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.... Show More

Episodes

February 23, 2021 39 min
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.
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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
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January 26, 2021 39 min
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
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January 5, 2021 31 min
2020's biggest lessons
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December 29, 2020 39 min
On this podcast we talk about the Food and Toy drive we had at Nelson Financial Planning! Plus, new Stimulus check and more Government assistance! Also, 2020 is the year of the time machine! Listen in the find out what that means! Finally, 2021 Social Security! The amount you’re be getting will change! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired ...
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December 22, 2020 40 min
On this podcast we talk about the continuously increasing cost of college and what the cost of college will be in 2040! Plus, some common habits that send your retirement in the wrong direction! Also, holiday gifts on sale vs the market on sale! Finally, how to have a tax efficient tax strategy in retirement.! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
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December 8, 2020 39 min
On this podcast we talk about the cancellation of the 2020 RMD! Here is what you need to do! Plus, did you take the PPE loan? Because the IRS came out with some updates on the PPE loan! Also, the secure act Part 2!!! Finally, how to talk to your elderly parents about their finances! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 12/06/2020
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November 24, 2020 39 min
On this podcast we talk about if an old beneficiary IRA is required to follow the new beneficiary IRA rules! What are the two documents you must have before you die? Also, what happens to your debts after you die? Finally, the fastest growing expense in retirement! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 11/22/20
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On this podcast we talk about thing you must look for when shopping for a financial advisor! Some big ways to cut your expenses in retirement! Also, could you live off $18,500 a year? Finally, Just because there’s no penalties for taking a IRA early withdraw doesn’t mean you should do it! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 11/15/20
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November 10, 2020 39 min
On this podcast we take a look at all the records that the market broke last week! Did the markets get the best possible combinations of government? Also, you are probably going to put your kids in a massive tax backet, and you don’t even know it! Finally, a check list of things you must ask your financial advisors! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
or...
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November 3, 2020 39 min
On this podcast we take a looking at bigger changes than the election in 2021! The good, the bad, and the ugly of the 2020 election! Also, how big is the USA in the global markets? Finally, what did the SEC most recently drop the ball on? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 11/01/20
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October 28, 2020 40 min
On this podcast we take a looking at what part of the economy Covid19 is really trying to take down. The IRS finally gives us some guidance on the cares act! Also, rules for invested that came about in 1993 that are still true today! Finally, The S&P 500 or the S&P 5? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/25/20
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October 20, 2020 36 min
On this podcast we take a looking at the social security changes for 2021 and it gives you a pretty big reasons to start saving for retirement today. What is a K shaped recovery? Also, the must knows if you are offered a severance package! Finally, if your confronted with a life changing decision give us a call and well help you make the right choice! These topics and more on this week's radio show/podcast at https://www.nelson...
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October 13, 2020 40 min
In this polarized environment we take a step back and look at all the legislation that has been pasted through bipartisanship, and there has been more than you think. How are states trying to nose their way into your retirement? Also, 6 important numbers you must know before entering retirement! Finally, be very careful doing a Roth conversion, because the taxes might be much higher than you think! These topics and more on this wee...
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How are all the markets doing going into the 4th quarter of 2020? Are you skipping out on your savings or avoiding the market? Also, some of the most wasteful spending habits! Finally, the IRS is stepping up enforcement of cryptocurrency! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/04/20
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September 15, 2020 36 min
Do Call and Put options make you a gambler or an investor? Why does Uncle Sam hit day traders much harder than investors? Finally, why are younger generations going to have a much harder time retiring? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 09/13/20
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September 9, 2020 39 min
Does this volatility point to signs of another market crash? Do not miss out on the opportunities the market presents! Also, six social security myths! Finally, the biggest mistakes people make during a pandemic! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 9/06/20
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September 1, 2020 40 min
The formula to having a successful retirement! The top 6 ways the IRS says you could get scammed! Also, the back half of the dirty dozen! Finally, how do mutual fund managers pick companies for their funds? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 08/31/20
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Are you confusing active management with a timing service? Your cookie cutter target date funds are not going to cut it! Also, what tax breaks will you get for working at home? Finally, can you get a tax right off for buying new toys? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 08/23/20
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How has Covid19 already changed your credit score? How does your credit score work, how can you fix it, and how can you really hurt it? Also, the next biggest sport that is already exploding! Finally, the reason why it is so important to make sure you know the risk of day trading! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 08/17/20
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