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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 Aug 25, 2023
Friday Aug 25, 2023
On this episode of DIY Money, Quint and Daniel talk all things whole life insurance.
Wednesday Aug 23, 2023
Wednesday Aug 23, 2023
On this episode of DIY Money, Quint and Daniel talk through saving if you have a disability and planning ahead with disability insurance.
Monday Aug 21, 2023
Monday Aug 21, 2023
On this episode of DIY Money, Quint and Daniel rehash the DIY Money steps and talk about building in an HSA to your financial plan.
Friday Aug 18, 2023
Friday Aug 18, 2023
On this episode of DIY Money, Quint and Daniel talk about home remodels and how to wisely invest in your home to make money.
Wednesday Aug 16, 2023
Wednesday Aug 16, 2023
On this episode of DIY Money, Quint and Daniel answer a question about adjusting 401K contributions to pay for kids college.
Monday Aug 14, 2023
Monday Aug 14, 2023
On this episode of DIY Money, Quint and Allie lay out how to budget for goals.
Friday Aug 11, 2023
Friday Aug 11, 2023
On this episode of DIY Money, Quint and Daniel discuss dividend paying stocks and reinvesting dividends.
Wednesday Aug 09, 2023
Wednesday Aug 09, 2023
On this episode of DIY Money, Quint and Daniel talk about how to smartly plan for someone's passing.
Monday Aug 07, 2023
Monday Aug 07, 2023
On this episode of DIY Money, Quint and Logan talk about various stock incentives like ISOs, RSUs, and NSOs.
Friday Aug 04, 2023
Friday Aug 04, 2023
On this episode of DIY Money, Daniel and Logan discuss trading in a Roth IRA, the tax implications of doing so, and their thoughts on managing in this way.