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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 Jun 23, 2023
Retirement Rules of Thumb
Friday Jun 23, 2023
Friday Jun 23, 2023
On this episode of DIY Money, Quint and Logan talk about retirement rules of thumb and the 4% rule.
Wednesday Jun 21, 2023
DIY Money Jr- Should I Save Or Invest?
Wednesday Jun 21, 2023
Wednesday Jun 21, 2023
On this episode of DIY Money Junior, Allie and Quint discuss saving versus investing, specifically for college.
Monday Jun 19, 2023
Lump Sum or DCA Inheritance
Monday Jun 19, 2023
Monday Jun 19, 2023
On this episode of DIY Money, Quint and Logan answer a question about investing in a lump sum or by dollar cost averaging for kids.
Friday Jun 16, 2023
How to Locate Retirement Savings
Friday Jun 16, 2023
Friday Jun 16, 2023
On this episode of DIY Money, Daniel and Allie discuss how to find the best place for your retirement money.
Wednesday Jun 14, 2023
Simple IRAs and 401Ks for a Small Business
Wednesday Jun 14, 2023
Wednesday Jun 14, 2023
On this episode of DIY Money, Daniel and Logan talk about Simple IRAs for small businesses versus 401Ks and what benefits a plan administrator should provide.
Monday Jun 12, 2023
Withholding Taxes on Distributions
Monday Jun 12, 2023
Monday Jun 12, 2023
On this episode of DIY Money, Daniel, Logan, AND Allie talk about withholding taxes on distributions out of a retirement account or an inherited retirement account.
Friday Jun 09, 2023
Retirement Account Allocation
Friday Jun 09, 2023
Friday Jun 09, 2023
On this episode of DIY Money, Daniel and Logan talk about allocation in retirement accounts, specifically in a TSP.
Wednesday Jun 07, 2023
Dollar Cost Averaging Into Individual Stocks
Wednesday Jun 07, 2023
Wednesday Jun 07, 2023
On this episode of DIY Money, Daniel and Logan talk about buying individual stocks and whether to continue dollar cost averaging into them.
Monday Jun 05, 2023
How Does My Pension Change My Plan?
Monday Jun 05, 2023
Monday Jun 05, 2023
On this episode of DIY Money, Logan and Daniel talk about how pensions impact a long term financial plan.
Friday Jun 02, 2023
Custodial and Investment Accounts for Kids
Friday Jun 02, 2023
Friday Jun 02, 2023
On this episode of DIY Money, Daniel and Quint talk about investing for kids and what situations you should consider using different types of accounts.