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In this episode of Dollars & Sense, Kristin Kalley and Christina Lamb discuss three important financial topics that can impact families, couples, and investors.
First, they unpack why the phrase “he handles it” can create financial vulnerability in a marriage—and what both spouses should know about accounts, beneficiaries, credit, estate documents, and household finances before a crisis happens.
Then, they cover Trump Accounts and a potential employer benefit parents may not know to ask about during open enrollment, including contribution limits, employer matches, and how these accounts may fit alongside 529 plans and other savings vehicles.
Finally, they explore the mind games investors play, including why people often buy after prices rise, sell after declines, and let emotion drive investment decisions. The conversation includes practical questions investors can ask before making portfolio changes and why a financial plan can help keep decisions grounded.
💵 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.
