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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
Friday Mar 08, 2024
Friday Mar 08, 2024
Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for a credit card.
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.
Monday Mar 04, 2024
Monday Mar 04, 2024
Quint and Logan talk through tax advantages and strategies for giving stock to charity.
Friday Mar 01, 2024
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
Logan and Allie talk through the basics of opening, saving, and investing in a Roth IRA.
Monday Feb 26, 2024
Monday Feb 26, 2024
Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts.
Friday Feb 23, 2024
Friday Feb 23, 2024
Logan and Allie talk about apps and resources to help you track your expenses.
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
Quint and Logan talk about funding an HSA versus funding other goals like paying off your house.
Monday Feb 19, 2024
Monday Feb 19, 2024
Allie and Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it.
Friday Feb 16, 2024
Friday Feb 16, 2024
Quint and Logan answer this question and tell stories about how to make money when you are young.