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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 Jul 21, 2021
Wednesday Jul 21, 2021
On this episode of DIY Money, Quint and Daniel discuss whether you should stop investing in stock to buy real estate.
Sunday Jul 18, 2021
Sunday Jul 18, 2021
On this episode of DIY Money, Quint and Daniel talk about whether you should have student loans paid off before buying a home.
Thursday Jul 15, 2021
Thursday Jul 15, 2021
On this episode of DIY Money, Quint and Daniel talk about passive and affiliate income.
Monday Jul 12, 2021
Monday Jul 12, 2021
On this episode of DIY Money, Quint and Daniel talk about when is the best time to buy a house in cash.
Wednesday Jul 07, 2021
Wednesday Jul 07, 2021
On this episode of DIY Money, Quint and Daniel talk about overcontributing to an IRA.
Sunday Jul 04, 2021
Sunday Jul 04, 2021
On this episode of DIY Money, Quint and Daniel talk about Roth conversions and the strategy involved.
Wednesday Jun 30, 2021
Wednesday Jun 30, 2021
On this episode of DIY Money, Quint and Daniel talk about when to diversify employer stock.
Sunday Jun 27, 2021
Sunday Jun 27, 2021
On this episode of DIY Money, Quint and Daniel talk about low mortgage interest rates and the timing of a house purchase in this current market.
Wednesday Jun 23, 2021
Wednesday Jun 23, 2021
On this episode of DIY Money, Quint and Daniel discuss when you should consider using a financial advisor.
Sunday Jun 20, 2021
Sunday Jun 20, 2021
On this episode of DIY Money, Quint and Daniel talk about the strategy of House Hacking.