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
September 25, 2023 • 40 mins
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 ai...
originally ai...
Mark as Played
September 19, 2023 • 40 mins
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
originally aired 9/17/23
Mark as Played
September 11, 2023 • 40 mins
On this podcast Joel discusses some of the recent changes to the Florida Retirement System. Plus, Traditional VS Roth- which is better for you? These topics and more on this week's radio show/podcast.
originally aired 9/10/23
originally aired 9/10/23
Mark as Played
September 6, 2023 • 39 mins
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
originally aired 9/3/23
Mark as Played
August 28, 2023 • 40 mins
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/p...
Mark as Played
August 21, 2023 • 40 mins
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 sh...
Mark as Played
August 14, 2023 • 39 mins
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
originally aired 8/13/23
Mark as Played
August 8, 2023 • 40 mins
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.
Mark as Played
July 31, 2023 • 39 mins
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
originally aired 7/30/23
Mark as Played
July 24, 2023 • 40 mins
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
originally aired 7/23/23
Mark as Played
July 17, 2023 • 39 mins
On this podcast Rob Field & Kristin Kalley discuss five new changes that came from the Secure Act 2.0.This topic and more on this week's radio show/podcast.
originally aired 7/16/23
originally aired 7/16/23
Mark as Played
July 11, 2023 • 39 mins
On this podcast Rob Field & Christina Lamb share ways you can plan for your investment future. Plus, they help you plan for your next vacation! These topics and more on this week's radio show/podcast.
originally aired 7/9/23
originally aired 7/9/23
Mark as Played
June 26, 2023 • 40 mins
On this podcast Joel Garris discusses the various features of the most misunderstood savings vehicle, the HSA. Plus, the cost if you’re checking account balances too often. These topics and more on this week's radio show.
originally aired 6/25/23
originally aired 6/25/23
Mark as Played
June 19, 2023 • 38 mins
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
originally aired 6/18/23
Mark as Played
June 14, 2023 • 40 mins
On this podcast Joel Garris discusses key strategies to become a millionaire. Plus, pros and cons of CD's vs Money Markets. These topics and more on this week's radio show/podcast.
originally aired 6/11/23
originally aired 6/11/23
Mark as Played
June 5, 2023 • 40 mins
On this podcast Joel Garris discusses the recent debt ceiling deal. Plus, how retirees might reduce their expenses due to inflation. These topics and more on this week's radio show/podcast.
originally aired 6/4/23
originally aired 6/4/23
Mark as Played
May 30, 2023 • 40 mins
On this podcast Joel Garris is joined by Ron Cervantes owner of C Solutions IT to discuss how to protect yourself from cybercrime traps. Plus, Joel pokes holes at the IRS weighing an option to further expand its free tax preparation and filing service. These topics and more on this week's radio.
originally aired 5/21/23
originally aired 5/21/23
Mark as Played
May 30, 2023 • 40 mins
On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and IRS enrolled agent Christina Lamb to discuss the IRS’s latest listing of scams that folks need to be aware of. Plus, Joel talks about how to avoid compounding your grief at the loss of a loved one by paying more in income taxes than you should. These topics and more on this week's radio show/podcast.
originally aired 5/28/23
originally aired 5/28/23
Mark as Played
May 15, 2023 • 40 mins
On this podcast Joel Garris discusses what factors make up your credit score and ways to improve it. Plus, ways in which you can save and pay for college, particularly using 529’s. These topics and more on this week's radio show/podcast.
originally aired 5/14/23
originally aired 5/14/23
Mark as Played
May 8, 2023 • 39 mins
On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary Rob Field to discuss some major retirement changes ahead. Plus, what’s the difference between return on investments and return of investment? Finally, why return on investment or return of investment matters in today’s world of CD And annuity payout rates. These topics and more on this week's radio show/pocast.
originally aired 5/7/23
originally aired 5/7/23
Mark as Played
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
If you can never get enough true crime... Congratulations, you’ve found your people.
NFL.com's "Around the NFL" crew (Gregg Rosenthal, Dan Hanzus and Marc Sessler) break down the latest football news, with a dash of mirth.
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.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.