DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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鈥檚 current written disclosure brochure filed with the SEC which discusses among other things, Joule鈥檚 business practices, services and fees, is available through the SEC鈥檚 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鈥檚 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鈥檚 portfolio. All investment strategies have the potential for profit or loss.
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

馃帶 Podcast episodes

Listen to 521 episodes
Combining Your Finances
23 minutes

Combining Your Finances

Long Term Care Insurance
18 minutes

Long Term Care Insurance

Alternative Investment Ideas
17 minutes

Alternative Investment Ideas

Hiring Your Child
19 minutes

Hiring Your Child

Deferment on Loans
13 minutes

Deferment on Loans

Giving the Gift of Investments
17 minutes

Giving the Gift of Investments

Different Class of Stock
16 minutes

Different Class of Stock

Net Worth Averages
16 minutes

Net Worth Averages

Where to Put Margin?
18 minutes

Where to Put Margin?

Real Estate Syndicate
20 minutes

Real Estate Syndicate

Roth Or Brokerage Account
15 minutes

Roth Or Brokerage Account

Taxes and Marriage
17 minutes

Taxes and Marriage

Different Types of Bonds
15 minutes

Different Types of Bonds

Fix Your Car or Get a New One?
17 minutes

Fix Your Car or Get a New One?

Over or Under Funding a 529 Plan
16 minutes

Over or Under Funding a 529 Plan

Keeping Your Old Home and Renting
18 minutes

Keeping Your Old Home and Renting

Common Versus Preferred Shares
17 minutes

Common Versus Preferred Shares

401K Versus IRA
21 minutes

401K Versus IRA

Financial Marriage Advice
17 minutes

Financial Marriage Advice

Whole Life Insurance
18 minutes

Whole Life Insurance

HSA Savings and DIY Money Steps
14 minutes

HSA Savings and DIY Money Steps

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