Next Gen Dollars & Sense Book & Workbook

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next gen dollar & sense book and workbook by joel garris certified financial fiduciary
Take Control of Your Financial Future

Essential Tools & Strategies to Achieve Financial Success

Unlock the secrets to financial success with Joel J. Garris' insightful book, designed to equip you with the essential tools and strategies needed to take control of your financial future. Whether you're just beginning your financial journey or approaching retirement, this book offers a comprehensive guide to help you build a solid financial plan that aligns with your goals. By mastering the principles outlined in this book, you'll gain the confidence to navigate the complexities of money management, leading to greater security, freedom, and peace of mind in your financial life.

Money is one of the most influential forces in our lives, bringing security, freedom, and happiness, but also triggering stress, anxiety, and fear. Money is intricately woven into all aspects of our lives, from paying for necessities like housing and food to impacting significant decisions that affect relationships with family and friends. Managing your finances can be daunting and highly emotional, so learning about and making SENSE of life’s decisions involving your DOLLARS is essential.

Watch the videos below to learn about what you can find in each chapter of the book.

Want to know more - watch the video series on each chapter of the book.

Download the First 3 Chapters

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Next Gen Dollars & Sense Book

Make Sense of Your Dollars - And Take Control of Your Financial Future

Money impacts every part of life — from the roof over your head to the peace of mind you feel at night. It can create freedom and opportunity, or stress and uncertainty. The difference lies in how you manage it.

That’s where Next Gen: Dollars & Sense comes in.

Written by Joel Garris, J.D., a financial advisor with over 25 years of experience and host of the Dollars & Sense podcast, this book transforms financial confusion into clarity. It’s your practical guide to understanding money — and making it work for you at every stage of life.

Whether you’re just starting your financial journey or preparing for retirement, you’ll walk away knowing exactly what steps to take next to secure your financial future.

Next Gen Dollars & Sense Workbook

Take Control of Your Financial Future - and You Family's Legacy

The Next Gen: Dollars & Sense Companion Workbook is more than a guide — it’s your hands-on roadmap to building wealth that lasts.
Created by Joel Garris, J.D., financial advisor and host of the nationally recognized Dollars & Sense podcast, this workbook helps you turn financial knowledge into financial action.

Whether you’re planning for retirement, managing investments, or teaching your children smart money habits, this is where theory meets reality — with practical tools you can use right now.

Over $90 trillion will transfer between generations in the next 25 years.
The choices you make today will shape how that wealth — and wisdom — is passed on.

Use this workbook to start meaningful conversations with your spouse, children, or grandchildren about what financial freedom truly means. You’ll gain clarity, direction, and a shared understanding of how to protect and grow your family’s legacy.

Testimonials

They are spectacular. I truly can't tell you how helpful and patient they are with their clients. I recommend them even when someone already has another planner!
Shelly Watts
I have been working with Joel Garris for almost 12 years. I was introduced to Joel in my early twenties during a very difficult time in my life, after the loss of a parent. He developed a financial plan... Read More
Amanda Zsigmond
I have been using Nelson Financial Investments for over 20 years. When I changed jobs he (Joel) helped me with moving my 401K. When I had questions about... Read More
Dawn Bishop
We have used Nelson Financial Planning for several years. We are extremely pleased with the company. They are true financial planners and will take the time to understand... Read More
Lynn Foraker
Twelve years ago as my wife and I were nearing retirement, we became clients of Nelson Financial Planning. Throughout this time, Joel Garris, NFP's CEO, has helped us with a broad range... Read More
Carl Marco
Before moving to Florida, we had dealings with a variety of financial advisers—all were terrible. Nelson was referred to us by a friend and we decided to try working with them... Read More
Bart Neuman

This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.
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