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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 May 17, 2020
Sunday May 17, 2020
In this week's episode Quint and Daniel discuss whether or not to merge finances with a spouse coming from prior marriage with children.
Wednesday May 13, 2020
Wednesday May 13, 2020
In this week's episode Quint and Daniel discuss how to pay off car loans and if its a good idea to borrow from a 401(K).
Sunday May 10, 2020
Sunday May 10, 2020
In this week's episode Quint and Daniel discuss how often they check their budgets and how to manage a budget with sporadic income.
Wednesday May 06, 2020
Wednesday May 06, 2020
How do you stay on track after reaching your goals? In this week's episode Quint and Daniel discuss various strategies they use to stay focused.
Sunday May 03, 2020
Sunday May 03, 2020
In this week's episode Quint and Daniel discuss diversifying portfolios on a budget and managing trading fees abroad.
Wednesday Apr 29, 2020
Wednesday Apr 29, 2020
In this week's episode Quint and Daniel discuss the different investment strategies available for college.
Sunday Apr 26, 2020
Sunday Apr 26, 2020
In this week's episode Quint and Daniel discuss how to managing employee stock purchase plans.
Wednesday Apr 22, 2020
Wednesday Apr 22, 2020
In this week's episode Quint and Daniel go over the differences between Mutual Funds and Exchange-Traded Funds.
Sunday Apr 19, 2020
Sunday Apr 19, 2020
In this week's episode Quint and Daniel dive into student loans and the CARES Act.
Wednesday Apr 15, 2020
Wednesday Apr 15, 2020
In this week's episode Quint and Daniel explore different philosophies for buying assets and what to do after maxing out retirement accounts.