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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 Aug 17, 2022
Wednesday Aug 17, 2022
In this episode of DIY Money, Quint and Daniel discuss what to expect from a recession and what finance can look like in a tough environment.
Wednesday Aug 10, 2022
Wednesday Aug 10, 2022
In this episode of DIY Money, Quint and Daniel discuss the differences between investing lump sums or dollar cost averaging.
Sunday Aug 07, 2022
Sunday Aug 07, 2022
On this episode of DIY Money, Quint and Daniel discuss methods for saving up before contributing to various accounts each year.
Friday Aug 05, 2022
Friday Aug 05, 2022
In this DIY Money Junior episode, Quint and Daniel discuss how to think about money from your first job.
Thursday Aug 04, 2022
Thursday Aug 04, 2022
On this episode of DIY Money, Daniel and Quint talk about some of the strategies they use for handling money in their households and marriages.
Wednesday Jul 27, 2022
Wednesday Jul 27, 2022
On this episode of DIY Money, Quint and Daniel discuss the differences between being an employee in a business or an owner of a business.
Sunday Jul 24, 2022
Sunday Jul 24, 2022
On this episode of DIY Money, Quint and Daniel discuss the mindset of spending and the psychology that influences what you spend and what you save.
Wednesday Jul 20, 2022
Wednesday Jul 20, 2022
On this episode of DIY Money, Quint and Daniel discuss the differences in the Real Estate and Stock Market and discuss the pros and cons of those investments.
Sunday Jul 17, 2022
Sunday Jul 17, 2022
On this episode of DIY Money, Quint and Daniel walk through what they use to track their financial investments.
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
On this episode of DIY Money, Quint and Daniel discuss strategies for utilizing your primary home's equity.