Just Monkey Podcast
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Opportunities for Ohioans with Disabilities (OOD) is a state agency that empowers people with disabilities through employment, disability determinations, and independence. Join Kim Jump as she interviews unique individuals who discovered OOD Works! Have a disability? Want to work? www.OODWorks.com.
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The Ood Cast is not your average Doctor Who podcast. We aim to express the joy, the chaos and the glory of our favourite show through laughter, rhyme and song.
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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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Inclusive Recreation: The Nuxhall Foundation Teams Up with Accessible Ohio
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Tyler Bradshaw, Executive Director of the Nuxhall Foundation and the Joe Nuxhall Miracle League Fields, joins the podcast to discuss inclusive recreation. From baseball to softball and beyond, the foundation offers a multitude of sports opportunities for athletes aged four to eighty, ensuring that everyone, regardless of their challenges, has the c…
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When Gabrielle “Gabby” Kozinsi rolls into the room, her spirit is as unstoppable as her drive for advocacy. Join us as Ms. Wheelchair Ohio 2024 shares about her refusal to be confined by cerebral palsy or social barriers. Her mission? To enlighten children on the importance of embracing people with disabilities, a lesson she shares from her firstha…
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Embracing Technology and Career Readiness: Dylan's Story
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Dylan LeMaster, an 11th grader at Riverside High School and Auburn Career Center is known for being curious, determined, and skilled at using technology. He began learning Braille at age three and quickly became interested in using assistive technology. He even appeared on The Steve Harvey Show five years ago, showcasing how he was the youngest ind…
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Episode 35: Annuities, Love'em or Hate'em, and Loki
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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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Charity Bauer exemplifies how barriers can be shattered and goals can be reached, even when faced with challenges. Growing up in Oklahoma, Charity had a strong role model in her grandfather, who was also blind. He worked as a Vocational Rehabilitation Counselor, serving transition-age students. When Charity moved to Ohio, she remembered that every …
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Episode 34: Tip for the End of the Year.
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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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In which we catch up on the past three years, stand roughly in a straight line and buy things off Etsy. "He's giving everyone a last chance. He's saying this is where the show's going. This is the politics of the show ... it's about hope and love and inclusion and diversity. So, get back on board or otherwise F&*% off. I think it's amazing that he'…
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Changes to Social Security Disability Benefits in 2024
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Opportunities for Ohioans with Disabilities' Division of Disability Determination (DDD), in agreement with the Social Security Administration (SSA), determines medical eligibility for Ohioans who apply for Social Security disability benefits. DDD is federally regulated and receives 100% of its funding from SSA. Under SSA, disability is based on an …
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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?Bởi Jeremy Udell
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Episode 32: Interest Rates and Cognitive Dissonance.
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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!Bởi Jeremy Udell
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The Power of Inclusive Literature with Allison Boot, Ms. Wheelchair Ohio 2023
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Ever wondered why we need more inclusive literature? Come, sit awhile, and listen to Allison Boot, Ms. Wheelchair Ohio 2023 and an established author, as she talks about her fascinating journey into the world of disability-inclusive literature. Allison, with her books “Just the Way You Are,” “The Magic Within,” and “Love the Way You Dance,” is brea…
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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!Bởi Jeremy Udell
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Kinshuk’s Passion for Science and Advocacy
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Meet Kinshuk Tella, a remarkable college graduate from Miami University who has embraced his passion for science. “I want to be part of something bigger than myself, which is the environmental issues we face, in particular climate change,” Kinshuk explains. Kinshuk is on track to complete his graduate studies in December 2023 and will receive a Mas…
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Replay: Episode 23-Stories, Artifacts, and Rituals with Scott Brown
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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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Replay: Episode 17: Money in the Star Wars Galaxy
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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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Replay-Episode 12: David Watson on Planning, Prosperity, and Podcasting
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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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Shaping Tomorrow: Mykenna’s Quest to Be the Change
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Mykenna Roy recently completed her first year at The Ohio State University where she is pursuing a Bachelor of Arts in Public Management, Leadership, and Policy and a Bachelor of Science in Biology while being on a pre-med educational track. Deaf in both ears since birth, Mykenna wears bilateral hearing aids. She has utilized resources in and out o…
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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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Episode 29: Variable Life is Baaaaack!
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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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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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Episode 27: Disability Insurance Awareness Month!
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It’s May! Can you believe it? And May is Disability Awareness Month. Jeremy had a family member who got hurt, but luckily, had this very beneficial coverage. He discusses what happened and some of the ins and out of Disability Insurance today, and reveals a little more about the extent of his family.…
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Cindy Shunk Doesn't Give Up and Lands the Right Job
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Cindy Shunk of Sylvania, Ohio is a strong self-advocate. Knowing her rights, she asks for what she needs and wants. She is clear that she prefers to be treated like everyone else. Over the years, she has received support from Opportunities for Ohioans with Disabilities (OOD) because she is blind. After she graduated with a bachelor’s degree, Cindy …
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Episode 26: Yes, Life Insurance CAN be a Good Investment
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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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Episode Replay: Episode1: Rollercoasters, Touchdowns and Ohio
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With the crazy market, how are you tolerating the ride? Should you be thinking about going more conservative with your portfolio? And...why does Jeremy use weird analogies?Bởi Jeremy Udell
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Episode 24: Why do you hate annuities?
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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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Episode 23: Stories, Artifacts, and Rituals with Scott Brown
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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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Episode 21: March, Matching, and Madness
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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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Episode 22: A conversation with an AI.
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Ever chatted with and AI? Last week, Jeremy mentioned that AI is coming sooner than many people think. That same week, Jeremy was given access to chat with Google’s AI Chatbot, named Bard. What was that like? Tune in now to discover the Fascinating, Frustrating, and Fun conversation that ensued.
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Episode 20: Skynet, Star Trek, and a Unicorn
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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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Episode 19: Risk, Drill Bits, and Ant-Man
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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.Bởi Jeremy Udell
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Episode 18: Aristocracy, Philanthropy, and Canine Recycling
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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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Governor DeWine's Budget for OOD: Historic Investments to Support Ohioans with Disabilities
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Ohio Governor Mike DeWine’s biennial Executive Budget for Fiscal Years 2024 and 2025 highlights his dedication to making Ohio a Disability Inclusion State and Model Employer of Individuals with Disabilities. The proposed budget will allow Opportunities for Ohioans with Disabilities (OOD) to secure the largest investment in its history to positively…
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Episode 17: Money in the Star Wars Galaxy
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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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Episode 16: Spiders, Taxes, and Valentines
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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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Regan Patten Finds Confidence as She Approaches College Finish Line
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Regan Patten is a goal-driven student finishing up her education in Health Information Technology at Terra State Community College. She has solid work experience and family support as she takes her next step and begins working in the health field upon graduation. However, it didn’t come easily. Regan explained, “I have struggled with a learning dis…
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Episode 15: Mastercard, First House, and Cold Weather
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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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Episode 14: Distributions, Exceptions, and Switcheroos.
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SECURE ACT 2.0 was signed into law at the end 2022. How will the new rules affect your retirement plan? What provisions should you be aware of? Jeremy has some of those answers for you in this episode.Bởi Jeremy Udell
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Episode 13: My Book, Pocket Knife, and Jane Austin
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Did you know Jeremy wrote a book? Today, Jeremy talks a little bit about how that came to be, summarizes the analogy he used in the first chapter, then tells us about his affinity for books in general.Bởi Jeremy Udell
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Episode 12: David Watson on Planning, Prosperity, and Podcasting
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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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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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James Sims Doesn't Allow Vision Loss to Hold Him Back
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James Sims began experiencing vision loss in his forties. After meeting with an optometrist, he was referred to an eye surgeon. He had multiple surgeries to address serious, long-term ocular issues. He explained, “I lost a lot of vision and quickly knew that I was going to need some services and some accommodations if I wanted to continue to work i…
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Episode 10: Family, Transparencies, and a Voice.
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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.Bởi Jeremy Udell
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Episode 9: Spider Plants, Interest Rates, and a Birthday
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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.…
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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…
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Changes to Social Security Disability Benefits in 2023
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The Opportunities for Ohioans with Disabilities Division of Disability Determination (DDD), in agreement with the Social Security Administration (SSA), determines medical eligibility for Ohioans who apply for Social Security disability benefits. DDD is federally regulated and receives 100% of its funding from SSA. Under SSA, disability is based on …
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Episode 7: Surprising Answer, Cisco, and Sweet Potatoes
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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…
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Episode 6: Toilet Paper, Turn of Fate, and Toastmasters
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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…
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Episode 5: Grandmother Care, Risk Mitigation, and Memory Preservation
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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…
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Episode 4: Crypto, First Class, and Rings
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Some ideas are better in practice than in theory. Others are tried and true. Jeremy has thoughts on several financial concepts, and a brief review of a new streaming show on Amazon Prime.Bởi Jeremy Udell
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Episode 3: Semi Trucks, Seat Belts, and the Smokies
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Bởi Jeremy Udell
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