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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 Allie talk about taxes in a retirement account and how to best manage your gains or losses.
4 days ago
7 days ago
7 days ago
Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.
Wednesday Oct 02, 2024
Wednesday Oct 02, 2024
Allie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.
Monday Sep 30, 2024
Monday Sep 30, 2024
Quint and Logan talk about naming beneficiaries on your assets and making sure your wishes are fulfilled correctly.
Friday Sep 27, 2024
Friday Sep 27, 2024
Allie and Quint talk about when to bring on a professional for your taxes.
Wednesday Sep 25, 2024
Wednesday Sep 25, 2024
Quint and Logan discuss how to explore finance early on in life. They talk about starting to invest and how to learn about this world regardless of what field you pursue.
Monday Sep 23, 2024
Monday Sep 23, 2024
Daniel and Quint talk about ways to save outside of a retirement account.
Friday Sep 20, 2024
Friday Sep 20, 2024
Quint and Logan break down wills, trusts, and the additional documents you may need for your estate plan.
Wednesday Sep 18, 2024