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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 Dec 28, 2022
Wednesday Dec 28, 2022
On this episode of DIY Money, Quint and Daniel dive into how to get margin and where to apply it.
Sunday Dec 25, 2022
Sunday Dec 25, 2022
On this episode of DIY Money, Quint and Daniel go back to the fundamentals and break down how to start, develop, and maintain a budget.
Wednesday Dec 21, 2022
Wednesday Dec 21, 2022
On this episode of DIY Money, Daniel and Logan discuss the practice of making a 13th payment on your mortgage each year.
Sunday Dec 18, 2022
Sunday Dec 18, 2022
On this episode of DIY Money, Daniel and Logan answer a question about whether to sell your starter home or keep it and rent it out.
Wednesday Dec 14, 2022
Wednesday Dec 14, 2022
On this episode of DIY Money, Quint and Daniel discuss the ins and outs of Broker CDs and how to get interest on your funds.
Sunday Dec 11, 2022
Sunday Dec 11, 2022
On this episode of DIY Money, Quint and Daniel discuss how to start a business and begin bringing in clients.
Wednesday Dec 07, 2022
Wednesday Dec 07, 2022
On this episode of DIY Money, Quint and Daniel discuss the financial considerations to make before having kids and the expenses that come with that decision.
Sunday Dec 04, 2022
Sunday Dec 04, 2022
On this episode of DIY Money, Quint and Daniel discuss what happens when you contribute over the maximum in a retirement or HSA account.
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.