Podlipodcast player Webplayer

Dollars&Sense Nelson Financial Planning

Dollars&Sense Nelson Financial Planning

Mastering Retirement Taxes & Avoiding AI Scams

Dollars&Sense Nelson Financial Planning · Mar 3, 2025 · 41:17

0:0041:17

Listen in the Podli app 🎧

Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.

Ready to optimize your retirement and stay ahead of new scams? In this week's episode of Dollars & Sense, Joel goes over creating a tax plan that can save you money in retirement. 🤑 Plus, learn about the frightening rise of AI-powered scams and how to protect your assets from these sophisticated threats. 🛡️ 

Tune in for essential tips and insights! 🎥👇 

#RetirementPlanning #TaxTips #AIScams #FinancialSecurity #DollarsAndSense #StaySafe #InvestSmart 💡 


💵 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. 

👉 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.

➡️ CONNECT WITH US: 
Facebook: /NelsonFinancialPlanning
Twitter: /nelsonfinplan
Instagram: /nelson_financial_planning
YouTube: @nelsonfinancialplanning2202

Episodes: Dollars&Sense Nelson Financial Planning

PodliGet the free Podli app
↓ App