Dollars&Sense Nelson Financial Planning

Joel Garris of Nelson Financial Planning
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Dollars&Sense Nelson Financial Planning

Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. 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.

  1. 23H AGO

    Impact of "Mag 7" stocks and Joel Got a 1099-K – Now What?

    🔊 Tune in to this week's episode of Dollars & Sense where we dive into the latest market trends 📊 and essential tax tips 💸! Discover how the "Mag 7" stocks' performance impacts your portfolio and get ready for the new 1099-K reporting requirements. Plus, learn smart strategies to navigate Social Security taxation and optimize your tax returns! Don't miss out on these valuable insights! 🎧✨ #DollarsAndSense #MarketTrends #TaxTips #InvestSmart #RetirementPlanning #FinancialFreedom #TaxSeason #Investing #PersonalFinance

    40 min

  2. MAR 24

    Tariffs & Social Security: Navigating Trade and Future Benefits

    In our latest episode, we dive into the complexities of tariffs and their impact on global trade 🌍, as well as the future of Social Security 📅. With trade deficits at $1.1 trillion and ongoing debates about protectionist measures, it's crucial to stay informed on how these changes affect your investments 💰. Plus, we touch on potential reforms to Social Security and what that means for future generations. Tune in for insights on how to navigate these economic shifts! 📈 #Economy #Investing #TradeWar #SocialSecurity #FinancialPlanning #Podcast 🎙️

    41 min

  3. MAR 17

    Protecting Yourself from Tax Identity Theft and Navigating Investment Taxes

    In this week's episode of Dollars & Sense, key strategies for protecting yourself from tax identity theft and tips for navigating investment taxes were discussed.  Tax Identity Theft Prevention  Understanding Tax Identity Theft: A fraudster uses personal information to file a fake tax return and claim a refund.  Get an IP PIN: Apply for a six-digit Identity Protection Personal Identification Number (IP PIN) from the IRS to prevent fraud.  Prove Your Identity: Use ID.me to verify identity - submit name, address, and driver's license photo.  Stay Updated: Once you have an IP PIN, it is automatically renewed annually in your online IRS account.  Investment Tax Management  Capital Gains Tax: Lower tax rates apply if assets are held for over a year before selling.  Dividend Tax: Qualified dividends receive lower tax rates if stocks are held for specified periods.  Retirement Account Withdrawals: Withdrawals before age 59½ incur additional tax penalties unless exceptions are claimed.  Home Sale Tax: Exclude up to $250,000 for singles and $500,000 for couples from capital gains if lived in the home as primary residence for at least 24 months within a 60-month period.  Timing Matters: Understanding timing rules is crucial for minimizing taxes on various investments.

    41 min

  4. MAR 10

    Preserving Your Investments No Matter The Market Headlines and Financial Red Flags

    In this episode of Dollars & Sense, hosts Joel Garris and Zach Keister delve into the recent market volatility and its impact on investment portfolios. They emphasize the importance of reviewing one's portfolio and maintaining a balance between conservative and growth-oriented investments to weather the storm of market fluctuations.  Additionally, the episode explores five financial red flags in relationships and how to address them. These red flags include secretive spending, borrowing from friends and family, gambling and addictive behaviors, lack of future financial planning, and excessive debt. Joel and Zach stress the importance of open communication and financial transparency between partners to ensure a healthy financial relationship.  #MarketVolatility #RetirementPlanning #FinancialRedFlags #InvestmentTips #DollarsAndSensePodcast 🎙️💰📈

    41 min

  5. MAR 3

    Mastering Retirement Taxes & Avoiding AI Scams

    Ready to optimize your retirement and stay ahead of new scams? In this week's episode of Dollars & Sense, Joel goes over creating a tax plan that can save you money in retirement. 🤑 Plus, learn about the frightening rise of AI-powered scams and how to protect your assets from these sophisticated threats. 🛡️  Tune in for essential tips and insights! 🎥👇  #RetirementPlanning #TaxTips #AIScams #FinancialSecurity #DollarsAndSense #StaySafe #InvestSmart 💡

    41 min

  6. FEB 24

    The Hidden Complexities of Annuities & Funding Life’s Big Events

    In this episode of Dollars & Sense, Joel and Rob dive deep into the world of annuities. They break down the complexities, from guaranteed incomes to the hidden fees that could affect your investments. You'll also hear about the dramatic increase in annuity sales and what it means for potential investors. Plus, they share some exciting news about their book being featured at the LA Times Festival of Books! 📚🎉  The episode also covers:  - The real estate market trends 🏠📉  - Beneficial Ownership Information Reporting updates 📋📅  - The importance of flexibility in investment accounts 💼💡  - Making the most of your savings for big events like weddings 💍💸  Don't miss out on this informative session filled with valuable insights and practical advice to help you navigate your financial journey!  DollarsAndSense #FinancePodcast #Annuities #InvestmentTips #FinancialPlanning #RealEstate #BOI #LATimesFestival #WeddingPlanning #InvestSmart #FinancialFreedom #MoneyMatters 💰📈✨ Listen now and stay financially savvy! 🎧🔊

    41 min

  7. FEB 17

    Unique Retirement Challenges for Men & How Your Home Saves on Taxes

    Joel will delve into the unique financial and health challenges men face in retirement. From the importance of mental health to navigating healthcare and maintaining physical fitness, we cover critical topics that impact the quality of life for retired men. We also discuss how to prepare for these challenges, including tips on financial planning and maximizing Social Security benefits. Discover how your home can be a powerful tool for reducing your tax bill! 🏠💰 We break down the key benefits and credits available to homeowners, from mortgage interest deductions to state and local tax (SALT) caps. Learn about the home office deduction for the self-employed, energy-efficient improvements, and the substantial capital gains exclusion when selling your primary residence. Maximize your savings and make the most of your investment. Don't miss out on these essential tips! #TaxSavings #HomeOwnership #FinancialTips #DollarAndSense #TaxCredits #HomeOffice #EnergyEfficiency #RealEstate  Don't miss our insights and practical advice to ensure a comfortable and fulfilling retirement.  #RetirementPlanning #MenHealth #FinancialAdvice #DollarAndSense #RetirementGoals #MentalHealthAwareness #StayActive

    40 min

  8. FEB 10

    Early Tax Season Trends & Retirement Myths

    Join Joel and special guest Christina Lamb, a fellow CFF and IRS enrolled agent, on the latest episode of Dollars & Sense. They dive into 5 early tax season trends that are impacting tax returns this year. Plus, they debunk some of the most common retirement myths. Whether you're prepping for tax season or planning for retirement, you won't want to miss this insightful discussion! 💼💰 #DollarsAndSense #Podcast #TaxSeason #RetirementPlanning #FinanceTips #TaxTrends #IRS #FinancialAdvice #NewEpisode

    40 min
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    Ratings & Reviews

    5
    out of 5
    8 Ratings

    About

    Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. 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.

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