With over 20 years of experience, Quint Tatro and Daniel Czulno have a passion for helping folks who desire to go it alone in the world of personal finance and investing. Whether you’re looking to start a simple budget and get out of debt or you’re developing a full blown financial and retirement plan, DIY Money is for those who want to drive the ship towards their retirement future.
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 Interview - Jacob Thomson - Professional Marathon Runner and Coach
Quint interviews Jacob Thomson about his Olympics aspirations, coaching business, and DIY Money lifestyle.
Providing Funds for Special Needs Children
Quint and Daniel break down providing money for special need children through an ABLE account or a 529 plan.
Alternative Investment Ideas
Quint and Daniel throw around this fun question about shipping container homes and alternative investment ideas.
DIY Interview - Ian McMillan - What Is A Stock
Quint interviews writer of the book, "What Is A Stock", Ian McMillan to discuss his story and inspiration for the book.
Hiring Your Child
Quint and Allie discuss a strategy of hiring your child and helping them start to save early.
Deferment on Loans
Daniel and Logan discuss deferment on loans and how to strategically payoff debt.
What’s shaking, Daniel?
Short and sweet and to the point with a little bit of fun and personality sprinkled on top.
Good basic info but a lot of rambling
Have listened to a few and they just ramble aimlessly the first 3-5 minutes of each episode. Shut up and get to the point or convert to a standup show
Really knowledgeable podcast with two hosts trying to help others succeed.