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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 Apr 21, 2023
Are My Percent Contributions to Roth or Traditional 401K the Same?
Friday Apr 21, 2023
Friday Apr 21, 2023
On this episode of DIY Money, Quint and Logan talk about changing your 401K from Traditional to Roth and how that changes your paycheck.
Wednesday Apr 19, 2023
Saving for Retirement With a Pension
Wednesday Apr 19, 2023
Wednesday Apr 19, 2023
On this episode of DIY Money, Quint and Logan discuss the changes of saving for retirement when you have a pension.
Monday Apr 17, 2023
Saving for a Special Needs Child
Monday Apr 17, 2023
Monday Apr 17, 2023
On this episode of DIY Money, Quint and Logan discuss savings for a special needs child.
Friday Apr 14, 2023
How Much Should My Mortgage Payment Be?
Friday Apr 14, 2023
Friday Apr 14, 2023
On this episode of DIY Money, Quint and Daniel discuss buying a home and how much to allocate to your mortgage each month.
Wednesday Apr 12, 2023
Series EE Savings Bonds
Wednesday Apr 12, 2023
Wednesday Apr 12, 2023
On this episode of DIY Money, Quint and Daniel discuss Series EE Bonds and what to do with them.
Monday Apr 10, 2023
DIY Money Jr - Invest in Stocks or Somewhere Else?
Monday Apr 10, 2023
Monday Apr 10, 2023
On this episode of DIY Money Junior, Quint and Daniel discuss investing while you are young and the best places to put your money.
Friday Apr 07, 2023
Multiple or One Savings Account?
Friday Apr 07, 2023
Friday Apr 07, 2023
On this episode of DIY Money, Quint and Daniel talk about having 1 savings account versus having multiple for several different goals.
Wednesday Apr 05, 2023
ESG Funds
Wednesday Apr 05, 2023
Wednesday Apr 05, 2023
On this episode of DIY Money, Quint and Daniel talk about ESG Funds.
Monday Apr 03, 2023
5 Years From Retirement, What Do I Do?
Monday Apr 03, 2023
Monday Apr 03, 2023
In this episode of DIY money, Quint and Daniel talk about what to do as you are approaching retirement with your investments.
Friday Mar 31, 2023
Getting a Tax Refund
Friday Mar 31, 2023
Friday Mar 31, 2023
On this episode of DIY Money, Quint is once again joined by guest Bobby Livesay. They discuss what to do with a tax refund and how to navigate your tax withholdings.