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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 Jan 22, 2024
Monday Jan 22, 2024
Daniel and Quint talk about loans that could potentially be forgiven and how that changes a financial plan.
Friday Jan 19, 2024
Friday Jan 19, 2024
Quint and Logan dive into 529 plans and different strategies for these accounts.
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
Logan and Allie talk through opening a business bank account and what you should look out for.
Monday Jan 15, 2024
Monday Jan 15, 2024
Quint and Daniel talk through budgeting when you do not have a steady income.
Friday Jan 12, 2024
Friday Jan 12, 2024
Daniel and Logan break down the final step in the DIY Money process of how to build wealth.
Wednesday Jan 10, 2024
Wednesday Jan 10, 2024
Allie and Logan explain the next step in the DIY process of how to pay off debt.
Monday Jan 08, 2024
Monday Jan 08, 2024
Quint and Logan talk about margin, what it is, and how to get more of it.
Friday Jan 05, 2024
Wednesday Jan 03, 2024
Wednesday Jan 03, 2024
Allie and Quint bring it back to the foundation of DIY Money. How to start a budget.
Monday Jan 01, 2024
Monday Jan 01, 2024
Allie and Quint discuss goals and making sure you are putting money in the correct accounts.