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
  • 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
  • Real Estate in a Roth IRA

    Real Estate in a Roth IRA
    Dec 25 2024

    Daniel and Allie talk about having real estate in an IRA.
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    19 mins
  • Setting up Kids for Success

    Setting up Kids for Success
    Dec 23 2024

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

What listeners say about DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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Profile Image for Chris

great info

I just recently got divorced and realized after the fact that I really need to get my finances in order. I found this on audible and just started listening and it's already helped a ton. I started listening to the first episode. I'm really looking forward to the additional info I will get from listening

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Real Application of Personal Finance

DIY money lays out the land for your financial future. Very easy to understand and put into practice. They give real examples of how to make a budget and run down the list of all the types of investments for financial health. Highly recommend this Podcast for people that want to make real changes in their finances!

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1 person found this helpful

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Great show

Great show. it is helping me and my family get where we want to be financially.

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Profile Image for havilande

Judgmental and haughty

I listened to one episode about HELOCs and was really turned off. One of the guys seemed reasonable but the other just seemed to be bragging about how well off and smart he was. He also seemed to be blaming homeowners who got into a tough situation because they didn't prepare for it. Not everyone makes a ton of money like this guy. Some people don't WANT debt but had a home catastrophe - for me it's plumbing. I was looking for some sound advice, but instead felt insulted. I would actually think HELOCs are there for people with plumbing issues ...not for braggarts using them to acquire new properties, but what do I know?

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