How This Year’s Biggest Events and Behavioral Insights Can Transform Your Financial Future
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.
Can the rise of artificial intelligence and robo-advisors truly replace the wisdom and empathy of a seasoned financial advisor? Joel weighs the promise of AI’s efficiency and data prowess against its limitations—highlighting why human guidance remains vital when markets swing, life gets complicated, and emotions run high.
The episode features Warren Buffett’s timeless warnings about investor behavior, with practical tips for sidestepping biases like loss aversion, herd mentality, and overconsumption. Joel offers real-world strategies to help you avoid costly mistakes and follow a disciplined path, no matter what headline dominates the news cycle.
From tariffs and market shocks to breakthroughs in energy and viral pop culture moments, every headline of 2025 brought a new lesson for your financial playbook. If you’re ready to understand what these stories mean for your investments—and how to make smarter decisions in the year ahead—this episode delivers valuable insights with Joel’s trademark warmth and wit.
Curious how these lessons apply to your financial journey? Click to listen and turn 2025’s headlines into your smartest year yet!
💵 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.
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