293 episodes

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

    • Business
    • 5.0 • 7 Ratings

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.

    Perception vs Reality in Today's Economy

    Perception vs Reality in Today's Economy

    On this podcast Joel Garris is joined by Rob Field to discuss perception vs reality involving current economic climate. Also, three major tools and two considerations involving estate planning blended families.  These topics and more on this week's radio show/podcast.
    originally aired 7/14/24

    • 40 min
    The Real Return on Alternative Investments

    The Real Return on Alternative Investments

    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

    • 40 min
    Are Private Equity Investment’s Dragging Down Pensions?

    Are Private Equity Investment’s Dragging Down Pensions?

    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

    • 40 min
    Have You Been Affected By An IRS Scam?

    Have You Been Affected By An IRS Scam?

    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

    • 40 min
    What To Do If You Get an IRS Letter

    What To Do If You Get an IRS Letter

    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. These topics and more on this week's radio show/podcast.
    originally aired 6/2/24

    • 40 min
    Is the United States In Demise?

    Is the United States In Demise?

    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 week's radio show/podcast.
    originally aired 5/19/24

    • 40 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
PBD Podcast
PBD Podcast
Money Rehab with Nicole Lapin
Money News Network
The Ramsey Show
Ramsey Network
Habits and Hustle
Jen Cohen and Habit Nest
People Magic: How to Build a $1M Community
Mighty Networks & Pod People

You Might Also Like

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze Orman Media
Money Guy Show
Brian Preston and Bo Hanson
The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Rachel Maddow Show
Rachel Maddow, MSNBC
SmartLess
Jason Bateman, Sean Hayes, Will Arnett