Dollars&Sense Nelson Financial Planning

Dollars&Sense Nelson Financial Planning

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.

Episodes

November 21, 2022 40 min
On this podcast Joel Garris discusses how to plan your future around higher interest rates. Plus, what can you do now to save on taxes? Finally, how to lay the groundwork for greater tax efficiency for years to come. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 11/20/2022
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On this podcast Joel Garris discusses whether the market reacted more to the recent elections or the latest inflation numbers? Plus, what happened with FTX Crypto? Finally, what changes are coming to retirement plan contribution limits? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 11/13/2022
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November 8, 2022 38 min
On this podcast Christina Lamb & Rob Field discuss things to consider in your first year of retirement. Plus, review past stock market historical events. Finally, Social Security changes for 2023. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 11/6/2022
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November 1, 2022 40 min
On this podcast Joel Garris discusses whether the economy is finally seeing some light at the end of the tunnel? Plus, what are the benefits to working longer? Finally, what is pig butchering and how could it be a scam? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/30/2022
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On this podcast Joel Garris discusses how long will it take for interest rates hikes to influence the economy? Plus, the shameful actions of our politicians during the covid pandemic. Finally, could inflation help you save money on your taxes? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/23/2022
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October 17, 2022 40 min
On this podcast Joel Garris & Kristin Kalley discuss What are some of the biggest expenses that can pop up in retirement? Plus, what do the new headline inflation numbers mean? Finally, Kristin Kalley goes over the new rules for stretch IRAs. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/16/2022
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On this podcast Joel Garris discusses whether an occasional recession could be healthy for the stock market? Plus, Joel gives some market statistics. Finally, could pension plans be in hot water for this “new” holding? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/09/2022
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On this podcast Garret Fields & Rob Field discuss what inflation is and how it works. Plus, are there any pros to inflation? Finally, what are some major nonfinancial things to consider before you retire? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/02/2022
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September 27, 2022 39 min
On this podcast Joel Garris discusses the true power of dollar cost averaging. Plus, what does a strong U.S. dollar mean? Finally, the fed is completely committed to raising interest rates, what does that mean for investors? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 9/25/2022
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September 20, 2022 39 min
On this podcast Joel Garris discusses how China’s covid policies affect the world economy. Plus, important market perspective from our client educational dinner. Finally, be aware of the self-directed 401K options! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 9/18/2022
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September 12, 2022 39 min
On this podcast Joel Garris & Christina Lamb discuss the biggest changes coming to Medicare. Plus, what are some of the biggest tax changes going forward? Finally, the IRS is increasing the gas mileage right off limit, is it less than you expected? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 9/11/2022
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On this podcast Joel Garris explains what is driving us towards a recession. Plus, will we see a decrease in inflation soon? Finally, why is it so important to have an emergency savings? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 6/27/2022
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On this podcast Joel Garris discusses two ways your portfolio can fight inflation. Plus, three things that drove us to this high level of inflation. Finally, what are the biggest regrets that most retirees have? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 9/5/2022
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On this podcast Joel Garris discusses how missing the 20 best trading days over the last 20 years dramatically effects your return. Plus, Joel gives a background story on how he made it through his schooling. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 8/28/2022
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On this podcast Joel Garris discusses considerations when retiring early. Plus, how do different age groups invest? Finally, some indicators of a recession. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 7/31/2022
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On this podcast Rob Field & Kristin Kalley discuss some investment objectives. Plus, what should you invest in? Finally, how do you fund your account? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 7/24/2022
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July 14, 2022 39 min
On this podcast Garret Fields & Kristin Kalley discuss five things you can do to help your portfolio during the bear market. Plus, how much attention should you be giving your portfolio? Finally, what are your chances of getting audited? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 7/10/2022
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On this podcast Joel Garris explains what is driving us towards a recession. Plus, will we see a decrease in inflation soon? Finally, why is it so important to have an emergency savings? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 6/27/2022
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On this podcast Joel Garris and Garret Fields explain why you should continue to be an investor. Also, how do mortgage statistics compare over time? Finally, where does unemployment sit in the economy today? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 6/19/2022
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June 13, 2022 39 min
On this podcast Joel Garris explains how to get a guaranteed 4% interest rate. Plus, how are retirees currently managing their debt? Finally, are target date funds good for setting it and forgetting it? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 6/12/2022
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