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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 Aug 26, 2024
Monday Aug 26, 2024
Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.
Friday Aug 23, 2024
Friday Aug 23, 2024
With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.
Wednesday Aug 21, 2024
Wednesday Aug 21, 2024
Logan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.
Monday Aug 19, 2024
Monday Aug 19, 2024
Allie and Logan talk through which accounts to use when saving for retirement.
Friday Aug 16, 2024
Wednesday Aug 14, 2024
Wednesday Aug 14, 2024
What do you do if you are behind on investing? Quint and Logan talk about how to get started saving for yourself or others and what to do if you are behind.
Monday Aug 12, 2024
Monday Aug 12, 2024
Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?
Friday Aug 09, 2024
Friday Aug 09, 2024
Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.
Wednesday Aug 07, 2024
Monday Aug 05, 2024
Monday Aug 05, 2024
Daniel and Allie answer a question about switching your retirement contributions from Traditional to Roth.