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March 3, 2025 41 mins
Ready to optimize your retirement and stay ahead of new scams? In this week's episode of Dollars & Sense, Joel goes over creating a tax plan that can save you money in retirement. 🤑 Plus, learn about the frightening rise of AI-powered scams and how to protect your assets from these sophisticated threats. 🛡️ 

Tune in for essential tips and insights! 🎥👇 

#RetirementPlanning #TaxTips #AIScams #FinancialSecurity #DollarsAndSense #StaySafe #InvestSmart 💡 


💵 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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