Dollars&Sense Nelson Financial Planning Podcast Por Joel Garris of Nelson Financial Planning arte de portada

Dollars&Sense Nelson Financial Planning

Dollars&Sense Nelson Financial Planning

De: Joel Garris of Nelson Financial Planning
Escúchala gratis

Acerca de esta escucha

 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.Copyright Joel Garris Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • The Tough Topics: Talking Money with Kids & Tackling the Survivor’s Penalty

    The Tough Topics: Talking Money with Kids & Tackling the Survivor’s Penalty
    Jun 9 2025
    In this episode of the Dollars & Sense Financial Podcast, host Joel Garris dives into two essential and often overlooked topics: how to discuss finances with your kids and how to prepare for the survivor’s penalty when losing a partner. 💬💰

    Joel begins by addressing the taboo nature of financial conversations within families. He highlights the importance of teaching the next generation about money management, providing practical tips like clearing the air, seeking quality educational resources, and clarifying expectations. He also shares stories from his experience at NFP, emphasizing how early conversations can prevent poor financial decisions and foster financial independence. 📚👨‍👩‍👧‍👦

    The conversation then shifts to the financial challenges faced after losing a spouse, often referred to as the "survivor’s penalty." Joel explains both the immediate impact of income loss and the delayed effect of higher taxes due to a shift to single filing status. He stresses the importance of forward planning, from income strategies to multi-year tax projections, to minimize the financial burden during an already difficult time. 🕊️📊

    #FinancialPlanning #MoneyTalks #FamilyFinance #SurvivorsPenalty #DollarsAndSensePodcast #JoelGarris #MoneyMatters 💵📈
    Más Menos
    40 m
  • Path to Becoming a Millionaire & Smart Portfolio Rebalancing Tips

    Path to Becoming a Millionaire & Smart Portfolio Rebalancing Tips
    May 26 2025
    Looking to unlock the secret to millionaire status while keeping your investments on track? This week's episode of Dollars & Sense dives into the surprising path most U.S. millionaires take—hint: it’s not a get-rich-quick scheme—and reveals how consistent retirement contributions can transform your financial future. 💵💡

    Plus, we’re tackling the essentials of portfolio rebalancing! Learn when and why it’s time to adjust your investments to stay aligned with your goals, avoid tax surprises, and optimize your returns. Whether you're navigating life changes or market shifts, we've got practical tips to keep you ahead. 🔄📊

    Stay tuned for insights on sneaky retirement expenses, the truth about real estate vs. stocks, and much more. Don’t miss this episode—it could change your financial game forever! 🏆✨

    #DollarsAndSense #MillionaireMindset #RetirementSavings #PortfolioRebalancing #FinancialFreedom #MoneyTips #InvestingSmart #WealthBuilding #FinanceGoals
    Más Menos
    41 m
  • Hot Financial Topics: Student Loan Collections & Upcoming Tax Changes

    Hot Financial Topics: Student Loan Collections & Upcoming Tax Changes
    May 19 2025
    Ready for some 🔥 financial updates? In this episode of the Dollars and Sense podcast, Kristin Castello and Chet Cowart dive deep into two major conversations affecting your wallet:

    💸 **Student Loans in Collections**: Millions of borrowers are facing collections and garnished wages as repayment policies resume. Find out how to navigate these challenges and plan ahead for your financial future.
    📊 **Tax Changes on the Horizon**: Will Trump’s 2017 Tax Cuts and Jobs Act expire? Or will new provisions, including deductions for tips, overtime, and senior benefits, take center stage? Get the scoop on potential tax changes and how they could impact you and your business.

    Don't miss this insightful episode packed with practical advice, real talk, and expert tips from our guest hosts. Tune in now to stay informed and empowered!

    📢Got questions, comments, or a topic you'd like us to discuss? Don't hesitate to reach out—we’re here to help!

    #DollarSensePodcast #StudentLoans #TaxUpdates #FinancialTips #MoneyMatters #PodcastEpisode #FinanceGoals 🎧✨
    Más Menos
    41 m
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
Todavía no hay opiniones