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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
Friday Dec 13, 2024
Friday Dec 13, 2024
Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.
Wednesday Dec 11, 2024
Wednesday Dec 11, 2024
Quint and Allie talk about future tax consequences of putting funds in a trust.
Monday Dec 09, 2024
Monday Dec 09, 2024
Daniel and Quint talk about when you should be saving and when you should be investing.
Friday Dec 06, 2024
Friday Dec 06, 2024
Daniel and Allie talk about actually spending money versus our usual talk of saving.
Wednesday Dec 04, 2024
Wednesday Dec 04, 2024
Logan and Allie talk about different careers in Wealth Management and pathways to get to there.
Monday Dec 02, 2024
Monday Dec 02, 2024
Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.
Friday Nov 29, 2024
Friday Nov 29, 2024
Allie and Logan talk about giving to charities in the most tax efficient ways.
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.
Monday Nov 25, 2024
Monday Nov 25, 2024
Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.
Friday Nov 22, 2024
Friday Nov 22, 2024
Quint and Logan talk about the state of the market and things to think about moving forward.