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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 Nov 30, 2022
Wednesday Nov 30, 2022
In this episode of DIY Money, Quint and Logan discuss a unique situation of buying a car for a short period of time.
Sunday Nov 27, 2022
Sunday Nov 27, 2022
On this episode of DIY Money, Quint and Logan talk through the circumstances when you can use a Roth IRA for emergencies and discuss their thoughts on utilizing a Roth in this way.
Wednesday Nov 23, 2022
Wednesday Nov 23, 2022
On this episode of DIY Money, Quint and Daniel discuss utilizing an employer 401K in order to facilitate a backdoor Roth conversion.
Sunday Nov 20, 2022
Sunday Nov 20, 2022
On this episode of DIY Money, Daniel and Quint discuss taxes for taxable investing accounts and break down the usefulness of these types of accounts.
Wednesday Nov 16, 2022
Wednesday Nov 16, 2022
On this episode of DIY Money, Quint and Daniel discuss ideas for funding a home remodel.
Sunday Nov 13, 2022
Sunday Nov 13, 2022
On this episode of DIY Money, Quint and Daniel discuss their thoughts on ARMs, refinancing, debt, and building in this environment.
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
On this episode of DIY Money, Quint and Daniel discuss several different kinds of insurance, everything from term life insurance to pet insurance.
Sunday Nov 06, 2022
Sunday Nov 06, 2022
On this episode of DIY Money, Quint and Daniel talk about being in the financial advising/planning world and they dive into the pros and cons of the business.
Wednesday Nov 02, 2022
Wednesday Nov 02, 2022
On this episode of DIY Money, Daniel and Logan discuss their thoughts on insurance as an investment.
Sunday Oct 30, 2022
Sunday Oct 30, 2022
On this episode of DIY Money, Daniel and Logan discuss planning for retirement medical expenses.