Dollars & Sense with Joel Garris, CFP

Dollars & Sense with Joel Garris, CFP

Joel Garris

Dollars & Sense with Joel Garris is Central Florida's longest-running radio program and is heard live every Sunday morning at 9am on Newsradio 93.1 FM with a simulcast on 540 AM. The host, Joel Garris of Nelson Financial Planning, is a former attorney and CERTIFIED FINANCIAL PLANNER who changes lives through successful planning. Call 407-629-6477 to schedule a conversation to see how your life can be changed. For more information, view www.NelsonFinancialPlanning.com. Formerly Nelson Investment Planning Services, offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA & 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.

40 minutes 10 seconds

The Correlation Between a Postage Stamp and Inflation

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

13 May 2024, 9:03 pm
40 minutes 28 seconds

Getting A Mortgage in 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

6 May 2024, 8:05 pm
40 minutes 26 seconds

Dirty Dozen Tax Scams

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

29 April 2024, 8:51 pm
40 minutes 20 seconds

Financial Mistakes to Avoid When Approaching Retirement

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

22 April 2024, 9:17 pm
40 minutes 31 seconds

What Purchases Do Retirees Regret?

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

15 April 2024, 4:02 pm
40 minutes 14 seconds

How AI Affects Markets

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

9 April 2024, 3:23 pm
40 minutes 15 seconds

How Do I Become A Millionaire?

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 4/1/24

1 April 2024, 9:38 pm
40 minutes 21 seconds

Who Is MAGI and How Does She Increase Your Tax Bill?

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

25 March 2024, 9:48 pm
38 minutes 27 seconds

What's The Difference Between Filing Jointly and Separately?

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 3/17/24

19 March 2024, 2:02 pm
40 minutes 29 seconds

Optimism Against Current Headlines

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 3/10/24

11 March 2024, 7:46 pm
40 minutes 21 seconds

Five Major Life Events That Affect Finances

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 3/3/24

4 March 2024, 8:52 pm
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