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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 Apr 12, 2020
Sunday Apr 12, 2020
In this week's episode Quint and Daniel discuss if its a good idea to defer debt payments during the coronavirus pandemic.
Sunday Apr 05, 2020
Sunday Apr 05, 2020
Is it better to stay with a job you enjoy or switch jobs for a pay raise? In this week's episode Quint and Daniel tackle this question about employment and more.
Wednesday Apr 01, 2020
Wednesday Apr 01, 2020
In this week's episode Quint and Daniel discuss the best uses for the stimulus check.
Sunday Mar 29, 2020
Sunday Mar 29, 2020
In this week's episode Quint and Daniel discuss the way their altering their budgets in response to the COVID-19 epidemic.
Wednesday Mar 25, 2020
Wednesday Mar 25, 2020
In this week's episode, Quint and Daniel the discuss different ways to save for your children's future while paying down debt.
Sunday Mar 22, 2020
Sunday Mar 22, 2020
In this week's episode Quint and Daniel discuss if you can spend too much on renovating your home.
Wednesday Mar 18, 2020
Wednesday Mar 18, 2020
In this week's episode Quint and Daniel discuss the pros and cons of investing in retirement accounts for non-US citizens.
Sunday Mar 15, 2020
Sunday Mar 15, 2020
In this week's episode Quint and Daniel take some time to share their thoughts on the coronavirus and the current situation its put the country in.
Wednesday Mar 11, 2020
Wednesday Mar 11, 2020
In this weeks episode Quint and Daniel discuss how to start investing early on in a career and how to handle the taxes.
Sunday Mar 08, 2020
Sunday Mar 08, 2020
In this episode Quint and Daniel discuss how your taxes and retirement savings can change when you get married.