6.5M
Downloads
687
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
Wednesday Aug 02, 2023
Wednesday Aug 02, 2023
On this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax.
Monday Jul 31, 2023
Monday Jul 31, 2023
On this episode of DIY Money, Daniel and Logan talk about municipal bonds and US government bonds. They talk about the pros of each and why you would add them to your portfolio.
Friday Jul 28, 2023
Friday Jul 28, 2023
On this episode of DIY Money, Quint and Daniel go in depth on the financial decision of buying solar panels.
Wednesday Jul 26, 2023
Wednesday Jul 26, 2023
On this episode of DIY Money, Quint and Daniel discuss expense ratios and swapping one investment for another.
Monday Jul 24, 2023
Monday Jul 24, 2023
On this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans.
Friday Jul 21, 2023
Friday Jul 21, 2023
On this episode of DIY Money, Quint and Logan talk about the important mental aspect of investing.
Wednesday Jul 19, 2023
Wednesday Jul 19, 2023
On this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of this plan as well.
Monday Jul 17, 2023
Monday Jul 17, 2023
On this episode of DIY Money, Quint and Logan break down decisions between a lump sum rollover of a pension or turning it into a annuity stream.
Friday Jul 14, 2023
Friday Jul 14, 2023
On this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it.
Wednesday Jul 12, 2023
Wednesday Jul 12, 2023
On this episode of DIY Money, Quint and Daniel talk through the intricacies of wash sales for investments.