6.6M
Downloads
711
Episodes
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Joule’s current written disclosure brochure filed with the SEC which discusses among other things, Joule’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. All content in this podcast is for information purposes only. Opinions expressed herein are solely those of Joule Financial, LLC and our staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor prior to implementation. It does not involve the rendering of personalized investment advice nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. Please note that neither Joule Financial, LLC nor any of it agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to anyone. All information referenced is for illustrative purposes is not intended to be representative of any specific investment vehicle. Past performance is not indicative of future results. Charts, graphs, and returns do not represent the performance of Joule Financial, LLC or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses have on the results. All investment strategies have the potential for profit or loss. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss.
Episodes
Friday Feb 21, 2025
Friday Feb 21, 2025
Quint and Allie talk about how to utilize a donor advised fund as a tax strategy.
Wednesday Feb 19, 2025
Wednesday Feb 19, 2025
Quint and Logan talk about what to do if you have a debt go into collections.
Monday Feb 17, 2025
Monday Feb 17, 2025
Quint and Logan discuss the different investing platforms and how to get started on them.
Friday Feb 14, 2025
Friday Feb 14, 2025
Quint and Allie discuss paying for college versus setting yourself up for the future.
Wednesday Feb 12, 2025
Wednesday Feb 12, 2025
Quint and Logan talk about valuing different asset classes and adding those to your portfolio.
Monday Feb 10, 2025
Monday Feb 10, 2025
Allie and Quint talk about when you might need professional help during tax season.
Friday Feb 07, 2025
Wednesday Feb 05, 2025
Wednesday Feb 05, 2025
Quint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA).
Monday Feb 03, 2025
Monday Feb 03, 2025
Quint and Logan talk about the overall market and whether or not it is overvalued.
Friday Jan 31, 2025
Friday Jan 31, 2025
Logan is joined by a special guest, Vinson Bunting, to talk through the key terms and tips you should know before you get a mortgage.