🎙️ In this episode of Dollars & Sense, Joel dives into the latest headlines about Chinese AI developments and shares essential tips to help you avoid common retirement missteps. 💡

Tune in to discover how to overcome biases when starting your wealth accumulation journey and learn about the pitfalls many face on their way to a secure retirement. 💰

 Don't miss out on this insightful discussion to ensure a financially stable future! 📈

#RetirementPlanning #WealthManagement #FinancialFreedom #DollarsAndSense #Podcast #AI #InvestmentTips #SecureFuture 

Join guest hosts and financial experts Chet Cowart and Kristin Castello as they outline the big tax changes coming in 2025 on this episode of the Dollars & Sense Podcast! 🎙️

🗓️ Find out how the end of the Tax Cuts and Jobs Act will impact your tax rates and deductions. Plus, they break down the new catch-up contributions for retirement plans and HSAs, making saving a bit easier for everyone.
💡 Get the scoop on the new $600 threshold for Form 1099-K reporting, which could affect your online transactions. Plus, explore the fresh Roth options for employer matches and retirement plans.

Stay informed and ready for 2025 with Chet and Kristin!
#TaxChanges2025 #FinancialPlanning #DollarsAndSensePodcast 🎧💰

In this episode of Dollars & Sense, Joel dives into the recent uptick in market volatility as 2025 kicks off. 📈 How does this tie into the latest economic data? And what might the Federal Reserve do next? 🤔 Joel breaks it all down and shares valuable insights.

But that's not all! For those thinking about or already in retirement, Joel offers expert advice on setting up a successful consulting business. 🌟 Discover the strategies you need to thrive in your golden years. 🌼

 Tune in for an episode packed with practical tips and forward-looking analysis! 🎧

Zach Keister joins Joel Garris for an in-depth discussion on the essential tools you need to achieve your financial goals successfully. 💼 They explore the serious consequences of improper budgeting and offer insights on how to avoid common pitfalls. 📊💡

Moreover, they delve into the latest legal developments regarding the necessity of putting your will into writing. 📜✔️ Don't miss their analysis on those peculiar unclaimed asset letters – are they legitimate? 🤔 Learn how to prevent your accounts from becoming abandoned property. 🔍💸

This episode is packed with valuable information you won't want to miss!
#FinanceGoals #BudgetingTips #PodcastLife #DollarsAndSense 🎧💰

Join Joel in this insightful episode of Dollars and Sense as he lays out the top financial resolutions for the new year and provides practical tips on how to achieve them. 💰 Learn about the major investment themes for 2025 and how they might impact your money.

✈️And did you get the gift of travel? Joel reviews new travel requirements and what you need to do if you plan to travel abroad. 🌍

Don't miss this episode packed with valuable advice to help you navigate the financial landscape in 2025. 📆💡 
#Finance #Investment2025 #TravelTips #FinancialResolutions #DollarsAndSense

Join us for the final episode of Dollars & Sense in 2024 with your host, Joel Garris! 📈🔍

In this special wrap-up, Joel revisits his market predictions from a year ago—did he hit the mark? 🎯 He also shares his fearless forecast for 2025, giving you insights on what to watch out for. 📅📊

Plus, we'll explore the major headlines that influenced your finances this year and discuss the challenges ahead. Despite the uncertainties, Joel remains optimistic and explains why you should be too. 🌟💼

Don't miss out on this insightful episode packed with financial wisdom and a look towards the future! 📻📈

🎙️ Welcome to a special episode of Dollars & Sense with guest hosts Rob Field and Christina Lamb! 💰

In this exciting episode, our financial experts delve into the fascinating relationship between Money and Happiness. They'll discuss how effective budgeting can relieve stress and share valuable tips on forecasting your cash flow for a worry-free retirement.

Rob and Christina are also bringing their love for acronyms with them, introducing the innovative B.U.D.G.E.T.S. system to simplify your financial planning! 🏦

Tune in to get practical insights, actionable advice, and a fresh perspective on managing your finances. Don't miss out on this opportunity to enhance your financial well-being!
#DollarsAndSense #MoneyTalks #FinancialFreedom #BudgetingTips #RetirementPlanning #FinancePodcast 🎧

On this week’s program, Joel provides updates on the suspension on the Beneficial Ownership Report obligation that was due to be required at year end for small businesses.

In addition, he shares the latest studies on investor performance in a post covid world on the 5th anniversary on Covid 19.

Joel covers some of the common financial mistakes that grandparents might make with their grandchildren. And what tax implications might be involved with gifting cash?

Join Joel Garris and guest host Chet Cowart on this episode of Dollars & Sense! 💵 They're diving into the uptick in financial scams during the holiday season 🎄🔍 and sharing important tips on how to protect yourself and your loved ones. Don't miss their invaluable advice on simplifying your estate planning to reduce stress for your beneficiaries 📝💡

📈 Learn how to safeguard your finances and make savvy decisions!

This week on Dollars & Sense, Joel dives into some hot topics you won't want to miss! 🔥

💼 Joel shares cautious optimism about rate cuts during market highs. 📈
📑 The Corporate Transparency Act's impact on small businesses. 🏢
💡 Debunking watered-down info on Roth conversions online. 💻
💰 Traditional IRA vs Roth IRA—Joel explains tax advantages from real client experiences. 💵

Plus, get the lowdown on filing beneficial ownership interest reports and everything you need to know about Roth conversions! 📊🔍

Tune in now for smart money moves and insightful advice! 🎧 #NelsonFinancialValues #DollarsAndSense #Finance #Investing #TaxPlanning #SmallBusiness #IRAs #RothConversion #MoneyMatters

🎙️📈 Join Joel in a deep dive into the potential impact of the current political climate on tax and retirement changes. With expert insight and astute analysis, we explore what the recent election results mean for your finances, empowering you to make informed decisions for your future.   But that's not all – we also explore the fascinating world of cognitive biases and how they can influence our financial decision-making. Discover actionable strategies to overcome these biases and achieve your investment goals with confidence and clarity. And as if that wasn't enough, we unveil legislative changes on the horizon for 2025, including the exciting realm of catch-up contributions. Joel leaves no stone unturned as he paints a comprehensive picture of what's to come and how you can prepare. With topics ranging from the presidential election to federal reserve meetings, this episode is a not-to-be-missed treasure trove of knowledge and actionable insights. Lean in as we uncover the dynamics shaping your financial landscape and equip you with the tools to navigate it skillfully. Tune in now to gain a competitive edge in your financial journey and set the stage for a prosperous future. Let's make informed decisions and unlock our full financial potential together! 📈💼