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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
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.
Monday Nov 25, 2024
Monday Nov 25, 2024
Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.
Friday Nov 22, 2024
Friday Nov 22, 2024
Quint and Logan talk about the state of the market and things to think about moving forward.
Wednesday Nov 20, 2024
Monday Nov 18, 2024
Monday Nov 18, 2024
Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.
Friday Nov 15, 2024
Friday Nov 15, 2024
Quint and Logan talk about important items to consider before the end of the year in your investment accounts.
Wednesday Nov 13, 2024
Wednesday Nov 13, 2024
Daniel and Quint talk about the difficulties of helping family with their finances and how to make sure you are taking care of your finances first.
Monday Nov 11, 2024
Friday Nov 08, 2024
Friday Nov 08, 2024
Daniel and Allie talk about the important things to consider doing before year end.
Wednesday Nov 06, 2024
Wednesday Nov 06, 2024
Want to start saving for a child before they are born? Quint and Logan talk about how to do that.