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Content provided by Bleav + 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!, Quint Tatro, Daniel Czulno, CFP® a passionate look at everything money from budgeting, Debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, and BiggerPockets it’s worth a listen!. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bleav + 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!, Quint Tatro, Daniel Czulno, CFP® a passionate look at everything money from budgeting, Debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, and BiggerPockets it’s worth a listen! or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
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Content provided by Bleav + 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!, Quint Tatro, Daniel Czulno, CFP® a passionate look at everything money from budgeting, Debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, and BiggerPockets it’s worth a listen!. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bleav + 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!, Quint Tatro, Daniel Czulno, CFP® a passionate look at everything money from budgeting, Debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, and BiggerPockets it’s worth a listen! or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
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737 episodes
Mark all (un)played …
Manage series 2539936
Content provided by Bleav + 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!, Quint Tatro, Daniel Czulno, CFP® a passionate look at everything money from budgeting, Debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, and BiggerPockets it’s worth a listen!. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bleav + 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!, Quint Tatro, Daniel Czulno, CFP® a passionate look at everything money from budgeting, Debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, and BiggerPockets it’s worth a listen! or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
…
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737 episodes
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Emergencies and setbacks happen. Quint and Logan talk about how to be prepared for them.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about how to avoid living paycheck to paycheck and how to create margin.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Allie kick off a new miniseries on some of the common financial mistakes we see people make. They break down one of the biggest: lifestyle creep and how to avoid it.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about trimming or selling stock winners that have done well.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Allie talk about taxes in a year you move states.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about investing when you are outside of the US.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Allie talk about accruing for larger expenses and how to be a DIY Budgeteer!
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about buying years of service for retirement.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Allie talk about the best type of retirement plan to utilize.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about buying real estate and what that can mean for your financial picture.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Allie and Quint break down married filing separately on your taxes and when it can be a good idea.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about how tariffs influence prices and markets.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Allie and Quint talk about where a 457(b) or any retirement plan should fall in your financial planning hierarchy.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about rebalancing your portfolio and when to make changes to your kids’ accounts.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Allie and Quint talk about paying yourself first and what it means to save before you spend.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Logan and Allie break down Real Estate Investment Trusts (REITs).
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Logan and Allie talk about shopping for credit card deals and whether you should even have a credit card.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Allie and Quint talk about what is good debt and what is bad debt.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about operating your family finances like a business and the importance of being on the same page with your spouse.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan explain the major spending/debt issues they are seeing on a daily basis and encourage people to change their habits.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Allie talk about when you may have to use your emergency fund.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Allie and Quint discuss whether it is better to have a pension plan or a retirement investing plan.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about the HSA and a way for your children to begin contributing to an HSA while on your health care plan.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Allie talk about how to utilize a donor advised fund as a tax strategy.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about what to do if you have a debt go into collections.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan discuss the different investing platforms and how to get started on them.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Allie discuss paying for college versus setting yourself up for the future.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Quint and Logan talk about valuing different asset classes and adding those to your portfolio.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


Allie and Quint talk about when you might need professional help during tax season.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing


1 Real Estate Investing vs High-Yield Dividend Stocks 19:57
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Quint and Logan think through the best ways to create passive income.
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