Dollars&Sense Nelson Financial Planning

Dollars&Sense Nelson Financial Planning

šŸ’µ About Dollars & Sense: šŸ’µ 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. šŸ’„ Make sure you subscribe so you never miss an update. šŸ‘‰ 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

November 10, 2025 • 39 mins
Welcome to this week’s Dollars & Sense episode with Joel Garris! Are you wondering if you should rent or buy in today’s crazy market? Or how AI is really reshaping the economy—and maybe even your job? In this video, Joel breaks down the biggest financial trends of the moment and gives you the tools to make smarter money moves.Ā 

First up, Joel uncovers why corporate earnings are smashing expectations and how Amazon’s massive AI p...
Mark as Played
In this episode of Dollars & Sense, Joel Garris and Christina Lamb tackle two of the most pressing topics in personal finance: the power—and pitfalls—of leveraged ETFs, and the shifting wealth equation for young Americans deciding between renting or buying a home. Listeners will discover why leveraged exchange-traded funds can supercharge returns but demand careful strategy and constant attention, as Joel and Christina break do...
Mark as Played
In this episode of Dollars & Sense with Joel Garris, listeners are treated to an insider’s perspective from a prestigious investment conference attended by just 100 select guests and hosted by one of the world’s largest asset managers. Joel kicks off with a deep dive into the hottest topic in finance—Artificial Intelligence (AI). He explores AI’s growing influence on investments, the labor market, and society, highlighting both...
Mark as Played
In this can’t-miss episode ofĀ Dollars & Sense, hosts Joel Garris and Zach Keister tackle theĀ timelyĀ topics reshaping America’s financial landscape. They kick off with a deep dive into tariffs—cutting through the headlines to reveal how the U.S. economyĀ remainsĀ resilient, why the actual costs may be less than you think, and what you can do to protect your portfolio.

Next, they demystify the Great Wealth Transfer, exposing the gap...
Mark as Played
In this episode of Dollars & Sense, host Joel Garris breaks down the critical steps to "die better"—or at least be better prepared—by mastering the essentials of estate planning. Drawing from Chapter 19, "Death: The Other Certainty," of the Next Gen Dollars and Sense book, Joel shares practical advice to help listeners avoid common estate planning pitfalls and protect their loved ones. The episode highlights the different ways ...
Mark as Played
n this episode of Dollars & Sense, hosts Kristin Castello and Chet Cowart dive into the hottest topics shaping your retirement future, including the latest proposed changes to 401k investment options and critical updates to catch-up contributions for those aged 50 and above. If you’re curious about how alternative investments like crypto and private equity might soon enter your 401k, or how upcoming tax regulations could affect...
Mark as Played
In this engaging episode of Dollars & Sense with Joel Garris, listeners are taken on a journey through the fascinating world of old paper stock certificates and the essential steps to cashing in on these historical treasures. Did you know there could still be $780 billion in forgotten paper stocks out there? Joel explains how to uncover their value, navigate the process of redeeming them, and avoid leaving money on the table.Ā 

T...
Mark as Played
In this episode of Dollars & Sense, Joel Garris and Rob Field take listeners on a practical journey through two crucial areas that impact your wallet—Medicare Advantage and the financial aftermath of divorce. Joel shares real-life insights about enrolling in Medicare Advantage plans, revealing common myths, what to watch out for during the enrollment period, and how to avoid costly mistakes. The duo also dives into the often-ov...
Mark as Played
Ready to take control of your finances and break free from the mental traps that sabotage your savings? In this episode of Dollars & Sense, hosts Joel Garris and Zach Keister share their expert advice on building stronger personal financial habits, including face-the-numbers budgeting and the power of automating savings. But they don't stop there—they dive deep into the surprising ways your mind can trick you through cognitive ...
Mark as Played
Are you prepared to safeguard your financial future and tackle the challenges of estate settlement? In this episode of Dollars & Sense, we dive deep into the essentials of risk management—from understanding investment volatility to balancing risk and reward for lasting financial health. Discover practical strategies like diversification, setting clear financial goals, and building emergency funds to protect what matters most.Ā 

B...
Mark as Played
Ready to supercharge your retirement strategy? In this episode of "Dollars and Sense," host Joel GarrisĀ tackles two of the biggest questions facing today's retirees: how to check off the 5 essential boxes for early retirement, and how to demystify Required Minimum Distributions (RMDs) so you can keep more of what you’ve earned.Ā 

Discover the crucial steps you must take if you’re dreaming of leaving the workforce before age 65 — from...
Mark as Played
August 25, 2025 • 39 mins
Ready to make the most of your taxes in 2025 and beyond? In this value-packed episode of Dollar & Sense, Joel and Kristin break down the latest game-changing updates to tax deductions, with a spotlight on the new senior deduction and major changes for charitable contributions. Discover how seniors can benefit from a $6,000 deduction—even if they're not yet on Social Security—and learn the income thresholds you need to know to q...
Mark as Played
On this episode of Dollar & Sense, hosts Joel and Chet dive into two hot topics that are reshaping financial futures: the rising cost of college and the common fear of investing. Whether you’re sending kids back to school or gearing up for your own academic journey, you’ll get eye-opening insights into how families are really paying for higher education—and smart alternatives that can save you from years of debt.Ā 

But that’s not...
Mark as Played
This episode of Dollars & Sense puts the spotlight on the economic headlines shaping your future. Get an insider’s look at the landmark OBBB tax bill, including powerful updates like ā€œTrump accounts,ā€ zero tax on tips and overtime, and a fresh car loan deduction. Our experts break down the practical impact of these changes on everyday finances, revealing who stands to benefit and how.Ā 

We also analyze the latest economic data, f...
Mark as Played
Ready to outsmart the latest financial fads and futureproof your family’s well-being? This episode of Dollar & Sense is packed with candid truth and practical guidance you won’t want to miss.Ā 

We pull back the curtain on the buzz around private equity—why are financial giants suddenly pushing these investments, and what’s lurking in the fine print? Discover the hidden risks, high fees, and pitfalls most investors overlook, plus ...
Mark as Played
This week, hosts Zach and Christina bring their signature blend of expertise and energy to help you navigate some of the hottest financial topics of the season.Ā 

From family adventures to the practical impact of new tariffs hitting on August 1st, you’ll hear personal anecdotes and professional guidance that make complex policies easy to understand. Discover how the latest tariff changes could affect your wallet, business, and even y...
Mark as Played
We break down the wild swings of Q2 2025 markets (did you know it was the first time since 1938 the S&P 500 was both up AND down 10%+ in a single quarter?! 🤯), explain what the massive new tax bill really means for your wallet (spoiler: most 2017 tax cuts are here to stay šŸ›ļøšŸ’ø), and dive into the 10 ways to fail at retirement—based on the latest AARP insights. Are you ready to dodge the biggest hazards to your money, health, ...
Mark as Played
In this insightful episode of "Dollars & Sense," we dive into three financial topics that resonate with many of us. First, we explore the journey of setting up a business, breaking down the common pitfalls, hidden costs, and strategic choices that can make or break your entrepreneurial success. Whether you're launching your first startup or considering a side hustle, these tips will save you time, money, and frustration. šŸ’¼šŸ“„Ā 

N...
Mark as Played
Hosts Rob Field and Kristin Castello share practical insights on evaluating real estate as a passive income stream—covering the numbers, the pitfalls, and common misconceptions from rapid home appreciation during the pandemic years. Learn about the true costs, time commitments, and the less obvious tax implications of rental ownership, including depreciation, passive loss rules, and how to plan for those tricky negative returns.Ā 
Ā 
S...
Mark as Played
On this episode of Dollars & Sense, Joel and Zach dive into two critical financial topics you don’t want to miss!

First, they break down the latest Social Security updates, including why benefits might be reduced sooner than expected and what you can do to prepare. Then, they reveal four sneaky ways you might be spending money without even realizing it—from autopay subscriptions to those tempting impulse purchases. šŸ’³šŸ’”Ā 

šŸ’„ Plus,...
Mark as Played

Popular Podcasts

    I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

    Ruthie's Table 4

    For more than 30 years The River Cafe in London, has been the home-from-home of artists, architects, designers, actors, collectors, writers, activists, and politicians. Michael Caine, Glenn Close, JJ Abrams, Steve McQueen, Victoria and David Beckham, and Lily Allen, are just some of the people who love to call The River Cafe home. On River Cafe Table 4, Rogers sits down with her customers—who have become friends—to talk about food memories. Table 4 explores how food impacts every aspect of our lives. ā€œFoods is politics, food is cultural, food is how you express love, food is about your heritage, it defines who you and who you want to be,ā€ says Rogers. Each week, Rogers invites her guest to reminisce about family suppers and first dates, what they cook, how they eat when performing, the restaurants they choose, and what food they seek when they need comfort. And to punctuate each episode of Table 4, guests such as Ralph Fiennes, Emily Blunt, and Alfonso Cuarón, read their favourite recipe from one of the best-selling River Cafe cookbooks. Table 4 itself, is situated near The River Cafe’s open kitchen, close to the bright pink wood-fired oven and next to the glossy yellow pass, where Ruthie oversees the restaurant. You are invited to take a seat at this intimate table and join the conversation. For more information, recipes, and ingredients, go to https://shoptherivercafe.co.uk/ Web: https://rivercafe.co.uk/ Instagram: www.instagram.com/therivercafelondon/ Facebook: https://en-gb.facebook.com/therivercafelondon/ For more podcasts from iHeartRadio, visit the iheartradio app, apple podcasts, or wherever you listen to your favorite shows. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

    The Joe Rogan Experience

    The official podcast of comedian Joe Rogan.

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

Ā© 2025 iHeartMedia, Inc.