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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 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.
Monday Oct 19, 2020
Monday Oct 19, 2020
On this episode of DIY Money, Quint and Daniel talk about the differences between investing in a total stock market index fund and an S&P 500 index fund.
Wednesday Oct 14, 2020
Wednesday Oct 14, 2020
On this episode of DIY Money, Quint and Daniel discuss saving and planning for a family member or a loved one with special needs.
Sunday Oct 11, 2020
Sunday Oct 11, 2020
On this episode of DIY Money, Quint and Daniel give their advice on what to do if you are looking to retire early and strategies for avoiding a large tax burden when you are maxing out your 401K.
Thursday Oct 08, 2020
Thursday Oct 08, 2020
On this episode on DIY Money, Quint and Daniel discuss whether you should pay off or close your credit cards before applying for a mortgage.
Monday Oct 05, 2020
Monday Oct 05, 2020
On this episode of DIY Money, Quint and Daniel discuss if it is worth it for you to refinance your mortgage.
Wednesday Sep 30, 2020
Wednesday Sep 30, 2020
Ashley Struble was let go from her job due to not being able to find child care during the Covid Pandemic. Rather than sit around and stew in frustration she took it upon herself to launch a side hustle which has quickly turned into a nice small business with outstanding returns. In this episode Quint talks to Ashley about exactly what she did and how you too can turn a small idea into a hefty profit.
Tuesday Sep 29, 2020
Tuesday Sep 29, 2020
On this episode of DIY Money, Quint and Daniel give their advice on living a financially happy marriage and why it is important to be on the same page with your spouse.
Wednesday Sep 23, 2020
Wednesday Sep 23, 2020
On this episode of DIY Money, Quint and Daniel discuss the pros and cons of using a credit card vs. paying with cash when making a purchase.
Sunday Sep 20, 2020
Sunday Sep 20, 2020
On this episode of DIY Money, Quint and Daniel talk about their personal approaches to purchasing a new car.