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
But that’s not...
We also analyze the latest economic data, f...
We pull back the curtain on the buzz around private equity—why are financial giants suddenly pushing these investments, and what’s lurking in the fine print? Discover the hidden risks, high fees, and pitfalls most investors overlook, plus ...
From family adventures to the practical impact of new tariffs hitting on August 1st, you’ll hear personal anecdotes and professional guidance that make complex policies easy to understand. Discover how the latest tariff changes could affect your wallet, business, and even y...
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First, they break down the latest Social Security updates, including why benefits might be reduced sooner than expected and what you can do to prepare. Then, they reveal four sneaky ways you might be spending money without even realizing it—from autopay subscriptions to those tempting impulse purchases. 💳💡
💥 Plus,...
- Model Portfolios: Did you know assets in model portfolios surged to a record $8 trillion this year? Find out the pros and cons of these pre-packaged investment options and why you need to ask your financial advisor the right questions to truly know what you own. Are these portfolios hel...
Joel begins by addressing the taboo nature of financial conversations within families. He highlights the importance of teaching the next generation about money management, providing practic...
Plus, we’re tackling the essentials of portfolio rebalancing! Learn when and why it’s time to adjust your in...
💸 **Student Loans in Collections**: Millions of borrowers are facing collections and garnished wages as repayment policies resume. Find out how to navigate these challenges and plan ahead for your financial future.
📊 **Tax Changes on the Horizon**: Wi...
We kick off the episode with an in-depth look at hedge funds and ETFs, highlighting their potential pitfalls. Did you know that hedge funds can be highly leveraged and come with hefty management fees that eat into your returns? 🧮📉 Learn ...
Plus, we explore the great wealth...
🔥 Key insights:
- The alarming rise of market volatility and investor sentiment. 📊
- Protecting and preparing for your pets in case of your untimely demise. 🐾
- Why having a formal financial plan can make a HUGE difference in your wealth at retirement. 🏆
The episode also covers significant chan...
We also discuss the impact of recent tariff announcements and tax deadline...
#DollarsAndSense #MarketTrends #TaxT...
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