Dollars&Sense Nelson Financial Planning

On this podcast Joel Garris discusses the various features of the most misunderstood savings vehicle, the HSA. Plus, the cost if you’re checking account balances too often. These topics and more on this week's radio show. originally aired 6/25/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is...

The bull has returned! What does that mean for your money? On this podcast Joel Garris discusses the recent market trends. Plus, common misconceptions about social security and how avoiding them can help you improve your financial picture. These topics and more on this week's radio show/podcast. originally aired 6/18/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial...

On this podcast Joel Garris discusses key strategies to become a millionaire. Plus, pros and cons of CD's vs Money Markets. These topics and more on this week's radio show/podcast. originally aired 6/11/23 💵 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...

On this podcast Joel Garris discusses the recent debt ceiling deal. Plus, how retirees might reduce their expenses due to inflation. These topics and more on this week's radio show/podcast. originally aired 6/4/23 💵 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-...

On this podcast Joel Garris is joined by Ron Cervantes owner of C Solutions IT to discuss how to protect yourself from cybercrime traps. Plus, Joel pokes holes at the IRS weighing an option to further expand its free tax preparation and filing service. These topics and more on this week's radio. originally aired 5/21/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial...

On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and IRS enrolled agent Christina Lamb to discuss the IRS’s latest listing of scams that folks need to be aware of. Plus, Joel talks about how to avoid compounding your grief at the loss of a loved one by paying more in income taxes than you should. These topics and more on this week's radio show/podcast. originally aired...

On this podcast Joel Garris discusses what factors make up your credit score and ways to improve it. Plus, ways in which you can save and pay for college, particularly using 529’s. These topics and more on this week's radio show/podcast. originally aired 5/14/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars...

On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary Rob Field to discuss some major retirement changes ahead. Plus, what’s the difference between return on investments and return of investment? Finally, why return on investment or return of investment matters in today’s world of CD And annuity payout rates. These topics and more on this week's radio show/pocast. originall...

On this podcast Joel Garris discusses why you should be a boring investor instead of a knucklehead investor. Plus, why the coming recession may not be as dramatic as the media says. Lastly, a recap of current earnings season, the latest economic data, and the upcoming Federal Reserve meeting. These topics and more on this week's radio show/podcast. originally aired 4/30/23 💵 About Dollars & S...

On this podcast Joel Garris discusses some of the statistics behind the U.S. dollar in the global economy. Plus, some surprising statistics about retirement and how to address them early on. Finally, the latest on inflations impact to Social Security and I-bonds. These topics and more on this week's radio show/podcast at https://www.spreaker.com/episode/53629495 originally aired 4/23/23 💵 About D...

On this podcast Joel Garris discusses how higher interest rates affect everyday life. Plus, other steps you can take to improve your financial picture. These topics and more on this week's radio show/podcast. Originally aired 4/16/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Centra...

On this podcast Joel Garris discusses five reasons why tax planning is important to your overall financial planning regardless of if it is tax time or not. Plus, a recap of tax season trends. These topics and more on this week's radio show/podcast. originally aired 4/9/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Plannin...

On this podcast Joel Garris discusses two things that still surprise him when folks visit for the first time. Plus, three reasons you might wind up unhappy in retirement. 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 Financial Planning, Dollars & Sense is one of Central Flor...

On this podcast Joel Garris discusses what you need to know about your cash in the bank. Plus, how Biden’s first veto makes it even more important than ever to roll your 401k to and IRA at the very first option. These topics and more on this week's radio show/podcast. originally aired 3/26/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nel...

On this podcast Joel Garris discusses bank industry & economic headlines of the past week. Plus, an in-depth conversation on tax changes lurking in the latest budget proposal. 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 Financial Planning, Dollars & Sense is one of Cen...

President Biden released his budget this past week which stands in direct contrast to the tax data the IRS released for 2023.On this podcast Joel Garris this dichotomy. Plus, a solution to the disturbing trend of significant increase in hardship withdraws from 401k’s. Tune in for a full discussion of these topics and more on this week's episode. 💵 About Dollars & Sense: 💵 Hosted by Joel Garr...

On this podcast Joel Garris discusses some of the recent developments regarding ESG investing. Plus, Joel is joined by fellow CFF and NAS Rob Field to discuss recent changes to Social Security 💵 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 program...

On this podcast Joel Garris discusses some of the biggest mistakes people make with a will. Plus, a recap of current economic events. These topics and more on this week's radio show/podcast. originally aired 2/26/23 💵 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 longes...

On this podcast Joel Garris discusses some of the early trends happening in this tax season. Plus, some questions to ask yourself, children, and parents to keep from getting your phone hacked. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 2/19/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Fin...

On this podcast Joel Garris discusses a variety of practical tips for you to follow that will help your loved ones once you've passed. Plus, Joel discusses the Super Bowl indicator and the advertisement that will appear. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 2/12/23 💵 About Dollars & Sense: 💵 Hosted by...

On this podcast Joel Garris discusses two dirty secrets of why converting to a tax-free retirement is a bad idea. Plus, an overview of some recent headlines that impact you & your money. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 2/5/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financ...

On this podcast Joel Garris discusses merging investment themes. Plus, things to know as tax season begins! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 01/29/23 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is on...

On this podcast Joel Garris discusses a long-term perspective on the markets. Plus, what are five of the worst purchases retirees make? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 01/22/2022 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Plann...

On this podcast Joel Garris & Kristin Kalley have an in-depth discussion on money tips to follow for 2023. Plus, an in-depth discussion of tax changes for 2023. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 01/15/2023 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduci...

On this podcast Joel Garris & Kristin Kalley discuss some practical financial moves you could make to start off 2023 right. Plus, an in-depth discussion of tax changes for 2023. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 01/08/2023 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial P...