6.6M
Downloads
711
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 Sep 27, 2023
Wednesday Sep 27, 2023
On this episode of DIY Money, Quint and Daniel talk about the benefits of IRAs and whether it makes sense to do a backdoor Roth IRA contribution.
Monday Sep 25, 2023
Monday Sep 25, 2023
On this episode of DIY Money, Quint and Daniel talk about taxes and saving for retirement when you are self-employed.
Friday Sep 22, 2023
Friday Sep 22, 2023
On this episode of DIY Money, Quint and Logan discuss how taxes change after marriage and how to adjust your plan accordingly.
Wednesday Sep 20, 2023
Wednesday Sep 20, 2023
On this episode of DIY Money, Quint and Daniel talk about the different types of bonds and where those belong in your portfolio.
Monday Sep 18, 2023
Monday Sep 18, 2023
On this episode of DIY Money, Quint and Daniel talk about diversification and buying actively managed funds in your retirement account.
Friday Sep 15, 2023
Friday Sep 15, 2023
On this episode of DIY Money, Quint and Logan talk about vehicles and whether to fix it or get a new one.
Wednesday Sep 13, 2023
Wednesday Sep 13, 2023
On this episode of DIY Money, Quint and Allie talk about over or under funding a 529 plan when saving for education.
Monday Sep 11, 2023
Monday Sep 11, 2023
On this episode of DIY Money, Quint and Logan talk about investments that have been losers. Should you sell or hold?
Friday Sep 08, 2023
Friday Sep 08, 2023
On this episode of DIY Money, Quint and Daniel talk about a common phenomenon in the current rental market, keeping your old home and renting it out.
Wednesday Sep 06, 2023
Wednesday Sep 06, 2023
On this special DIY Money episode, Quint interviews Lauren Jacobs about her side hustle turned successful business.