732 Episodes

  1. Money Pit: Lifestyle Creep

    Published: 4/11/2025
  2. "When to Sell a Stock "Winner"

    Published: 4/9/2025
  3. Moving States in a Tax Year

    Published: 4/7/2025
  4. Investing from Outside of the US

    Published: 4/4/2025
  5. Budget Accruals

    Published: 4/2/2025
  6. Buying Years of Service

    Published: 3/31/2025
  7. Simple IRA v. Roth IRA v. 403(b)

    Published: 3/28/2025
  8. Real Estate and Interest Rates

    Published: 3/26/2025
  9. Married Filing Separately and Roth IRAs

    Published: 3/24/2025
  10. All About Tariffs

    Published: 3/21/2025
  11. What are 457(b)s?

    Published: 3/19/2025
  12. When to Rebalance?

    Published: 3/17/2025
  13. Pay Yourself First

    Published: 3/14/2025
  14. All About REITs

    Published: 3/12/2025
  15. Shopping Credit Cards

    Published: 3/10/2025
  16. Good Debt v. Bad Debt

    Published: 3/7/2025
  17. "The Family Business"

    Published: 3/5/2025
  18. STOP IT!!

    Published: 3/3/2025
  19. Using Your Emergency Fund

    Published: 2/28/2025
  20. Pension Plan Vs Investment Plan

    Published: 2/26/2025

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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.