Dollars&Sense Nelson Financial Planning

Do you know the difference between a Coverdell education account and a 529 account? The biggest credit score myths finally debunked! 30-year mortgage vs a 15-year mortgage. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 10/27/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner...

How Boeing is affecting the markets and why it’s important to be diversified. The big holes with the wealth tax proposals. 6 things you need to know before you get a mortgage. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 10/20/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Plann...

The Social security announcement! How important are post tax and pretax assets in a divorce? Do you know how secure your state or federal pension is? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 10/13/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson...

How accurate are the online social security maximizer calculators? Does charitable contribution still make a difference on your taxes? Should you sell your life insurance? Why the shotgun approach is an ineffective investment strategy. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 10/6/19 💵 About Dollars & S...

Listen in to learn how to recession Proof your portfolio! What does impeachment mean for the markets and your investment accounts? Do you know the difference between value and growth companies? The latest news on the Secure Act in Washington? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 9/29/19 💵 About Dollars...

Is there a battle raging between you and your spouse about how to get to retirement? Is there a battle of the trees in your household? Should you be invested in bonds or is cash a better alternative? Are you optimizing your social security? Listen to the show and find out how. The biggest trap when it comes to 401K loans. These topics and more on our this week's radio show/podcast at https://www.n...

Should you be looking at your account statements? We think so, listen and find out why. Want to become a 401K millionaire? Listen to the show and find out how. The biggest trap when it comes to 401K loans. These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 9/15/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris...

Do lawyers affect your investment allocation? Do you fully understand all the expenses that come with an annuity? What were the returns of target date funds in 2018? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 9/8/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduc...

What inversion is rarer than an inverted yield curve? Is this markets volatility more dramatic than previous markets? Do you know what the Presidential Candidate tax proposals are? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at N...

Do you know what you will need to retire comfortably? Do you wish there was a simple formula that could calculate how much you will need in retirement? Should you contribute to your 401k, IRA, or both? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Plann...

Do you know what an inverted yield curve really means? Ever wondered what truly defines a recession? Is Hong Kong affecting your investments? Should you change your investment strategy if a recession is on the horizon? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 8/18/19 💵 About Dollars & Sense: 💵 Hosted by Jo...

Do you know how your social security is calculated? Ever wondered what your return would look like if you missed the 10 worst days In the market? Is there ever a reason to convert your Roth IRA into a Traditional IRA? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified...

On this episode, Joel Garris, of Nelson Financial Planning, talks about the month of August and the markets returns on previous August. In addition, Joel talks about the marriage tax penalty. Joel also talks about why it’s so important to stay consistent when it comes to investing. For more information, visit www. NelsonFinancialPlanning.com originally aired 8/4/19 💵 About Dollars & Sense: 💵...

On this episode, Joel Garris, of Nelson Financial Planning, talks about last week’s market and what happened during earing season. In addition, Joel talks about the secure act and what insurance companies are up to. Joel also talks about the real risk of retirement. For more information, visit www. NelsonFinancialPlanning.com originally aired 7/28/19 💵 About Dollars & Sense: 💵 Hosted by Joel...

On this episode, Joel Garris, of Nelson Financial Planning, talks about 529s and how they can affect the beneficiary's FAFSA. In addition, Joel talks about China and what rules could be changing in the next few years. Joel also talks about the idea of freezing your child’s credit till they are 18. For more information, visit www. NelsonFinancialPlanning.com originally aired 7/21/19 💵 About Dollar...

On this episode, Joel Garris, of Nelson Financial Planning, talks about what is going on with interest rates and how interest rates effect the markets. In addition, Joel talks about what the inverted yield curve really means. Joel also talks about bond funds and how most of them are cheating. For more information, visit www. NelsonFinancialPlanning.com originally aired 7/14/19 💵 About Dollars &am...

On this episode, Joel Garris, of Nelson Financial Planning, talks about whether you should roll your companies retirement plan into an IRA. In addition, Joel talks about the pros and cons of having your money in a company retirement plan and IRA. Joel also talks about what California is doing with your retirement. For more information, visit www. NelsonFinancialPlanning.com originally aired 7/7/19...

On this episode, Joel Garris, of Nelson Financial Planning, talks about the current markets level of volatility compared to previous markets. In addition, Joel talks about how to avoid probate. Joel also talks about the 10% early distribution penalty. For more information, visit www. NelsonFinancialPlanning.com originally aired 6/30/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Cert...

On this episode, Joel Garris, of Nelson Financial Planning, talks about the Federal Reserve and what they’re thinking of doing with interest rates. In addition, Joel talks about long term care policies. Joel also talks about crypto currencies. For more information, visit www. NelsonFinancialPlanning.com originally aired 6/24/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Fi...

On this episode, Joel Garris, of Nelson Financial Planning, talks about what it means when other countries have negative interest rates. In addition, Joel talks about what is changing with your 401ks. Joel also talks about Pot stocks, what you should look for and what you should watch out for. For more information, visit www. NelsonFinancialPlanning.com originally aired 6/16/19 💵 About Dollars &a...

On this episode, Joel Garris, of Nelson Financial Planning, talks about what retirement bill Washington just passed 417 to 3. In addition, Joel talks about what the death of the stretch IRA means. Joel also talks about a couple reason why you should take your social security early. For more information, visit www. NelsonFinancialPlanning.com originally aired 6/2/19 💵 About Dollars & Sense: 💵...

On this episode, Joel Garris, of Nelson Financial Planning, talks about what has changed in the financial services industry. In addition, Joel talks about how nice and prestigious U.C.F. is. Joel also talks about the increase of prices, also known as inflation. For more information, visit www. NelsonFinancialPlanning.com originally aired 5/26/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garr...

On this episode, Joel Garris, of Nelson Financial Planning, talks about the trade war with China and how much China really “owns the U.S.”. In addition, Joel talks about the latest study from Yale University. Joel also takes a call from a listener. For more information, visit www. NelsonFinancialPlanning.com originally aired 5/12/19 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certifi...

On this episode, Joel Garris, of Nelson Financial Planning, talks about how much your investment allocation really matters. In addition, Joel talks about how much a few tenths of a percentage can affect your dollar return. Joel also talks about social security tax and how to retain the most amount of your money in retirement. For more information, visit www. NelsonFinancialPlanning.com originally...

On this episode, Joel Garris, of Nelson Financial Planning, talks about the new unemployment rate and how it could possibly be the lowest unemployment rate in history. In addition, Joel talks about social security maximization and what that really means. Joel also talks about what could happen to social security in the next 15 years and what scams people are running to steal your social security....