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
The episode also covers significant chan...
We also discuss the impact of recent tariff announcements and tax deadline...
#DollarsAndSense #MarketTrends #TaxT...
Tax Identity Theft Prevention
- Understanding Tax Identity Theft: A fraudster uses personal information to file a fake tax return and claim a refund.
- 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! 🎥👇
#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. 💰
Don't miss out on this insightful discussion to ensure a financially stable futur...
🗓️ 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.
💡 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. 🌟 Discover the strategi...
Moreover, they delve into the latest legal developments regarding the necessity of putting your will into writing. 📜✔️ Don't miss their analysis on those peculiar unclaimed asset ...
✈️And did you get the gift of travel? Joel reviews new travel requirements and what you need to do if you plan to travel abroad. 🌍
Don't miss this episode packed with valuabl...
In this special wrap-up, Joel revisits his market predictions from a year ago—did he hit the mark? 🎯 He also shares his fearless forecast for 2025, giving you insights on what to watch out for. 📅📊
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...
📈 Learn how to safeguard your finances and make savvy decisions!
💼 Joel shares cautious optimism about rate cuts during market highs. 📈
📑 The Corporate Transparency Act's impact on small businesses. 🏢
💡 Debunking watered-down info on Roth conversions online. 💻
💰 Traditional IRA vs Roth IRA—Joel explains tax advantages from real client experiences. 💵
Plus, get the lowdown on filing beneficial ownership...
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