Dollars&Sense Nelson Financial Planning Podcast Por Joel Garris of Nelson Financial Planning arte de portada

Dollars&Sense Nelson Financial Planning

Dollars&Sense Nelson Financial Planning

De: Joel Garris of Nelson Financial Planning
Escúchala gratis

💵 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 Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.Copyright Joel Garris Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • How Interest Rates Impact Tax Bill, Geopolitics and Investing, and Smart Portfolio Strategies

    How Interest Rates Impact Tax Bill, Geopolitics and Investing, and Smart Portfolio Strategies
    Mar 30 2026
    In this episode of Dollars & Sense with Joel Garris, CERTIFIED FINANCIAL PLANNER® at Nelson Financial Planning, we tackle some of the hottest financial topics of the week:
    • IRS Interest & Penalties: Did you pay extra on your tax bill? Discover why IRS penalties are on the rise, how interest rates affect what you owe, and actionable steps you can take to avoid unnecessary costs.

    • Market Corrections Explained: With markets sliding into correction territory, Joel breaks down what a 10%+ decline means, why volatility is normal, and how headline-driven market drops often recover faster than you think.

    • Inflation & Real-World Impact: Are rising gas prices hurting your wallet, or is it mostly psychological? Learn how inflation affects different households and why financial planning should focus on your numbers—not the headlines.

    • The Power of Diversification: Ever wonder why your investments don’t all perform the same? Joel answers common questions about diversification, the risks of concentration (even in index funds), and how to build a portfolio that weathers market ups and downs.

    • Global Economics & the Dollar: Get an update on the U.S. dollar’s strength, China’s shrinking share of the global economy, and why America’s economic position remains unique and strong.

    • Federal Reserve & Interest Rates: Find out how shifting expectations around rate cuts are impacting markets—and why you shouldn’t build your investment strategy around Fed predictions.

    • Election Year Volatility: Learn historical stats on market swings during midterm election years and why volatility is usually temporary.

    Whether you’re a taxpayer, investor, or retiree, this epi


    💵 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.

    👉 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 Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

    ➡️ CONNECT WITH US:
    Facebook: /NelsonFinancialPlanning
    Twitter: /nelsonfinplan
    Instagram: /nelson_financial_planning
    YouTube: @nelsonfinancialplanning2202
    Más Menos
    38 m
  • Market March Madness: Private Credit Squeeze & The Truth About Tax-Free Retirement

    Market March Madness: Private Credit Squeeze & The Truth About Tax-Free Retirement
    Mar 23 2026
    Join Joel Garris and Chet Cowart on this week’s episode of Dollars & Sense as they take you courtside for a lively discussion that fuses the excitement of March Madness with the intensity of today's financial headlines. This episode dives into the "private credit squeeze"—how hot new investment products can quickly go from hype to headache, and why liquidity and transparency matter more than ever.

    The hosts break down what private credit is, how it’s become the latest Wall Street darling, and why even big-name fund managers are feeling the pressure as investors clamor to cash out. Whether you’re a seasoned investor or just curious about these trending products, you’ll learn the risks and realities behind the glossy sales pitches and limited withdrawal policies.

    In the second half, Joel and Chet tackle the buzz surrounding a "totally tax-free retirement." Are those seminar promises too good to be true? Get the real story on Roth conversions, backdoor IRAs, and why tax planning isn’t a one-size-fits-all solution. They share real-world examples, highlight common pitfalls, and offer guidance for anyone considering major moves with their retirement savings.

    Plus, enjoy some fun NCAA tournament banter, insights on the changing landscape of college sports and NIL money, and practical advice for making smarter financial decisions—no matter what the headlines say.
    • Understanding the private credit squeeze: hype vs. reality

    • What limited liquidity means for your portfolio

    • The facts (and fine print) about achieving a tax-free retirement

    • Why individualized planning beats blanket advice every time

    Don’t let market trends or eye-catching ads dictate your financial future. Tune in for a winning playbook on navigating today’s investment landscape!


    💵 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.

    👉 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 Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

    ➡️ CONNECT WITH US:
    Facebook: /NelsonFinancialPlanning
    Twitter: /nelsonfinplan
    Instagram: /nelson_financial_planning
    YouTube: @nelsonfinancialplanning2202
    Más Menos
    40 m
  • Often Missed Tax Credits & Five Scams to Dodge This Filing Season

    Often Missed Tax Credits & Five Scams to Dodge This Filing Season
    Mar 16 2026
    Unlock Savings, Outsmart Scammers, and Take Control of Your Taxes

    Ready to make your taxes work for you—and not just for Uncle Sam? Join us for a deep dive into the tax credits millions of Americans overlook every year, costing them real money. We break down what credits matter most, how simple life changes—like saving for retirement, child care, and home improvements—can put cash back in your pocket, and why planning ahead is your strongest tool.

    But we don’t stop there: Tax season is a prime time for scammers, and they’re getting more sophisticated. Discover the five most common scams circulating this year—from IRS impersonators and fake refund offers to ghost preparers and phony charities. We share actionable steps to protect your identity, your refund, and your peace of mind.

    Whether you’re a busy professional, retiree, or small business owner, this episode gives you the knowledge and confidence to maximize your savings, avoid costly mistakes, and stay safe. Tune in, take notes, and share with someone you care about—because awareness is the best defense we have.


    💵 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.

    👉 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 Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

    ➡️ CONNECT WITH US:
    Facebook: /NelsonFinancialPlanning
    Twitter: /nelsonfinplan
    Instagram: /nelson_financial_planning
    YouTube: @nelsonfinancialplanning2202
    Más Menos
    39 m
Todavía no hay opiniones