Podcast Feed

We Want You At Joule!

We Want You At Joule!

We would love to have you apart of our team at Joule Financial. Learn more about our open position HERE.

Savings Bucket for a Baby

Savings Bucket for a Baby

On this episode of DIY Money, Quint and Logan talk about creating an extra savings bucket when planning on having a baby.

Should I Pay Off My Mortgage? Or Invest?

Should I Pay Off My Mortgage? Or Invest?

On this episode of DIY Money, Quint and Logan talk through the qualitative and quantitative factors to paying off your mortgage versus investing.

What to Do When You Make Over the Roth IRA Limits?

What to Do When You Make Over the Roth IRA Limits?

On this episode of DIY Money, Quint and Daniel talk about what to do when you start making income over the Roth income limits.

What Happens To My Loan If My Bank Fails?

What Happens To My Loan If My Bank Fails?

On this episode of DIY Money, Quint and Daniel talk about what would happen to your mortgage, car loan, etc. if your bank were to fail.

Inheritance, EE Bonds, and Taxes

Inheritance, EE Bonds, and Taxes

On this episode of DIY Money, Quint and Daniel talk about inheriting EE bonds and what to do with them.

More Margin, Now What?

More Margin, Now What?

On this episode of DIY Money, Quint and Daniel talk about what to do when you start having more margin.

How to Find a Good Tax Accountant?

How to Find a Good Tax Accountant?

On this episode of DIY Money, Quint and Daniel talk about how they find professionals to work with.

Buying a Manufactured Home

Buying a Manufactured Home

On this episode of DIY Money, Daniel and Logan answer a question about buying a manufactured home.

1% Match on Your Roth IRA

1% Match on Your Roth IRA

On this episode of DIY Money, Daniel and Logan talk about incentives that investment companies offer for Roth contributions.

Maxing Out Your Retirement

Maxing Out Your Retirement

On this episode of DIY Money, Logan and Daniel talk about maxing out your retirement savings.

Are My Percent Contributions to Roth or Traditional 401K the Same?

Are My Percent Contributions to Roth or Traditional 401K the Same?

On this episode of DIY Money, Quint and Logan talk about changing your 401K from Traditional to Roth and how that changes your paycheck.

Saving for Retirement With a Pension

Saving for Retirement With a Pension

On this episode of DIY Money, Quint and Logan discuss the changes of saving for retirement when you have a pension.

Saving for a Special Needs Child

Saving for a Special Needs Child

On this episode of DIY Money, Quint and Logan discuss savings for a special needs child.

How Much Should My Mortgage Payment Be?

How Much Should My Mortgage Payment Be?

On this episode of DIY Money, Quint and Daniel discuss buying a home and how much to allocate to your mortgage each month.

Series EE Savings Bonds

Series EE Savings Bonds

On this episode of DIY Money, Quint and Daniel discuss Series EE Bonds and what to do with them.

DIY Money Jr - Invest in Stocks or Somewhere Else?

DIY Money Jr - Invest in Stocks or Somewhere Else?

On this episode of DIY Money Junior, Quint and Daniel discuss investing while you are young and the best places to put your money.

Multiple or One Savings Account?

Multiple or One Savings Account?

On this episode of DIY Money, Quint and Daniel talk about having 1 savings account versus having multiple for several different goals.

ESG Funds

ESG Funds

On this episode of DIY Money, Quint and Daniel talk about ESG Funds.

5 Years From Retirement, What Do I Do?

5 Years From Retirement, What Do I Do?

In this episode of DIY money, Quint and Daniel talk about what to do as you are approaching retirement with your investments.