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Dollars&Sense Nelson Financial Planning

238 Episodes

40 minutes | May 30, 2023
Cyber Security Tips!
On this podcast Joel Garris is joined by Ron Cervantes owner of C Solutions IT to discuss how to protect yourself from cybercrime traps. Plus, Joel pokes holes at the IRS weighing an option to further expand its free tax preparation and filing service. These topics and more on this week's radio. originally aired 5/21/23
40 minutes | May 30, 2023
The Dirty Dozen Tax Scams
On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and IRS enrolled agent Christina Lamb to discuss the IRS’s latest listing of scams that folks need to be aware of. Plus, Joel talks about how to avoid compounding your grief at the loss of a loved one by paying more in income taxes than you should. These topics and more on this week's radio show/podcast. originally aired 5/28/23
40 minutes | May 15, 2023
How do I improve my credit score?
On this podcast Joel Garris discusses what factors make up your credit score and ways to improve it. Plus, ways in which you can save and pay for college, particularly using 529’s. These topics and more on this week's radio show/podcast. originally aired 5/14/23
40 minutes | May 8, 2023
Retirement changes are coming!
On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary Rob Field to discuss some major retirement changes ahead. Plus, what’s the difference between return on investments and return of investment? Finally, why return on investment or return of investment matters in today’s world of CD And annuity payout rates. These topics and more on this week's radio show/pocast. originally aired 5/7/23
41 minutes | May 1, 2023
Why you should be a boring investor instead of a knucklehead investor!
On this podcast Joel Garris discusses why you should be a boring investor instead of a knucklehead investor. Plus, why the coming recession may not be as dramatic as the media says. Lastly, a recap of current earnings season, the latest economic data, and the upcoming Federal Reserve meeting. These topics and more on this week's radio show/podcast. originally aired 4/30/23
40 minutes | Apr 24, 2023
Does Digital Currency Spell The End Of The U.S. Dollar?
On this podcast Joel Garris discusses some of the statistics behind the U.S. dollar in the global economy. Plus, some surprising statistics about retirement and how to address them early on. Finally, the latest on inflations impact to Social Security and I-bonds. These topics and more on this week's radio show/podcast at https://www.spreaker.com/episode/53629495 originally aired 4/23/23
40 minutes | Apr 17, 2023
How do higher interest rates affect everyday life?
On this podcast Joel Garris discusses how higher interest rates affect everyday life. Plus, other steps you can take to improve your financial picture. These topics and more on this week's radio show/podcast. Originally aired 4/16/23
40 minutes | Apr 11, 2023
Five reason why tax planning is important to your overall financial plan
On this podcast Joel Garris discusses five reasons why tax planning is important to your overall financial planning regardless of if it is tax time or not. Plus, a recap of tax season trends. These topics and more on this week's radio show/podcast. originally aired 4/9/23
40 minutes | Apr 3, 2023
What still surprises Joel when folks visit for the first time and three reasons you might wind up unhappy in retirement.
On this podcast Joel Garris discusses two things that still surprise him when folks visit for the first time. Plus, three reasons you might wind up unhappy in retirement. These topics and more on this week's radio show/podcast.
40 minutes | Mar 27, 2023
What you need to know about your cash at the bank & Why you should roll your 401k to an IRA
On this podcast Joel Garris discusses what you need to know about your cash in the bank. Plus, how Biden’s first veto makes it even more important than ever to roll your 401k to and IRA at the very first option. These topics and more on this week's radio show/podcast. originally aired 3/26/23
39 minutes | Mar 21, 2023
Tax changes lurking in the latest budget proposal
On this podcast Joel Garris discusses bank industry & economic headlines of the past week. Plus, an in-depth conversation on tax changes lurking in the latest budget proposal. These topics and more on this week's radio show/podcast.
40 minutes | Mar 13, 2023
Why a tax the rich strategy doesn’t match the tax data
President Biden released his budget this past week which stands in direct contrast to the tax data the IRS released for 2023.On this podcast Joel Garris this dichotomy. Plus, a solution to the disturbing trend of significant increase in hardship withdraws from 401k’s. Tune in for a full discussion of these topics and more on this week's episode.
39 minutes | Mar 6, 2023
ESG investing- is it DOA?
On this podcast Joel Garris discusses some of the recent developments regarding ESG investing. Plus, Joel is joined by fellow CFF and NAS Rob Field to discuss recent changes to Social Security
39 minutes | Feb 27, 2023
Biggest mistakes people make with a will & a recap of current economic events
On this podcast Joel Garris discusses some of the biggest mistakes people make with a will. Plus, a recap of current economic events. These topics and more on this week's radio show/podcast. originally aired 2/26/23
40 minutes | Feb 20, 2023
What to know about the early trends for the current tax season
On this podcast Joel Garris discusses some of the early trends happening in this tax season. Plus, some questions to ask yourself, children, and parents to keep from getting your phone hacked. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 2/19/23
40 minutes | Feb 13, 2023
Practical tips to ponder when planning for your death plus how the Super Bowl impacts the market
On this podcast Joel Garris discusses a variety of practical tips for you to follow that will help your loved ones once you've passed. Plus, Joel discusses the Super Bowl indicator and the advertisement that will appear. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 2/12/23
40 minutes | Feb 6, 2023
Two dirty secrets of converting to a tax-free retirement & an overview of recent headlines
On this podcast Joel Garris discusses two dirty secrets of why converting to a tax-free retirement is a bad idea. Plus, an overview of some recent headlines that impact you & your money. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 2/5/23
39 minutes | Jan 30, 2023
Merging investment themes & things to know as tax season begins!
On this podcast Joel Garris discusses merging investment themes. Plus, things to know as tax season begins! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 01/29/23
40 minutes | Jan 24, 2023
A long-term prospective on the market plus five worst purchases retirees make
On this podcast Joel Garris discusses a long-term perspective on the markets. Plus, what are five of the worst purchases retirees make? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 01/22/2022
40 minutes | Jan 17, 2023
Top money tips & tax changes for 2023!
On this podcast Joel Garris & Kristin Kalley have an in-depth discussion on money tips to follow for 2023. Plus, an in-depth discussion of tax changes for 2023. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 01/15/2023
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