Dollars&Sense Nelson Financial Planning

De: Joel Garris of Nelson Financial Planning
Escúchala gratis

  • Resumen

  • 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
    Más Menos
Episodios
  • Market Volatility!!

    Market Volatility!!
    Aug 12 2024
    In light of recent market volatility this week Joel Garris discusses what he believes the root cause of it is and two things you need to do now with your investments. He also talks about three different strategies to take advantage of the market decline. These topics and more on this week's radio show/podcast.
    originally aired 8/11/24
    Más Menos
    40 m
  • Are You Asking the Wrong Questions About Your Money?

    Are You Asking the Wrong Questions About Your Money?
    Aug 5 2024
    On this podcast Joel Garris is joined by Zach Keister to discuss the importance of being goal oriented with financial questions rather than product oriented. Plus, what you can do to avoid the 401k rollover mistake that’s costing retirees billions of dollars each year. Finally, they celebrate the 100th anniversary of the mutual fund and its roll in America. These topics and more on this week's radio show/ podcast.
    originally aired 8/5/24
    Más Menos
    40 m
  • The Latest Inherited Retirement Account Rules

    The Latest Inherited Retirement Account Rules
    Jul 29 2024
    On this podcast Joel Garris is joined by Christina Lamb to discuss the importance of credit scores when it comes to purchasing a car. Plus, the latest final rules issued by the IRS in regard to inherited retirement accounts. Finally, the incredible value of a Health Savings Account. These topics and more on this week's radio show/podcast.
    originally aired 7/29/24
    Más Menos
    40 m
Economía Finanzas Personales Éxito Personal
Más Menos

Lo que los oyentes dicen sobre Dollars&Sense Nelson Financial Planning

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles