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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
Tuesday Apr 23, 2019
Tuesday Apr 23, 2019
Have you ever wondered what exactly a Roth IRA is? Is this a strategy you should be using? In this week's DIY Money, Quint and Daniel discuss all the particulars regarding this unique savings strategy.
Saturday Apr 20, 2019
Saturday Apr 20, 2019
In this hard hitting episode, Quint and Daniel look at the only way to make financial progress. Once you've established the budget and have discipline in your daily financial practice, you must either cut or create margin in order to make progress! What are you waiting for?
Wednesday Apr 17, 2019
Wednesday Apr 17, 2019
One of the best retirement savings options is your company retirement plan. Whether it's a 401k, 403b, or 457, the best place to start saving is before the money ever hits your bank account. This week Daniel and Quint take us into the world of 401k savings and the nuances surrounding the plans.
Thursday Apr 11, 2019
Thursday Apr 11, 2019
If you have children odds are you've wondered about saving for their future. There is no shortage of options from a 529 plan, ESA or a custodial account. In this episode Quint and Daniel discuss the pros and cons of saving for children. With a unique perspective on what's out there the information discussed may shock you.
Thursday Apr 04, 2019
Thursday Apr 04, 2019
Let's face it, it's not easy to say no to the next shiny thing. Whether it's FaceBook or Instagram the great life of others is around every corner. We all know that keeping up with the Joneses can be a terrible financial plan so why do we do it and how can we stop? This week we discuss in depth some important life lessons when it comes to the Joneses and the critical importance of delayed gratification.
Wednesday Mar 27, 2019
Wednesday Mar 27, 2019
While we realize you may be getting sick of the subject matter, Quint and Daniel take one last stab at the topic and importance of budgeting. In this episode they take a look at just why someone would even have a budget. When it comes to debt reduction and setting future financial goals is there any other way?
Friday Mar 22, 2019
Friday Mar 22, 2019
Quint & Daniel conclude this series in budgeting as they visit some of the common mistakes people make when developing a budget.
Saturday Mar 16, 2019
Saturday Mar 16, 2019
In this week's DIY Money Quint and Daniel pick up after week 1 when they discussed the first step to developing a budget, tracking your expenses. Once you've started tracking those expenses the next step is to properly categorize and systematize your spending plan.
Wednesday Mar 13, 2019
Wednesday Mar 13, 2019
In this episode Daniel and Quint discuss one of the most important topics, marriage and money. Unfortunately when it comes to finances most fall short which leads to frustration, bitterness and sometimes even divorce. In this practical guide Quint discusses just how important it is to identify the family CFO and discusses the critical rolls each person must play in order to achieve success.
Saturday Mar 09, 2019
Saturday Mar 09, 2019
Index funds are now the most popular investment vehicle on the planet. Yet, most people aren't really a ware of what they are. In this week's DIY Money, Quint and Daniel break down just what an Index fund is so you no longer have to pretend. Special thanks to www.BendSound.com for the background music on our intro.