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.
Episodes
April 15, 2024 • 40 mins
On this podcast Joel Garris discusses purchases that most retirees often regret. Plus, what kind of cash saver are you in? Finally, steps to take whether you’re getting a refund or owe this tax year. These topics and more on this week's radio show/podcast.
originally aired 4/14/24
originally aired 4/14/24
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April 9, 2024 • 40 mins
On this podcast Joel Garris shares examples of how artificial intelligence is improving efficiency and ways in which it is helping markets grow. Plus, the new rules of purchasing a home and the four items you need to be aware of in this changing home buying market. These topics and more on this week's radio show/podcast. Originally aired 4/7/24
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April 1, 2024 • 40 mins
On this podcast Joel Garris outlines ways to become a millionaire that don’t involve lottery tickets. Plus, the latest self-proclaimed crisis by the financial industry and why you should steer clear of the products that are getting offered as a solution. also, a recap of quarter one 2024 performance. These topics and more on this week's radio show/podcast.
originally aired 4/1/24
originally aired 4/1/24
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March 25, 2024 • 40 mins
On this podcast Joel Garris is joined by Kristin Castello CFP CPA CFF to discuss how you can deal with the impact of modified adjusted gross income on your tax bill. Plus, ways to minimize the impact of the survivor tax trap when a spouse passes. These topics and more on this week's radio show/podcast
originally aired 3/24/24
originally aired 3/24/24
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March 19, 2024 • 38 mins
Happy St. Patrick’s Day! On this podcast Joel Garris discusses 5 steps to creating a plan of action to achieve your financial goals. Plus, how human behavior can derail your investment results. Also, what’s the difference between filing jointly and separately for married couples? These topics and more on this week's radio show/podcast.
originally aired 3/17/24
originally aired 3/17/24
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March 11, 2024 • 40 mins
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
originally aired 3/10/24
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March 4, 2024 • 40 mins
On this podcast Joel Garris & Rob Field discuss five major life events that should trigger immediate reevaluation of finances. Also, Rob shares some of the Social Security changes for 2024. These topics and more on this week's radio show/podcast.
originally aired 3/3/24
originally aired 3/3/24
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February 26, 2024 • 40 mins
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
originally aired 2/26/24
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February 19, 2024 • 40 mins
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
originally aired 2/18/24
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February 12, 2024 • 40 mins
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
originally aired 2/11/24
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February 5, 2024 • 40 mins
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...
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January 29, 2024 • 40 mins
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
originally aired 1/29/24
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January 22, 2024 • 40 mins
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...
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January 16, 2024 • 40 mins
Our top 10 tax changes episode for 2024! On this podcast Kristin Kalley joins Joel Garris to discuss the latest tax changes and how they impact you. This topic and more on this week's radio show/podcast.
originally aired 1/14/24
originally aired 1/14/24
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January 8, 2024 • 40 mins
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
originally aired 1/7/24
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January 2, 2024 • 40 mins
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.
origina...
origina...
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December 26, 2023 • 40 mins
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.
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December 18, 2023 • 40 mins
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 requiremen...
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December 11, 2023 • 40 mins
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
originally aired 12/10/23
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December 4, 2023 • 40 mins
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. Al...
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