732 Episodo

  1. What Account Should I Use to Save?

    Publicado: 15/11/2023
  2. Taking Advantage of a Good Situation

    Publicado: 13/11/2023
  3. Giving the Gift of Investments

    Publicado: 10/11/2023
  4. DIY Money Jr - How Does My Money Help Me Get More Money

    Publicado: 8/11/2023
  5. Different Class of Stock

    Publicado: 6/11/2023
  6. Net Worth Averages

    Publicado: 3/11/2023
  7. Multiple Monthly Mortgage Payments

    Publicado: 1/11/2023
  8. How Much Should I Put in Each Account?

    Publicado: 30/10/2023
  9. What Are Treasury Bonds and How to Use Them?

    Publicado: 27/10/2023
  10. DIY Money JR - First Time Investing

    Publicado: 25/10/2023
  11. Determining a Companies Financial Health

    Publicado: 23/10/2023
  12. Are Managed Funds Worth the Fees?

    Publicado: 20/10/2023
  13. Can an HSA Also Be an Emergency Fund?

    Publicado: 18/10/2023
  14. Managing Credit Cards and Building Credit

    Publicado: 16/10/2023
  15. Where to Put Margin?

    Publicado: 13/10/2023
  16. DIY Money JR - Why Should You Start Saving Early?

    Publicado: 11/10/2023
  17. Money Market for Your Emergency Fund?

    Publicado: 9/10/2023
  18. Changing Allocation as You Approach Retirement

    Publicado: 6/10/2023
  19. Real Estate Syndicate

    Publicado: 4/10/2023
  20. Excess Contributions and Tax Strategies

    Publicado: 2/10/2023

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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.

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