The episode also covers:
- The real estate market trends 🏠📉
- Beneficial Ownership Information Reporting updates 📋📅
- The importance of flexibility in investment accounts 💼💡
- Making the most of your savings for big events like weddings 💍💸
Don't miss out on this informative session filled with valuable insights and practical advice to help you navigate your financial journey!
DollarsAndSense #FinancePodcast #Annuities #InvestmentTips #FinancialPlanning #RealEstate #BOI #LATimesFestival #WeddingPlanning #InvestSmart #FinancialFreedom #MoneyMatters 💰📈✨
Listen now and stay financially savvy! 🎧🔊
💵 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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