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
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...
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...
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