Dollars&Sense Nelson Financial Planning
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282 episodes
On this podcast Joel Garris outlines ways to become a millionaire that don’t involve lottery tickets. Plus, the latest self-proclaimed crisis by the financial industry and why you should steer clear of the products that are getting offered as a solution. also, a recap of quarter one 2024 performance. These topics and more on this week's radio show/podcast. originally aired 4/1/24
On this podcast Joel Garris is joined by Kristin Castello CFP CPA CFF to discuss how you can deal with the impact of modified adjusted gross income on your tax bill. Plus, ways to minimize the impact of the survivor tax trap when a spouse passes. These topics and more on this week's radio show/podcast originally aired 3/24/24
Happy St. Patrick’s Day! On this podcast Joel Garris discusses 5 steps to creating a plan of action to achieve your financial goals. Plus, how human behavior can derail your investment results. Also, what’s the difference between filing jointly and separately for married couples? These topics and more on this week's radio show/podcast. originally aired 3/17/24
On this podcast Joel Garris analyzes the Florida college prepaid plan and its recent price reductions. Plus, what’s right with the economy and why there might be some optimism against the current headlines. These topics and more on this week's radio show/podcast. originally aired 3/10/24
On this podcast Joel Garris & Rob Field discuss five major life events that should trigger immediate reevaluation of finances. Also, Rob shares some of the Social Security changes for 2024. These topics and more on this week's radio show/podcast. originally aired 3/3/24
On this podcast Joel Garris discusses some of the early tax season trends NFP has encountered and how you might save money by addressing those trends. Plus, what’s the mystery behind RMD’s? finally, how you can improve your credit score. originally aired 2/26/24
On this podcast Joel Garris discusses three distinct topics involving what happens when you pass away. First, he talks about the way in which property actually passes and gives the listening audience a list of things to think about on whether they need a trust or not. Also, what are the types of taxes you can encounter upon your passing. These topics and more on this week's radio show/podcast. originally aired 2/18/24
On this podcast Joel Garris discusses the need to check your year-end statement to make sure you don’t have any ETFs within your portfolio. Plus, Joel stresses the importance of checking your Money Market statement to verify what interest rate you are really getting for your cash. Finally, he talks about the Super Bowl market indicator. These topics and more on this week's radio show/podcast. originally aired 2/11/24
On this podcast Joel Garris & Rob Field discuss the federal filing requirements for new small business owners that apply in 2024 under the Corporate Transparency Act. They also give insight on what information small business owners need to file with the US Treasury prior to year-end. Plus, what existing small business owners need to file with the US Treasury prior to year-end. Also, they highlight three major headlines from the prior week involving the Federal Reserve meeting, latest unemployment data and the tax cut bill passed by the house. These topics and more on this week's radio show/podcast. originally aired 2/4/24
On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and IRS enrolled agent Christina Lamb to discuss the latest on the Employee Retention Credit along with the health benefits of budgeting. Plus, the importance of accurate tax planning and tax advice as it relates to your investments and your retirement. These topics and more on this week's radio show/podcast. originally aired 1/29/24
On this podcast Joel Garris discusses two disturbing trends that are increasing in 2024.Investors are finding that financial advisory fees are increasing at a greater amount than normal. Joel talks about how you can determine how much you’re paying for your financial services by looking at your annual statements. Plus, Joel talks about how to avoid the disturbing trend that is online scams particularly those that target college age population. These topics and more on this week's radio show/podcast. originally aired 1/22/24
Our top 10 tax changes episode for 2024! On this podcast Kristin Kalley joins Joel Garris to discuss the latest tax changes and how they impact you. This topic and more on this week's radio show/podcast. originally aired 1/14/24
On this podcast Joel Garris discusses how you can have better money habits in the new year. Plus, some of the trends you need to be aware of in order to best position yourself in the new year. Also, he explains two traps that investors most likely will fall into during 2024. These topics and more on this week's radio show/podcast. originally aired 1/7/24
On this week’s year end podcast Joel completes his fearless forecast for 2024 and recaps how we did in 2023. In addition, he covers some of the major headlines for 2023 and their economic impacts. Plus, a detailed discussion on some of the things that tripped people up in 2023, negatively impacting their investment results and how to avoid those same mistakes in 2024. These topics and more on this week's radio show/podcast. originally aired 12/31/23
On this week's show, Joel provides an economic perspective to the holiday shopping season, along with a variety of interesting economic stats about the Christmas holiday. The dark clouds behind holiday shopping unfortunately manifest themselves as an increase in credit card balances and hardship withdrawal going into the end of the year. Joel talks about how you can get your finances in better shape to avoid those issues.
On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and CFP Kristin Kalley to discuss some of the year-end tax exchanges that Americans need to know about to save on their taxes for next year. Also, they discuss the push from Washington DC and the financial services industry to make contributions to Roth IRAs in order to generate revenue. Plus, what taxpayers need to do in light of the reporting requirements for online transactions. These topics and more on this week's radio show/podcast. originally aired 12/17/23
On this podcast Joel Garris discusses the milestones of turning 50, 60, 70 and some of the things you need to think about during the course of those decades in order to have the best future and retirement. Also, Joel discusses a variety of things you can do before the end of the year to reduce your taxes. These topics and more on this week's radio show/podcast. originally aired 12/10/23
On this podcast Joel Garris outlines some of the financial fundamentals that we all need to follow in order to achieve financial success. 2023 has been a decent year for performance but unfortunately many people have missed out as a result of not adhering to some of the fundamental financial concepts. Joel talks about these concepts at length in his new book Next Gen Dollars & Sense. This week he shares the general concepts. Also, he discusses the latest on ESG investing and compares it to “new Coke “ marketing. These topics and more on this week's radio show/podcast at originally aired 12/3/23
On this podcast Joel Garris & Rob Field have an ongoing discussion on the importance of planning your legacy to improve overall retirement. Plus, Rob Field provides an update on Social Security COLA and increased wage base. These topics and more on this week's radio show/podcast. originally aired 11/26/23
On this podcast Joel Garris & Rob Field discuss how to have a happy and quality retirement by improving the social aspects of your life. Whether you’re approaching retirement or are in retirement you need to consider the social, health and legacy aspects of your life in order to ensure the years you spend in retirement are enjoyable. These topics and more on this week's radio show/podcast. originally aired 11/19/23
On this podcast Kristin Kalley joins Joel Garris for a discussion on key takeaways and changes for your retirement courtesy of the SECURE Act 2.0. Plus, they highlight why investors should be reviewing their investment allocation particularly where they stand on cash and international markets. These topics and more on this week's radio show/podcast. originally aired 11/12/23
On this podcast Joel Garris discusses the role of emotions and how it affects our money and our retirement. Plus, he discusses two recent studies that showed American are ill prepared with their finances and miss out on a tremendous amount of investing opportunities. The importance of financial literacy cannot be underestimated. These topics and more on this week's radio show/podcast at https://www.spreaker.com/episode/57536276 originally aired 11/3/23
On this podcast Joel Garris discusses five pitfalls of inheriting money as more fully detailed within one of the chapters in our new book Next Gen Dollars & Sense. Free hard copies are available until December 31st by calling us at 407-629-6477. Plus, Joel discusses why setting up auto pay might not be a good financial decision. These topics and more on this week's radio show/podcast. originally aired 10/29/23
On this podcast Joel Garris & Christina Lamb discuss our new book and how it can help your children and grandchildren. Plus, Joel is offering complimentary copies of the book until Dec 31st, 2023. Finally, they discuss the four major changes from the SECURE Act that affect your retirement this year. These topics and more on this week's radio show/podcast. originally aired 10/22/23
On this podcast Joel Garris discusses how crypto currency funds terrorist organizations. Plus, key take aways from his recent trip to California to visit with portfolio managers. Finally, a deep dive into why costs matter from an investment perspective. These topics and more on this week's radio show/podcast. originally aired 10/15/23
www.nelsonfinancialplanning.com http://www.nelsonfinancialplanning.com On this podcast Joel Garris provides three specific examples as to why annuity advertisements are deceiving. Plus, how your withdraw strategy should change to reflect the new 10 year payout for inherited retirement accounts. These topics and more on this week's radio show/podcast. originally aired 10/8/23
On this podcast Joel provides updates on three issues discussed in prior radio programs this year. First, he provides an update on the latest statistics on identity theft fraud and what you can do to prevent it. Plus, what the future may look like for savings rates that are currently showing record amounts of cash in Money Markets and cash equivalents. Finally, how the employee retention credit is viewed by the IRS as a scam. These topics and more on this week's radio show/podcast. originally aired 10/2/23
On this podcast Joel Garris & Rob Field discuss the disturbing practices of large financial institutions that affectively kick clients to the curb once they no longer meet certain account minimums. Plus, they discuss the expected COLA increase from Social Security and Social Security survive benefits Finally, how you can find free money at fltreasurehunt.gov. These topics and more on this week's radio show/podcast. originally aired 9/24/23
On this podcast Joel discusses the five parts of a mortgage and what you need to know when choosing a mortgage in today’s high interest rate environment. Plus, why it’s important to have an accurate estimate of expenses in retirement.These topics and more on this week's radio show/podcast. originally aired 9/17/23
On this podcast Joel discusses some of the recent changes to the Florida Retirement System. Plus, Traditional VS Roth- which is better for you? These topics and more on this week's radio show/podcast. originally aired 9/10/23
