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 23, 2021 40 min
On this podcast we discuss if you are giving up free money without even knowing it! Plus, what’s the best corporate structure for your small business? Also, the S crop structure the good, the bad, and the ugly! Finally, the reality behind the average household debt! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 11/21/2021
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On this podcast we discuss why the government is like a spouse with a massive spending problem on steroids! Plus, why a third grader would be better at managing the government’s budget! Also, the new retirement contribution limits for 2022! Finally, how do we produce better college grads? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 11/14/2021
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November 9, 2021 40 min
On this podcast we discuss what you should do now that the clock has fallen back! Plus, the head of our tax department and fellow Certified Financial Fiduciary, Christina Lamb, joins us on the podcast! Also, is the IRS always right? Finally, big money mistakes to avoid! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 11/7/2021
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On this podcast we discuss if the 5.9% social security increase will be enough for senior citizens! Plus, is the government going to be able to look at your bank account if you have more than $600? Also, will these taxes changes hurt your wallet? Finally, how long will you be retired for? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/31/2021
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October 13, 2021 41 min
On this podcast we discuss the complex rules and laws that govern what happens to your money after you die! Plus, are interest rates and PE ratios related? Also, the keys to success when it comes to investing! Finally, do you have a shot at being a millionaire? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/10/2021
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October 6, 2021 40 min
On this podcast we discuss what Evergreen is, and why this company is having such a big impact on the market! Plus, why is China in some deep trouble? Also, should you invest more or less in China? Finally, big tax proposals are floating around Washington! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/
originally aired 10/03/2021
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September 29, 2021 39 min
On this podcast we talk how the FED will deal with such low interest rates! Plus, story time with Joel Garris! Why it’s so important to understand your ALL-IN expense ratio! Also, Kristin Kalley discusses possible tax changes going forward! Finally, will they increase the long-term capital gain rate? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.c...
originally aired 9/26/2021
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September 21, 2021 39 min
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
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September 14, 2021 41 min
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
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September 9, 2021 39 min
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/
origina...
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August 31, 2021 39 min
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
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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
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August 17, 2021 40 min
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
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August 3, 2021 39 min
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 8/1/2...
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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
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Why You Shouldn't Be a Bandwagon Investor and why its so important you know where you are investing your money!
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June 1, 2021 40 min
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
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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
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May 4, 2021 39 min
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
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April 6, 2021 39 min
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
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