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We break down the wild swings of Q2 2025 markets (did you know it was the first time since 1938 the S&P 500 was both up AND down 10%+ in a single quarter?! 🤯), explain what the massive new tax bill really means for your wallet (spoiler: most 2017 tax cuts are here to stay 🏛️💸), and dive into the 10 ways to fail at retirement—based on the latest AARP insights. Are you ready to dodge the biggest hazards to your money, health, and happiness?
Plus: key stats, smart portfolio strategies, and the essential conversations you need before you retire. Whether you’re investing, planning, or just want to stay ahead of the game, this episode is for you! Listen now for actionable advice, surprising facts, and all the numbers you need to know to make the most of your money.
💵 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.
