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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
Wednesday Mar 29, 2023
Wednesday Mar 29, 2023
On this episode of DIY Money, Quint is joined by guest Bobby Livesay and they discuss making quarterly tax payments.
Monday Mar 27, 2023
Monday Mar 27, 2023
On this episode of DIY Money, Quint and Logan talk about starting a Roth early on in life and investing while in college.
Friday Mar 24, 2023
Friday Mar 24, 2023
On this episode of DIY Money, Quint and Daniel discuss what impact investing means and how they approach this topic.
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
On this episode of DIY Money, Quint and Daniel discuss if it is wise to take on debt for a rental real estate investment.
Monday Mar 20, 2023
Monday Mar 20, 2023
On this episode of DIY Money, Quint and Daniel talk about the difficulties of helping your parents save and plan for retirement.
Friday Mar 17, 2023
Friday Mar 17, 2023
On this episode of DIY Money, Quint and Daniel talk about when it does and does not make sense to use retirement money to pay off your home.
Wednesday Mar 15, 2023
Wednesday Mar 15, 2023
Everyone says "Buy When the Market is Low". On this episode of DIY Money, Quint and Daniel talk about that common phrase and why it is not so easy to do so.
Monday Mar 13, 2023
Monday Mar 13, 2023
On this episode of DIY Money, Quint and Daniel talk about different resources that can help teach kids about investing.
Check out Ian McMillan's book "What Is A Stock" at whatisastockbook.com.
Friday Mar 10, 2023
Friday Mar 10, 2023
On this episode of DIY Money, Quint and Daniel answer a question about adding a spouse to the mortgage and home title.
Wednesday Mar 08, 2023
Wednesday Mar 08, 2023
On this episode of DIY Money, Quint and Daniel talk through if it makes sense to sell investments to buy a house.