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

What you need to know about your cash at the bank & Why you should roll your 401k to an IRA

On this podcast Rob Field &amp; Christina Lamb share ways you can plan for your investment future. Plus, they help you plan for your next vacation!  These topics and more on this week's radio show/podcast.
originally aired 7/9/23

How To Budget For Your Investment Future

On this podcast Rob Field &amp; Kristin Kalley discuss five new changes that came from the Secure Act 2.0.This topic and more on this week's radio show/podcast.
originally aired 7/16/23

The Secure Act 2.0

On this podcast Joel discusses Washington’s dirty trick to force high income earners to only do Roth catch up contributions starting next year.  Plus, the supreme court has struck down the student loan cancelation program. What are some of the income driven repayment programs and how can you take advantage of them? These topics and more on this week's radio show/podcast. 
originally aired 7/23/23

Washington's Dirty Trick For High Income Earners

On this podcast Joel is joined by fellow Certified Financial Fiduciary Rob Field to discuss why high levels of cash might be a signal to invest on a dollar cost average basis. Plus, they discuss the importance of truly knowing what you own particularly when it relates to cash inside a brokerage account. These topics and more on this week's radio show/podcast.
originally aired 7/30/23

Should You Implement A Dollar Cost Average Strategy?

On this podcast Joel discusses how important dividends are in a world where inflation and interest rates costs are much higher. Plus, why it’s so crucial to know how many dividend paying companies you own. Finally, he discusses not being able to get to the new economy without the old economy and what that means for investing going forward.

Are Dividends Important?

On this podcast Joel is joined by Kristin Kalley CFF, CPA &amp; CFP to talk about the latest delay by the IRS on instituting clear guidance on the 10-year distribution requirement of inherited retirement accounts. Plus, the latest option for qualified charitable distribution which involves charitable gift annuities. These topics and more on this week's radio show/podcast.
originally aired 8/13/23

What's Going On With The Rules For Inherited Retirement Accounts?

On this podcast Joel discusses the evolving economy landscape and how to best position your investments for the road ahead. Plus, he mentions some of the ways to avoid the hard feelings that occur when a family member passes away. Take the time to understand how to distribute items from personal property as those things often create the strongest emotional response among family members. These topics and more on this week's radio show/podcast.
originally aired 8/20/23

Hard vs Soft - What Does That Mean For Your Investments?

On this podcast Joel discusses the good news that comes with higher rates on your savings accounts and the bad news that comes with the resulting tax bill on that increased interest amount. Plus, he shares the five different documents that you need your college student to sign before they go off to school to provide you with the legal authority needed as the parent of a young adult. These topics and more on this week's radio show/podcast at https://www.spreaker.com/episode/53970691
originally aired 8/27/23

Good News & Bad News!

On this podcast Joel &amp; Christina discuss the various energy tax credits that are provided through the inflation reduction acts. Plus, steps needed to be taken to maximize your ability to claim energy tac credits Finally, what can you do to plan for an early retirement?  These topics and more on this week's radio show/podcast.
originally aired 9/3/23

How Can Energy Tax Credits Help You?

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

Oldies But Goodies

Dollars & Sense - December 13, 2015

Dollars & Sense 2/5/17 – Super Bowl Indicator; Slow Tax Refunds & Withholding Taxes

Dollars & Sense 4/8/18 - Volatility in Perspective; Tax Scams & Adult Children Who Wreck Retirement

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

Interest Rates, Bonds & the Stock Market Plus Long Term Care Insurance Premium Increases

Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning.

Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.

Nelson Financial Planning

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