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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
Sunday Dec 27, 2020
Tax Implications of Side Hustles
Sunday Dec 27, 2020
Sunday Dec 27, 2020
On this episode of DIY Money, Quint and Daniel discuss tax implications when starting a new side hustle.
Wednesday Dec 23, 2020
Investing in a New Business Opportunity
Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
On this episode of DIY Money, Quint and Daniel give their recommendations on what to do when there is excess cash in the budget and whether to invest in a new business opportunity.
Sunday Dec 20, 2020
Downsizing Homes
Sunday Dec 20, 2020
Sunday Dec 20, 2020
On this episode of DIY Money, Quint and Daniel discuss when you should consider downsizing homes.
Wednesday Dec 16, 2020
Budgeting Surplus
Wednesday Dec 16, 2020
Wednesday Dec 16, 2020
On this episode of DIY Money, Quint and Daniel talk about what their strategies are when they come across a monthly budgeting surplus.
Sunday Dec 13, 2020
Should You Save Money or Pay Off Debt?
Sunday Dec 13, 2020
Sunday Dec 13, 2020
On this episode of DIY Money, Quint and Daniel discuss whether you should be saving more for retirement or pay off debt sooner?
Wednesday Dec 09, 2020
Saving for Unexpected Family Planning Expenses
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
On this episode of DIY Money, Quint and Daniel give advice on saving for unexpected family planning expenses.
Sunday Dec 06, 2020
Mutual Fund Fees vs Performance
Sunday Dec 06, 2020
Sunday Dec 06, 2020
On this episode of DIY Money, Quint and Daniel discuss how to determine the balance between the rate of return and the expense ratio of funds.
Wednesday Dec 02, 2020
Roth IRA Saving
Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
On this episode of DIY Money, Quint and Daniel discuss using a Roth IRA as a savings tool.
Monday Nov 30, 2020
Annuity and Retirement
Monday Nov 30, 2020
Monday Nov 30, 2020
On this episode of DIY Money, Quint and Daniel discuss planning for retirement outside of an annuity retirement option.
Wednesday Nov 25, 2020
Planning Around a Pension
Wednesday Nov 25, 2020
Wednesday Nov 25, 2020
On this episode of DIY Money, Quint and Daniel discuss planning for retirement outside of a pension.