Dollars&Sense Nelson Financial Planning
šµ About Dollars & Sense: šµ Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Floridaās 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. š„ Make sure you subscribe so you never miss an update. š 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. Heās 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 24, 2025 ā¢ 39 mins
Curious about the latest retirement updates and how to safeguard your finances in a digital world? In this engaging Thanksgiving episode ofĀ Dollars & Sense, hosts Joel Garris and Chet Cowart kick off with holiday traditions and a brief history of Thanksgiving, then dive intoĀ timelyĀ financial topics that matter to every listener.Ā
The episode covers newly announced 2026 contribution limits forĀ 401ksĀ and IRAs, including special ca...
The episode covers newly announced 2026 contribution limits forĀ 401ksĀ and IRAs, including special ca...
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November 17, 2025 ā¢ 40 mins
In this episode ofĀ Dollars & SenseĀ with Joel Garris and Kristin Castello, listeners get a front-row seat to a lively discussion on the latest government updates, major tax changes taking effect in 2025, and the crucial steps needed to prevent costly mistakes with retirement account beneficiaries.Ā
The show kicks off with the recent end of the government shutdown, playful banter about holiday travel and food benefits, and a spotl...
The show kicks off with the recent end of the government shutdown, playful banter about holiday travel and food benefits, and a spotl...
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November 10, 2025 ā¢ 39 mins
Welcome to this weekās Dollars & Sense episode with Joel Garris! Are you wondering if you should rent or buy in todayās crazy market? Or how AI is really reshaping the economyāand 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 Amazonās massive AI p...
First up, Joel uncovers why corporate earnings are smashing expectations and how Amazonās massive AI p...
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November 3, 2025 ā¢ 40 mins
In this episode of Dollars & Sense, Joel Garris and Christina Lamb tackle two of the most pressing topics in personal finance: the powerāand pitfallsāof 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...
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October 27, 2025 ā¢ 38 mins
In this episode of Dollars & Sense with Joel Garris, listeners are treated to an insiderās perspective from a prestigious investment conference attended by just 100 select guests and hosted by one of the worldās largest asset managers. Joel kicks off with a deep dive into the hottest topic in financeāArtificial Intelligence (AI). He explores AIās growing influence on investments, the labor market, and society, highlighting both...
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October 20, 2025 ā¢ 40 mins
In this canāt-miss episode ofĀ Dollars & Sense, hosts Joel Garris and Zach Keister tackle theĀ timelyĀ topics reshaping Americaās financial landscape. They kick off with a deep dive into tariffsācutting 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...
Next, they demystify the Great Wealth Transfer, exposing the gap...
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October 13, 2025 ā¢ 38 mins
In this episode of Dollars & Sense, host Joel Garris breaks down the critical steps to "die better"āor at least be better preparedāby 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 ...
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October 6, 2025 ā¢ 38 mins
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 youāre curious about how alternative investments like crypto and private equity might soon enter your 401k, or how upcoming tax regulations could affect...
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September 29, 2025 ā¢ 38 mins
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
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September 22, 2025 ā¢ 40 mins
In this episode of Dollars & Sense, Joel Garris and Rob Field take listeners on a practical journey through two crucial areas that impact your walletāMedicare 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...
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September 15, 2025 ā¢ 38 mins
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 thereāthey dive deep into the surprising ways your mind can trick you through cognitive ...
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September 8, 2025 ā¢ 38 mins
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 managementāfrom 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
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September 1, 2025 ā¢ 39 mins
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 youāve earned.Ā
Discover the crucial steps you must take if youāre dreaming of leaving the workforce before age 65 ā from...
Discover the crucial steps you must take if youāre dreaming of leaving the workforce before age 65 ā from...
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August 25, 2025 ā¢ 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 deductionāeven if they're not yet on Social Securityāand learn the income thresholds you need to know to q...
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August 18, 2025 ā¢ 39 mins
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 youāre sending kids back to school or gearing up for your own academic journey, youāll get eye-opening insights into how families are really paying for higher educationāand smart alternatives that can save you from years of debt.Ā
But thatās not...
But thatās not...
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August 11, 2025 ā¢ 39 mins
This episode of Dollars & Sense puts the spotlight on the economic headlines shaping your future. Get an insiderās look at the landmark OBBB tax bill, including powerful updates like āTrump 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...
We also analyze the latest economic data, f...
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August 4, 2025 ā¢ 39 mins
Ready to outsmart the latest financial fads and futureproof your familyās well-being? This episode of Dollar & Sense is packed with candid truth and practical guidance you wonāt want to miss.Ā
We pull back the curtain on the buzz around private equityāwhy are financial giants suddenly pushing these investments, and whatās lurking in the fine print? Discover the hidden risks, high fees, and pitfalls most investors overlook, plus ...
We pull back the curtain on the buzz around private equityāwhy are financial giants suddenly pushing these investments, and whatās lurking in the fine print? Discover the hidden risks, high fees, and pitfalls most investors overlook, plus ...
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July 28, 2025 ā¢ 38 mins
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, youāll 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...
From family adventures to the practical impact of new tariffs hitting on August 1st, youāll 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...
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July 21, 2025 ā¢ 40 mins
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?! š¤Æ), explain what the massive new tax bill really means for your wallet (spoiler: most 2017 tax cuts are here to stay šļøšø), and dive into the 10 ways to fail at retirementābased on the latest AARP insights. Are you ready to dodge the biggest hazards to your money, health, ...
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July 14, 2025 ā¢ 43 mins
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. š¼šĀ
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