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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
Monday Jul 29, 2019
Monday Jul 29, 2019
Quint and Daniel discuss ways to have fun with friends or your significant other while keeping your financial status in mind.
Wednesday Jul 24, 2019
Wednesday Jul 24, 2019
Quint and Daniel answer a question regarding Roth and Traditional IRA's, and they discuss the nuances associated with opening an investment account.
Friday Jul 19, 2019
Friday Jul 19, 2019
Quint and Daniel discuss insurance policy decisions and how you should go about "breaking up" with your wealth advisor.
Tuesday Jul 16, 2019
Tuesday Jul 16, 2019
Quint and Daniel answer another listener's question. This time, they discuss how they allocate their money and budget for expenses.
Saturday Jul 06, 2019
Saturday Jul 06, 2019
Quint and Daniel sit down and discuss the question of "Is Debt Ever Good?"
Tuesday Jul 02, 2019
Tuesday Jul 02, 2019
In this episode, Quint and Daniel discuss appraising a new business and specifically address the nuances of the process when family is involved.
Friday Jun 28, 2019
Friday Jun 28, 2019
There are many ways to start investing, but the first step involves learning and asking questions.
Monday Jun 24, 2019
Monday Jun 24, 2019
Daniel and Quint sit down and answer another listener's question regarding budgeting. Make sure to submit your question for a chance to win a $25 Amazon E-Card.
Sunday Jun 16, 2019
Sunday Jun 16, 2019
This week’s listener question comes from Matt who asks ‘what’s the best way to save for a car or other large purchases’.
Friday Jun 14, 2019
Friday Jun 14, 2019
Daniel and Quint walks listeners through a decade by decade playbook regarding various financial goals. How are you doing when it comes to your financial road map?