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Bleav

Jill On Money

savings

CFP® a passionate look at everything money from budgeting

bonds

Smart Money

Quint Tatro & Daniel Czulno

stocks

investing

BiggerPockets it’s worth a listen!

debt. For those that enjoy Dave Ramsey

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.

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

Daniel and Quint talk about when you should be saving and when you should be investing.

DIY Money Jr - Save or Invest?

Quint and Allie talk about future tax consequences of putting funds in a trust.

Taxes on Inherited Trust

Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.

Money Tips for the Holiday Season

Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.

Why Analyze Individual Stocks?

Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors.

Robo/Digital Advisors

Quint and Logan give financial and motivational book recommendations.

Financial Must-Reads

Logan and Allie talk through how to set up children for financial success.

Setting up Kids for Success

Daniel and Allie talk about having real estate in an IRA.

Real Estate in a Roth IRA

Allie and Logan talk through what sales tax is and what it is used for.

DIY Money Jr - What is Sales Tax

End of Year Wrap Up

Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

What are RSUs?

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