6.5M
Downloads
697
Episodes
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 Dec 27, 2024
DIY Money Jr - What is Sales Tax
Friday Dec 27, 2024
Friday Dec 27, 2024
Allie and Logan talk through what sales tax is and what it is used for.
Wednesday Dec 25, 2024
Real Estate in a Roth IRA
Wednesday Dec 25, 2024
Wednesday Dec 25, 2024
Daniel and Allie talk about having real estate in an IRA.
Monday Dec 23, 2024
Setting up Kids for Success
Monday Dec 23, 2024
Monday Dec 23, 2024
Logan and Allie talk through how to set up children for financial success.
Friday Dec 20, 2024
Financial Must-Reads
Friday Dec 20, 2024
Friday Dec 20, 2024
Quint and Logan give financial and motivational book recommendations.
Wednesday Dec 18, 2024
Robo/Digital Advisors
Wednesday Dec 18, 2024
Wednesday Dec 18, 2024
Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors.
Monday Dec 16, 2024
Why Analyze Individual Stocks?
Monday Dec 16, 2024
Monday Dec 16, 2024
Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.
Friday Dec 13, 2024
Money Tips for the Holiday Season
Friday Dec 13, 2024
Friday Dec 13, 2024
Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.
Wednesday Dec 11, 2024
Taxes on Inherited Trust
Wednesday Dec 11, 2024
Wednesday Dec 11, 2024
Quint and Allie talk about future tax consequences of putting funds in a trust.
Monday Dec 09, 2024
DIY Money Jr - Save or Invest?
Monday Dec 09, 2024
Monday Dec 09, 2024
Daniel and Quint talk about when you should be saving and when you should be investing.
Friday Dec 06, 2024
Psychology of Spending Money
Friday Dec 06, 2024
Friday Dec 06, 2024
Daniel and Allie talk about actually spending money versus our usual talk of saving.