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    Dollars&Sense Nelson Financial Planning

    Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

    Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.
    enJoel Garris278 Episodes

    Episodes (278)

    Optimism Against Current Headlines

    Optimism Against Current Headlines
    On this podcast Joel Garris analyzes the Florida college prepaid plan and its recent price reductions. Plus, what’s right with the economy and why there might be some optimism against the current headlines.  These topics and more on this week's radio show/podcast.
    originally aired 3/10/24
    Dollars&Sense Nelson Financial Planning
    enMarch 11, 2024

    Early Tax Season Trends

    Early Tax Season Trends
    On this podcast Joel Garris discusses some of the early tax season trends NFP has encountered and how you might save money by addressing those trends. Plus, what’s the mystery behind RMD’s? finally, how you can improve your credit score.
    originally aired 2/26/24
    Dollars&Sense Nelson Financial Planning
    enFebruary 26, 2024

    What Happens When You Pass Away?

    What Happens When You Pass Away?
    On this podcast Joel Garris discusses three distinct topics involving what happens when you pass away. First, he talks about the way in which property actually passes and gives the listening audience a list of things to think about on whether they need a trust or not. Also, what are the types of taxes you can encounter upon your passing. These topics and more on this week's radio show/podcast.
    originally aired 2/18/24
    Dollars&Sense Nelson Financial Planning
    enFebruary 19, 2024

    Four Conclusions of Underperformance Within Alternative Funds

    Four Conclusions of Underperformance Within Alternative Funds
    On this podcast Joel Garris discusses the need to check your year-end statement to make sure you don’t have any ETFs within your portfolio. Plus, Joel stresses the importance of checking your Money Market statement to verify what interest rate you are really getting for your cash. Finally, he talks about the Super Bowl market indicator. These topics and more on this week's radio show/podcast.
    originally aired 2/11/24
    Dollars&Sense Nelson Financial Planning
    enFebruary 12, 2024

    Pay Attention Small Business Owners!

    Pay Attention Small Business Owners!
    On this podcast Joel Garris & Rob Field discuss the federal filing requirements for new small business owners that apply in 2024 under the Corporate Transparency Act. They also give insight on what information small business owners need to file with the US Treasury prior to year-end. Plus, what existing small business owners need to file with the US Treasury prior to year-end. Also, they highlight three major headlines from the prior week involving the Federal Reserve meeting, latest unemployment data and the tax cut bill passed by the house. These topics and more on this week's radio show/podcast.
    originally aired 2/4/24
    Dollars&Sense Nelson Financial Planning
    enFebruary 05, 2024

    How Important Is Tax Planning?

    How Important Is Tax Planning?
    On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and IRS enrolled agent Christina Lamb to discuss the latest on the Employee Retention Credit along with the health benefits of budgeting. Plus, the importance of accurate tax planning and tax advice as it relates to your investments and your retirement. These topics and more on this week's radio show/podcast.
    originally aired 1/29/24
    Dollars&Sense Nelson Financial Planning
    enJanuary 29, 2024

    Two Disturbing Trends In 2024

    Two Disturbing Trends In 2024
    On this podcast Joel Garris discusses two disturbing trends that are increasing in 2024.Investors are finding that financial advisory fees are increasing at a greater amount than normal. Joel talks about how you can determine how much you’re paying for your financial services by looking at your annual statements. Plus, Joel talks about how to avoid the disturbing trend that is online scams particularly those that target college age population. These topics and more on this week's radio show/podcast.
    originally aired 1/22/24
    Dollars&Sense Nelson Financial Planning
    enJanuary 22, 2024

    Better Money Habits for 2024!

    Better Money Habits for 2024!
    On this podcast Joel Garris discusses how you can have better money habits in the new year. Plus, some of the trends you need to be aware of in order to best position yourself in the new year. Also, he explains two traps that investors most likely will fall into during 2024. These topics and more on this week's radio show/podcast.
    originally aired 1/7/24
    Dollars&Sense Nelson Financial Planning
    enJanuary 08, 2024

    The 2024 Fearless Forecast!

    The 2024 Fearless Forecast!
    On this week’s year end podcast Joel completes his fearless forecast for 2024 and recaps how we did in 2023. In addition, he covers some of the major headlines for 2023 and their economic impacts. Plus, a detailed discussion on some of the things that tripped people up in 2023, negatively impacting their investment results and how to avoid those same mistakes in 2024. These topics and more on this week's radio show/podcast.
    originally aired 12/31/23
    Dollars&Sense Nelson Financial Planning
    enJanuary 02, 2024

    The Holiday Season & Your Finances

    The Holiday Season & Your Finances
    On this week's show, Joel provides an economic perspective to the holiday shopping season, along with a variety of interesting economic stats about the Christmas holiday. The dark clouds behind holiday shopping unfortunately manifest themselves as an increase in credit card balances and hardship withdrawal going into the end of the year. Joel talks about how you can get your finances in better shape to avoid those issues.
    Dollars&Sense Nelson Financial Planning
    enDecember 26, 2023

    Year-End Tax Changes To Make

    Year-End Tax Changes To Make
    On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and CFP Kristin Kalley to discuss some of the year-end tax exchanges that Americans need to know about to save on their taxes for next year. Also, they discuss the push from Washington DC and the financial services industry to make contributions to Roth IRAs in order to generate revenue. Plus, what taxpayers need to do in light of the reporting requirements for online transactions. These topics and more on this week's radio show/podcast.
    originally aired 12/17/23
    Dollars&Sense Nelson Financial Planning
    enDecember 18, 2023

    Are You Hitting A Milestone?

    Are You Hitting A Milestone?
    On this podcast Joel Garris discusses the milestones of turning 50, 60, 70 and some of the things you need to think about during the course of those decades in order to have the best future and retirement. Also, Joel discusses a variety of things you can do before the end of the year to reduce your taxes. These topics and more on this week's radio show/podcast.
    originally aired 12/10/23
    Dollars&Sense Nelson Financial Planning
    enDecember 11, 2023

    Fundamental Concepts

    Fundamental Concepts
    On this podcast Joel Garris outlines some of the financial fundamentals that we all need to follow in order to achieve financial success. 2023 has been a decent year for performance but unfortunately many people have missed out as a result of not adhering to some of the fundamental financial concepts. Joel talks about these concepts at length in his new book Next Gen Dollars & Sense. This week he shares the general concepts. Also, he discusses the latest on ESG investing and compares it to “new Coke “ marketing. These topics and more on this week's radio show/podcast at
    originally aired 12/3/23
    Dollars&Sense Nelson Financial Planning
    enDecember 04, 2023

    Legacy Planning

    Legacy Planning
    On this podcast Joel Garris & Rob Field have an ongoing discussion on the importance of planning your legacy to improve overall retirement. Plus, Rob Field provides an update on Social Security COLA and increased wage base. These topics and more on this week's radio show/podcast.
    originally aired 11/26/23
    Dollars&Sense Nelson Financial Planning
    enNovember 27, 2023

    Crucial Aspects of Retirement

    Crucial Aspects of Retirement
    On this podcast Joel Garris & Rob Field discuss how to have a happy and quality retirement by improving the social aspects of your life. Whether you’re approaching retirement or are in retirement you need to consider the social, health and legacy aspects of your life in order to ensure the years you spend in retirement are enjoyable. These topics and more on this week's radio show/podcast.
    originally aired 11/19/23
    Dollars&Sense Nelson Financial Planning
    enNovember 20, 2023

    Key Takeaways from SECURE 2.0

    Key Takeaways from SECURE 2.0
    On this podcast Kristin Kalley joins Joel Garris for a discussion on key takeaways and changes for your retirement courtesy of the SECURE Act 2.0. Plus, they highlight why investors should be reviewing their investment allocation particularly where they stand on cash and international markets. These topics and more on this week's radio show/podcast.
    originally aired 11/12/23
    Dollars&Sense Nelson Financial Planning
    enNovember 13, 2023
    business
    investing
    social
    security
    benefits
    finance
    income
    retirement
    insurance
    401k

    Investor Performance VS Actual Performance

    Investor Performance VS Actual Performance
    On this podcast Joel Garris discusses the role of emotions and how it affects our money and our retirement. Plus, he discusses two recent studies that showed American are ill prepared with their finances and miss out on a tremendous amount of investing opportunities. The importance of financial literacy cannot be underestimated. These topics and more on this week's radio show/podcast at https://www.spreaker.com/episode/57536276
    originally aired 11/3/23
    Dollars&Sense Nelson Financial Planning
    enNovember 06, 2023

    Five Pitfalls of Inheriting Money

    Five Pitfalls of Inheriting Money
    On this podcast Joel Garris discusses five pitfalls of inheriting money as more fully detailed within one of the chapters in our new book Next Gen Dollars & Sense. Free hard copies are available until December 31st by calling us at 407-629-6477. Plus, Joel discusses why setting up auto pay might not be a good financial decision. These topics and more on this week's radio show/podcast.
    originally aired 10/29/23
    Dollars&Sense Nelson Financial Planning
    enOctober 30, 2023
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