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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
Monday Oct 28, 2024
Monday Oct 28, 2024
Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?
Friday Oct 25, 2024
Friday Oct 25, 2024
Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.
Wednesday Oct 23, 2024
Wednesday Oct 23, 2024
Daniel and Allie discuss the different components of estate planning and the most important things to get in place.
Monday Oct 21, 2024
Monday Oct 21, 2024
Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot.
Friday Oct 18, 2024
Friday Oct 18, 2024
Quint and Logan explain how they set goals in the different areas of their lives.
Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.
Monday Oct 14, 2024
Friday Oct 11, 2024
Friday Oct 11, 2024
Logan and Allie talk about three tips that are important for young adults.
Wednesday Oct 09, 2024
Wednesday Oct 09, 2024
Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.
Monday Oct 07, 2024
Monday Oct 07, 2024
Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.