Dollars&Sense Nelson Financial Planning

In this episode of Dollars & Sense, Joel dives into the recent uptick in market volatility as 2025 kicks off. 📈 How does this tie into the latest economic data? And what might the Federal Reserve do next? 🤔 Joel breaks it all down and shares valuable insights. But that's not all! For those thinking about or already in retirement, Joel offers expert advice on setting up a successful consultin...

Zach Keister joins Joel Garris for an in-depth discussion on the essential tools you need to achieve your financial goals successfully. 💼 They explore the serious consequences of improper budgeting and offer insights on how to avoid common pitfalls. 📊💡 Moreover, they delve into the latest legal developments regarding the necessity of putting your will into writing. 📜✔️ Don't miss their analysi...

Join Joel in this insightful episode of Dollars and Sense as he lays out the top financial resolutions for the new year and provides practical tips on how to achieve them. 💰 Learn about the major investment themes for 2025 and how they might impact your money. ✈️And did you get the gift of travel? Joel reviews new travel requirements and what you need to do if you plan to travel abroad. 🌍 Don't...

Join us for the final episode of Dollars & Sense in 2024 with your host, Joel Garris! 📈🔍 In this special wrap-up, Joel revisits his market predictions from a year ago—did he hit the mark? 🎯 He also shares his fearless forecast for 2025, giving you insights on what to watch out for. 📅📊 Plus, we'll explore the major headlines that influenced your finances this year and discuss the challenge...

🎙️ Welcome to a special episode of Dollars & Sense with guest hosts Rob Field and Christina Lamb! 💰 In this exciting episode, our financial experts delve into the fascinating relationship between Money and Happiness. They'll discuss how effective budgeting can relieve stress and share valuable tips on forecasting your cash flow for a worry-free retirement. Rob and Christina are also bringing...

On this week’s program, Joel provides updates on the suspension on the Beneficial Ownership Report obligation that was due to be required at year end for small businesses. In addition, he shares the latest studies on investor performance in a post covid world on the 5th anniversary on Covid 19. Joel covers some of the common financial mistakes that grandparents might make with their grandchildren....

Join Joel Garris and guest host Chet Cowart on this episode of Dollars & Sense! 💵 They're diving into the uptick in financial scams during the holiday season 🎄🔍 and sharing important tips on how to protect yourself and your loved ones. Don't miss their invaluable advice on simplifying your estate planning to reduce stress for your beneficiaries 📝💡 📈 Learn how to safeguard your finances a...

This week on Dollars & Sense, Joel dives into some hot topics you won't want to miss! 🔥 💼 Joel shares cautious optimism about rate cuts during market highs. 📈 📑 The Corporate Transparency Act's impact on small businesses. 🏢 💡 Debunking watered-down info on Roth conversions online. 💻 💰 Traditional IRA vs Roth IRA—Joel explains tax advantages from real client experiences. 💵 Plus, get th...

🎙️📈 Join Joel in a deep dive into the potential impact of the current political climate on tax and retirement changes. With expert insight and astute analysis, we explore what the recent election results mean for your finances, empowering you to make informed decisions for your future.   But that's not all – we also explore the fascinating world of cognitive biases and how they can influence our...

🚀🎙️ New Episode Alert! 🎙️🚀 In this special Election Edition of Dollars & Sense, Joel reviews his 2025 predictions and shares insights on how the upcoming election might shape up. 🗳️✨ 👀 What to expect: 1️⃣ How did Joel’s 2024 predictions hold up? 📅 2️⃣ The impact of politics on markets and investing tips during election uncertainty 📉💡 3️⃣ IRS updates on tax brackets and upcoming tax chan...

🎙️Join us on this episode of Dollars & Sense as Zach Keister and Joel Garris dive into the crucial questions every couple should ask about their finances. 💑💸 Plus, uncover the risks of storing your money in cash apps and gift cards, especially with the holiday season around the corner. 🎁📱 Don't miss out on essential tips to keep your estate plan up-to-date with the latest laws. 🏠📜 #Nelso...

📈✨ In this week's episode, Joel recaps some of the latest investment insights fresh from his Los Angeles trip, where he met with top institutional investors. 🌟 Plus, get Joel's top tips on balancing your investments while being an effective caregiver—a must-hear for many in their 50s! 💡 And don't miss the three essential steps to boost your investment performance and close that pesky performan...

Joel delves into the complexities of passing assets from one generation to the next and emphasizes the importance of good estate planning to mitigate these issues with 4 essential questions needed to kickstart a successful estate plan. He also highlights the staggering number of forgotten 401(k) accounts, estimated to be around 24 million, and outlines steps to track down and take control of these...

In this episode, our hosts, Christina Lamb and Joel Garris, dive deep into a troubling study that sheds light on a common financial pitfall – the cycle of rolling over investments without realizing they often end up stagnating in cash. In addition, Joel and Christina recap the market’s performance for the first three quarters of the year plus talk about some of the core beliefs people have about m...

🎙️💡 In this episode of Dollars & Sense, Joel delves into the concept of reinvestment risk with CDs ahead of the "maturity tsunami" over the next year. 🌊💰 He also sheds light on how potential changes in tax policies under the next president could add further complexity to our tax system. 🏛️💸 Additionally, Joel shares three practical steps to help you catch up if you feel behind in your reti...

Check out the latest episode of Dollars & Sense! 🎧💰 Joel Garris dives into four key investment themes set to drive results over the next decade, offering valuable insights for long-term success in your portfolio. 📈 In this episode, Joel also analyzes the impact of the recent Federal Reserve rate cut and unpacks new research from Morningstar that sheds light on investor underperformance when...

On this episode, Joel Garris is joined by Rob Field to go over steps to protect yourself if you are victim of a data breach, discuss a few of September’s major headlines, and celebrate the 89th anniversary of Social Security. These topics and more on this week's radio show/podcast. 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financi...

On this podcast Joel Garris outlines the five key ways that you improve your ability to save money immediately. Plus, he provides some practical non-financial things you can do a year or two prior to retirement to help improve the quality of your transition. These topics and more on this week's radio show/podcast. originally aired 9/8/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Ce...

Did you know scammers are targeting your retirement savings and leaving you with massive tax bills? 😱 Learn how these clever fraudsters exploit recent tax law changes to steal from unsuspecting victims and leave them with IRS nightmares! Discover how you can protect yourself and your loved ones from falling prey to these devastating scams. In this episode, Joel Garris and Kristin Kalley-Castello...

On this podcast Joel Garris is joined by Chet Cowart to discuss how to help your finances survive political volatility. Plus, tips to help volatile in you spending habits. These topics and more on this week's radio show/podcast. originally aired 8/25/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Se...

In light of recent market volatility this week Joel Garris discusses what he believes the root cause of it is and two things you need to do now with your investments. He also talks about three different strategies to take advantage of the market decline. These topics and more on this week's radio show/podcast.  originally aired 8/11/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Cert...

On this podcast Joel Garris is joined by Zach Keister to discuss the importance of being goal oriented with financial questions rather than product oriented. Plus, what you can do to avoid the 401k rollover mistake that’s costing retirees billions of dollars each year. Finally, they celebrate the 100th anniversary of the mutual fund and its roll in America.  These topics and more on this week's ra...

On this podcast Joel Garris is joined by Christina Lamb to discuss the importance of credit scores when it comes to purchasing a car. Plus, the latest final rules issued by the IRS in regard to inherited retirement accounts. Finally, the incredible value of a Health Savings Account. These topics and more on this week's radio show/podcast. originally aired 7/29/24 💵 About Dollars & Sense: 💵 H...

On this podcast Joel Garris discusses four major items to consider when assisting a loved one or spouse move to a retirement care facility. Plus, what investors need to do with their portfolio in light of the market hitting record highs. These topics and more on this week's radio show/podcast. originally aired 7/21/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Pl...

On this podcast Joel Garris is joined by Rob Field to discuss perception vs reality involving current economic climate. Also, three major tools and two considerations involving estate planning blended families.  These topics and more on this week's radio show/podcast. originally aired 7/14/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nel...