6.5M
Downloads
684
Episodes
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 Jun 17, 2024
Monday Jun 17, 2024
Quint and Allie dive into this tax question that is important to consider when saving for kids.
Friday Jun 14, 2024
Friday Jun 14, 2024
Quint and Allie answer one of the best junior questions we have ever gotten. They talk through building a business and giving back.
Wednesday Jun 12, 2024
Monday Jun 10, 2024
Monday Jun 10, 2024
One of the important aspects of a financial plan is how long that plan should last. Quint and Logan talk through how long to project out your financial plan.
Friday Jun 07, 2024
Friday Jun 07, 2024
Logan and Quint answer a question for where a DIY Money Jr listener should start putting money.
Wednesday Jun 05, 2024
Wednesday Jun 05, 2024
Daniel and Quint tackle one of the most important questions in any financial plan.
Monday Jun 03, 2024
Friday May 31, 2024
Friday May 31, 2024
Quint and Logan talk through how to get young people started with investments.
Wednesday May 29, 2024
Wednesday May 29, 2024
Quint and Daniel talk about expense ratios and factoring this in when building your portfolio.
Tuesday May 28, 2024
Tuesday May 28, 2024
Quint and Logan talk about the national debt, what it means for our country, and how the US can pull through this crisis.