Media Coverage
Listed as Best Financial Planners on Best of Central Florida
Central Florida’s financial experts are hitting the small screen! Nelson Financial Planning is listed as one of the top 3 financial planners in Central Florida on Best of Central Florida with Justin Clark and Makaila Nichols.
Views expressed are solely the opinion of the show's hosts upon sponsorship of a particular episode. This episode aired April 28th, 2024 and was sponsored by Nelson Financial Planning.
Joel Garris - Featured Author at Festival of Books
Joel Garris was a featured author at Los Angeles Times Festival of Books - the biggest literary festival - for his book Next Gen Dollars & Sense.
Good Morning Orlando
Beneficial Ownership Report
Confused about the Beneficial Ownership Information (BOI) reporting requirement? In this interview on Good Morning Orlando, Joel Garris of Nelson Financial Planning breaks down the latest updates on this hotly debated mandate. From the Corporate Transparency Act's origins to recent legal twists and turns, Joel explains what small business owners need to know about this potentially burdensome filing.
Top 10 Planning Podcasts
Orlando's Best Financial Planning 2024 Winner
Zach Featured on News 4 Jax: Cost of care: Financial support for family caregiver
The article highlights the growing financial strain on family caregivers, who often spend over $7,000 a year out-of-pocket. Financial expert Zach Keister offers smart tips like keeping finances separate, reviewing budgets together, and tapping into support like tax credits, VA benefits, and caregiver programs to ease the burden and take control.
Zach Featured on Action News 5: Best life: Making money but still stressed
The article highlights how many high earners still feel financially stressed due to rising costs like housing and childcare. Financial planner Zach Keister explains this pressure and offers advice on budgeting, reducing debt, and aligning spending with personal goals to improve financial well-being.
Named Best Accountants in Winter Park
Best of Winter Park Finalist for Best Financial Planner
“Dollars & Sense” Podcast Recognized as a Top Podcast
Over the years, Dollars & Sense, Nelson Financial Planning’s podcast, has been selected for inclusion on various lists produced by Feedspot recognizing top podcasts. Starting in 2020, Dollars & Sense was selected as one of the Top 25 Financial Planning Podcasts on the web and called one of the podcasts “You must follow in 2020” according to Feedspot, an online content reader and media based platform (www.feedspot.com). Since then, the podcast has continued to make subsequent lists such as the Top 45 Planning Podcasts in 2024 and the Top 40 Planning Podcasts in 2025. Several of the recognition emails from Feedspot can be found here and the picture on the right is from a listing of Dollars and Sense from one of Feedspot’s lists. Visit our feature on Feedspot’s Top 100 Financial Planning Podcast list.
Ivanhoe News Interview With Kristin Kalley on Rethinking Retirement
Our very own Kristin Kalley was interviewed for this news segment on the rising number of older adults choosing to work longer in life due to financial and health reasons.
Ivanhoe News Interview With Chet on Social Media Influencers Giving Financial Advice
Ivanhoe News Interviews Kristin on Tax Strategies for 2024
We are excited to announce that Kristin Kalley, a financial expert with extensive experience in tax planning, was recently interviewed for an insightful article by Ivanhoe Broadcast News. In this article, titled “Tax Talk: Strategies for Filing in 2024,” Kristin shares her expertise on essential tax strategies and provides valuable advice to help individuals navigate the complexities of tax filing for the upcoming year. Her contributions offer readers practical tips and a deeper understanding of how to optimize their financial planning in 2024.
Orlando Business Journal’s 2024 Best Places to Work
AdvisoryHQ Names Nelson Financial Planning to Its 2021-2022 Ranking of Top Advisors
GrowFL Announces 2018 Florida Companies to Watch Finalists
Nelson Financial Planning Among Second-Stage Businesses Competing to Earn Prestigious Honor
Nelson Financial Planning was among the first round of 2018 Florida Companies to Watch finalists recently announced by GrowFL. “We are truly humbled by this recognition and owe our success to the continued loyalty and support of our clients,” says Joel Garris, President and CEO of Nelson Financial Planning.
The awards event—now in its eighth year—honors 50 select second-stage companies from throughout the state for developing valuable products and services, creating quality jobs, enriching communities, and broadening new industries throughout Florida.
“We applaud these first-round finalists who have shown how they stand out in their regions as innovative business leaders, going to the next level to grow their companies. They are true rock stars,” says Dr. Tom O’Neal, GrowFL Executive Director.
The Finalists represent a unique group of scalable, high-growth enterprises that are already located within Florida. Developed by the Edward Lowe Foundation, Florida Companies To Watch is a distinguished awards program specifically designed to seek out second-stage businesses from a wide range of industries representing all areas of the state, not just those in major metropolitan areas. In addition to evaluating past growth and projected success, applicant companies are judged according to their special strengths and impact in their markets, communities, and within the state—thus deeming them “worth watching.”
For more information, visit https://growfl.com/ or check out the hashtag #FLCTW.
