Dollars&Sense Nelson Financial Planning

著者： Joel Garris of Nelson Financial Planning
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  • 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
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あらすじ・解説

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
個人ファイナンス 個人的成功 経済学
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エピソード
  • Unlocking Financial Happiness

    Unlocking Financial Happiness
    2024/12/23
    🎙️ 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 🎧
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    40 分
  • Holiday Financial Gifting Tips & Investor Performance in a Post Covid World

    Holiday Financial Gifting Tips & Investor Performance in a Post Covid World
    2024/12/16
    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?
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    40 分
  • Holiday Scams and Estate Planning Tips

    Holiday Scams and Estate Planning Tips
    2024/12/09
    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!
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    40 分

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