Dollars&Sense Nelson Financial Planning

On this podcast Joel Garris is joined by Chet Cowart to discuss the benefits of using a 529 savings plan to help pay for education. Plus, Joel shares his personal interaction with alternative investments and what the real investor rate of return is. These topics and more on this week's radio show/podcast. originally aired 7/1/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified F...

On this podcast Joel Garris is joined by Zach Keister to discuss the importance of starting to save early and the power of compounding and its impact on your retirement. Also they discuss the role of private equity within pensions and individual investor portfolios in reference to poor performance and limitations.  These topics and more on this week's radio show/podcast. originally aired 6/23/24...

On this podcast Joel Garris is joined by Kristin Castello to discuss the rising amount of IRS scams and how to avoid them. Joel and Kristin provide three key take aways to help protect yourself from said scams. Plus, they discuss real property scams and what you can do to avoid them. These topics and more on this week's radio show/podcast. originally aired 2/18/24 💵 About Dollars & Sense: 💵...

On this podcast Joel Garris discusses what you should do if you get a letter from the IRS. Plus, recorded deed notice letters that are simply nonsense in their request for funds to receive a free copy of your recorded deed. Finally, he mentions some of the complications about discussing inheritance with the next generation and provides five things you need to cover within those conversations. Thes...

On this podcast Joel Garris discusses the prevalent online view that the United States is in demise. He provides several statistics that shows quite the opposite is true. Plus, three key takeaways to help generation Z combat a disturbing trend of increasing credit card debt relative to past generations. Finally, the biggest failure of retirement planning and how to avoid it.  These topics and more...

On this podcast Joel Garris wishes all our mothers a very happy Mother’s Day! This program features an in-depth discussion on the most recent earnings season. Plus, how the postage stamp is a classic inflation indicator. Finally, the implications for your money if the Federal Reserve chooses not to lower interest rates. These topics and more on this week's radio show/podcast. originally aired 5/12...

On this podcast Joel Garris is joined by Nelson Financial Planning’s newest Certified Financial Fiduciary Chet Cowart to discuss what it takes to get a mortgage in today’s world. Plus, the limitations of getting advice from short clip videos like the ones featured on TikTok.  These topics and more on this week's radio show/podcast. originally aired 5/5/24 💵 About Dollars & Sense: 💵 Hosted by...

On this podcast Joel Garris is joined by Christina Lamb to discuss the IRS dirty dozen tax scams that individuals need to be aware of. Plus, in connection with the firm’s 40th anniversary on May 1st, they spend some time reminiscing about some of the most important headlines that have happened over the last 40 years! These topics and more on this week's radio show/podcast. originally aired 2/18/24...

On this podcast Joel Garris discusses some of the financial mistakes to avoid as you approach retirement. Plus, Joel shares his personal observation about his recently completed audit with the IRS. Also, what are some of the strategies to avoid an audit?  These topics and more on this week's radio show/podcast at https://www.spreaker.com/episode/57738422 originally aired 2/18/24 💵 About Dollars &...

On this podcast Joel Garris discusses purchases that most retirees often regret. Plus, what kind of cash saver are you in? Finally, steps to take whether you’re getting a refund or owe this tax year. These topics and more on this week's radio show/podcast. originally aired 4/14/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financia...

On this podcast Joel Garris shares examples of how artificial intelligence is improving efficiency and ways in which it is helping markets grow. Plus, the new rules of purchasing a home and the four items you need to be aware of in this changing home buying market. These topics and more on this week's radio show/podcast. Originally aired 4/7/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garri...

On this podcast Joel Garris outlines ways to become a millionaire that don’t involve lottery tickets. Plus, the latest self-proclaimed crisis by the financial industry and why you should steer clear of the products that are getting offered as a solution. also, a recap of quarter one 2024 performance.   These topics and more on this week's radio show/podcast. originally aired 4/1/24 💵 About Dollar...

On this podcast Joel Garris is joined by Kristin Castello CFP CPA CFF to discuss how you can deal with the impact of modified adjusted gross income on your tax bill. Plus, ways to minimize the impact of the survivor tax trap when a spouse passes. These topics and more on this week's radio show/podcast originally aired 3/24/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Fina...

Happy St. Patrick’s Day! On this podcast Joel Garris discusses 5 steps to creating a plan of action to achieve your financial goals. Plus, how human behavior can derail your investment results. Also, what’s the difference between filing jointly and separately for married couples? These topics and more on this week's radio show/podcast. originally aired 3/17/24 💵 About Dollars & Sense: 💵 Host...

On this podcast Joel Garris analyzes the Florida college prepaid plan and its recent price reductions. Plus, what’s right with the economy and why there might be some optimism against the current headlines.  These topics and more on this week's radio show/podcast. originally aired 3/10/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson...

On this podcast Joel Garris & Rob Field discuss five major life events that should trigger immediate reevaluation of finances. Also, Rob shares some of the Social Security changes for 2024. These topics and more on this week's radio show/podcast. originally aired 3/3/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Plann...

On this podcast Joel Garris discusses some of the early tax season trends NFP has encountered and how you might save money by addressing those trends. Plus, what’s the mystery behind RMD’s? finally, how you can improve your credit score. originally aired 2/26/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars...

On this podcast Joel Garris discusses three distinct topics involving what happens when you pass away. First, he talks about the way in which property actually passes and gives the listening audience a list of things to think about on whether they need a trust or not. Also, what are the types of taxes you can encounter upon your passing. These topics and more on this week's radio show/podcast. ori...

On this podcast Joel Garris discusses the need to check your year-end statement to make sure you don’t have any ETFs within your portfolio. Plus, Joel stresses the importance of checking your Money Market statement to verify what interest rate you are really getting for your cash. Finally, he talks about the Super Bowl market indicator. These topics and more on this week's radio show/podcast. orig...

On this podcast Joel Garris & Rob Field discuss the federal filing requirements for new small business owners that apply in 2024 under the Corporate Transparency Act. They also give insight on what information small business owners need to file with the US Treasury prior to year-end. Plus, what existing small business owners need to file with the US Treasury prior to year-end. Also, they highl...

On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and IRS enrolled agent Christina Lamb to discuss the latest on the Employee Retention Credit along with the health benefits of budgeting. Plus, the importance of accurate tax planning and tax advice as it relates to your investments and your retirement. These topics and more on this week's radio show/podcast. originally...

On this podcast Joel Garris discusses two disturbing trends that are increasing in 2024.Investors are finding that financial advisory fees are increasing at a greater amount than normal. Joel talks about how you can determine how much you’re paying for your financial services by looking at your annual statements. Plus, Joel talks about how to avoid the disturbing trend that is online scams particu...

Our top 10 tax changes episode for 2024! On this podcast Kristin Kalley joins Joel Garris to discuss the latest tax changes and how they impact you. This topic and more on this week's radio show/podcast. originally aired 1/14/24 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Flo...

On this podcast Joel Garris discusses how you can have better money habits in the new year. Plus, some of the trends you need to be aware of in order to best position yourself in the new year. Also, he explains two traps that investors most likely will fall into during 2024. These topics and more on this week's radio show/podcast. originally aired 1/7/24 💵 About Dollars & Sense: 💵 Hosted by...

On this week’s year end podcast Joel completes his fearless forecast for 2024 and recaps how we did in 2023. In addition, he covers some of the major headlines for 2023 and their economic impacts. Plus, a detailed discussion on some of the things that tripped people up in 2023, negatively impacting their investment results and how to avoid those same mistakes in 2024. These topics and more on this...