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Joel Garris Podcasts

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Dollars&Sense Nelson Financial Planning

Joel Garris of Nelson Financial Planning

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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 ...
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How AI Affects Markets 40:14

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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? 40:15

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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/…
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Who Is MAGI and How Does She Increase Your Tax Bill? 40:21

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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…
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What's The Difference Between Filing Jointly and Separately? 38:27

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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 a…
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Optimism Against Current Headlines 40:29

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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 3/10/24By Joel Garris of Nelson Financial Planning
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What Happens When You Pass Away? 40:33

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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 topi…
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Four Conclusions of Underperformance Within Alternative Funds 40:03

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On this podcast Joel Garris discusses the need to check your year-end statement to make sure you don’t have any ETFs within your portfolio. Plus, Joel stresses the importance of checking your Money Market statement to verify what interest rate you are really getting for your cash. Finally, he talks about the Super Bowl market indicator. These topic…
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Pay Attention Small Business Owners! 40:19

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On this podcast Joel Garris & Rob Field discuss the federal filing requirements for new small business owners that apply in 2024 under the Corporate Transparency Act. They also give insight on what information small business owners need to file with the US Treasury prior to year-end. Plus, what existing small business owners need to file with the U…
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How Important Is Tax Planning? 40:15

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On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and IRS enrolled agent Christina Lamb to discuss the latest on the Employee Retention Credit along with the health benefits of budgeting. Plus, the importance of accurate tax planning and tax advice as it relates to your investments and your retirement. These topics and m…
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Two Disturbing Trends In 2024 40:29

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On this podcast Joel Garris discusses two disturbing trends that are increasing in 2024.Investors are finding that financial advisory fees are increasing at a greater amount than normal. Joel talks about how you can determine how much you’re paying for your financial services by looking at your annual statements. Plus, Joel talks about how to avoid…
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Better Money Habits for 2024! 40:44

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On this podcast Joel Garris discusses how you can have better money habits in the new year. Plus, some of the trends you need to be aware of in order to best position yourself in the new year. Also, he explains two traps that investors most likely will fall into during 2024. These topics and more on this week's radio show/podcast. originally aired …
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The 2024 Fearless Forecast! 40:20

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On this week’s year end podcast Joel completes his fearless forecast for 2024 and recaps how we did in 2023. In addition, he covers some of the major headlines for 2023 and their economic impacts. Plus, a detailed discussion on some of the things that tripped people up in 2023, negatively impacting their investment results and how to avoid those sa…
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The Holiday Season & Your Finances 40:14

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On this week's show, Joel provides an economic perspective to the holiday shopping season, along with a variety of interesting economic stats about the Christmas holiday. The dark clouds behind holiday shopping unfortunately manifest themselves as an increase in credit card balances and hardship withdrawal going into the end of the year. Joel talks…
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Year-End Tax Changes To Make 40:27

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On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and CFP Kristin Kalley to discuss some of the year-end tax exchanges that Americans need to know about to save on their taxes for next year. Also, they discuss the push from Washington DC and the financial services industry to make contributions to Roth IRAs in order to g…
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Are You Hitting A Milestone? 40:33

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On this podcast Joel Garris discusses the milestones of turning 50, 60, 70 and some of the things you need to think about during the course of those decades in order to have the best future and retirement. Also, Joel discusses a variety of things you can do before the end of the year to reduce your taxes. These topics and more on this week's radio …
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Fundamental Concepts 40:30

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On this podcast Joel Garris outlines some of the financial fundamentals that we all need to follow in order to achieve financial success. 2023 has been a decent year for performance but unfortunately many people have missed out as a result of not adhering to some of the fundamental financial concepts. Joel talks about these concepts at length in hi…
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Crucial Aspects of Retirement 40:20

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On this podcast Joel Garris & Rob Field discuss how to have a happy and quality retirement by improving the social aspects of your life. Whether you’re approaching retirement or are in retirement you need to consider the social, health and legacy aspects of your life in order to ensure the years you spend in retirement are enjoyable. These topics a…
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Key Takeaways from SECURE 2.0 40:09

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On this podcast Kristin Kalley joins Joel Garris for a discussion on key takeaways and changes for your retirement courtesy of the SECURE Act 2.0. Plus, they highlight why investors should be reviewing their investment allocation particularly where they stand on cash and international markets. These topics and more on this week's radio show/podcast…
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Investor Performance VS Actual Performance 40:17

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On this podcast Joel Garris discusses the role of emotions and how it affects our money and our retirement. Plus, he discusses two recent studies that showed American are ill prepared with their finances and miss out on a tremendous amount of investing opportunities. The importance of financial literacy cannot be underestimated. These topics and mo…
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Five Pitfalls of Inheriting Money 39:56

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On this podcast Joel Garris discusses five pitfalls of inheriting money as more fully detailed within one of the chapters in our new book Next Gen Dollars & Sense. Free hard copies are available until December 31st by calling us at 407-629-6477. Plus, Joel discusses why setting up auto pay might not be a good financial decision. These topics and mo…
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Major Announcement! 40:30

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On this podcast Joel Garris & Christina Lamb discuss our new book and how it can help your children and grandchildren. Plus, Joel is offering complimentary copies of the book until Dec 31st, 2023. Finally, they discuss the four major changes from the SECURE Act that affect your retirement this year. These topics and more on this week's radio show/p…
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How Crypto Currency Funds Terrorists 40:17

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On this podcast Joel Garris discusses how crypto currency funds terrorist organizations. Plus, key take aways from his recent trip to California to visit with portfolio managers. Finally, a deep dive into why costs matter from an investment perspective. These topics and more on this week's radio show/podcast. originally aired 10/15/23…
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Misleading Annuity Advertisements 39:53

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www.nelsonfinancialplanning.com On this podcast Joel Garris provides three specific examples as to why annuity advertisements are deceiving. Plus, how your withdraw strategy should change to reflect the new 10 year payout for inherited retirement accounts. These topics and more on this week's radio show/podcast. originally aired 10/8/23…
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Where Are They Now? 39:57

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On this podcast Joel provides updates on three issues discussed in prior radio programs this year. First, he provides an update on the latest statistics on identity theft fraud and what you can do to prevent it. Plus, what the future may look like for savings rates that are currently showing record amounts of cash in Money Markets and cash equivale…
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Large Financial Institution Frustrations 40:04

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On this podcast Joel Garris & Rob Field discuss the disturbing practices of large financial institutions that affectively kick clients to the curb once they no longer meet certain account minimums. Plus, they discuss the expected COLA increase from Social Security and Social Security survive benefits Finally, how you can find free money at fltreasu…
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How Can Energy Tax Credits Help You? 39:38

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On this podcast Joel & Christina discuss the various energy tax credits that are provided through the inflation reduction acts. Plus, steps needed to be taken to maximize your ability to claim energy tac credits Finally, what can you do to plan for an early retirement? These topics and more on this week's radio show/podcast. originally aired 9/3/23…
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Good News & Bad News! 40:05

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On this podcast Joel discusses the good news that comes with higher rates on your savings accounts and the bad news that comes with the resulting tax bill on that increased interest amount. Plus, he shares the five different documents that you need your college student to sign before they go off to school to provide you with the legal authority nee…
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Hard vs Soft - What Does That Mean For Your Investments? 40:12

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On this podcast Joel discusses the evolving economy landscape and how to best position your investments for the road ahead. Plus, he mentions some of the ways to avoid the hard feelings that occur when a family member passes away. Take the time to understand how to distribute items from personal property as those things often create the strongest e…
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What's Going On With The Rules For Inherited Retirement Accounts? 39:45

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On this podcast Joel is joined by Kristin Kalley CFF, CPA & CFP to talk about the latest delay by the IRS on instituting clear guidance on the 10-year distribution requirement of inherited retirement accounts. Plus, the latest option for qualified charitable distribution which involves charitable gift annuities. These topics and more on this week's…
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Are Dividends Important? 40:01

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On this podcast Joel discusses how important dividends are in a world where inflation and interest rates costs are much higher. Plus, why it’s so crucial to know how many dividend paying companies you own. Finally, he discusses not being able to get to the new economy without the old economy and what that means for investing going forward.…
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Should You Implement A Dollar Cost Average Strategy? 39:56

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On this podcast Joel is joined by fellow Certified Financial Fiduciary Rob Field to discuss why high levels of cash might be a signal to invest on a dollar cost average basis. Plus, they discuss the importance of truly knowing what you own particularly when it relates to cash inside a brokerage account. These topics and more on this week's radio sh…
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Washington's Dirty Trick For High Income Earners 40:01

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On this podcast Joel discusses Washington’s dirty trick to force high income earners to only do Roth catch up contributions starting next year. Plus, the supreme court has struck down the student loan cancelation program. What are some of the income driven repayment programs and how can you take advantage of them? These topics and more on this week…
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The Dirty Dozen Tax Scams 40:09

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On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and IRS enrolled agent Christina Lamb to discuss the IRS’s latest listing of scams that folks need to be aware of. Plus, Joel talks about how to avoid compounding your grief at the loss of a loved one by paying more in income taxes than you should. These topics and more o…
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Retirement changes are coming! 39:55

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On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary Rob Field to discuss some major retirement changes ahead. Plus, what’s the difference between return on investments and return of investment? Finally, why return on investment or return of investment matters in today’s world of CD And annuity payout rates. These topics an…
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Why you should be a boring investor instead of a knucklehead investor! 41:09

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On this podcast Joel Garris discusses why you should be a boring investor instead of a knucklehead investor. Plus, why the coming recession may not be as dramatic as the media says. Lastly, a recap of current earnings season, the latest economic data, and the upcoming Federal Reserve meeting. These topics and more on this week's radio show/podcast.…
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