732 Episodo

  1. Investing in a New Business Opportunity

    Publicado: 23/12/2020
  2. Downsizing Homes

    Publicado: 20/12/2020
  3. Budgeting Surplus

    Publicado: 16/12/2020
  4. Should You Save Money or Pay Off Debt?

    Publicado: 13/12/2020
  5. Saving for Unexpected Family Planning Expenses

    Publicado: 9/12/2020
  6. Mutual Fund Fees vs Performance

    Publicado: 6/12/2020
  7. Roth IRA Saving

    Publicado: 2/12/2020
  8. Annuity and Retirement

    Publicado: 30/11/2020
  9. Planning Around a Pension

    Publicado: 25/11/2020
  10. How to Avoid Lifestyle Creep

    Publicado: 22/11/2020
  11. How Young Adults Can Set Themselves Up For Success

    Publicado: 18/11/2020
  12. 401K Rollovers with Roth and Traditional Funds

    Publicado: 15/11/2020
  13. Cash Value Life Insurance

    Publicado: 11/11/2020
  14. How Do You Save for a Wedding and a House?

    Publicado: 8/11/2020
  15. 4% Withdrawl Rule

    Publicado: 4/11/2020
  16. What to Expect From a Financial Planner

    Publicado: 1/11/2020
  17. How to Legitimize a Business

    Publicado: 28/10/2020
  18. How to Save for Short-Term Goals

    Publicado: 25/10/2020
  19. Dollar-Cost Averaging Vs. Lump-Sum Investing

    Publicado: 21/10/2020
  20. Index Funds vs Total Market

    Publicado: 19/10/2020

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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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