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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 Jun 16, 2021
Wednesday Jun 16, 2021
On this episode of DIY Money, Quint and Daniel give advice on how to prepare for taxes if you are an independent contractor.
Sunday Jun 13, 2021
Sunday Jun 13, 2021
On this episode of DIY Money, Quint and Daniel give advice on whether you should halt contributions in your 401K to pay off high-interest debt.
Wednesday Jun 09, 2021
Wednesday Jun 09, 2021
On this episode of DIY Money, Quint and Daniel discuss options for an unvested 401K account.
Sunday Jun 06, 2021
Sunday Jun 06, 2021
On this episode of DIY Money, Quint and Daniel talk about protecting wealth from the dollar drama.
Wednesday Jun 02, 2021
Wednesday Jun 02, 2021
On this episode in DIY Money, Quint and Daniel spend this time talking about their careers in finance and how they got started.
Sunday May 30, 2021
Sunday May 30, 2021
On this episode of DIY Money, Quint and Daniel talk about the tax benefits of investing an HSA.
Wednesday May 26, 2021
Wednesday May 26, 2021
On this special episode of DIY Money, Quint talks about the current real estate market with Realtor Kelly Karls.
Monday May 24, 2021
Monday May 24, 2021
On this episode of DIY Money, Quint and Daniel talk about a few ways to find money to start a business.
Wednesday May 19, 2021
Wednesday May 19, 2021
On this episode of DIY Money, Quint and Daniel discuss the difference between dollar-cost averaging versus investing in a lump sum.
Sunday May 16, 2021
Sunday May 16, 2021
On this episode of DIY Money, Quint and Daniel share their advice on planning for parents who did not prepare for retirement.