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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
Monday Apr 01, 2024
Monday Apr 01, 2024
What can an age difference mean for your financial planning? Allie and Daniel weigh in.
Friday Mar 29, 2024
Friday Mar 29, 2024
Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.
Wednesday Mar 27, 2024
Wednesday Mar 27, 2024
Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.
Monday Mar 25, 2024
Monday Mar 25, 2024
Logan and Allie talk through how to build a team of advisors around you and when you need to do so.
Friday Mar 22, 2024
Friday Mar 22, 2024
Quint and Logan discuss how to evaluate individual stocks and their earnings reports.
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
Daniel and Quint talk about estate planning and when it is important to get a trust in place.
Monday Mar 18, 2024
Monday Mar 18, 2024
Quint and Allie talk through filing taxes jointly versus separately and why you would do either.
Friday Mar 15, 2024
Friday Mar 15, 2024
Quint and Daniel answer this great question from a young listener about owning/buying gold.
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US.
Monday Mar 11, 2024
Monday Mar 11, 2024
Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.