Dollars&Sense Nelson Financial Planning
💵 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. 💥 Make sure you subscribe so you never miss an update. 👉 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. 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
2025 has been a year packed with transformative moments—political shifts, market turbulence, technological leaps, and viral media headlines. In this episode of Dollars & Sense, Joel Garris guides you through the essential financial lessons we can draw from the past twelve months, exploring how these events influence your money decisions.
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In this festive episode of Dollars & Sense, hosts Zach Keister and Rob Field dive into the emotional and financial realities of holiday spending. The show kicks off with lighthearted banter about holiday traditions and a playful debate over whether “Die Hard” counts as a Christmas movie, setting the stage for practical advice on surviving the s...
First, Joel unpacks the latest developments in the Corporate Transparency Act, including an interview with Simon Conway. Listeners learn why recent rule chan...
Unlock the secrets to smarter financial planning in this week’s episode of Dollars & Sense with Joel Garris! Joel breaks down three hot topics that can impact your wealth and peace of mind:Â
- IRMAA & Medicare Premiums: Confused about why your Social Security check is smaller? Learn what IRMAA is, how it affects your Medicare costs, and p...
Joel kicks off with a timely reminder: as the holiday season races by, you have just weeks to make smart financial moves before the new year. He walks you throu...
The episode covers newly announced 2026 contribution limits for 401ks and IRAs, including special ca...
The show kicks off with the recent end of the government shutdown, playful banter about holiday travel and food benefits, and a spotl...
First up, Joel uncovers why corporate earnings are smashing expectations and how Amazon’s massive AI p...
Next, they demystify the Great Wealth Transfer, exposing the gap...
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Discover the crucial steps you must take if you’re dreaming of leaving the workforce before age 65 — from...
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