💵 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 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.
All content for Dollars&Sense Nelson Financial Planning is the property of Joel Garris of Nelson Financial Planning and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
💵 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 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.
Private Equity Traps & Alzheimer’s Action Plans: Money Moves You Need To Hear
Dollars&Sense Nelson Financial Planning
39 minutes
3 months ago
Private Equity Traps & Alzheimer’s Action Plans: Money Moves You Need To Hear
Ready to outsmart the latest financial fads and futureproof your family’s well-being? This episode of Dollar & Sense is packed with candid truth and practical guidance you won’t want to miss.
We pull back the curtain on the buzz around private equity—why are financial giants suddenly pushing these investments, and what’s lurking in the fine print? Discover the hidden risks, high fees, and pitfalls most investors overlook, plus learn how to spot red flags before your savings get locked away. If you want to stay a step ahead of Wall Street, this is essential listening.
But there’s more: As Alzheimer’s and dementia diagnoses rise, protecting yourself and your loved ones is more crucial than ever. We share real-life stories and direct advice on the four areas every family must address—from legal docs to money management, home decisions, and digital safety. Make sure you’re prepared before life throws you a curveball.
Dollars&Sense Nelson Financial Planning
💵 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 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.
