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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 Jun 24, 2020
Wednesday Jun 24, 2020
On this episode of DIY Money, Quint and Daniel discuss building wealth outside of retirement accounts.
Sunday Jun 21, 2020
Sunday Jun 21, 2020
On this episode of DIY Money, Quint and Daniel give advice on where to begin your financial journey.
Wednesday Jun 17, 2020
Wednesday Jun 17, 2020
On this episode of DIY Money, Quint and Daniel give blanketed advice on investments and where to start when you are ready.
Wednesday Jun 10, 2020
Wednesday Jun 10, 2020
On this episode of DIY Money, Daniel explores how you can achieve diversification with as little as one mutual fund thanks to the low-cost target-date index funds being offered by many brokerages today.
Sunday Jun 07, 2020
Sunday Jun 07, 2020
On this episode of DIY Money, Daniel discusses the benefits of liquidity while paying off debt and why it all comes down to math.
Thursday Jun 04, 2020
Thursday Jun 04, 2020
On this episode of DIY Money, Quint and Daniel break down the benefits of using a health savings account (HSA for short!) in your financial plan.
Sunday May 31, 2020
Sunday May 31, 2020
In this week's episode Quint and Daniel discuss what resources and strategies are available to those who have run out of options during these difficult times.
Wednesday May 27, 2020
Wednesday May 27, 2020
In today's episode Quint and Daniel discuss the difference between active and passive income and the various ways you can use them to diversify your income.
Sunday May 24, 2020
Sunday May 24, 2020
In this week's episode Quint and Daniel discuss the tax rules for large gifts of cash and how to use them.
Wednesday May 20, 2020
Wednesday May 20, 2020
In this week's episode Quint and Daniel explain the differences between and IRA and a Roth IRA and the rules that come with each.