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
Plus, we explore the great wealth...
๐ฅ Key insights:ย
- The alarming rise of market volatility and investor sentiment. ๐
- Protecting and preparing for your pets in case of your untimely demise. ๐พ
- Why having a formal financial plan can make a HUGE difference in your wealth at retirement. ๐
The episode also covers significant chan...
We also discuss the impact of recent tariff announcements and tax deadline...
#DollarsAndSense #MarketTrends #TaxT...
Tax Identity Theft Preventionย
- Understanding Tax Identity Theft: A fraudster uses personal information to file a fake tax return and claim a refund.ย
- Get an IP PIN: Apply for a six-digit Identity Protection Personal Identification Number (IP PIN) from the I...
Additionally, the episode explores five financial red flags in relationships and how to address ...
Tune in for essential tips and insights! ๐ฅ๐ย
#RetirementPlanning #TaxTips #AIScams #FinancialSecurity #DollarsAndSense ...
The episode also ...
Discover how your home can be a powerful tool f...
Tune in to discover how to overcome biases when starting your wealth accumulation journey and learn about the pitfalls many face on their way to a secure retirement. ๐ฐ
ย Don't miss out on this insightful discussion to ensure a financially stable futur...
๐๏ธ Find out how the end of the Tax Cuts and Jobs Act will impact your tax rates and deductions. Plus, they break down the new catch-up contributions for retirement plans and HSAs, making saving a bit easier for everyone.
๐ก Get the scoop on the new $600 thr...
But that's not all! For those thinking about or already in retirement, Joel offers expert advice on setting up a successful consulting business. ๐ Discover the strategi...
Moreover, they delve into the latest legal developments regarding the necessity of putting your will into writing. ๐โ๏ธ Don't miss their analysis on those peculiar unclaimed asset ...
โ๏ธAnd did you get the gift of travel? Joel reviews new travel requirements and what you need to do if you plan to travel abroad. ๐
Don't miss this episode packed with valuabl...
In this special wrap-up, Joel revisits his market predictions from a year agoโdid he hit the mark? ๐ฏ He also shares his fearless forecast for 2025, giving you insights on what to watch out for. ๐ ๐
Plus, we'll explore the major headlines that influenced your finances this year and discuss the challenges ahead. Despite the uncertainties, J...
In this exciting episode, our financial experts delve into the fascinating relationship between Money and Happiness. They'll discuss how effective budgeting can relieve stress and share valuable tips on forecasting your cash flow for a worry-free retirement.
Rob and Christina are also bringing their love for acronyms with them, i...
In addition, he shares the latest studies on investor performance in a post covid world on the 5th anniversary on Covid 19.
Joel covers some of the common financial mistakes that grandparents might make with their grandchildren. And what tax implications might be i...
Popular Podcasts
Iโm Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and Iโm so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood youโre able to deal with relationship struggles, work challenges and lifeโs ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them weโve never seen before. New episodes every Monday and Friday. Your support means the world to me and I donโt take it for granted โ click the follow button and leave a review to help us spread the love with On Purpose. I canโt wait for you to listen to your first or 500th episode!
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
The official podcast of comedian Joe Rogan.