Dollars&Sense Nelson Financial Planning
💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions. 💥 Make sure you subscribe so you never miss an update. 👉 Visit our website: NelsonFinancialPlanning.com for more resources and to connect with our team of Certified Financial Fiduciaries. About Joel Garris: Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions. 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
- IRS Interest & Penalties:Â Did you pay extra on your tax bill? Discover why IRS penalties are on the rise, how interest rates affect what you owe, and actionable steps you can take to avoid unnecessary costs.Â
- Market Corrections Explained:Â With...
The hosts break down what priv...
Ready to make your taxes work for you—and not just for Uncle Sam? Join us for a deep dive into the tax credits millions of Americans overlook every year, costing them real money. We break down what credits matter most, how simple life changes—like saving for retirement, child care, and home improvements—can put cash back in your pocket, and why planning ahead is your...
đź”’Outsmarting Scammers & Protecting Your DataÂ
Have you ever received official-looking letters, texts, or emails trying to charge you for ...
Join Certified Financial Fiduciaries™ Zach Keister and Christina Lamb for an eye-opening episode of Dollars & Sense that dives deep into the psychology of money. This isn't about spreadsheets—it's about the emotions, habits, and mindsets that shape your financial life.Â
Discover why even smart people make puzzling money choices, and learn how your upbringing, mental wiring, and...
The hosts highlight the importance of investment goal-setting, comparing strategies for those nearing...
First, Joel tackles the “100-month car loan” phenomenon, revealing how soaring auto prices and sky-high average payments (now topping $750/month) are forcing families...
First, Christina revisits the Top 10 Tax Changes for 2026—and then dives deeper into two big up...
In this episode of Dollars & Sense with Joel Garris, hosts Joel and Kristin tackle two high-stakes financial stories shaping headlines and household budgets. First, dive into the dramatic capture of Venezuela’s President Nicolás Maduro by U.S. forces—unraveling the international backlash, the future of Venezuela’s oil sector, and what it ...
2025 has been a year packed with transformative moments—political shifts, market turbulence, technological leaps, and viral media headlines. In this episode of Dollars & Sense, Joel Garris guides you through the essential financial lessons we can draw from the past twelve months, exploring how these events influence your money decisions.
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In this festive episode of Dollars & Sense, hosts Zach Keister and Rob Field dive into the emotional and financial realities of holiday spending. The show kicks off with lighthearted banter about holiday traditions and a playful debate over whether “Die Hard” counts as a Christmas movie, setting the stage for practical advice on surviving the s...
First, Joel unpacks the latest developments in the Corporate Transparency Act, including an interview with Simon Conway. Listeners learn why recent rule chan...
Unlock the secrets to smarter financial planning in this week’s episode of Dollars & Sense with Joel Garris! Joel breaks down three hot topics that can impact your wealth and peace of mind:Â
- IRMAA & Medicare Premiums: Confused about why your Social Security check is smaller? Learn what IRMAA is, how it affects your Medicare costs, and p...
Joel kicks off with a timely reminder: as the holiday season races by, you have just weeks to make smart financial moves before the new year. He walks you throu...
The episode covers newly announced 2026 contribution limits for 401ks and IRAs, including special ca...
The show kicks off with the recent end of the government shutdown, playful banter about holiday travel and food benefits, and a spotl...
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