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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
Sunday Jul 10, 2022
Sunday Jul 10, 2022
On this episode of DIY Money, Quint and Daniel discuss balancing goals and savings.
Wednesday Jul 06, 2022
Wednesday Jul 06, 2022
On this episode of DIY Money, Quint and Daniel give advice on how to have long-term financial conversations with family members.
Sunday Jul 03, 2022
Sunday Jul 03, 2022
On this episode of DIY Money, Quint and Daniel discuss how to invest an Inherited IRA.
Wednesday Jun 29, 2022
Wednesday Jun 29, 2022
On this episode of DIY Money, Quint and Daniel discuss investing in the current market environment.
Sunday Jun 26, 2022
Sunday Jun 26, 2022
On this episode of DIY Money, Logan and Daniel discuss margin and options trading, and whether you should be using them.
Wednesday Jun 22, 2022
Wednesday Jun 22, 2022
On this episode of DIY Money, Logan and Daniel discuss where to put any additional savings.
Sunday Jun 19, 2022
Sunday Jun 19, 2022
On this episode of DIY Money, Quint and Daniel discuss the best ways to increase your credit score.
Wednesday Jun 15, 2022
Wednesday Jun 15, 2022
On this episode of DIY Money, Quint and Daniel discuss how to utilize I Bonds.
Sunday Jun 12, 2022
Sunday Jun 12, 2022
On this episode of DIY Money, Quint and Daniel discuss the mathematics and psychology of paying off a mortgage vs investing.
Wednesday Jun 08, 2022
Wednesday Jun 08, 2022
On this episode of DIY Money, Quint and Daniel discuss when you should encourage others nearing retirement to meet with an advisor.