What does your health portfolio have to do with your financial future? More than you may think.
In this episode of Dollars & Sense, Joel Garris of Nelson Financial Planning walks through three timely conversations that can affect your retirement, your family, and your investment decisions.
First, Joel discusses why retirement planning is about more than account balances. A strong financial portfolio matters, but so does your ability to enjoy the retirement you’ve worked so hard to build. From physical health and independence to social connection and purpose, your “health portfolio” may be one of the most important parts of long-term planning.
Next, Joel revisits the growing issue of financial fraud and scams — but with an added layer many people overlook: the potential tax consequences. If someone loses money through fraud, cryptocurrency theft, or a scam involving retirement account withdrawals, the tax code may not offer as much relief as people assume. Joel explains why documentation, quick action, and professional guidance are so important.
Finally, with midterm elections drawing closer, Joel looks at election-year investing and why political headlines should not become your portfolio strategy. Markets are influenced by many forces beyond politics, including earnings, inflation, interest rates, valuations, and investor behavior. The key is to review your plan without letting fear, enthusiasm, or headlines drive emotional investment decisions.
In this episode, you’ll learn:
- Why your health can be viewed as part of your retirement plan
- Five questions to ask about your “health portfolio”
- What to do if you or a loved one experiences financial fraud
- Why fraud losses may not automatically create tax deductions
- How election headlines can influence investor behavior
- What investors should review before making major portfolio changes
At Nelson Financial Planning, we believe good planning does not eliminate uncertainty — it gives you a clearer, healthier, and more disciplined way to move through it.
💵 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.
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