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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.
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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
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 2/18/2440m 19s -
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 4/14/2440m 30s -
How AI Affects Markets
9 APR 2024 · 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 4/7/2440m 13s -
How Do I Become A Millionaire?
1 APR 2024 · 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 4/1/2440m 14s -
Who Is MAGI and How Does She Increase Your Tax Bill?
25 MAR 2024 · 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 3/24/2440m 20s -
What's The Difference Between Filing Jointly and Separately?
19 MAR 2024 · 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 3/17/2438m 26s -
Optimism Against Current Headlines
11 MAR 2024 · On this podcast Joel Garris analyzes the Florida college prepaid plan and its recent price reductions. Plus, what’s right with the economy and why there might be some optimism against the current headlines.  These topics and more on this week's radio show/podcast. originally aired 3/10/2440m 28s -
Five Major Life Events That Affect Finances
4 MAR 2024 · On this podcast Joel Garris & Rob Field discuss five major life events that should trigger immediate reevaluation of finances. Also, Rob shares some of the Social Security changes for 2024. These topics and more on this week's radio show/podcast. originally aired 3/3/2440m 20s -
Early Tax Season Trends
26 FEB 2024 · On this podcast Joel Garris discusses some of the early tax season trends NFP has encountered and how you might save money by addressing those trends. Plus, what’s the mystery behind RMD’s? finally, how you can improve your credit score. originally aired 2/26/2440m 29s -
What Happens When You Pass Away?
19 FEB 2024 · On this podcast Joel Garris discusses three distinct topics involving what happens when you pass away. First, he talks about the way in which property actually passes and gives the listening audience a list of things to think about on whether they need a trust or not. Also, what are the types of taxes you can encounter upon your passing. These topics and more on this week's radio show/podcast. originally aired 2/18/2440m 32s
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
