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

The Biggest Wealth Transfer In History!

July 13, 2021 • 40 min
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!

June 9, 2021 • 39 min
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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Happy 125th birthday to….

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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Is It Time To Go Heavy On The International Market?

May 28, 2021 • 40 min
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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The Shifting Sands of Taxes!

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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The Reality of Bitcoin!

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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Filling Married vs Married Filling Separate

March 30, 2021 • 60 min
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
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NEW STIMULUS UPDATE! WILL YOU GET IT?

March 16, 2021 • 39 min
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
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The Cash and Bonds Trap!

March 10, 2021 • 39 min
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
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Are You Talking To The Right Planner?

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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The Tampa Bay Bucs Might Have Determined The Stock Market!

February 9, 2021 • 40 min
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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Will The IRS Be Able To Do 2020 Taxes?

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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Dollars & Sense 1-5-21

January 5, 2021 • 31 min
2020's biggest lessons
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The Year Of The Time Machine!

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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The Increasing Cost Of College!

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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The RMD is canceled for 2020!

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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Are You Prepared To Die?

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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Not All Financial Advisors Are Created Equally!

November 17, 2020 • 39 min
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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Unforeseeable Market Surprises!

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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Bigger Changes In 2021 Than The Election

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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