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

Business & Economics Podcasts

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.

Location:

United States

Description:

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.

Language:

English


Episodes
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Paying off College?

2/14/2025
Quint and Allie discuss paying for college versus setting yourself up for the future.

Duration:00:15:57

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What Asset Class to Choose in Investing

2/12/2025
Quint and Logan talk about valuing different asset classes and adding those to your portfolio.

Duration:00:14:56

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When to Hire a Tax Pro

2/10/2025
Allie and Quint talk about when you might need professional help during tax season.

Duration:00:20:24

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Real Estate Investing vs High-Yield Dividend Stocks

2/7/2025
Quint and Logan think through the best ways to create passive income.

Duration:00:19:57

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Employer Plan Versus IRA

2/5/2025
Quint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA).

Duration:00:17:17

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Is the S&P 500 Overvalued?

2/3/2025
Quint and Logan talk about the overall market and whether or not it is overvalued.

Duration:00:22:55

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All About Mortgages

1/31/2025
Logan is joined by a special guest, Vinson Bunting, to talk through the key terms and tips you should know before you get a mortgage.

Duration:00:22:24

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DIY Money Jr - Earning an Allowance

1/29/2025
Daniel and Allie talk about earning an allowance: how much, how often, and cash or something else?

Duration:00:20:26

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Savings Hierarchy

1/27/2025
Logan and Allie talk through what to save for first.

Duration:00:18:13

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Am I Saving Too Much?

1/24/2025
Logan and Allie talk through balancing saving and spending when you have already built a decent nest egg.

Duration:00:15:08

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Retiring Early: Free Health Care v. Roth Conversion

1/22/2025
Allie and Logan talk about strategies in early retirement.

Duration:00:15:47

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When to take Social Security?

1/20/2025
Allie and Logan talk about when to take Social Security and how to plan for that in advance.

Duration:00:15:10

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Back to the Basics: Wealth Creation - Part 2

1/17/2025
Logan and Allie talk about the various different accounts you can use to build wealth.

Duration:00:18:04

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Back to the Basics: Wealth Creation - Part 1

1/15/2025
Quint and Logan talk through the ways to build wealth after you have completed the basic DIY Money steps.

Duration:00:21:03

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Back to the Basics: Debt Hierarchy

1/13/2025
Quint and Allie talk about paying off debt and the best way to attack your outstanding loans.

Duration:00:22:56

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Back to the Basics: Fast Cash and Emergency Fund

1/10/2025
Quint and Logan talk about where to apply your extra margin starting with fast cash and an emergency fund.

Duration:00:26:10

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Back to the Basics: Magic is in the Margin

1/8/2025
Quint and Logan talk about building margin and the ways to grow your income minus outgo.

Duration:00:18:17

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Back to the Basics - Saying No

1/6/2025
Quint and Logan talk about one of the most important words in the DIY steps “No”.

Duration:00:23:49

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Back to the Basics: Budgeting 101

1/3/2025
Quint and Allie break down how to create a budget.

Duration:00:16:04

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Back to the Basics: Tracking Expenses

1/1/2025
We are bringing it back to the basics for the new year. Quint and Allie talk through the first DIY Money step of tracking your expenses.

Duration:00:30:12