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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 Dec 22, 2019
Sunday Dec 22, 2019
In this episode, Quint and Daniel talk about no money down home buying and discuss strategies you can use to get the most bang for your buck.
Sunday Dec 15, 2019
Sunday Dec 15, 2019
In this episode, Quint and Daniel discuss whether or not you should invest before paying down bad debt (credit card/student loans).
Wednesday Dec 11, 2019
Wednesday Dec 11, 2019
In this episode, Quint and Daniel discuss the different retirement funds (Roth IRA/401 K) and explain how to choose which ones you should fund first.
Sunday Dec 08, 2019
Sunday Dec 08, 2019
In this episode, Quint and Daniel answer a question about student loans and knowing when to pay them off rather than saving.
Wednesday Dec 04, 2019
Wednesday Dec 04, 2019
In this episode, Quint and Daniel discuss how you can make a budget while working for commissions.
Sunday Dec 01, 2019
Sunday Dec 01, 2019
In this episode, Quint and Daniel discuss the concept of EOC (economic outpatient care) and how you can provide for your kids without making them reliant.
Wednesday Nov 27, 2019
Wednesday Nov 27, 2019
In this episode, Quint and Daniel discuss how you can build wealth while self-employed, specifically in the context of a musical artist.
Sunday Nov 24, 2019
Sunday Nov 24, 2019
In this episode, Quint and Daniel discuss how they form their grocery budgets and how financial psychology plays into your budget.
Wednesday Nov 20, 2019
Wednesday Nov 20, 2019
In this episode, Quint and Daniel discuss transitioning from renting to purchasing a home and whether it's a good idea in the first place.
Sunday Nov 17, 2019
Sunday Nov 17, 2019
In this episode, Quint and Daniel answer a question concerning how you can financially prepare for you or your spouse's death.