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. Advisory services through Nelson Advisory Services, Inc., a State of Florida registered investment advisor. 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
In this episode of Dollars & Sense, Joel Garris discusses the financial checklist for an unexpected retirement, including cash flow, emergency reserves, health coverage, taxes, Social Security, retirement-account rollovers, and investment allocation.
You’...
In this episode of Dollars and Sense, Chet Cowart and Kristin Kalley discuss:
- New Trump Account auto-enrollment and individual-stock donations
- Potential benefits, concentration risks, and concerns for parents
- Whether AI earnings support today’s market e...
In this episode of Dollars & Sense, Joel Garris of Nelson Financial Planning walks through three timely conversations that can affect your retirement, your family, and your investment decisions.
First, Joel discusses why retirement planning is about more than account balances. A strong financial portfolio matters, but so do...
In this episode of Dollars & Sense, Joel Garris and Chet Cowart walk through practical steps to take if you discover suspicious activity in your bank account, including how to contact your bank safely, document fraudulent transactions, secure connected accounts, update passwords,...
In this episode of Dollars and Sense, Joel Garris of Nelson Financial Planning takes a thoughtful, practical look at t...
First, they unpack why the phrase “he handles it” can create financial vulnerability in a marriage—and what both spouses should know about accounts, beneficiaries, credit, estate documents, and household finances before a crisis happens.
...
Joel also explains why waiting for the “pe...
They also discuss one of the most common retirement planning questions: How much can...
Joel begins by explaining why retirees and those over age 65 need to pay close attention to income thresholds that may affect Medicare cost...
Rob and Joel also explore how mindset and behavior can i...
First, Joel discusses the continued surge in annuity sales and why investors should be cautious before signing a long-term insurance contract. With record amounts of money flowing into annu...
Then, Joel explains key Florida Retirement System choices, including the Pension Plan, Investment...
They also explain the newly launched Tru...
First, they cover how to run a simple midyear money reset by reviewing what came in, what went out, w...
In this episode of Dollars & Sense, Rob Field and Chet Cowart of Nelson Financial Planning break down the latest Social Security Trustees Report and explain what it may mean for future retirees. They discuss why Social Security is not expected to disappear entirely, what could happen if no ...
First, Joel discusses the recent uptick in market volatility, including how AI-related spending, semiconductor stocks, and market concentration are affecting investor conversati...
In this episode of Dollars and Sense, Joel and Zach discuss five ways helping adult children can unintentionally hurt your retirement plan. T...
From the hype around companies like SpaceX to the emotional pull of market news, we discuss why compelling stories and breaking headlines don’t always translate into smart portfolio decisions. We also explore the...
Joel also tackles one of the biggest quiet risks in personal finance right now: holding too much cash. While c...
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