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Dollars&Sense Nelson Financial Planning
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businessinvesting

Dollars&Sense Nelson Financial Planning

Hosted by Joel Garris · 🇺🇸 US · EN · 386 episodes

Where this show ranks

Episodes
386
Last ep.
6 days ago
Avg length
39m
Booking Probability™
46
Stretch.
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Estimated audience
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Listen Score
36
Niche reach.
Virality (30d)
55
Steady cadence.

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80/ 100
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Best topics to pitch
businessinvestingeducation

About this podcast

💵 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

businessinvestingeducation

About the host

Joel Garris hosts Dollars&Sense Nelson Financial Planning, a business show with 386 episodes published.

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Recent episodes

Our AI reads these to draft pitches

Smart Financial Moves for New Parents and the Common Costly Misunderstood Tax Rules

Jun 1, 202639m

In this episode of Dollars & Sense, Kristin Kalley and Christina Lamb tackle two important financial topics that can have a big impact on your family’s future. First, they break down which accounts parents should priorit

Show notes

7 Ways Retirees Accidentally Hurt Their Investments

May 25, 202637m

What investment habits can quietly hurt your retirement plan? In this episode of Dollars & Sense, Chet and Rob break down 7 common investor behaviors that can create unnecessary risk for retirees—from holding too much ca

Show notes

The IRS Dirty Dozen & the Digital Shift: What Every Taxpayer Needs to Know

May 18, 202638m

Tax season may be over, but tax scams are not. In this episode, Joel Garris and Christina Lamb break down the IRS’s annual “Dirty Dozen” list of the most common tax scams targeting taxpayers right now—from phishing texts

Show notes

10 Essential Questions to Ask Your Financial Advisor

May 11, 202638m

Join Joel Garris on this insightful episode of Dollars & Sense, where he explores the top questions you should ask your financial advisor, planner, or wealth manager. Discover why it’s crucial to understand how your advi

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Graduation Season: Launching Financial Success for Grads & Parents

May 4, 202638m

Actionable Advice for New Grads and Their Families Ready to celebrate graduation season with a dose of real-world financial wisdom? 🎉 Join Certified Financial Fiduciaries™ Chet Cowart and Zach Keister for a lively, info

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Your Will Doesn’t Decide Who Gets Your Money + Give More to Charity & Pay Less in Taxes

Apr 27, 202638m

In this episode of Dollars & Sense, Joel Garris tackles two of the most misunderstood—and most impactful—areas of financial and estate planning. First, Joel breaks down a common myth: your will does not control where mos

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Tax Season Reality Check + Market Whiplash: What Your Refund (and Rate) Really Means

Apr 20, 202639m

April 15 is in the rearview mirror—but what did we actually learn from this tax season? In this episode of Dollars & Sense, Joel Garris and CPA/CFP® Kristin Castello break down the biggest takeaways we saw on real tax re

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Tax-Smart Moves, Powerful HSAs, and the New Retirement

Apr 13, 202638m

This episode covers three topics that can have a big impact on your financial future: how to avoid a surprise tax bill next year, why a Health Savings Account (HSA) may be one of the most underutilized retirement assets,

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Tax Mistakes, IRS Tips, Sports Gambling & Market Insights

Apr 6, 202638m

Join Joel Garris and Rob Field for a lively Easter edition of Dollars & Sense! In this episode, we kick things off celebrating Easter and exploring its unique mix of Christian tradition and modern-day commercialization (

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How Interest Rates Impact Tax Bill, Geopolitics and Investing, and Smart Portfolio Strategies

Mar 30, 202638m

In this episode of Dollars & Sense with Joel Garris, CERTIFIED FINANCIAL PLANNER® at Nelson Financial Planning, we tackle some of the hottest financial topics of the week: IRS Interest & Penalties: Did you pay extra on y

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Market March Madness: Private Credit Squeeze & The Truth About Tax-Free Retirement

Mar 23, 202639m

Join Joel Garris and Chet Cowart on this week’s episode of Dollars & Sense as they take you courtside for a lively discussion that fuses the excitement of March Madness with the intensity of today's financial headlines.

Show notes

Often Missed Tax Credits & Five Scams to Dodge This Filing Season

Mar 16, 202639m

Unlock Savings, Outsmart Scammers, and Take Control of Your Taxes Ready to make your taxes work for you—and not just for Uncle Sam? Join us for a deep dive into the tax credits millions of Americans overlook every year,

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Bombs, Benefits, and Brackets: Navigating Investments, Trump Accounts, and IRMAA Surprises

Mar 9, 202638m

This week’s episode of Dollars & Sense dives into the headlines shaking up the financial world—from the U.S. and Israel’s military action in Iran and rising oil prices to the launch of new “Trump accounts” for minors and

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Don’t Get Scammed: Smart Tips on Financial Security & Retirement Community Readiness

Mar 2, 202639m

Ready to safeguard your finances and make confident life transitions? In this must-listen episode of Dollars & Sense with Joel Garris, Joel dives into two of today’s most important money topics: protecting yourself from

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Money & Mindset: Why We Do What We Do With Our Dollars

Feb 23, 202639m

Understanding the Human Side of Financial Decisions Join Certified Financial Fiduciaries™ Zach Keister and Christina Lamb for an eye-opening episode of Dollars & Sense that dives deep into the psychology of money. This i

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Market Myths & Money Moves! Plus, the questions you should ask your advisor

Feb 16, 202639m

With gold and silver surging to eye-catching highs, Joel unpacks whether now is really the right time to jump in. Get the unvarnished truth about the risks and realities of investing in gold and silver, including their h

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The Marathon of Investing—Strategies for Every Age: Stories of What Investors Wish They Knew

Feb 9, 202637m

In this episode, Rob Field and Chet Cowart explore the parallels between training for a marathon and investing for the future, emphasizing how each investor's personal goals and circumstances shape their approach. They b

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Is Your Financial Plan Ready for 2026? Market Shifts, Money Myths & America’s Biggest Wealth Transfer

Feb 2, 202637m

Join hosts Joel Garris and Zach Keister on this action-packed episode of Dollars & Sense as they break down the fast-paced start to 2026. Discover why the stock market’s leadership is changing, what the “Mag 7” becoming

Show notes

Is Your Car Loan Hurting Your Future? Plus, The Hidden Emotional Crisis in Retirement

Jan 26, 202639m

In this compelling episode of Dollars & Sense with Joel Garris, the show dives deep into two urgent financial realities that could reshape your future: the explosion of ultra-long car loans and a retirement crisis few se

Show notes

What’s New in 2026? Child Tax Credit, Itemized Deduction Caps, and Roth 401(k) Rule Changes Explained!

Jan 19, 202639m

Curious how the latest tax law updates and retirement plan changes will impact your wallet in 2026? This week on Dollars & Sense, Joel Garris and Christina Lamb cut through the confusion and deliver essential information

Show notes

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Audience demographics

Age
25-54
Consumer type
Professionals & Founders

Topics covered

businessinvestingeducation

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Frequently asked questions

How do I pitch Dollars&Sense Nelson Financial Planning as a podcast guest?

Dollars&Sense Nelson Financial Planning has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.

Who is the host of Dollars&Sense Nelson Financial Planning?

Dollars&Sense Nelson Financial Planning is hosted by Joel Garris. The show is categorised under business (investing) and has published 386 episodes.

How many episodes does Dollars&Sense Nelson Financial Planning have?

Dollars&Sense Nelson Financial Planning has published 386 episodes.

What topics does Dollars&Sense Nelson Financial Planning cover?

Dollars&Sense Nelson Financial Planning regularly covers business, investing, education. It sits in the business category, with a investing focus.

Is it hard to get booked on Dollars&Sense Nelson Financial Planning?

Dollars&Sense Nelson Financial Planning is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.

Is Dollars&Sense Nelson Financial Planning currently accepting guest pitches?

Dollars&Sense Nelson Financial Planning hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.

How long are Dollars&Sense Nelson Financial Planning episodes?

Episodes of Dollars&Sense Nelson Financial Planning average 39 minutes. a focused format where a clear narrative arc and tight preparation matter most.

What guest credentials does Dollars&Sense Nelson Financial Planning typically look for?

Our data rates Dollars&Sense Nelson Financial Planning's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.

Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 12 days ago.

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