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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...
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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.
show less
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
Dollars&Sense Nelson Financial Planning
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The Real Return on Alternative Investments
1 JUL 2024 · 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 -
Are Private Equity Investment’s Dragging Down Pensions?
24 JUN 2024 · 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 -
Have You Been Affected By An IRS Scam?
17 JUN 2024 · 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 -
What To Do If You Get an IRS Letter
3 JUN 2024 · 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 -
Is the United States In Demise?
20 MAY 2024 · 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 -
The Correlation Between a Postage Stamp and Inflation
13 MAY 2024 · On this podcast Joel Garris wishes all our mothers a very happy Mother’s Day! This program features an in-depth discussion on the most recent earnings season. Plus, how the postage stamp is a classic inflation indicator. Finally, the implications for your money if the Federal Reserve chooses not to lower interest rates. These topics and more on this week's radio show/podcast. originally aired 5/12/24 -
Getting A Mortgage in 2024?
6 MAY 2024 · On this podcast Joel Garris is joined by Nelson Financial Planning’s newest Certified Financial Fiduciary Chet Cowart to discuss what it takes to get a mortgage in today’s world. Plus, the limitations of getting advice from short clip videos like the ones featured on TikTok.  These topics and more on this week's radio show/podcast. originally aired 5/5/24 -
Dirty Dozen Tax Scams
29 APR 2024 · On this podcast Joel Garris is joined by Christina Lamb to discuss the IRS dirty dozen tax scams that individuals need to be aware of. Plus, in connection with the firm’s 40th anniversary on May 1st, they spend some time reminiscing about some of the most important headlines that have happened over the last 40 years! These topics and more on this week's radio show/podcast. originally aired 2/18/24 -
Financial Mistakes to Avoid When Approaching Retirement
22 APR 2024 · 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?
15 APR 2024 · 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
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...
show more
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.
show less
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.
Information
| Author | Joel Garris |
| Categories | Business , Investing , Self-Improvement |
| Website | www.spreaker.com |
| joel@nelsonfinancialplanning.com |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
