Savings and Sense
Each week, Logan Gilland, CFP® with Joule Financial, welcomes experts to discuss the markets, economy, and smart financial planning. Whether it’s Allie Howard, CPA, Daniel Czulno, CFP®, Quint Tatro with 25+ years of market experience, or another trusted voice, the team breaks down taxes, planning strategies, and what’s happening with your money.
Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission. 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.
All content on this radio broadcast is for informational purposes only. Opinions expressed herein are solely those of Joule Financial, LLC and our staff. 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 its agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. All investment strategies have the potential for profit or loss, and past performance is not indicative of future results.
Listen on:
Episodes
Dec 7, 2025
Dec 7, 2025
30 min
Logan brings on Michele Daniher, from Ritter Daniher Financial Advisory, to talk about the 5 biggest challenges we see for recent or upcoming retirees.
Nov 30, 2025
Nov 30, 2025
30 min
Logan and Allie talk through the changes to contribution limits for retirement savings for 2026.
Nov 23, 2025
Nov 23, 2025
30 min
Logan and Allie talk about the resent market struggles and how to get the biggest tax benefit for your giving.
Nov 16, 2025
Nov 16, 2025
30 min
Logan brings on Daniel Czulno to talk about planning for small business owners.
Nov 9, 2025
Nov 9, 2025
30 min
Logan and Allie talk about the key first steps to take on your personal financial journey. Check out the DIY Money Podcast to learn more.
Nov 2, 2025
Nov 2, 2025
30 min
Allie and Logan give an overview of earnings season and then dive into financial tricks or financial treats.
Oct 26, 2025
Oct 26, 2025
30 min
Logan interviews Michele Daniher, CFP®, to discuss how she has approached financial planning and empowering clients over the last 10 years.
Oct 19, 2025
Oct 19, 2025
30 min
Logan and Allie talk through how to get the most out of your employer benefits.
Oct 12, 2025
Oct 5, 2025
Oct 5, 2025
30 min
Logan and Allie talk about the start of the government shutdown and estate planning.