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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
Thursday Sep 30, 2021
Thursday Sep 30, 2021
On this episode of DIY Money, Quint and Daniel talk about investing in non-retirement accounts.
Sunday Sep 26, 2021
Sunday Sep 26, 2021
On this episode of DIY Money, Daniel and Logan discuss taxes that may incur after selling investments.
Wednesday Sep 22, 2021
Wednesday Sep 22, 2021
On this episode of DIY Money, Daniel and Logan discuss some smart ways on how to allocate a bonus.
Sunday Sep 19, 2021
Sunday Sep 19, 2021
On this episode of DIY Money, Logan and Daniel discuss what tax loss harvesting is and why it can be a valuable tool for some long-term investors.
Wednesday Sep 15, 2021
Wednesday Sep 15, 2021
On this episode of DIY Money, Quint and Daniel discuss whether you should max out your HSA or Roth IRA first.
Sunday Sep 12, 2021
Sunday Sep 12, 2021
On this episode of DIY Money, Quint and Logan talk about how to save for near-term education goals.
Wednesday Sep 08, 2021
Wednesday Sep 08, 2021
On this episode of DIY Money, Quint and Daniel talk about how to teach others about budgeting.
Tuesday Sep 07, 2021
Tuesday Sep 07, 2021
On this episode of DIY Money, Quint and Daniel discuss the American Dream and whether it is possible without debt.
Wednesday Sep 01, 2021
Wednesday Sep 01, 2021
On this episode of DIY Money, Quint and Daniel discuss investing your emergency fund.
Monday Aug 30, 2021
Monday Aug 30, 2021
On this episode of DIY Money, Quint and Daniel talk about cashing out on a refinance to pay down debt.