Dollars&Sense Nelson Financial Planning

On this podcast Rob Field & Christina Lamb discuss how different generations are viewing retirement. Plus, with higher life expectancy, is 65 to young for retirement? Finally, what’s the biggest struggle people have in retirement? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 6/5/2022 💵 About Dollars & Sense: 💵...

On this podcast Joel Garris talks about the 17 bear markets that have occurred over the last 100 years. Plus, what did Joel learn from his face-to-face encounter with a black bear? Finally, how many companies are currently making up almost 50% of the markets decline? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 5/22...

On this podcast Joel Garris & Garret Fields discuss the crypto market and how it’s been affected by rising interest rates and inflation. Also, how bad is student debt situation and what are some possible solutions? These topics and much more on Dollars and Sense 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars...

On this podcast Joel Garris and Kristin Kalley discuss who will benefit from rising interest rates and who will suffer? Plus, what do we think about Fidelity letting people buy bitcoin inside their 401K? Finally, we talk about how you can check the status of your refund. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired...

On this podcast Joel Garris discusses what a possible recession could look like, are we halfway through one? Plus, Are I Savings Bonds the answers in today’s choppy environment? Finally, we talk about the one pager that social security published, “will social security be there for me”. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ or...

On this podcast Joel Garris discusses how the IRS is tracking you more than Facebook, Google, or Apple!? Plus, did you rebalance at the beginning of the year? Finally, you might need to adjust your expectations for the markets. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 4/24/2022 💵 About Dollars & Sense: 💵 H...

💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions.  👉 Visit our website: nelsonfinancialpla...

💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions.  👉 Visit our website: nelsonfinancialpla...

On this podcast Joel Garris discusses how the 10-year treasury bond is affecting the new mortgage rate. Plus, what does the future of investing look like? Also, what did you miss at the client educational dinner? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 3/27/2022 💵 About Dollars & Sense: 💵 Hosted by Joel G...

On this podcast Joel Garris discuss how the Fed can get ahead of inflation! Plus, how can you avoid interacting with the IRS? Also, can money given to your kid’s be written off as charity? Finally, the biggest tax changes to retirement accounts in decades! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 3/20/2022 💵 Ab...

On this podcast Joel Garris discuss the great Chinese demographic reversal! Plus, we compare the difference between the fall of Venezuela and Russia! Also, the pros and cons of working in retirement! Finally, did the stimulus checks drive up the prices of meme stocks? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 3/1...

On this podcast Joel Garris and Christina Lamb discuss ways to lower the prices of good that have been affected by inflation? Plus, what should you do now that there is more volatility in the markets! Also, how can you protect yourself against cyber-attacks? Finally, how do dividend and capital gains pay outs work! These topics and more on this week's radio show/podcast at https://www.nelsonfinanc...

On this podcast Joel Garris tries to make sense of Russia’s non-sense! Plus, what should you do now that there is more volatility in the markets! Also, how can you protect yourself against cyber-attacks? Finally, how do dividend and capital gains pay outs work! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 2/27/2022...

On this podcast Joel Garris discusses why we don’t get involved in bitcoin or any crypto currency! Plus, our fellow CFF and CPA Kristen Kaley joins us to talk about 1031 tax exchanges! Finally, the top do’s and don’ts for your 2021 tax returns! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 2/21/2022 💵 About Dollars...

On this podcast Joel Garris and Garret Fields discusses whether or not the Super Bowl can predict the markets? Plus, how to avoid the mistake of panic selling! Also, spending, and consuming vs investing! Finally, how do you get reinvested if you were a victim of panic selling? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally...

On this podcast Joel discusses some changes coming to 401k’s in 2022. This topic and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 2/7/2022 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running r...

On this podcast Joel talks about the “7% guarantee” proposal that’s floating around the radio! Plus, is it too late for commodities? Watch on: Youtube: https://youtu.be/tympptDolu8 Listen to Podcast (audio only): https://youtu.be/fdxo50nnFTk 💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one o...

On this podcast Joel discusses if the markets have finally coming back to a level of normality. Plus, how normal is this level of volatility in the markets? Also, are your target date funds working against you? Finally, are your target date fund built to benefit you or your employer? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ orig...

On this podcast Joel discusses how is the federal reserve going to handle inflation? Plus, now is the time a lot of people donate, make sure you’re doing it as efficiently as possible! Also, are you ho ho hording cash? Finally, where is 1.6 trillion dollars currently sitting??? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally...

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...

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/...

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 1...

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/...

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...

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 💵 A...