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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 Apr 07, 2021
Wednesday Apr 07, 2021
On this episode of DIY Money, Quint and Daniel talk about investing for kids and relatives.
Sunday Apr 04, 2021
Sunday Apr 04, 2021
On this episode of DIY Money, Quint and Daniel talk about investing in index funds vs leveraged ETFs.
Wednesday Mar 31, 2021
Wednesday Mar 31, 2021
On this episode of DIY Money, Quint and Daniel talk about why bond fund prices go down.
Sunday Mar 28, 2021
Sunday Mar 28, 2021
On this episode of DIY Money, Quint and Daniel talk about their thoughts on investing in Bitcoin.
Thursday Mar 25, 2021
Thursday Mar 25, 2021
On this episode of DIY Money, Quint and Daniel discuss the psychology behind charitable giving.
Sunday Mar 21, 2021
Sunday Mar 21, 2021
On this episode of DIY Money, Quint and Daniel give advice on how to invest for short to mid-term goals.
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
On this episode of DIY Money, Quint and Daniel talk about deciding an allocation based on account type.
Sunday Mar 14, 2021
Sunday Mar 14, 2021
On this episode of DIY Money, Quint and Daniel discuss whether acquiring a second job to pay off debt faster is worth the time and effort.
Wednesday Mar 10, 2021
Wednesday Mar 10, 2021
On this episode of DIY Money, Quint and Daniel give advice on getting into the financial planning field and becoming a CFP.
Sunday Mar 07, 2021
Sunday Mar 07, 2021
On this episode of DIY Money, Quint and Daniel discuss when it is appropriate to use a Home Equity Line of Credit.