Dollars&Sense Nelson Financial Planning copertina

Dollars&Sense Nelson Financial Planning

Dollars&Sense Nelson Financial Planning

Di: Joel Garris of Nelson Financial Planning
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A proposito di questo titolo

 💵 About Dollars & Sense: 💵
Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions.

💥 Make sure you subscribe so you never miss an update.

👉 Visit our website: NelsonFinancialPlanning.com for more resources and to connect with our team of Certified Financial Fiduciaries.

About Joel Garris:
Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

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.Copyright Joel Garris Economia Finanza personale Successo personale Sviluppo personale
Episodi
  • Market Myths & Money Moves! Plus, the questions you should ask your advisor

    Market Myths & Money Moves! Plus, the questions you should ask your advisor
    Feb 16 2026
    With gold and silver surging to eye-catching highs, Joel unpacks whether now is really the right time to jump in. Get the unvarnished truth about the risks and realities of investing in gold and silver, including their historical track record, the costs that often go overlooked, and why they’re not always the golden ticket to wealth the headlines might suggest. Discover how herd mentality, FOMO, and social media hype can drive prices—and why long-term results often tell a different story.

    But that’s not all—this episode empowers you with a practical checklist of essential questions to ask your financial advisor. Joel breaks down the crucial topics: understanding all the fees you’re paying, ensuring your advisor acts as a fiduciary, grasping their investment philosophy and track record, and knowing how they’ll communicate with you through the market’s ups and downs. These questions are designed to help you build a true partnership and make well-informed decisions about your financial future.

    Whether you’re a seasoned investor, just getting started, or simply curious about the latest trends in money management, this episode promises valuable insights, clear explanations, and actionable advice. Tune in to sharpen your financial acumen and make sense of your dollars—plus, find out how you can connect with Joel and his team for further guidance.

    Listen now to get the facts, cut through the hype, and take charge of your finances with confidence!


    💵 About Dollars & Sense: 💵
    Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions.

    👉 Visit our website: nelsonfinancialplanning.com for more resources and to connect with our team of Certified Financial Fiduciaries.

    About Joel Garris:
    Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

    ➡️ CONNECT WITH US:
    Facebook: /NelsonFinancialPlanning
    Twitter: /nelsonfinplan
    Instagram: /nelson_financial_planning
    YouTube: @nelsonfinancialplanning2202
    Mostra di più Mostra meno
    40 min
  • The Marathon of Investing—Strategies for Every Age: Stories of What Investors Wish They Knew

    The Marathon of Investing—Strategies for Every Age: Stories of What Investors Wish They Knew
    Feb 9 2026
    In this episode, Rob Field and Chet Cowart explore the parallels between training for a marathon and investing for the future, emphasizing how each investor's personal goals and circumstances shape their approach. They begin by discussing recent market trends and how growth over the past few years has affected different age groups.

    The hosts highlight the importance of investment goal-setting, comparing strategies for those nearing retirement to those still building their wealth. Younger investors typically seek maximum growth and are more tolerant of market volatility, viewing downturns as opportunities to buy. In contrast, those closer to retirement prioritize safety and income, often shifting toward bonds and cash to preserve capital and generate steady income.

    Field and Cowart also tackle topics such as portfolio construction, risk tolerance, and the differing roles of income and Social Security. They note that Social Security is funded by younger workers and question its future viability as workforce demographics shift and more people delay retirement. The conversation includes recent trends, such as a decrease in workers under 25 and factors influencing workforce participation since the pandemic.

    The episode offers valuable insights into lessons investors often wish they had learned earlier, including the power of savings and compounding, the importance of starting early, managing debt, automating investments, and developing disciplined financial habits. The hosts stress the significance of honest self-assessment, patience, and flexibility—much like training for a marathon.

    Concluding, Rob and Chet reiterate that successful investing is about time, setting clear goals, and understanding one’s risk tolerance. They encourage listeners to approach their financial journey with a long-term perspective, realistic expectations, and sustainable habits.


    💵 About Dollars & Sense: 💵
    Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions.

    👉 Visit our website: nelsonfinancialplanning.com for more resources and to connect with our team of Certified Financial Fiduciaries.

    About Joel Garris:
    Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

    ➡️ CONNECT WITH US:
    Facebook: /NelsonFinancialPlanning
    Twitter: /nelsonfinplan
    Instagram: /nelson_financial_planning
    YouTube: @nelsonfinancialplanning2202
    Mostra di più Mostra meno
    38 min
  • Is Your Financial Plan Ready for 2026? Market Shifts, Money Myths & America’s Biggest Wealth Transfer

    Is Your Financial Plan Ready for 2026? Market Shifts, Money Myths & America’s Biggest Wealth Transfer
    Feb 2 2026
    Join hosts Joel Garris and Zach Keister on this action-packed episode of Dollars & Sense as they break down the fast-paced start to 2026. Discover why the stock market’s leadership is changing, what the “Mag 7” becoming the “Fab 4” means for your investments, and how early signs of broad market participation could reshape your portfolio. The duo tackles interest rates, the latest moves from the Federal Reserve, and what falling mortgage rates mean for buyers.

    But it’s not just about markets—Joel and Zach dive into the five financial lies people keep telling themselves, from “I have a budget” to “I don’t know why I’m always broke.” They share practical steps to build a real emergency fund, track your spending, and take control of your financial future. If you’ve ever wondered why your money seems to disappear, this segment is a must-listen!

    The show wraps up with a look at the $4.6 trillion real-estate wealth transfer—from Baby Boomers to Gen X and Millennials—that’s already changing housing and family planning.

    Whether you’re considering buying property for your kids, downsizing, or inheriting a home, you’ll get expert insights on how to structure these moves and avoid common pitfalls.

    Tune in to hear how market trends, personal finance habits, and generational shifts are converging in 2026—and what it means for you.


    💵 About Dollars & Sense: 💵
    Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions.

    👉 Visit our website: nelsonfinancialplanning.com for more resources and to connect with our team of Certified Financial Fiduciaries.

    About Joel Garris:
    Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

    ➡️ CONNECT WITH US:
    Facebook: /NelsonFinancialPlanning
    Twitter: /nelsonfinplan
    Instagram: /nelson_financial_planning
    YouTube: @nelsonfinancialplanning2202
    Mostra di più Mostra meno
    38 min
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