This week on Dollars & Sense, Joel dives into some hot topics you won't want to miss! ๐ฅ
๐ผ Joel shares cautious optimism about rate cuts during market highs. ๐
๐ The Corporate Transparency Act's impact on small businesses. ๐ข
๐ก Debunking watered-down info on Roth conversions online. ๐ป
๐ฐ Traditional IRA vs Roth IRAโJoel explains tax advantages from real client experiences. ๐ต
Plus, get the lowdown on filing beneficial ownership interest reports and everything you need to know about Roth conversions! ๐๐
Tune in now for smart money moves and insightful advice! ๐ง #NelsonFinancialValues #DollarsAndSense #Finance #Investing #TaxPlanning #SmallBusiness #IRAs #RothConversion #MoneyMatters
๐ต About Dollars & Sense: ๐ต
Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Floridaโs 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.ย
๐ 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. Heโs 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.
โก๏ธ CONNECT WITH US:ย
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