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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 Feb 01, 2023
Wednesday Feb 01, 2023
On this episode of DIY Money, Daniel and Logan talk through different cash equivalents like treasuries, CDs, and money market funds.
Sunday Jan 29, 2023
Sunday Jan 29, 2023
On this episode of DIY Money, Daniel and Logan discuss owning bonds and if you should have them in your brokerage or taxable account.
Wednesday Jan 25, 2023
Wednesday Jan 25, 2023
On this episode of DIY Money, Quint and Daniel take a deeper look into paying down your mortgage versus investing.
Sunday Jan 22, 2023
Sunday Jan 22, 2023
On this episode of DIY Money, Quint and Daniel answer a question on how to balance paying off student loan debt versus investing in retirement accounts.
Wednesday Jan 18, 2023
Wednesday Jan 18, 2023
On this episode of DIY Money, Quint and Logan discuss financial goals and talk about the "net worth by age X" calculations.
Sunday Jan 15, 2023
Sunday Jan 15, 2023
On this episode of DIY Money, Quint and Logan talk through new changes and rules for 529 plans along with their thoughts on saving for your kids.
Wednesday Jan 11, 2023
Wednesday Jan 11, 2023
On this episode of DIY Money, Quint and Logan discuss variable annuities. They walk through how they work, their fees, and how to potentially get out of them.
Sunday Jan 08, 2023
Sunday Jan 08, 2023
On this episode of DIY Money, Quint and Logan discuss how to select an S&P500 fund.
Thursday Jan 05, 2023
Thursday Jan 05, 2023
On this special episode of DIY Money, Quint interviews The Traveling Gamblers. This pair has made a life of hopping from port to port, cruise ship to cruise ship as a guest of casinos far and wide. Don't miss this unique and exciting interview.
Wednesday Jan 04, 2023
Wednesday Jan 04, 2023
On this episode of DIY Money, Quint and Daniel discuss the basics to buying companies.