Ready to safeguard your finances and make confident life transitions? In this must-listen episode of Dollars & Sense with Joel Garris, Joel dives into two of today’s most important money topics: protecting yourself from modern scams and preparing for a move to a retirement care community. 

🔒Outsmarting Scammers & Protecting Your Data 
Have you ever received official-looking letters, texts, or emails trying to charge you for services you can easily (and cheaply) do yourself? Joel kicks off the episode with real stories from the front lines, exposing common business formation scams and revealing why independent verification is your best defense. Learn practical ways to protect your money and personal data from increasingly sophisticated scammers—plus, what simple actions you can take today to avoid becoming a victim. 

🏡 Financial Readiness for Retirement Community Living 
Thinking about moving into a retirement care community, or helping a loved one with this transition? Joel walks you through the essential financial checklist for a stress-free move. From understanding your full financial picture to comparing costs, planning for taxes, updating your legal documents, and more—get the step-by-step guidance to make smart, confident choices for your next big chapter. 

👉 Whether you’re starting a business, moving into a new life stage, or just want to keep your hard-earned money safe, this episode is packed with actionable advice you can use right now. 

• How scammers target new business owners—and how to spot the tricks 

• Three key habits to keep your identity and assets secure in the digital age 

• The 8 financial steps to take before moving to a retirement care community 

• Tips on tax planning, legal documents, and navigating changing expenses 

 


💵 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