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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

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.

Dollars&Sense Nelson Financial Planning Joel Garris of Nelson Financial Planning

    • 투자

Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

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.

    The Reality of Bitcoin!

    The Reality of Bitcoin!

    On this podcast we discuss the reality, history, and makeup of bitcoin! Plus, what is our take on bitcoin and its future value? Also, new proposals for tax changes in Washington! Finally, why it might be worth doing your taxes married filing separate! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
    originally aired 4/04/2021

    • 39분
    Filling Married vs Married Filling Separate

    Filling Married vs Married Filling Separate

    On this podcast we compare married filing separate to married filing jointly! Plus, why our dynamic economy is so important! Also, what industries are booming during our current pandemic! Finally, you’re about to lose the second leg on the 3 legged stool! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
    originally aired 3/28/2021

    • 1 hrs
    NEW STIMULUS UPDATE! WILL YOU GET IT?

    NEW STIMULUS UPDATE! WILL YOU GET IT?

    On this podcast we unpack all of the 1.9 trillion-dollar stimulus package! Plus, why unemployment has changed in every way! Also, are you eligible for the new stimulus check? Finally, how you could become eligible for the new stimulus check! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
    originally aired 3/14/2021

    • 39분
    The Cash and Bonds Trap!

    The Cash and Bonds Trap!

    On this podcast we talk about the Government accountability office’s review of the IRS! Plus, why bond and cash positions could be a trap! Also, don’t overpay for underperforming investments! Finally, why it’s important to roll over your 401K the right way! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
    originally aired 3/7/2021

    • 39분
    Are You Talking To The Right Planner?

    Are You Talking To The Right Planner?

    On this podcast we talk about roaring kitty and what happened with GameStop! Plus, financial planning vs retirement planning vs investment planning vs income planning! Also, will there be big opportunities in the international markets? Finally, how will marriage affect your social security? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
    originally aired 2/21/2021.

    • 39분
    The Tampa Bay Bucs Might Have Determined The Stock Market!

    The Tampa Bay Bucs Might Have Determined The Stock Market!

    On this podcast we talk about how the winner of the super bowl might determine the direction of the markets! Plus, do not get greedy with GameStop!!! Also, how do dividends work and why are they important? Finally, this is worse than having to pay taxes! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
    originally aired 2/8/2021

    • 40분

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