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Dollars&Sense Nelson Financial Planning

Author: Joel Garris of Nelson Financial Planning

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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.
166 Episodes
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On this podcast we talk how the beat may change but the tune stays the same! Plus, have you kept pace with the market over the last 20 years? Also, the principals of long-term investing resilience! Finally, why rebalancing is so important! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 9/19/2021
On this podcast we talk about what to do if you get a love letter from the IRS! Plus, what is a math error notice from the IRS? Also, how will your beneficiaries be affected when they inherit money? Finally, retirement is a bigger live transition than you think! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 9/12/2021
Social Security!

Social Security!

2021-09-0939:35

On this podcast we discuss what happens to your money after you die! Plus, are you entitled to more than just your social security? Also, our National Social Security Advisor, Rob Field, goes over how to maximize your social security! Finally, what options are available to your beneficiaries after you pass away? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 9/5/2021
On this podcast we discuss who gets better returns, long term investors or day traders? Plus, how good of financial shape is social security really in? Also, are we going to see the biggest increase to social security sense the 80s? Finally, which spouse should apply for social security first? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 8/29/2021
On this podcast we discuss tax deferred accounts vs taxable account! Which is best for you? Plus, what’s more important than the finances in retirement? Also, what conversations you need to have before moving? Finally, should you invest your extra cash or pay off your mortgage? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 8/22/2021
On this podcast we discuss if inflation run rampant! Plus, how to go to college and avoid taking out student loans! Also, the two main college tax credits! Finally, how to avoid living paycheck to paycheck! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 8/15/2021
On this podcast we discuss the Secured Act 2.0, the latest act that is supposed to “secure” your retirement! Plus, will the government force you to auto enroll into a retirement plan? Also, are Roth IRAs the answer to the government’s massive debt problem? Finally, are you really ready to retire? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 8/1/2021
On this podcast we discuss the biggest wealth transfer in modern history! Wait, where did 70 Trillion dollars just go??? Also, what should you do if you inherit money? Finally, be better than the target date funds! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 7/12/2021
Why You Shouldn't Be a Bandwagon Investor and why its so important you know where you are investing your money!
On this podcast we wish a happy 125th birthday to one of our surprise good friends! Plus, what is the best way to improve your net worth! Also, when should you share personal financial information with your partner? Finally, the easiest way to become wealthy!!! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 5/30/2021
On this podcast we discuss how these IRS Red Flags will trigger a manual review! Plus, Americans new juicy love affair! Also, could the state pension plan run dry? Finally, could the largest tax saving strategy suddenly vanish? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 5/23/2021
On this podcast we discuss how the stimulus checks are affecting your taxes! Plus, one of the biggest tax saving techniques that most people overlook! Also, is an IRA audit in your future? Finally, how do you prepare if the IRS comes knocking on your door! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 5/2/2021
On this podcast we discuss the reality, history, and makeup of bitcoin! Plus, what is our take on bitcoin and its future value? Also, new proposals for tax changes in Washington! Finally, why it might be worth doing your taxes married filing separate! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 4/04/2021
On this podcast we compare married filing separate to married filing jointly! Plus, why our dynamic economy is so important! Also, what industries are booming during our current pandemic! Finally, you’re about to lose the second leg on the 3 legged stool! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 3/28/2021
On this podcast we unpack all of the 1.9 trillion-dollar stimulus package! Plus, why unemployment has changed in every way! Also, are you eligible for the new stimulus check? Finally, how you could become eligible for the new stimulus check! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 3/14/2021
On this podcast we talk about the Government accountability office’s review of the IRS! Plus, why bond and cash positions could be a trap! Also, don’t overpay for underperforming investments! Finally, why it’s important to roll over your 401K the right way! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 3/7/2021
On this podcast we talk about roaring kitty and what happened with GameStop! Plus, financial planning vs retirement planning vs investment planning vs income planning! Also, will there be big opportunities in the international markets? Finally, how will marriage affect your social security? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 2/21/2021.
On this podcast we talk about how the winner of the super bowl might determine the direction of the markets! Plus, do not get greedy with GameStop!!! Also, how do dividends work and why are they important? Finally, this is worse than having to pay taxes! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 2/8/2021
On this podcast we talk about why the IRS is already behind on the ball for the 2020 tax year. Plus, why is compound interest the 8th wonder of the world? Also, investing is what you see, and spending is what everyone else seeing! Finally, ways everyone could improve their financial habits! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 1/24/2021
Dollars & Sense 1-5-21

Dollars & Sense 1-5-21

2021-01-0531:53

2020's biggest lessons
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