Joel Garris of Nelson Financial Planning

Dollars&Sense Nelson Financial Planning

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💵 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 Pl...

Author

Joel Garris of Nelson Financial Planning

Episodes

35 Years & Counting Plus Why Liquidity Matters for Your Investments 30.04.2019 45:48

On this episode, Joel Garris, of Nelson Financial Planning, talks about why index funds will never perform as well as the index they follow. In addition, Joel talks about how important liquidly is. Joel also talks about reits and why they might not be the best investment for retirement. For more information, visit www. NelsonFinancialPlanning.com originally aired 4/28/19 💵 About Dollars & Sen...

Fix Your Tax Withholding Now; Rising College Costs & Longevity Risk 23.04.2019 46:09

On this episode, Joel Garris, of Nelson Financial Planning, talks about the adjustment of the tax withholding tables. In addition, Joel talks how much the cost of college has increased over the last 20 years. Joel also talks about how often people adjust their 401K. For more information, visit www. NelsonFinancialPlanning.com originally aired 4/21/19 💵 About Dollars & Sense: 💵 Hosted by Joel...

Are You Ready for April 15? & Getting a Mortgage in Retirement 15.04.2019 41:39

On this episode, Joel Garris, of Nelson Financial Planning, talks about taxes and what will happen if you don’t have your taxes done by April 15th. In addition, Joel talks about getting a mortgage while in retirement. Joel also talks about cost basis on investments. For more information, visit www. NelsonFinancialPlanning.com originally aired 4/14/19 💵 About Dollars & Sense: 💵 Hosted by Joel...

Surviving Spouses To Do List & Social Conscious Investing 08.04.2019 47:29

On this episode, Joel Garris, of Nelson Financial Planning, talks about what to do if your spouse passes away. In addition, Joel talks about sustainable investments. Joel also takes and email from a listener about short selling stocks. For more information, visit www. NelsonFinancialPlanning.com originally aired 4/7/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial P...

Recap of 1st Quarter; Avoiding an IRS Audit & Proposed Changes to Retirement Accounts 02.04.2019 45:29

On this episode, Joel Garris, of Nelson Financial Planning, talks about how there is only two weeks left to do your taxes. In addition, Joel talks about the voluntary compliance rate. Joel also talks about what could be some easy red flags for the IRS on your taxes. Finally, Joel talks about the latest news from Washington. For more information, visit www. NelsonFinancialPlanning.com originally ai...

How to Add $500k to Your Retirement & What the Fed Decision Means to You 25.03.2019 41:32

On this episode, Joel Garris, of Nelson Financial Planning, talks about savings and how 42% of Americans are using their money. In addition, Joel talks about why your social security check could have gone down in 2019. Joel also talks about what the Fed holding interest rates steady means for investors and savers. For more information, visit www. NelsonFinancialPlanning.com originally aired 3/24/1...

How to Prepare for a Recession & Unique Tax Results 18.03.2019 42:49

On this episode, Joel Garris, of Nelson Financial Planning, talks about some of the tactics the media uses to try and influence you. In addition, Joel talks about our newsletter that was recently sent out to our clients and posted on our website ( https://www.nelsonfinancialplanning.com/from-the-desk-of-joel-garris/) . Joel also talks about the markets current economic footing. Finally, Joel also...

How to Fund a Roth Even if You Aren't Eligible & 10 Year Anniversary of Market Bottom 13.03.2019 47:59

On this episode, Joel Garris, of Nelson Financial Planning, talks about the 10-year anniversary of 3/9/2009 and what that means for your investments. In addition, Joel talks about the circumstances in which a child is eligible for social security. Finally, Joel also talks about how people with high income can still contribute to a Roth IRA. For more information, visit www. NelsonFinancialPlanning....

Tax Strategies for Today & Compounding Investment Mistakes 06.03.2019 45:58

On this episode, Joel Garris, of Nelson Financial Planning, talks about taxes and the changes they had in 2018. In addition, Joel takes a couple calls from a few listeners. Joel also compares gold to the broad-based market. Finally, Joel talks about pot stocks. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial...

Chances of an IRS Audit & Overview of Current Tax Filing Season 25.02.2019 45:12

On this episode, Joel Garris, of Nelson Financial Planning, compares this year’s tax returns to last year’s tax returns. In addition, Joel talks about the chances of you getting audited by the IRS. Joel also talks about how much millennials are currently setting aside for their retirement. Finally, Joel talks about the strong start to this year’s market. For more information, visit www. NelsonFina...

Guaranteed Retirement Income Debunked & Higher Contribution Limits for Retirement Accounts 18.02.2019 42:18

On this episode, Joel Garris, of Nelson Financial Planning, continues the conversation on the top 20 tax changes for 2019. In addition, Joel talks about how state governments are getting more involved in your retirement planning. Finally, Joel debunks some guaranteed retirement plans. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garri...

The All New Tax Return & Government Debt Issues 11.02.2019 47:47

On this episode, Joel Garris, of Nelson Financial Planning, talks about bipartisan bills that Washington is purposing in regards to required minimum distributions. In addition, Joel talks about the new team member that joined Nelson Financial Planning. Finally, Joel talks about what we learned from our first client meeting of the year. For more information, visit www. NelsonFinancialPlanning.com...

Super Bowl Market Indicator & Latest Retirement Proposals from Washington 04.02.2019 45:40

On this episode, Joel Garris, of Nelson Financial Planning, talks about the super bowl market index. In addition, Joel talks about some actions that Washington is trying to take. Finally, Joel talks about what the market did in the month of January. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and...

Proposals to Tax the Rich; Social Security Tax Trap & To Itemize or Not 30.01.2019 46:52

On this episode, Joel Garris, of Nelson Financial Planning, takes a tax question from a caller. In addition, Joel talks about why journalism is dying. Joel also talks about the idea of increasing the taxes on the rich. Finally, Joel talks about what has and has not changed in the tax code. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel...

Guaranteed Retirement Income Debunked & Higher Contribution Limits for Retirement Accounts 21.01.2019 42:18

Top 20 Tax Changes for 2018 with Special Guest IRS Enrolled Agent Christina Lamb 14.01.2019 41:27

On this episode, Joel Garris, of Nelson Financial Planning, talks about the 10 best consecutive market days in the past decade. In addition, Joel talks about the new standard being held at Nelson Financial Planning. Finally, Joel talks about the top tax changes for 2019. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified...

2019 Trends to Watch, Fearless Forecast Review & What Not to Do with Your Money 07.01.2019 41:36

On this episode, Joel Garris, of Nelson Financial Planning, talks about what happened in the 4th quarter of 2018. In addition, Joel talks about how short index annuities fall compared to the broad based markets. Finally, Joel talks about trends for 2019. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planne...

2019 Fearless Forecast & 2018 Recap Including Christmas Week Volatility 01.01.2019 45:59

On this episode, Joel Garris, of Nelson Financial Planning, talks about what the main stream media has been saying about the market. In addition, Joel talks about the difference between a bear and bull market. Finally, Joel talks about the fearless forecast from last year and the new prediction for 2019. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵...

The Federal Reserve and Heightened Volatility 27.12.2018 45:49

On this episode, Joel Garris, of Nelson Financial Planning, talks about what has been going on in the market and how the Federal Reserve has affected it. In addition, Joel talks about why you should expect heightened volatility over the next few weeks. Finally, Joel talks about what you as an investor can do in this volatile market. For more information, visit www. NelsonFinancialPlanning.com 💵 A...

Pitfalls of State Sponsored Retirement Savings Plans & 5 Steps to Check Your Retirement Readiness 19.12.2018 44:47

On this episode, Joel Garris, of Nelson Financial Planning, talks about individual investors impatience and where Joel gets his information from. In addition, Joel talks about what the market did last week and a few things you should look over before retirement. Finally, Joel talks about state funded retirement plans. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars &a...

Inverted Yield Curves & Recessions plus 4 Takeaways for All Investors 10.12.2018 46:26

On this episode, Joel Garris, of Nelson Financial Planning, talks about what is going on with the current “inverted yield curve”. In addition, Joel talks about what recessions have looked like in previous years. Finally, Joel talks about what your allocation should look like going into retirement. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted...

The Impossibility of Predicting The Market & Tax Changes 10.12.2018 45:15

On this episode, Joel Garris, of Nelson Financial Planning, talks about why it is impossible to predict what the market is going to do on a daily basis. In addition, Joel talks about how this year’s taxes will be different from previous years. Finally, Joel talks about a very powerful tax technique. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hoste...

Understanding Investor Costs; Putting Your Financial Life Together & Qualified Charitable Distributions 26.11.2018 40:17

On this episode, Joel Garris, of Nelson Financial Planning, talks about the runaway freight train in the financial services industry. In addition, Joel talks about the best ways to start getting your financial life in order. Finally, Joel talks about a very powerful tax technique. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a...

The Latest and Greatest on 401ks and Health Saving Accounts 19.11.2018 42:34

On this episode, Joel Garris, of Nelson Financial Planning, talks about the new rules are for your 401k and IRA. In addition, Joel talks about the pecking order in which you should invest your money. Finally, Joel talks about how some companies are getting active in their employees student loan debt. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Host...

The 5 Parts of a Personal Financial Plan & Mid Term Election Results 14.11.2018 48:00

On this episode, Joel Garris, of Nelson Financial Planning, talks about what has happened after the midterm elections and what we can be hopeful for. In addition, Joel talks about the five part process behind personal financial planning. Finally, Joel talks about behavioral coaching and why the average individual return is so much lower than the average markets return. For more information, visit...