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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 Mar 04, 2020
Wednesday Mar 04, 2020
In this episode, Quint and Daniel discuss the rewards you can earn from credit cards and if there's such a thing as too many credit card.
Sunday Mar 01, 2020
Sunday Mar 01, 2020
In this episode Quint and Daniel dive into the viability of debt consolidation.
Wednesday Feb 26, 2020
Wednesday Feb 26, 2020
Should you invest in a backdoor Roth after maxing out your Roth IRA? In this week's episode Quint and Daniel discuss this and more.
Sunday Feb 23, 2020
Sunday Feb 23, 2020
In this episode Quint and Daniel discuss the different ways Financial Planners are compensated and what to look for when choosing them.
Wednesday Feb 19, 2020
Wednesday Feb 19, 2020
In this episode Quint and Daniel discuss their do's and don'ts for moving to a new state.
Sunday Feb 16, 2020
Sunday Feb 16, 2020
In this episode Quint and Daniel draw from their personal experiences to give tips on how to separate business and personal finances.
Wednesday Feb 12, 2020
Wednesday Feb 12, 2020
Is it worth your time and money to invest in real estate? In this episode Daniel and Quint debate the pros and cons of investing in the housing market.
Sunday Feb 09, 2020
Sunday Feb 09, 2020
Is Whole Life an investment strategy? This is a hot topic among many folks these days which Daniel and Quint take head on.
Wednesday Feb 05, 2020
Wednesday Feb 05, 2020
In this episode, Quint and Daniel discuss Credit Karma's saving account and private label solutions.
Sunday Feb 02, 2020
Sunday Feb 02, 2020
In this episode, Quint and Daniel discuss how to balance paying off student loans and investing in a 401(k).