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Dollars&Sense Nelson Financial Planning Joel Garris of Nelson Financial Planning
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- Näringsliv
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.
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Financial Mistakes to Avoid When Approaching Retirement
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 -
What Purchases Do Retirees Regret?
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 -
How AI Affects Markets
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
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How Do I Become A Millionaire?
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 -
Who Is MAGI and How Does She Increase Your Tax Bill?
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 -
What's The Difference Between Filing Jointly and Separately?
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
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