Dollars&Sense Nelson Financial Planning

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/...

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.nelsonfinan...

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 💵 About Dollars & S...

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/...

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 sho...

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...

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 💵 About Dollars & S...

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 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Cer...

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 💵 About Dollars & Sense: 💵 Hosted by Joel Gar...

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 💵 About Dollars & Sense: 💵 Hosted by Joel Garris,...

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 💵 About Dollars & Sense...

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/ origina...

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 💵 About Dollars &a...

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 💵 About Dollars & Sense: 💵 H...

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 💵 About Dollars & Sense: 💵 Hosted by Joel Garr...

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 💵 About Dollars &am...

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 💵 Abou...

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 💵 About Dollars & Sense: 💵 Hos...

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/ origi...

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...

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 💵 About Dollars & Sense:...

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...

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...

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 💵 About Dollars...

What did the media drastically overlook? Is the government still financially supporting the dead? The U vs the V vs the W, which one will we see? Does the dip in the market accurately reflect the dip in the economy? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 05/04/20 💵 About Dollars & Sense: 💵 Hosted by Joel...