Dollars&Sense Nelson Financial Planning

What does the oldest mutual fund company think of this market? The stimulus check update! Will you get paid to pump gas into your car? The age gap you need to know about when it comes to retirement! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 04/26/20 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certif...

Have you gotten your stimulus check yet? Are you still taking your RMD? Is your account down as much as you think? Why is the Market roaring up? The 529 tax trap that COVID19 is causing! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 04/19/20 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financia...

How big is 2.3 trillion dollars really? Did you miss the mini bull market? And, what does it mean if you went to cash? What has COVID 19 taught us from a financial perspective? how is the IRS handling this crisis? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 04/12/20 💵 About Dollars & Sense: 💵 Hosted by Joel G...

Who will be the winners and losers of this down market? Is another bubble forming in this down market? Some big changes for your 2020 RMD! Plus, when am I going to get my $1,200? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 04/06/20 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planne...

What is in the 2 Trillion-dollar stimulus package? What is the federal government doing to try and fix the economy? Some beneficially tax tricks you should take advantage of in this down market. Plus, some simple things you can do to protect your investments. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 03/29/20 💵...

Why haven’t the financial markets shut down? Can the stock markets see the future? Some Huge last-minute tax changes! Plus, what is the right thing to do right now? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 03/22/20 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciar...

What should you do if you were planning on retiring soon? We don’t know what we don’t know, and markets hate that! Over the last 75 years there has been 12 bear markets! What have they taught us? Plus, Have the fundamentals of investing changed? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 03/15/20 💵 About Dollars...

How often do these market swings happen and what do they tell us? What’s the chances this correction turns into a bear market? The worst thing you can buy in a bear market! Plus, How to save on your 2019 taxes. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 03/08/20 💵 About Dollars & Sense: 💵 Hosted by Joel...

Forget the coronavirus! Don’t catch the common cold! Who’s really profiting off the coronavirus? Is it time to change your investment philosophy? Plus, the winners and losers from the 2017 tax and jobs act. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 03/01/20 💵 About Dollars & Sense: 💵 Hosted by Joel Garr...

Have the financial services industry found a new way to steal your money? If a structured note product is so awful why are so many advisers selling it? Some good taxes news! Plus, Are the markets too high to invest in? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 02/23/20 💵 About Dollars & Sense: 💵 Hosted...

It is time for you to check up on your 401K! The S&P 5, do current Index funds lack Diversification? Are you overpaying for your 401K? Plus, the two Cs of investing. Finally, are you and your spouse on the same retirement page? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 02/16/20 💵 About Dollars & Sense:...

Do not get fooled by professional scammers! How Coronavirus could affect your investments in the short term and the long run. Should you invest your extra cash or pay off your mortgage? Plus, the differences between a tax credit and right off. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 02/09/20 💵 About Dollar...

On this special episode Joel talks to Dr. Sean Snaith, the director of the institute for economic forecasting at UCF. They discuss current state of the labor market. As well as, whose lives were affected the most by the 2008 housing crisis. Plus, when should you start worrying about the national debt? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplannin...

Social security scams are ramping up because of tax season, listen in to learn about the latest UPS scam! Do you know about the massive benefits of a beneficiary IRA. When should you start implementing your retirement plan? Plus, are you sure you know how much income you’ll need in retirement? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/br...

What do we think are going to be big market movers in 2020? Joel takes a question from a listener in New York. The death of the Stretch IRA. Plus, how to get into a Roth IRA even if you make too much money. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.c ... originally aired 01/19/20 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Cert...

Do you know how much money are you saving by living in a state with no income tax? The secure act passed. Learn what this means for you and your kids. Have you been pitched the latest “hot insurance product" yet? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.c ... originally aired 01/12/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris,...

How did the market do over the past decade? Are you better off now than you were 10 years ago? Are you falling into the power of 4 trap? Plus, Joels 2020 new year’s resolution for everyone. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 01/05/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified F...

The Fearless Forecast! Come see how right Joel was and what he predicts will happen next year! The Secure Act pasted, listen to see how this act will affect your retirement. Plus, Joel gives a recap of the year that was. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 12/29/19 💵 About Dollars & Sense: 💵 Hoste...

Are you having to take financial responsibility for your parents? Some tips and tricks when using a QCD. Plus, The latest on the “inverted” yield curve. Finally, the best ways to avoid probate. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 12/22/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certifi...

The major problem with the current rating system. Can you predict the future? Plus, The death of the 60/40 portfolio. Finally, Who's winning the losing battle gen X or Millennials? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 12/15/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial...

How the insurance companies are lobbying to get into your retirement account! Why your Medicare supplements could be increasing. Plus, the current status of the IRS and what it means for you and your chances of getting audited! These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 12/1/19 💵 About Dollars & Sense: 💵...

Are our interest rates really as low as they seem? Millennial’s and their financial reality. Plus, have you read the fine print in the annuity contracts? We have and we break them down on this week’s show and it looks a lot like “voodoo economics”. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 11/24/19 💵 About D...

How the new 401k rules will affect you! Do you know how to protect your inheritance from the government? Plus, What do the most recent studies say about 401ks. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 11/17/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at...

What does 5g mean when it comes to your investments? Do you know the real story behind bitcoin? Plus, the single most powerful tool that’s inside your 401K! Finally, the single most important under debated topic in America right now! These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 11/10/19 💵 About Dollars & Se...

Do you need to change your current tax withholding? What’s more important timing the market or amount of time invested? A look at this year’s capital gains. Your social security could be changing if you’re a first responder. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 11/3/19 💵 About Dollars & Sense: 💵 Ho...