Quint interviews Drew Sutton who has invented a really cool way to teach your kids about investing early in life. Check out this tool at theblackinvestingbox.com.

DIY Interview - Drew Sutton - Teaching Kids About Investing

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.
 
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Self-Improvement

Quint and Daniel talk about taking out margin specifically on stock plans.

Margin Loans

Quint and Allie talk about how much to allocate to each category of your budget.

Appropriate Percentages for Budgeting

Quint and Logan talk about estate planning and utilizing a trust account properly.

Putting Your Home in a Trust

Quint and Allie talk through negotiating and paying off debt that has been sent to collections.

Debt Sent to Collections

Logan and Quint talk about ESG and ethical investing. Also, Quint talks more about his early days of starting the Joule business.

DIY Interview - Drew Sutton - Teaching Kids About Investing

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