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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 Sep 06, 2020
Sunday Sep 06, 2020
On this episode of DIY Money, Quint and Daniel discuss caring financially for parents.
Wednesday Sep 02, 2020
Wednesday Sep 02, 2020
On this episode of DIY Money, Quint and Daniel discuss how much of your income you should spend on housing.
Sunday Aug 30, 2020
Sunday Aug 30, 2020
On this episode of DIY Money, Quint and Daniel talk about what to do if you panic sell and how to re-enter the market.
Monday Aug 24, 2020
Monday Aug 24, 2020
On this episode of DIY Money, Quint and Daniel discuss some tax-advantaged ways to pay student loans.
Wednesday Aug 19, 2020
Wednesday Aug 19, 2020
On this episode of DIY Money, Quint and Daniel discuss ways to repair and build your credit score.
Sunday Aug 16, 2020
Sunday Aug 16, 2020
On this episode of DIY Money, Quint and Daniel talk about their strategies for accruing for future expenses.
Wednesday Aug 12, 2020
Wednesday Aug 12, 2020
On this episode of DIY Money, Quint and Daniel discuss the differences of investing with a Robo Advisor or going a Self Directed route.
Sunday Aug 09, 2020
Sunday Aug 09, 2020
In this episode of DIY Money, Quint and Daniel discuss whether quitting your job to attend school is a good idea.
Wednesday Aug 05, 2020
Wednesday Aug 05, 2020
On this episode of DIY Money, Quint and Daniel discuss how to determine your salary as a small business owner and where to set aside for retirement.
Monday Aug 03, 2020
Monday Aug 03, 2020
On this episode of DIY Money, Quint and Daniel discuss where to park your cash for the use of a future home purchase.