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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 returns, plus what the latest IRS/Treasury stats may be signaling for households heading into the rest of the year. 🧾💡
We also connect the dots to the markets: a reminder of how quickly headlines can swing sentiment—and why consistency matters when volatility shows up. 📊
In this episode: • What’s driving bigger average refunds this year—and why a big refund isn’t always “good news” 💰 • New/expanded deductions people asked about most (and where the fine print matters): “no tax on overtime” & “no tax on tips” ⏱️🍽️ • Enhanced senior deduction + standard vs. itemized trends 👵🧾 • The tax-bracket myth: marginal tax rate vs. effective tax rate (and why most people pay less than they think) 📉 • Market volatility, recoveries, and the value of staying disciplined
💵 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.
