Nelson Financial Planning Joel Garris, J.D, CFP Winter Park, Florida Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning. 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. Nelson Financial Planning’s tracks Social security pay increase! The financial rules of divorce plus the state of your pension benefit. by Nelson Financial Planning published on 2019/10/15 10:30:22 +0000 The dangers of optimizing your Social Security plus do you still get a tax benefit for making a charitable contribution. Also why the shotgu by Nelson Financial Planning published on 2019/10/08 10:30:15 +0000 How to recession proof your portfolio! The latest on the Secure Act plus the impeachment inquiry and what the markets are thinking. by Nelson Financial Planning published on 2019/10/01 10:30:11 +0000 Is there a battle of the sexes raging at your house? Plus ways to maximize social security! by Nelson Financial Planning published on 2019/09/24 10:30:18 +0000 How to become a 401k millionaire & other 401k tweaks you should do now plus why its so important to actually read your account statements! by Nelson Financial Planning published on 2019/09/16 10:30:17 +0000 Buyer beware - Annuities have hidden costs & Is your investment allocation driven by lawyers? by Nelson Financial Planning published on 2019/09/10 10:30:19 +0000 Bond Yield/Dividend Yield Inversion plus Presidential Candidate tax proposals & Things to save for besides retirement! by Nelson Financial Planning published on 2019/09/02 10:30:20 +0000 Is a comfortable retirement in your future? & How to maximize your retirement accounts by Nelson Financial Planning published on 2019/08/29 10:30:23 +0000 Inverted Yield Curve - What it means to you & Listeners’ Questions on the Florida Retirement System by Nelson Financial Planning published on 2019/08/19 10:30:23 +0000 Important Social Security Facts & Market Volatility and Emotions by Nelson Financial Planning published on 2019/08/13 10:30:19 +0000
Social security pay increase! The financial rules of divorce plus the state of your pension benefit. by Nelson Financial Planning published on 2019/10/15 10:30:22 +0000
The dangers of optimizing your Social Security plus do you still get a tax benefit for making a charitable contribution. Also why the shotgu by Nelson Financial Planning published on 2019/10/08 10:30:15 +0000
How to recession proof your portfolio! The latest on the Secure Act plus the impeachment inquiry and what the markets are thinking. by Nelson Financial Planning published on 2019/10/01 10:30:11 +0000
Is there a battle of the sexes raging at your house? Plus ways to maximize social security! by Nelson Financial Planning published on 2019/09/24 10:30:18 +0000
How to become a 401k millionaire & other 401k tweaks you should do now plus why its so important to actually read your account statements! by Nelson Financial Planning published on 2019/09/16 10:30:17 +0000
Buyer beware - Annuities have hidden costs & Is your investment allocation driven by lawyers? by Nelson Financial Planning published on 2019/09/10 10:30:19 +0000
Bond Yield/Dividend Yield Inversion plus Presidential Candidate tax proposals & Things to save for besides retirement! by Nelson Financial Planning published on 2019/09/02 10:30:20 +0000
Is a comfortable retirement in your future? & How to maximize your retirement accounts by Nelson Financial Planning published on 2019/08/29 10:30:23 +0000
Inverted Yield Curve - What it means to you & Listeners’ Questions on the Florida Retirement System by Nelson Financial Planning published on 2019/08/19 10:30:23 +0000
Important Social Security Facts & Market Volatility and Emotions by Nelson Financial Planning published on 2019/08/13 10:30:19 +0000
