6.5M
Downloads
693
Episodes
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 Oct 26, 2022
Wednesday Oct 26, 2022
On this episode of DIY Money, Daniel and Logan discuss different ways to save when you are self employed.
Sunday Oct 23, 2022
Sunday Oct 23, 2022
On this episode of DIY Money, Quint and Daniel discuss a unique question about investing in a generational family property.
Wednesday Oct 19, 2022
Wednesday Oct 19, 2022
On this episode of DIY Money, Quint and Daniel discuss different savings options for near term goals.
Sunday Oct 16, 2022
Sunday Oct 16, 2022
On this episode of DIY Money, Quint and Daniel talk about how to keep yourself motivated when saving, investing, and budgeting start to get boring.
Wednesday Oct 12, 2022
Wednesday Oct 12, 2022
On this episode of DIY Money, Quint and Daniel discuss different strategies and thoughts on how much to keep in your checking account.
Sunday Oct 09, 2022
Sunday Oct 09, 2022
On this episode of DIY Money, Quint and Daniel discuss the thought process for deciding whether to contribute to a 401K, IRA, or Roth.
Wednesday Oct 05, 2022
Wednesday Oct 05, 2022
In this episode of DIY Money, Daniel and Logan discuss the math to consider when determining whether to lease or buy a car.
Sunday Oct 02, 2022
Sunday Oct 02, 2022
In this episode of DIY Money, Daniel and Logan discuss the differences between renting or buying your home and debate the pros and cons for each.
Wednesday Sep 28, 2022
Wednesday Sep 28, 2022
On this episode of DIY Money, Daniel and Logan discuss the different certifications out there and which ones are beneficial for you.
Sunday Sep 25, 2022
Sunday Sep 25, 2022
On this episode of DIY Money, Daniel and Logan discuss the new student loan forgiveness program and how to start navigating it.