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Dollars&Sense Nelson Financial Planning

Joel Garris of Nelson Financial Planning
Retirement Planning
Financial Planning
Estate Planning
Taxes
Federal Reserve
Retirement Accounts
Investing
401k
Holiday Scams
Emergency Savings Account
Election
Beneficial Ownership Information Report
Fraud Prevention
Secure 2.0 Act
Interest Rates
Market Volatility
Savings Strategies
National Public Data
Certificates Of Deposit
2025 Tax Bracket Changes

💵 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 upd... more

PublishesWeeklyEpisodes357Founded7 years ago
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InvestingSelf-ImprovementBusinessEducation

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Artwork for Dollars&Sense Nelson Financial Planning

Latest Episodes

In this episode of Dollars & Sense, Joel Garris and Christina Lamb tackle two of the most pressing topics in personal finance: the power—and pitfalls—of leveraged ETFs, and the shifting wealth equation for young Americans deciding between renting or ... more

In this episode of Dollars & Sense with Joel Garris, listeners are treated to an insider’s perspective from a prestigious investment conference attended by just 100 select guests and hosted by one of the world’s largest asset managers. Joel kicks off... more

In this can’t-miss episode of Dollars & Sense, hosts Joel Garris and Zach Keister tackle the timely topics reshaping America’s financial landscape. They kick off with a deep dive into tariffs—cutting through the headlines to reveal how the U.S. econo... more

In this episode of Dollars & Sense, host Joel Garris breaks down the critical steps to "die better"—or at least be better prepared—by mastering the essentials of estate planning. Drawing from Chapter 19, "Death: The Other Certainty," of the Next Gen ... more

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Recent Guests

Chet Cowart
Certified Financial Fiduciary at Nelson Financial Planning
Nelson Financial Planning
Episode: Common Investor Mistakes To Avoid During These Unpredictable Times & Expert Tips
Zach Keister
Certified financial fiduciary at Nelson Financial Planning
Nelson Financial Planning
Episode: Mastering Your Finances: Budgeting, Legal Insights, and Protecting Your Assets
Kristin Costello
Fellow Certified Financial Fiduciary and Certified Financial Planner at Nelson Financial Planning
Nelson Financial Planning
Episode: Filing Beneficial Ownership Interest Reports and Everything You Need to Know About Roth Conversions

Host

Joel Garris
Certified Financial Planner and Certified Financial Fiduciary

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Talking Points

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401k Changes, Alternative Investment Options, Tax Shifts, & Retirement Account Consolidation
Q: What does this mean for clients and their strategy when it comes to retirement savings?
The IRS is mandating Roth savings for high earners, impacting tax deductions and overall retirement strategy.
What Should Couples be Asking Each Other?
Q: What are some questions couples should be asking themselves about their finances?
Four questions couples should ask include: Do we talk enough about our money? Do we have a designated person to handle our finances if something happens to either one of us? Are we keeping good financial records? And are we on the same page regarding our investment risk?

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Frequently Asked Questions About Dollars&Sense Nelson Financial Planning

What is Dollars&Sense Nelson Financial Planning about and what kind of topics does it cover?

Focuses on key financial topics including personal finance management, investment strategies, tax planning, and retirement savings. The discussions range from avoiding common investment pitfalls and understanding complex financial products to addressing pressing issues like tax identity theft and economic trends affecting investments. Episodes often feature practical advice from experts and personal anecdotes that emphasize proactive financial planning and strategies for both individuals and families. Unique insights into the complexities of current market conditions provide a valuable resource for listeners looking to enhance their financial literacy and decision-making.

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How many listeners does Dollars&Sense Nelson Financial Planning get?

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Which podcasts are similar to Dollars&Sense Nelson Financial Planning?

These podcasts share a similar audience with Dollars&Sense Nelson Financial Planning:

1. Retirement Answer Man
2. Your Money, Your Wealth
3. Retirement Planning Education, with Andy Panko
4. Money Guy Show
5. The Retirement and IRA Show

How many episodes of Dollars&Sense Nelson Financial Planning are there?

Dollars&Sense Nelson Financial Planning launched 7 years ago and published 357 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Dollars&Sense Nelson Financial Planning?

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What guests have appeared on Dollars&Sense Nelson Financial Planning?

Recent guests on Dollars&Sense Nelson Financial Planning include:

1. Chet Cowart
2. Zach Keister
3. Kristin Costello

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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