting this 2018 market commentary episode titled, “Should We Be Freaking Out Right Now?” Instead, we thought better of that idea a…
 
Can John Adams advise us on when we should convert to a Roth IRA? No. But Jeremy definitely thinks you should consider Roth IRA's right now. Speaking of John Adams, Jeremy has always enjoyed historical stories, both real and imagined. Find out why he likes Poldark, a show he watched on Amazon Prime.Jeremy Udell
 
In this episode Emma Crossick talks about how we all make mistakes but how they can sometimes lead to success. This is the story of Brian & Elena. Brian signed up to a pension plan which he discovered was a mistake. Alan Moran came to his aid and proceeded to help.Alan Moran
 
In this episode Emma Crossick taalks about how Interface Financial Planning has helped Monica. After her husband left her, she was in need of some friendly and unstanding support with her finances. This is where Alan Moran stepped in to help.Alan Moran
 
The words ‘budget’ and ‘budgeting’ often carry negative connotations: “It’s not in the budget” or “let’s sit down and take a look at the budget.” For high-net-worth families and individuals, it might not be the negative connotations as much as a budget seeming unnecessary if you have comfortable salaries and a disposable income cushion. And while w…
 
Are you fascinated by the world of startups, and really dying to capture some of that unicorn magic for your own portfolio? But that's hard if you’re not a millionaire because no credible founder is going to take a few thousand rupees or a few hundred dollars. So is there a way to directly invest in a startup when you don't have a lot of money? Dis…
 
Loading …

Короткий довідник