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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 08, 2021
Wednesday Dec 08, 2021
On this episode of DIY Money, Quint and Logan talk about what to consider when offered a job out of state.
Monday Dec 06, 2021
Monday Dec 06, 2021
On this episode of DIY Money, Quint and Logan discuss how to gift stock for the holidays.
Wednesday Dec 01, 2021
Wednesday Dec 01, 2021
On this episode of DIY Money, Daniel and Logan describe the difference between common stocks and Restricted Stock Units (RSU).
Wednesday Dec 01, 2021
Wednesday Dec 01, 2021
On this episode of DIY Money, Daniel and Logan give their recommendations on books and financial resources to learn from.
Wednesday Nov 24, 2021
Wednesday Nov 24, 2021
On this episode of DIY Money, Quint and Logan give advice on how to motivate others towards their goals.
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
On this episode of DIY Money, Quint and Logan discuss how to diversify investments in your portfolio.
Wednesday Nov 17, 2021
Wednesday Nov 17, 2021
On this episode of DIY Money, Quint and Daniel talk about aggressively paying down student loan debt.
Sunday Nov 14, 2021
Sunday Nov 14, 2021
On this episode of DIY Money, Quint and Daniel discuss whether they believe if student loan debt is worth it.
Wednesday Nov 10, 2021
Wednesday Nov 10, 2021
On this episode of DIY Money, Quint and Daniel discuss how to manage blended family finances.
Sunday Nov 07, 2021
Sunday Nov 07, 2021
On this episode of DIY Money, Daniel and Logan discuss saving money and using credit card rewards for travel.