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Dollars and Sense

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Mid-Term Election Year Results & Running the Numbers on a Roth Conversion

8/21/2018
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On this episode, Joel Garris of Nelson Financial Planning, talks about Nelson Financial Planning’s latest award. Joel then hits on a little bit of politics and interest rates. In addition, Joel discusses how the economy did over the past week and how Walmart affected the Dow Jones industrial average. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:41:44

Teachers Beware What Lurks in the Teacher’s Lounge & Mid-Year Economic Overview

8/13/2018
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On this episode, Joel Garris of Nelson Financial Planning, discusses the topic of home ownership. He also discusses what teachers need to watch out for and why they are being prayed on. Joel hits on the major pit falls of annuities and why they are being pushed by the financial industry. In addition, Joel gives a mid-year economic breakdown. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:40:31

The Perils of Ignoring Your 401k; Social Security Mistakes & Are You Caught in the Return Gap?

8/8/2018
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On this episode, Joel Garris of Nelson Financial Planning, discusses why it is important not to neglect you 401K. He also discusses the return gap. Joel hits on a possible change in capital gains tax and reported earnings in the week that was. In addition, Joel talks about common social security mistakes. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:54:21

A Washington Nightmare 401k Proposal & Growth vs Value

7/30/2018
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On this episode, Joel Garris of Nelson Financial Planning, discusses the changes Washington is proposing to make to your 401k. He also discusses the difference of Growth vs Value and the importance of diversification. In addition, Joel hits on the Florida prepaid college savings plan. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:41:48

A Nightmare on 401k Street & Avoid 1-800# Advice!

7/23/2018
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On this episode, Joel Garris of Nelson Financial Planning, discusses the performance of last week’s market and what to expect in the upcoming week. He also discusses what not to do with your 401k or 403B. In addition, Joel answers follow up questions from last week’s show. Joel also compares last year’s tax code to this year’s new tax code. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:53:56

Estate Planning Musts & SIMPLE IRA Options

7/16/2018
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On this episode, Joel Garris of Nelson Financial Planning, discusses the performance of last week’s market and what to expect in the upcoming week. He also talks about Simple or Savings Incentive Match Plan for Employees IRA. Joel talks about some of the “must” for estate planning. For more information, visit www.NelsonFinancialPlanning.com

Duration:01:35:59

ETFs vs. Mutual Funds & Making a Retirement Income Plan

7/9/2018
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On this episode, Joel Garris of Nelson Financial Planning, discusses the difference between ETFs and mutual funds. He also discusses better ways to manage your 401k. Joel talks about the growing concern of how to replace your income in retirement. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:55:50

How to Generate Income in Retirement; Performance in the World Economy & the New Form 1040

7/2/2018
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On this episode, Joel Garris of Nelson Financial Planning, discusses how well the American economy is doing compared to the world economy. He also discusses the changes in the new form tax 1040. Joel talks about the growing concern of how to replace your income in retirement. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:34:33

Talking Time Bomb for Boomers; Tariff Talk & Expanded 529 Uses

6/25/2018
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On this episode, Joel Garris of Nelson Financial Planning, discusses how debt can prevent you from retiring. He also discusses the changes forth coming relating to the Dow Jones. Joel talks about changes in the new tax code involving home equity loans and 529s. Lastly, Joel discusses the fluid situation relating to tariffs between the US and China. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:55:31

How to Retire Early; Rollover vs. Transfer & Figuring Investment Costs

6/18/2018
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On this episode, Joel Garris of Nelson Financial Planning, discusses what millennials are doing wrong with their investments and suggests several strategies that can be utilized to expedite your retirement. He also discusses the differences between a rollover and transfer of assets and the benefits and disadvantages between them. Lastly, Joel discusses the true cost of your investments. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:39:20

Social Security Tapping its Reserves! & Investment Implications of Autonomous Vehicles

6/11/2018
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On this episode, Joel Garris of Nelson Financial Planning talks about the latest news that Social Security is having to tap its reserves this year to make payments. His son and office intern, Nelson Garris, joined him to talk about the implications of autonomous vehicles. Joel also describes the decision making process for paying down a mortgage and the difference between fee only and fee based investor costs. For more information, visit www.NelsonFinancialPlanning.com

Duration:00:41:59

The 4% Retirement Income Rule & Steps to Get Ready for Retirement

6/3/2018
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On this episode, Joel Garris of Nelson Financial Planning talks about the history and basis for the general rule that one can estimate their annual retirement income by calculating 4% of their assets. He also describes some of the steps people should take to get ready for retirement plus recaps the past week in the markets.

Duration:01:19:42

How Actively Managed Funds Really Work

5/27/2018
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On this episode of Dollars & Sense Joel interviews Brad Rutan of MFS Investments about the process used by an actively managed mutual fund.

Duration:00:41:44

Dollars & Sense 5-20-18

5/23/2018
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On this episode Joel talks about Mid-Term Election Year Stats & Poor Investing Habits of Millenials!

Duration:00:33:48

Dollars & Sense 5-6-18

5/23/2018
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Duration:01:18:09

Dollars & Sense 4-8-18

5/23/2018
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Duration:01:17:09