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  • 2024 Year-End Financial Review and 2025 Market Predictions

    2024 Year-End Financial Review and 2025 Market Predictions
    2024/12/30
    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! 📻📈
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    40 分
  • 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
  • Filing Beneficial Ownership Interest Reports and Everything You Need to Know About Roth Conversions

    Filing Beneficial Ownership Interest Reports and Everything You Need to Know About Roth Conversions
    2024/12/02
    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
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    40 分
  • What The Election Results Mean For Your Money

    What The Election Results Mean For Your Money
    2024/11/11
    🎙️📈 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! 📈💼
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    40 分
  • Special Election Edition

    Special Election Edition
    2024/11/04
    🚀🎙️ New Episode Alert! 🎙️🚀 In this special Election Edition of Dollars & Sense, Joel reviews his 2025 predictions and shares insights on how the upcoming election might shape up. 🗳️✨ 👀 What to expect: 1️⃣ How did Joel’s 2024 predictions hold up? 📅 2️⃣ The impact of politics on markets and investing tips during election uncertainty 📉💡 3️⃣ IRS updates on tax brackets and upcoming tax changes 💰📝 Get ready for a deep dive into the history of election years, market trends, and important tax updates. Tune in now to stay informed and make savvy financial decisions! 🎧💼 #DollarsAndSense #Election2025 #MarketTrends #InvestSmart #TaxUpdates #FinancialWisdom #JoelSpeaks #PodcastAlert #StayInformed
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    41 分
  • What Should Couples be Asking Each Other?

    What Should Couples be Asking Each Other?
    2024/10/28
    🎙️Join us on this episode of Dollars & Sense as Zach Keister and Joel Garris dive into the crucial questions every couple should ask about their finances. 💑💸 Plus, uncover the risks of storing your money in cash apps and gift cards, especially with the holiday season around the corner. 🎁📱 Don't miss out on essential tips to keep your estate plan up-to-date with the latest laws. 🏠📜 #NelsonFinancialValues #FinancialPlanning #EstatePlanning #HolidaySpending #DollarsAndSense #Podcast
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    40 分