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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 Sep 01, 2019
Sunday Sep 01, 2019
In this episode, Quint and Daniel discuss ways to start paying down credit card and long term debts. Paying down debts can be your first step towards responsible and consistent personal finance habits.
Thursday Aug 29, 2019
Thursday Aug 29, 2019
In this episode, Quint and Daniel discuss giving money to charities, churches, or to those in need and go into depth about certain tax deductions that you are entitled to.
Sunday Aug 25, 2019
Sunday Aug 25, 2019
Quint and Daniel answer another listener's question, this time concerning tax havens for small business owners.
Wednesday Aug 21, 2019
Wednesday Aug 21, 2019
Quint and Daniel discuss how to maintain separate finances with a significant other - or if you should in the first place.
Sunday Aug 18, 2019
Sunday Aug 18, 2019
Quint's back, and in this episode, him and Daniel discuss how to save and invest money at the same time.
Wednesday Aug 14, 2019
Wednesday Aug 14, 2019
Daniel's in the studio while Quint calls in from vacation to answer another listener's question concerning tips and tricks on how to vacation on a budget.
Sunday Aug 11, 2019
Sunday Aug 11, 2019
Quint calls in from vacation to talk with Daniel about friendships and relationships when you're scared about looking cheap.
Wednesday Aug 07, 2019
Wednesday Aug 07, 2019
Daniel's on vacation, so Quint tackles a listener's question concerning debt by himself on this episode.
Sunday Aug 04, 2019
Sunday Aug 04, 2019
Quint and Daniel sit down and discuss ways that you can start and maintain a budget.
Wednesday Jul 31, 2019
Wednesday Jul 31, 2019
Quint and Daniel answer another listener question concerning everything to do with home mortgages. Be sure to submit your question to podcast@diymoney.org for a chance to win a $25 Amazon gift card!