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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 Dec 18, 2023
Monday Dec 18, 2023
Daniel and Quint talk about having multiple jobs in a short time period and if you should take advantage of the 401K at each.
Friday Dec 15, 2023
Friday Dec 15, 2023
Allie and Daniel break down the age old question of Roth versus Traditional contributions.
Wednesday Dec 13, 2023
Wednesday Dec 13, 2023
Logan and Quint talk through tackling debt when you are recently married. How should each side of the marriage approach debt payoff?
Monday Dec 11, 2023
Monday Dec 11, 2023
Quint and Allie talk about maximizing savings, budgeting, and planning for one spouse to stop working.
Friday Dec 08, 2023
Friday Dec 08, 2023
Quint and Logan answer this question about combining finances for newlyweds.
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
Quint and Daniel talk about long term care insurance and when it is a good time to explore these policies.
Monday Dec 04, 2023
Monday Dec 04, 2023
Quint and Daniel dive in to a question about where to put margin as you approach retirement.
Friday Dec 01, 2023
Friday Dec 01, 2023
Quint interviews Jacob Thomson about his Olympics aspirations, coaching business, and DIY Money lifestyle.
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
Quint and Daniel break down providing money for special need children through an ABLE account or a 529 plan.
Monday Nov 27, 2023
Monday Nov 27, 2023
Quint and Daniel throw around this fun question about shipping container homes and alternative investment ideas.