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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
2 days ago
2 days ago
Quint and Daniel answer this question about beginning to save for college and how much should be saved.
4 days ago
4 days ago
Quint and Logan talk about the United States debt levels and the increase in the money supply. How does this influence your financial plan?
7 days ago
Wednesday Sep 04, 2024
Wednesday Sep 04, 2024
Quint and Daniel talk about real estate investing and buying real estate in this environment.
Monday Sep 02, 2024
Monday Sep 02, 2024
Logan and Daniel talk through merging accounts in marriage or keeping things separate.
Friday Aug 30, 2024
Friday Aug 30, 2024
Quint and Logan talk about how they manage money with their spouse and what pitfalls to avoid.
Wednesday Aug 28, 2024
Wednesday Aug 28, 2024
Should you take a job that helps you pay off your student loans? Or get the highest paying job you can? Quint and Logan talk about managing your students loans.
Monday Aug 26, 2024
Monday Aug 26, 2024
Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.
Friday Aug 23, 2024
Friday Aug 23, 2024
With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.
Wednesday Aug 21, 2024
Wednesday Aug 21, 2024
Logan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.