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

By: 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!
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  • Summary

  • 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.
    Copyright 2019 All rights reserved.
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Economics Personal Finance Personal Success
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Episodes
  • Back to the Basics: Tracking Expenses

    Back to the Basics: Tracking Expenses
    Jan 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.
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    30 mins
  • End of Year Wrap Up

    End of Year Wrap Up
    Dec 30 2024

    Quint and Allie wrap up 2024.
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    20 mins
  • DIY Money Jr - What is Sales Tax

    DIY Money Jr - What is Sales Tax
    Dec 27 2024

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

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    11 mins

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