Dollars&Sense Nelson Financial Planning

On this episode, Joel Garris, of Nelson Financial Planning, talks about the recent volatility in the market and what the relationship is between the good and bad days. In addition, Joel talks about the nation’s debt and how interest rates affect that debt. Finally, Joel talks about politics and why we are so excited for Wednesday. For more information, visit www. NelsonFinancialPlanning.com 💵 Abo...

On this episode, Joel Garris, of Nelson Financial Planning, talks about what the bench mark return for your investments needs to be. In addition, Joel talks about how important diversification in your portfolio is. Finally, Joel talks about why it is so important to not deviate from the plan. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Jo...

On this episode, Joel Garris, of Nelson Financial Planning, talks about what the bench mark return for your investments needs to be. In addition, Joel talks about how important diversification in your portfolio is. Finally, Joel talks about why it is so important to not deviate from the plan. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Jo...

On this episode, Joel Garris, of Nelson Financial Planning, talks about the current price to earnings ratio. In addition, Joel talks about social security and the spousal benefits that come with it. Finally, Joel talks about how millennials are investing their money and the current status of the housing market. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sen...

On this episode, Joel Garris, of Nelson Financial Planning, talks about the recent volatility in the market and why it is normal. In addition, Joel talks about how portfolio managers are compensated and why it’s a big problem for 80% of fund companies. Finally, Joel talks about the 10-year return number and what it is really telling you. For more information, visit www. NelsonFinancialPlanning.com...

On this episode, Joel Garris, of Nelson Financial Planning, compares the old rule of selling your house to the new rule. Joel also discusses the step-up basis. In addition, Joel talks about how annuities work. Finally, Joel talks about how you make up for lost time. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Fina...

On this episode, Joel Garris, of Nelson Financial Planning, talks about the week that was and the publics’ views on the stock market. Joel also discusses life insurance. In addition, Joel talks about the WABUA. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning...

On this episode, Joel Garris of Nelson Financial Planning, talks about how much technology is affecting our lives. Joel also discusses some politics and what the midterm elections means. In addition, Joel takes a question from a listener. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary...

On this episode, Joel Garris of Nelson Financial Planning, talks about how much money you will really need in order to retire. Joel also discusses what new legislation Washington is proposing concerning your 401k and IRA. In addition, Joel also talks about why you shouldn’t give up on Global Economy funds just yet. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars &...

On this episode, Joel Garris of Nelson Financial Planning, talks about the 10th anniversary of 2008 and how it still affects us to this day. Joel also talks about the changes that were made to your tax deductions. In addition, Joel also takes a call from a listener and answers some personal questions about mortgages. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars &am...

On this episode, Joel Garris of Nelson Financial Planning, discusses the differences between stock buybacks and dividends and why more companies have shifted to stock buybacks. Joel also talks about the IRS and commonly made IRA mistakes. In addition, Joel also talks about the radio show and how Dollars and Sense is moving to 93.1FM. For more information, visit www. NelsonFinancialPlanning.com 💵...

On this episode, Joel Garris of Nelson Financial Planning, discusses some politics, Donald Trump and interest rates. Joel also talks about how the economy did over the past week. In addition, Joel discusses Aretha Franklin and what to do with your investments before you pass. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Cert...

On this episode, Joel Garris of Nelson Financial Planning, talks about Nelson Financial Planning’s latest award. Joel then hits on a little bit of politics and interest rates. In addition, Joel discusses how the economy did over the past week and how Walmart affected the Dow Jones industrial average. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Host...

On this episode, Joel Garris of Nelson Financial Planning, discusses the topic of home ownership. He also discusses what teachers need to watch out for and why they are being prayed on. Joel hits on the major pit falls of annuities and why they are being pushed by the financial industry. In addition, Joel gives a mid-year economic breakdown. For more information, visit www. NelsonFinancialPlanning...

On this episode, Joel Garris of Nelson Financial Planning, discusses why it is important not to neglect you 401K. He also discusses the return gap. Joel hits on a possible change in capital gains tax and reported earnings in the week that was. In addition, Joel talks about common social security mistakes. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵...

On this episode, Joel Garris of Nelson Financial Planning, discusses the changes Washington is proposing to make to your 401k. He also discusses the difference of Growth vs Value and the importance of diversification. In addition, Joel hits on the Florida prepaid college savings plan. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garri...

On this episode, Joel Garris of Nelson Financial Planning, discusses the performance of last week’s market and what to expect in the upcoming week. He also discusses what not to do with your 401k or 403B. In addition, Joel answers follow up questions from last week’s show. Joel also compares last year’s tax code to this year’s new tax code. For more information, visit www. NelsonFinancialPlanning....

On this episode, Joel Garris of Nelson Financial Planning, discusses the performance of last week’s market and what to expect in the upcoming week. He also talks about Simple or Savings Incentive Match Plan for Employees IRA. Joel talks about some of the “must” for estate planning. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris,...

On this episode, Joel Garris of Nelson Financial Planning, discusses the difference between ETFs and mutual funds. He also discusses better ways to manage your 401k. Joel talks about the growing concern of how to replace your income in retirement. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and F...

On this episode, Joel Garris of Nelson Financial Planning, discusses how well the American economy is doing compared to the world economy. He also discusses the changes in the new form tax 1040. Joel talks about the growing concern of how to replace your income in retirement. For more information, visit www. NelsonFinancialPlanning.com 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Cert...

On this episode, Joel Garris of Nelson Financial Planning, discusses how debt can prevent you from retiring. He also discusses the changes forth coming relating to the Dow Jones. Joel talks about changes in the new tax code involving home equity loans and 529s. Lastly, Joel discusses the fluid situation relating to tariffs between the US and China. For more information, visit www. NelsonFinancialP...

On this episode, Joel Garris of Nelson Financial Planning, discusses what millennials are doing wrong with their investments and suggests several strategies that can be utilized to expedite your retirement. He also discusses the differences between a rollover and transfer of assets and the benefits and disadvantages between them. Lastly, Joel discusses the true cost of your investments. For more i...

On this episode, Joel Garris of Nelson Financial Planning talks about the latest news that Social Security is having to tap its reserves this year to make payments. His son and office intern, Nelson Garris, joined him to talk about the implications of autonomous vehicles. Joel also describes the decision making process for paying down a mortgage and the difference between fee only and fee based in...

On this episode, Joel Garris of Nelson Financial Planning talks about the history and basis for the general rule that one can estimate their annual retirement income by calculating 4% of their assets. He also describes some of the steps people should take to get ready for retirement plus recaps the past week in the markets. For more information, view www. NelsonFinancialPlanning.com 💵 About Dolla...

On this episode of Dollars & Sense Joel interviews Brad Rutan of MFS Investments about the process used by an actively managed mutual fund. 💵 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,...