March 31, 2025 • 40 mins
🔊 Tune in to this week's episode of Dollars & Sense where we dive into the latest market trends 📊 and essential tax tips 💸! Discover how the "Mag 7" stocks' performance impacts your portfolio and get ready for the new 1099-K reporting requirements. Plus, learn smart strategies to navigate Social Security taxation and optimize your tax returns! Don't miss out on these valuable insights! 🎧✨
#DollarsAndSense #MarketTrends #TaxTips #InvestSmart #RetirementPlanning #FinancialFreedom #TaxSeason #Investing #PersonalFinance
💵 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.
👉 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.
➡️ CONNECT WITH US:
Facebook: /NelsonFinancialPlanning
Twitter: /nelsonfinplan
Instagram: /nelson_financial_planning
YouTube: @nelsonfinancialplanning2202
#DollarsAndSense #MarketTrends #TaxTips #InvestSmart #RetirementPlanning #FinancialFreedom #TaxSeason #Investing #PersonalFinance
💵 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.
👉 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.
➡️ CONNECT WITH US:
Facebook: /NelsonFinancialPlanning
Twitter: /nelsonfinplan
Instagram: /nelson_financial_planning
YouTube: @nelsonfinancialplanning2202
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