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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 Nov 22, 2020
Sunday Nov 22, 2020
On this episode of DIY Money, Quint and Daniel talk about the lifestyle creep of expenses and how to avoid it.
Wednesday Nov 18, 2020
Wednesday Nov 18, 2020
On this episode of DIY Money, Quint and Daniel give their advice on how young adults can set themselves up for success in the future.
Sunday Nov 15, 2020
Sunday Nov 15, 2020
On this episode of DIY Money, Quint and Daniel discuss what you need to know before rolling over a 401K with both Roth and Traditional funds.
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
On this episode of DIY Money, Quint and Daniel discuss their thoughts on cash value life insurance and whether it is the right fit for you.
Sunday Nov 08, 2020
Sunday Nov 08, 2020
On this episode of DIY Money, Quint and Daniel talk all things from buying a house, paying off debt, and whether you should use your 401K to do so.
Wednesday Nov 04, 2020
Wednesday Nov 04, 2020
On this episode of DIY Money, Quint and Daniel discuss how to determine how much you should be planning on saving for retirement and whether the 4% withdrawal rule is still valid.
Sunday Nov 01, 2020
Sunday Nov 01, 2020
On this episode of DIY Money, Quint and Daniel discuss what you should expect when you are planning to meet with a financial advisor.
Wednesday Oct 28, 2020
Wednesday Oct 28, 2020
On this episode of DIY Money, Quint and Daniel give advice on how to legitimize a business.
Sunday Oct 25, 2020
Sunday Oct 25, 2020
On this episode of DIY Money, Quint and Daniel share their personal strategies for saving for short-term financial goals.
Wednesday Oct 21, 2020
Wednesday Oct 21, 2020
On this episode of DIY Money, Quint and Daniel talk about the differences between two different investment strategies and what may be best for you depending on your timeline.