Logo
    Search
    Home > Podcasts > Dollars&Sense Nelson Financial
    education
    business

    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)

    Major Announcement!

    Major Announcement!
    On this podcast Joel Garris & Christina Lamb discuss our new book and how it can help your children and grandchildren. Plus, Joel is offering complimentary copies of the book until Dec 31st, 2023. Finally, they discuss the four major changes from the SECURE Act that affect your retirement this year. These topics and more on this week's radio show/podcast.
    originally aired 10/22/23
    Dollars&Sense Nelson Financial Planning
    enOctober 27, 2023

    How Crypto Currency Funds Terrorists

    How Crypto Currency Funds Terrorists
    On this podcast Joel Garris discusses how crypto currency funds terrorist organizations. Plus, key take aways from his recent trip to California to visit with portfolio managers. Finally, a deep dive into why costs matter from an investment perspective. These topics and more on this week's radio show/podcast.
    originally aired 10/15/23
    Dollars&Sense Nelson Financial Planning
    enOctober 16, 2023

    Where Are They Now?

    Where Are They Now?
    On this podcast Joel provides updates on three issues discussed in prior radio programs this year. First, he provides an update on the latest statistics on identity theft fraud and what you can do to prevent it. Plus, what the future may look like for savings rates that are currently showing record amounts of cash in Money Markets and cash equivalents. Finally, how the employee retention credit is viewed by the IRS as a scam. These topics and more on this week's radio show/podcast.
    originally aired 10/2/23
    Dollars&Sense Nelson Financial Planning
    enOctober 02, 2023

    Large Financial Institution Frustrations

    Large Financial Institution Frustrations
    On this podcast Joel Garris & Rob Field discuss the disturbing practices of large financial institutions that affectively kick clients to the curb once they no longer meet certain account minimums. Plus, they discuss the expected COLA increase from Social Security and Social Security survive benefits Finally, how you can find free money at fltreasurehunt.gov. These topics and more on this week's radio show/podcast.
    originally aired 9/24/23
    Dollars&Sense Nelson Financial Planning
    enSeptember 25, 2023

    Which Might Be The Best Mortgage For You

    Which Might Be The Best Mortgage For You
    On this podcast Joel discusses the five parts of a mortgage and what you need to know when choosing a mortgage in today’s high interest rate environment. Plus, why it’s important to have an accurate estimate of expenses in retirement.These topics and more on this week's radio show/podcast.
    originally aired 9/17/23
    Dollars&Sense Nelson Financial Planning
    enSeptember 19, 2023

    How Can Energy Tax Credits Help You?

    How Can Energy Tax Credits Help You?
    On this podcast Joel & Christina discuss the various energy tax credits that are provided through the inflation reduction acts. Plus, steps needed to be taken to maximize your ability to claim energy tac credits Finally, what can you do to plan for an early retirement? These topics and more on this week's radio show/podcast.
    originally aired 9/3/23
    Dollars&Sense Nelson Financial Planning
    enSeptember 06, 2023

    Good News & Bad News!

    Good News & Bad News!
    On this podcast Joel discusses the good news that comes with higher rates on your savings accounts and the bad news that comes with the resulting tax bill on that increased interest amount. Plus, he shares the five different documents that you need your college student to sign before they go off to school to provide you with the legal authority needed as the parent of a young adult. These topics and more on this week's radio show/podcast at https://www.spreaker.com/episode/53970691
    originally aired 8/27/23
    Dollars&Sense Nelson Financial Planning
    enAugust 28, 2023

    Hard vs Soft - What Does That Mean For Your Investments?

    Hard vs Soft - What Does That Mean For Your Investments?
    On this podcast Joel discusses the evolving economy landscape and how to best position your investments for the road ahead. Plus, he mentions some of the ways to avoid the hard feelings that occur when a family member passes away. Take the time to understand how to distribute items from personal property as those things often create the strongest emotional response among family members. These topics and more on this week's radio show/podcast.
    originally aired 8/20/23
    Dollars&Sense Nelson Financial Planning
    enAugust 21, 2023

    What's Going On With The Rules For Inherited Retirement Accounts?

    What's Going On With The Rules For Inherited Retirement Accounts?
    On this podcast Joel is joined by Kristin Kalley CFF, CPA & CFP to talk about the latest delay by the IRS on instituting clear guidance on the 10-year distribution requirement of inherited retirement accounts. Plus, the latest option for qualified charitable distribution which involves charitable gift annuities. These topics and more on this week's radio show/podcast.
    originally aired 8/13/23
    Dollars&Sense Nelson Financial Planning
    enAugust 14, 2023

    Are Dividends Important?

    Are Dividends Important?
    On this podcast Joel discusses how important dividends are in a world where inflation and interest rates costs are much higher. Plus, why it’s so crucial to know how many dividend paying companies you own. Finally, he discusses not being able to get to the new economy without the old economy and what that means for investing going forward.
    Dollars&Sense Nelson Financial Planning
    enAugust 08, 2023

    Should You Implement A Dollar Cost Average Strategy?

    Should You Implement A Dollar Cost Average Strategy?
    On this podcast Joel is joined by fellow Certified Financial Fiduciary Rob Field to discuss why high levels of cash might be a signal to invest on a dollar cost average basis. Plus, they discuss the importance of truly knowing what you own particularly when it relates to cash inside a brokerage account. These topics and more on this week's radio show/podcast.
    originally aired 7/30/23
    Dollars&Sense Nelson Financial Planning
    enJuly 31, 2023

    Washington's Dirty Trick For High Income Earners

    Washington's Dirty Trick For High Income Earners
    On this podcast Joel discusses Washington’s dirty trick to force high income earners to only do Roth catch up contributions starting next year. Plus, the supreme court has struck down the student loan cancelation program. What are some of the income driven repayment programs and how can you take advantage of them? These topics and more on this week's radio show/podcast.
    originally aired 7/23/23
    Dollars&Sense Nelson Financial Planning
    enJuly 24, 2023

    The Bull Has Returned!

    The Bull Has Returned!
    The bull has returned! What does that mean for your money? On this podcast Joel Garris discusses the recent market trends. Plus, common misconceptions about social security and how avoiding them can help you improve your financial picture. These topics and more on this week's radio show/podcast.
    originally aired 6/18/23
    Dollars&Sense Nelson Financial Planning
    enJune 19, 2023
    Logo

    © 2024 Podcastworld. All rights reserved

    TwitterYouTubeInstagramPinterestFacebookLinkedIn

    Company

    About usBlogPricingTestimonials

    Pages

    PodcastsEpisodesTopics

    Support

    Refund PolicyTerms of ServiceContact usPrivacy Policy

    Stay up to date

    For any inquiries, please email us at hello@podcastworld.io