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

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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August 11, 2020 42 min
How responsible are Americans being with debt during this economic crisis? President Trump signs 4 executive orders to help boost the economy! Also, The 10 presidential truths! Finally, Who has more control over the economy than the president? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 08/09/20
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August 4, 2020 41 min
How often do pandemic level events really happen? The hidden risk of investing in the S&P 500 Index that no one wants to talk about! Also, why hasn’t the housing market crashed yet? Finally, will you soon be FORCED to buy Tesla? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 08/02/20
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How the government is going to try and fix the economy? Gold vs inflation, the winner might surprise you! What is the best way to generate income in retirement? Finally, Google stops 100 Million of these a day! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 07/26/20
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Is your 401Ks going to be cashed out without your permission? The single question you need to be asking the people that manage your money! Do you have a retirement income plan? Finally, what does the federal reserve’s balance sheet look like? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 07/19/20
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The big hole in social security if you were born in 1960. Watch out for these mistakes that can increase your tax bill by over 50%! What insurance policies make sense at what age? Finally, the most overlooked insurance policy that people of all ages need! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 07/12/20
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What is so special about social security in 2020? Should you put your cash in a bond fund or a high interest savings account? Should we cancel the debt we owe to China? Finally, some bad moves that big corporations are making! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 07/05/20
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June 30, 2020 40 min
Why has the IRS rented multiple tractor trailers? Are equity index annuities wolves wrapped in sheep’s clothing? What is the best financial move if you have been laid off and had a 401K with your work? Finally, if you think your finances are bad you should check out social security! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 06/28/20
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June 16, 2020 40 min
What does the future of the stock market look like? What will be the market drivers of the next economic expansion? Unfortunately, are you one of the 16 million Americans that still has not received their stimulus check? Listen in to find out how to build your own budget. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 06/14/20
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June 9, 2020 39 min
How off were the economist when they claimed 20% unemployment? Why you need to be contributing to an employer retirement plan during COVID19! What shutdowns is COVID19 accelerating? Plus, the updates for the payroll protection act! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 06/07/2020
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May 25, 2020 40 min
We are expanding our radio show! How is the impact and the shutdown of sports is affecting our economy? Unfortunately, tough times bring out the biggest scams. Listen in to find out what new scams are taking off. The tax issue and changes with the payroll protection act. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 05/24/20
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May 19, 2020 43 min
Some tips and tricks for solving cash flow issues! 6 things everyone can be doing to save an extra few dollars during this pandemic. Some taxes traps people of all ages need to watch out for. Do you know of the new tax trick for avoiding the 10% penalty on withdrawals? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 05/17/20
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May 12, 2020 43 min
Why is the stock market rocketing upwards? What is a fallen angle company? Which will rule beneficiaries or a will? Why now might be the best time to adjust your portfolio! What action are 40 year old’s taking that is destroying their retirement? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 05/10/20
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