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’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
Logan and Quint unpack how much cash should be held within retirement accounts.
Quint and Allie dive into this tax question that is important to consider when saving for kids.
Quint and Allie answer one of the best junior questions we have ever gotten. They talk through building a business and giving back.
Quint and Daniel "get into the weeds" on a donor-advised fund.
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.
Logan and Quint answer a question for where a DIY Money Jr listener should start putting money.
Daniel and Quint tackle one of the most important questions in any financial plan.
Allie and Quint talk about how much to keep in your emergency fund.
Quint and Logan talk through how to get young people started with investments.
Quint and Daniel talk about expense ratios and factoring this in when building your portfolio.
Quint and Logan talk about the national debt, what it means for our country, and how the US can pull through this crisis.
Quint and Logan explain how to decide between a Traditional or Roth 401(k).
Quint and Allie talk about what to do when you get a big raise.
Quint and Daniel talk about how disability insurance factors into your financial plan.
Daniel and Allie talk about taking a portfolio from individual stocks to ETFs and mutual funds.
Daniel and Logan talk about volatility in your investments and if a leveraged ETF is a good idea.
Quint and Allie talk about opening a Roth IRA for kids and how beneficial they can be.
Quint and Logan discuss investing in I bonds and why to own bonds at all.
Quint and Daniel talk about taking out margin specifically on stock plans.
Quint and Allie talk about how much to allocate to each category of your budget.
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