Dollars&Sense Nelson Financial Planning

About Dollars&Sense Nelson Financial Planning

💵 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. Advisory services through Nelson Advisory Services, Inc., a State of Florida registered investment advisor. 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.

Publisher

Joel Garris of Nelson Financial Planning

Category

business · business · education

Language

en

Explicit

No

First episode

23 May 2018

Latest episode

12 Oct 2026

Latest episodes

403 episodes in the feed.

1. 

   12 Oct 2026

   Changes to Trump Accounts, AI Stocks & Market Highs: 6 Moves Retirees Should Consider

   Trump Accounts are changing, AI stocks are surging, and markets are reaching all-time highs. What do these developments mean for families, investors, and retirees? In this episode of Dollars and Sense, Chet Cowart and Kristin Kalley discuss: New Trump Account auto-enrollment and individual-stock donations Potential benefits, concentration risks, and concerns for parents Whether AI earnings support today’s market enthusiasm Why diversification still matters at record market levels Six portfolio moves retirees should consider now Cash reserves, rebalancing, withdrawals, taxes, sequence-of-returns risk, and concentrated positions Strong markets can create opportunities—but higher account values don’t replace thoughtful planning. Learn how to keep investments aligned with your family’s goals and retirement-income strategy. 💵 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

2. 

   5 Oct 2026

   Health, Fraud & Politics: Three Planning Conversations Investors Can’t Ignore

   What does your health portfolio have to do with your financial future? More than you may think. In this episode of Dollars & Sense, Joel Garris of Nelson Financial Planning walks through three timely conversations that can affect your retirement, your family, and your investment decisions. First, Joel discusses why retirement planning is about more than account balances. A strong financial portfolio matters, but so does your ability to enjoy the retirement you’ve worked so hard to build. From physical health and independence to social connection and purpose, your “health portfolio” may be one of the most important parts of long-term planning. Next, Joel revisits the growing issue of financial fraud and scams — but with an added layer many people overlook: the potential tax consequences. If someone loses money through fraud, cryptocurrency theft, or a scam involving retirement account withdrawals, the tax code may not offer as much relief as people assume. Joel explains why documentation, quick action, and professional guidance are so important. Finally, with midterm elections drawing closer, Joel looks at election-year investing and why political headlines should not become your portfolio strategy. Markets are influenced by many forces beyond politics, including earnings, inflation, interest rates, valuations, and investor behavior. The key is to review your plan without letting fear, enthusiasm, or headlines drive emotional investment decisions. In this episode, you’ll learn: Why your health can be viewed as part of your retirement plan Five questions to ask about your “health portfolio” What to do if you or a loved one experiences financial fraud Why fraud losses may not automatically create tax deductions How election headlines can influence investor behavior What investors should review before making major portfolio changes At Nelson Financial Planning, we believe good planning does not eliminate uncertainty — it gives you a clearer, healthier, and more disciplined way to move through it. 💵 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

3. 

   28 Sept 2026

   What do Rising Interest Rates Mean for Bonds? Plus, what to do if your bank account is hacked

   What should you do if your bank account gets hacked—and why are rising interest rates causing so much confusion in the bond market? In this episode of Dollars & Sense, Joel Garris and Chet Cowart walk through practical steps to take if you discover suspicious activity in your bank account, including how to contact your bank safely, document fraudulent transactions, secure connected accounts, update passwords, and protect yourself from identity theft. Then, they shift to the bond market and explain the relationship between interest rates and bond prices, why rising rates can hurt bond values in the short term, and how higher yields may create better long-term opportunities for investors. They also compare individual bonds and bond mutual funds, helping listeners understand how each may fit into a diversified financial plan. Topics covered include bank fraud, account takeover scams, cybersecurity, multifactor authentication, identity theft protection, bond prices, Treasury yields, interest rates, bond funds, diversification, and long-term investing. 💵 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

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

8 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 60 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

85

Social presence

0

YouTube

0

Engagement

85

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