Выпусков: 618

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.

Disclaimers
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 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!

    • Образование
    • 4,7 • Оценок: 792

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.

Disclaimers
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 Jr: What to Invest In?

    DIY Money Jr: What to Invest In?

    Quint and Logan talk about how to start investing in stocks and the market.

    • 13 мин.
    Does Non-Interest Bearing Debt Matter?

    Does Non-Interest Bearing Debt Matter?

    Quint and Allie talk about zero interest loans and if you should have them. 

    • 18 мин.
    Choosing a Financial Advisor

    Choosing a Financial Advisor

    Quint and Logan talk about when you may need a financial advisor and how to choose one.

    • 16 мин.
    DIY Money Jr - How to Start Saving for Retirement

    DIY Money Jr - How to Start Saving for Retirement

    Allie and Quint talk about how to get started early saving for retirement.

    • 15 мин.
    Being on the Deed v. on the Will

    Being on the Deed v. on the Will

    Quint and Daniel talk about estate planning and the best ways to title assets.

    • 15 мин.
    Fast Cash - Hard Cash or in the Bank?

    Fast Cash - Hard Cash or in the Bank?

    Quint and Logan talk about the purpose of fast cash and how to keep it.

    • 19 мин.

Отзывы покупателей

4,7 из 5
Оценок: 792

Оценок: 792

Pilot_askar ,

A simple way to understand finance

Thanks for such a very important content. As I understand, most people know how to earn money but don’t know how to use it properly.

Meatloaf12 ,

Distractions

Informative, however, I found myself fast forwarding to content relevant to the title of the episode, as I did not care to hear about non-financial related content. Also, I find the sound bits rather distracting. Personable hosts though.

wellykong ,

Great information

Thanks for tackling topics starting with the basics and then delving into the details. Good for all levels.

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