Dollars&Sense Nelson Financial Planning
By Joel Garris of Nelson Financial Planning
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Episodes: 389
Description
💵 About Dollars & Sense: 💵
Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions.
💥 Make sure you subscribe so you never miss an update.
👉 Visit our website: NelsonFinancialPlanning.com for more resources and to connect with our team of Certified Financial Fiduciaries.
About Joel Garris:
Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.
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.
Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions.
💥 Make sure you subscribe so you never miss an update.
👉 Visit our website: NelsonFinancialPlanning.com for more resources and to connect with our team of Certified Financial Fiduciaries.
About Joel Garris:
Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.
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.
| Episode | Date |
|---|---|
|
Discipline Over Drama: How Smart Investors Tune Out Hype
|
Jun 15, 2026 |
|
Markets at Record Highs, Too Much Cash, and the Real Retirement Readiness Test
|
Jun 08, 2026 |
|
Smart Financial Moves for New Parents and the Common Costly Misunderstood Tax Rules
|
Jun 01, 2026 |
|
7 Ways Retirees Accidentally Hurt Their Investments
|
May 25, 2026 |
|
The IRS Dirty Dozen & the Digital Shift: What Every Taxpayer Needs to Know
|
May 18, 2026 |
|
10 Essential Questions to Ask Your Financial Advisor
|
May 11, 2026 |
|
Graduation Season: Launching Financial Success for Grads & Parents
|
May 04, 2026 |
|
Your Will Doesn’t Decide Who Gets Your Money + Give More to Charity & Pay Less in Taxes
|
Apr 27, 2026 |
|
Tax Season Reality Check + Market Whiplash: What Your Refund (and Rate) Really Means
|
Apr 20, 2026 |
|
Tax-Smart Moves, Powerful HSAs, and the New Retirement
|
Apr 13, 2026 |
|
Tax Mistakes, IRS Tips, Sports Gambling & Market Insights
|
Apr 06, 2026 |
|
How Interest Rates Impact Tax Bill, Geopolitics and Investing, and Smart Portfolio Strategies
|
Mar 30, 2026 |
|
Market March Madness: Private Credit Squeeze & The Truth About Tax-Free Retirement
|
Mar 23, 2026 |
|
Often Missed Tax Credits & Five Scams to Dodge This Filing Season
|
Mar 16, 2026 |
|
Bombs, Benefits, and Brackets: Navigating Investments, Trump Accounts, and IRMAA Surprises
|
Mar 09, 2026 |
|
Don’t Get Scammed: Smart Tips on Financial Security & Retirement Community Readiness
|
Mar 02, 2026 |
|
Money & Mindset: Why We Do What We Do With Our Dollars
|
Feb 23, 2026 |
|
Market Myths & Money Moves! Plus, the questions you should ask your advisor
|
Feb 16, 2026 |
|
The Marathon of Investing—Strategies for Every Age: Stories of What Investors Wish They Knew
|
Feb 09, 2026 |
|
Is Your Financial Plan Ready for 2026? Market Shifts, Money Myths & America’s Biggest Wealth Transfer
|
Feb 02, 2026 |
|
Is Your Car Loan Hurting Your Future? Plus, The Hidden Emotional Crisis in Retirement
|
Jan 26, 2026 |
|
What’s New in 2026? Child Tax Credit, Itemized Deduction Caps, and Roth 401(k) Rule Changes Explained!
|
Jan 19, 2026 |
|
Venezuela’s Political Shakeup & Top 10 Tax Changes: Impact of Global Events and New Laws
|
Jan 12, 2026 |
|
2026 Market Predictions & Financial Resolutions: Will Diversification Win This Year?
|
Jan 05, 2026 |
|
Financial Lessons Learned in 2025: Headlines That Shaped Your Money Decisions
|
Dec 29, 2025 |
|
Holiday Spending Smarts & The Gift of Financial Planning: Should You Try "No Spend January"?
|
Dec 22, 2025 |
|
Navigating the Corporate Transparency Act & IRA Rule Changes
|
Dec 15, 2025 |
|
Overpaying for Medicare? Plus, Impactful Philanthropy Strategies
|
Dec 08, 2025 |
|
Is Your Estate Plan Complete? Plus, 7 Habits of the Stealthy Wealthy
|
Dec 01, 2025 |
|
Are You Maximizing Your 401k? And What Can You Do To Protect Yourself From AI Scams?
|
Nov 24, 2025 |
|
Latest Tax Deductions and Vital Estate Planning Tips to Prevent Beneficiary Mistakes
|
Nov 17, 2025 |
|
Rent or Buy? The pros and cons of homeownership. Plus, Is AI hype the next tech bubble?
|
Nov 10, 2025 |
|
Leveraged ETFs & The Rent vs. Buy Dilemma: Unlocking New Wealth Strategies
|
Nov 03, 2025 |
|
AI’s Investment Impact, RMD Strategies, and Ladybird Deeds
|
Oct 27, 2025 |
|
Economic Headlines, Wealth Transfer, & Couples with Staggered Retirement Dates
|
Oct 20, 2025 |
|
Estate Planning Essentials & Navigating Property Transfers: Key Insights for Securing Your Financial Legacy
|
Oct 13, 2025 |
|
401k Changes, Alternative Investment Options, Tax Shifts, & Retirement Account Consolidation
|
Oct 06, 2025 |
|
Today’s Market Insights, Paper Stock Certificates, & Retirement Prep
|
Sep 29, 2025 |
|
Medicare Myths Debunked plus Navigating Divorce's Financial Impacts
|
Sep 22, 2025 |
|
Strategies for strong money habits and psychological insights for your financial future
|
Sep 15, 2025 |
|
Mastering Financial Risks & Estate Executor: Build Confidence for Whatever the Future Brings
|
Sep 08, 2025 |
|
Your roadmap to retiring early and mastering Required Minimum Distributions
|
Sep 01, 2025 |
|
Unlocking Tax Deductions to your Advantage
|
Aug 25, 2025 |
|
College Costs & Investment Fears: Smart Moves for Your Future
|
Aug 18, 2025 |
|
No Tax on Tips & Economic Trends: How new tax laws and shifting markets could reshape your wallet.
|
Aug 11, 2025 |
|
Private Equity Traps & Alzheimer’s Action Plans: Money Moves You Need To Hear
|
Aug 04, 2025 |
|
New Tax Breaks, Tariffs, and Investment Insights: Dollars & Sense Unpacks the Big Beautiful Bill
|
Jul 28, 2025 |
|
Q2 Market Surprises, New Tax Law Details & The 10 Biggest Retirement Pitfalls
|
Jul 21, 2025 |
|
Startup Tips, Retirement Spending, and Parenting Young Grads with Their Finances
|
Jul 14, 2025 |
|
Property Investments, Social Security Shake-Ups & the Future of Retirement Benefits
|
Jul 07, 2025 |
|
Social Security Shifts & Sneaky Spending Habits
|
Jun 30, 2025 |
|
Are Model Portfolios Serving You? Plus, Exciting Changes for 529 College Savings Plans!
|
Jun 23, 2025 |
|
Overlooked Retirement Challenges & Housing Market Buyer-Seller Gap
|
Jun 16, 2025 |
|
The Tough Topics: Talking Money with Kids & Tackling the Survivor’s Penalty
|
Jun 09, 2025 |
|
Path to Becoming a Millionaire & Smart Portfolio Rebalancing Tips
|
May 26, 2025 |
|
Hot Financial Topics: Student Loan Collections & Upcoming Tax Changes
|
May 19, 2025 |
|
Investment Types to Avoid & Updating Your Estate Plan
|
May 12, 2025 |
|
Tax Trouble Spots and Charitable Giving Strategies
|
May 05, 2025 |
|
Understanding the Math in Financial Decisions & Wealth Transfer Tips
|
Apr 28, 2025 |
|
Pet Estate Planning Tips, Market Insights, and Retirement Secrets!
|
Apr 21, 2025 |
|
Market Boom & Social Security Changes for Public Employees
|
Apr 14, 2025 |
|
Common Investor Mistakes To Avoid During These Unpredictable Times & Expert Tips
|
Apr 07, 2025 |
|
Impact of "Mag 7" stocks and Joel Got a 1099-K – Now What?
|
Mar 31, 2025 |
|
Tariffs & Social Security: Navigating Trade and Future Benefits
|
Mar 24, 2025 |
|
Protecting Yourself from Tax Identity Theft and Navigating Investment Taxes
|
Mar 17, 2025 |
|
Preserving Your Investments No Matter The Market Headlines and Financial Red Flags
|
Mar 10, 2025 |
|
Mastering Retirement Taxes & Avoiding AI Scams
|
Mar 03, 2025 |
|
The Hidden Complexities of Annuities & Funding Life’s Big Events
|
Feb 24, 2025 |
|
Unique Retirement Challenges for Men & How Your Home Saves on Taxes
|
Feb 17, 2025 |
|
Early Tax Season Trends & Retirement Myths
|
Feb 10, 2025 |
|
Steering Clear of Financial Potholes
|
Feb 03, 2025 |
|
Top 10 Tax Changes of 2025 - What you need to know to save money and avoid penalties
|
Jan 27, 2025 |
|
Navigating Market Volatility and Retirement Business Success
|
Jan 20, 2025 |
|
Mastering Your Finances: Budgeting, Legal Insights, and Protecting Your Assets
|
Jan 13, 2025 |
|
New Year Financial Resolutions and 2025 Investment Themes
|
Jan 06, 2025 |
|
2024 Year-End Financial Review and 2025 Market Predictions
|
Dec 30, 2024 |
|
Unlocking Financial Happiness
|
Dec 23, 2024 |
|
Holiday Financial Gifting Tips & Investor Performance in a Post Covid World
|
Dec 16, 2024 |
|
Holiday Scams and Estate Planning Tips
|
Dec 09, 2024 |
|
Filing Beneficial Ownership Interest Reports and Everything You Need to Know About Roth Conversions
|
Dec 02, 2024 |
|
What The Election Results Mean For Your Money
|
Nov 11, 2024 |
|
Special Election Edition
|
Nov 04, 2024 |
|
What Should Couples be Asking Each Other?
|
Oct 28, 2024 |
|
The Latest Investment Insights!
|
Oct 21, 2024 |
|
Do You Have a Forgotten 401k?
|
Oct 14, 2024 |
|
Are Your Investments Sitting in Cash?
|
Oct 07, 2024 |
|
The Upcoming Maturity Tsunami
|
Sep 30, 2024 |
|
The Dangers of Owning ETF's
|
Sep 23, 2024 |
|
Steps to Protect Yourself if you are a Victim of a Data Breach
|
Sep 16, 2024 |
|
5 Tips to Improve Your Savings & What to do in the Year Before you Retire
|
Sep 09, 2024 |
|
Retirement Scam Alert: How IRS Scammers Aer Tricking You Out of Millions!
|
Sep 03, 2024 |
|
Politics and Your Finances
|
Aug 26, 2024 |
|
Market Volatility!!
|
Aug 12, 2024 |
|
Are You Asking the Wrong Questions About Your Money?
|
Aug 05, 2024 |
|
The Latest Inherited Retirement Account Rules
|
Jul 29, 2024 |
|
Four Things to Consider When a Loved One goes to a Retirement Facility
|
Jul 22, 2024 |
|
Perception vs Reality in Today's Economy
|
Jul 16, 2024 |
|
The Real Return on Alternative Investments
|
Jul 01, 2024 |
|
Are Private Equity Investment’s Dragging Down Pensions?
|
Jun 24, 2024 |
|
Have You Been Affected By An IRS Scam?
|
Jun 17, 2024 |
|
What To Do If You Get an IRS Letter
|
Jun 03, 2024 |
|
Is the United States In Demise?
|
May 20, 2024 |
|
The Correlation Between a Postage Stamp and Inflation
|
May 13, 2024 |
|
Getting A Mortgage in 2024?
|
May 06, 2024 |
|
Dirty Dozen Tax Scams
|
Apr 29, 2024 |
|
Financial Mistakes to Avoid When Approaching Retirement
|
Apr 22, 2024 |
|
What Purchases Do Retirees Regret?
|
Apr 15, 2024 |
|
How AI Affects Markets
|
Apr 09, 2024 |
|
How Do I Become A Millionaire?
|
Apr 01, 2024 |
|
Who Is MAGI and How Does She Increase Your Tax Bill?
|
Mar 25, 2024 |
|
What's The Difference Between Filing Jointly and Separately?
|
Mar 19, 2024 |
|
Optimism Against Current Headlines
|
Mar 11, 2024 |
|
Five Major Life Events That Affect Finances
|
Mar 04, 2024 |
|
Early Tax Season Trends
|
Feb 26, 2024 |
|
What Happens When You Pass Away?
|
Feb 19, 2024 |
|
Four Conclusions of Underperformance Within Alternative Funds
|
Feb 12, 2024 |
|
Pay Attention Small Business Owners!
|
Feb 05, 2024 |
|
How Important Is Tax Planning?
|
Jan 29, 2024 |
|
Two Disturbing Trends In 2024
|
Jan 22, 2024 |
|
Top 10 Tax Changes In 2024!
|
Jan 16, 2024 |
|
Better Money Habits for 2024!
|
Jan 08, 2024 |
|
The 2024 Fearless Forecast!
|
Jan 02, 2024 |
|
The Holiday Season & Your Finances
|
Dec 26, 2023 |
|
Year-End Tax Changes To Make
|
Dec 18, 2023 |
|
Are You Hitting A Milestone?
|
Dec 11, 2023 |
|
Fundamental Concepts
|
Dec 04, 2023 |
|
Legacy Planning
|
Nov 27, 2023 |
|
Crucial Aspects of Retirement
|
Nov 20, 2023 |
|
Key Takeaways from SECURE 2.0
|
Nov 13, 2023 |
|
Investor Performance VS Actual Performance
|
Nov 06, 2023 |
|
Five Pitfalls of Inheriting Money
|
Oct 30, 2023 |
|
Major Announcement!
|
Oct 27, 2023 |
|
How Crypto Currency Funds Terrorists
|
Oct 16, 2023 |
|
Misleading Annuity Advertisements
|
Oct 09, 2023 |
|
Where Are They Now?
|
Oct 02, 2023 |
|
Large Financial Institution Frustrations
|
Sep 25, 2023 |
|
Which Might Be The Best Mortgage For You
|
Sep 19, 2023 |
|
The Old Traditional VS Roth Question
|
Sep 11, 2023 |
|
How Can Energy Tax Credits Help You?
|
Sep 06, 2023 |
|
Good News & Bad News!
|
Aug 28, 2023 |
|
Hard vs Soft - What Does That Mean For Your Investments?
|
Aug 21, 2023 |
|
What's Going On With The Rules For Inherited Retirement Accounts?
|
Aug 14, 2023 |
|
Are Dividends Important?
|
Aug 08, 2023 |
|
Should You Implement A Dollar Cost Average Strategy?
|
Jul 31, 2023 |
|
Washington's Dirty Trick For High Income Earners
|
Jul 24, 2023 |
|
The Secure Act 2.0
|
Jul 17, 2023 |
|
How To Budget For Your Investment Future
|
Jul 11, 2023 |
|
The Triple Threat Tax Savings Account
|
Jun 26, 2023 |
|
The Bull Has Returned!
|
Jun 19, 2023 |
|
Who Wants To Be A Millionaire?
|
Jun 14, 2023 |
|
The Recent Debt Ceiling Deal
|
Jun 05, 2023 |
|
Cyber Security Tips!
|
May 30, 2023 |
|
The Dirty Dozen Tax Scams
|
May 30, 2023 |
|
How do I improve my credit score?
|
May 15, 2023 |
|
Retirement changes are coming!
|
May 08, 2023 |
|
Why you should be a boring investor instead of a knucklehead investor!
|
May 01, 2023 |
|
Does Digital Currency Spell The End Of The U.S. Dollar?
|
Apr 24, 2023 |
|
How do higher interest rates affect everyday life?
|
Apr 17, 2023 |
|
Five reason why tax planning is important to your overall financial plan
|
Apr 11, 2023 |
|
What still surprises Joel when folks visit for the first time and three reasons you might wind up unhappy in retirement.
|
Apr 03, 2023 |
|
What you need to know about your cash at the bank & Why you should roll your 401k to an IRA
|
Mar 27, 2023 |
|
Tax changes lurking in the latest budget proposal
|
Mar 21, 2023 |
|
Why a tax the rich strategy doesn’t match the tax data
|
Mar 13, 2023 |
|
ESG investing- is it DOA?
|
Mar 06, 2023 |
|
Biggest mistakes people make with a will & a recap of current economic events
|
Feb 27, 2023 |
|
What to know about the early trends for the current tax season
|
Feb 20, 2023 |
|
Practical tips to ponder when planning for your death plus how the Super Bowl impacts the market
|
Feb 13, 2023 |
|
Two dirty secrets of converting to a tax-free retirement & an overview of recent headlines
|
Feb 06, 2023 |
|
Merging investment themes & things to know as tax season begins!
|
Jan 30, 2023 |
|
A long-term prospective on the market plus five worst purchases retirees make
|
Jan 24, 2023 |
|
Top money tips & tax changes for 2023!
|
Jan 17, 2023 |
|
Practical financial moves to start 2023 off right plus, an in-depth discussion of tax changes for 2023!
|
Jan 09, 2023 |
|
Year 2022 in review & 2023 forecast!
|
Jan 03, 2023 |
|
2023 Tax Changes!
|
Dec 19, 2022 |
|
why did the DOW outperform the S&P 500 for 2022?
|
Dec 12, 2022 |
|
Losing some of your social security due to means testing of Medicare premiums
|
Dec 05, 2022 |
|
Holiday spending stats, Federal Reserve moves and a changed labor market
|
Nov 28, 2022 |
|
Tricks to save money on your taxes now and in the future plus navigating rising interest rates
|
Nov 21, 2022 |
|
A Recap Of The Recent Election & Inflation Data
|
Nov 15, 2022 |
|
A Trip Down Stock Market Memory Lane
|
Nov 08, 2022 |
|
Why are people retiring later in life?
|
Nov 01, 2022 |
|
Could inflation help you save money on your taxes?
|
Oct 25, 2022 |
|
The Real Inflation Numbers
|
Oct 17, 2022 |
|
Could a recession be healthy for the economy?
|
Oct 11, 2022 |
|
Nonfinancial things to consider before retirement
|
Oct 04, 2022 |
|
The power of dollar cost averaging!
|
Sep 27, 2022 |
|
Can you have capital gains in a down year?
|
Sep 20, 2022 |
|
The biggest changes coming to Medicare
|
Sep 12, 2022 |
|
What can you do as a retiree to minimize impact on your portfolio?
|
Sep 06, 2022 |
|
The Three things that drove us to high levels of inflation
|
Sep 06, 2022 |
|
The most common regrets about retirement
|
Aug 30, 2022 |
|
What should you consider about early retirement?
|
Aug 11, 2022 |
|
The four basic parts of creating an investment portfolio
|
Jul 27, 2022 |
|
DNS-070922
|
Jul 14, 2022 |
|
How to protect your house from theft
|
Jul 04, 2022 |
|
Why should I continue to be an investor
|
Jun 23, 2022 |
|
A Guaranteed 4% Interest Rate!
|
Jun 13, 2022 |
|
How to budget for life during retirement
|
Jun 07, 2022 |
|
Are We In Another Bear Market?
|
May 24, 2022 |
|
How Well Do You know Your Own Portfolio?
|
May 19, 2022 |
|
how can you check on the status of your refund?
|
May 10, 2022 |
|
Are We Halfway Through a Recession?
|
May 03, 2022 |
|
Did a Rebalance Save Your Portfolio?
|
Apr 26, 2022 |
|
Are bonds really safe?
|
Apr 12, 2022 |
|
An outlook on the market With Garret & Rob
|
Apr 05, 2022 |
|
is it to late to refinance?
|
Mar 29, 2022 |
|
How Does the Fed Catch Up?
|
Mar 21, 2022 |
|
Chinese Reversal!
|
Mar 14, 2022 |
|
Inflation is Coming!
|
Mar 09, 2022 |
|
Russia vs Ukraine!
|
Mar 01, 2022 |
|
How a 1031 Exchanges Can Save You Money!
|
Feb 22, 2022 |
|
The Super Bowl Market Indicator!
|
Feb 16, 2022 |
|
401k changes in 2022
|
Feb 08, 2022 |
|
The 7% Garneted Scam!
|
Feb 01, 2022 |
|
Should We Panic?
|
Jan 25, 2022 |
|
Inflation Is Coming!
|
Dec 15, 2021 |
|
Losing Free Money!
|
Nov 23, 2021 |
|
Retirement Contribution Limits For 2022
|
Nov 18, 2021 |
|
Death and Taxes!
|
Nov 09, 2021 |
|
Here’s why you have less money than you think!
|
Nov 02, 2021 |
|
The Fed vs PE ratios!
|
Oct 13, 2021 |
|
China!
|
Oct 06, 2021 |
|
Interest Rates Are Coming!
|
Sep 29, 2021 |
|
The Power Of Long Term Resilience!
|
Sep 21, 2021 |
|
Love Letters From The IRS!
|
Sep 14, 2021 |
|
Social Security!
|
Sep 09, 2021 |
|
Investors vs Day Traders!
|
Aug 31, 2021 |
|
Are Retirement Accounts The Best Accounts For Retirement?
|
Aug 25, 2021 |
|
Go To College Without Student Loans!
|
Aug 17, 2021 |
|
The Retirement “Secure" Act 2.0!
|
Aug 03, 2021 |
|
The Biggest Wealth Transfer In History!
|
Jul 13, 2021 |
|
Why You Shouldn't Be a Bandwagon Investor!
|
Jun 09, 2021 |
|
Happy 125th birthday to….
|
Jun 01, 2021 |
|
Is It Time To Go Heavy On The International Market?
|
May 28, 2021 |
|
The Shifting Sands of Taxes!
|
May 04, 2021 |
|
The Reality of Bitcoin!
|
Apr 06, 2021 |
|
Filling Married vs Married Filling Separate
|
Mar 30, 2021 |
|
NEW STIMULUS UPDATE! WILL YOU GET IT?
|
Mar 16, 2021 |
|
The Cash and Bonds Trap!
|
Mar 10, 2021 |
|
Are You Talking To The Right Planner?
|
Feb 23, 2021 |
|
The Tampa Bay Bucs Might Have Determined The Stock Market!
|
Feb 09, 2021 |
|
Will The IRS Be Able To Do 2020 Taxes?
|
Jan 26, 2021 |
|
Dollars & Sense 1-5-21
|
Jan 05, 2021 |
|
The Year Of The Time Machine!
|
Dec 29, 2020 |
|
The Increasing Cost Of College!
|
Dec 22, 2020 |
|
The RMD is canceled for 2020!
|
Dec 08, 2020 |
|
Are You Prepared To Die?
|
Nov 24, 2020 |
|
Not All Financial Advisors Are Created Equally!
|
Nov 17, 2020 |
|
Unforeseeable Market Surprises!
|
Nov 10, 2020 |
|
Bigger Changes In 2021 Than The Election
|
Nov 03, 2020 |
|
Who Or What Is Coivd19 Really Killing?
|
Oct 28, 2020 |
|
2021 Social Security Changes!
|
Oct 20, 2020 |
|
We ARE NOT As Polarized As We Think!
|
Oct 13, 2020 |
|
Will The 4th Quarter of 2020 Turn This Year Around?
|
Oct 06, 2020 |
|
Options Trading or Gambling?
|
Sep 15, 2020 |
|
Does Volatility Mean Another Market Crash?
|
Sep 09, 2020 |
|
The Dirty Dozen!
|
Sep 01, 2020 |
|
Timing The Market Isn’t Active Management!
|
Aug 25, 2020 |
|
The Link Between Covid19 And Your Credit Score!
|
Aug 18, 2020 |
|
America Vs Debt Vs Covid19
|
Aug 11, 2020 |
|
How common are Pandemic Level Events?
|
Aug 04, 2020 |
|
How The Government Will Try To Fix The Economy!
|
Jul 28, 2020 |
|
Your 401K Could Be Cashed Out Without Your Permission!
|
Jul 21, 2020 |
|
Mistakes That Can Cost You Big On Your Taxes!
|
Jul 14, 2020 |
|
Should China Pay For The Corona Virus?
|
Jul 07, 2020 |
|
The Collapse Of The IRS
|
Jun 30, 2020 |
|
The Future Of The Stock Market!
|
Jun 16, 2020 |
|
The Truth About 20% Unemployment
|
Jun 09, 2020 |
|
Sports Vs The Economy!
|
May 25, 2020 |
|
Cash Flow Solutions!
|
May 19, 2020 |
|
Don’t Fight The FED!
|
May 12, 2020 |
|
Are Stimulus Checks Being Sent To The Dead?
|
May 05, 2020 |
|
FREE GAS!
|
Apr 28, 2020 |
|
How To Get Your Stimulus Check!
|
Apr 19, 2020 |
|
COVID 19 The Financial Teacher!
|
Apr 14, 2020 |
|
The Next Bubble!
|
Apr 07, 2020 |
|
A Free $1,200 Check!
|
Mar 31, 2020 |
|
Why Hasn’t The Stock Market Been Shut Down
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Mar 24, 2020 |
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The Bear Market Is Here! What You Should Do!
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Mar 17, 2020 |
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Don’t Make This Irreversible Mistake!
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Mar 10, 2020 |
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A Virus More Deadly Than The Coronavirus!
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Mar 03, 2020 |
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You Are Being Robbed And Don't Even Knowing It!
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Feb 25, 2020 |
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Your 401K Tune Up!
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Feb 18, 2020 |
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The Coronavirus Vs Your Investments
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Feb 11, 2020 |
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The National Debt Crisis Is Almost Here!
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Feb 04, 2020 |
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The Latest UPS Scam! Plus, How Much Income Will You Need In Retirement
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Jan 28, 2020 |
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2020 Big Market Drivers
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Jan 27, 2020 |
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Do You Know How Much The State Of Florida Could Be Saving You?
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Jan 27, 2020 |
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The Roaring 20s Part 2
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Jan 07, 2020 |
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The Fearless Forecast! The 2020 Market Prediction!
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Dec 31, 2019 |
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The Latest On The "Inverted" Yield Curve; Plus, QCD Tips and Tricks
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Dec 23, 2019 |
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Are You Stargazing? How It Could Be Affecting Your Investments.
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Dec 17, 2019 |
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The Insurance Company Coup; Plus, How to save on Medicare
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Dec 03, 2019 |
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Fake Ads and Voodoo Economics! Plus, Millennial's Financial Reality
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Nov 26, 2019 |
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How to Protect Your Inheritance! Plus the Rule Changes for all 401Ks
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Nov 19, 2019 |
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Are You Utilizing The Most Powerful Resource To Retire Wealthy? Plus The Real Story Behind Bitcoin
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Nov 12, 2019 |
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How to invest at Market Highs & Improving your tax picture in 2019
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Nov 05, 2019 |
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Coverdell vs 529’s; the Biggest Myths about your Credit Score also Mortgages
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Oct 29, 2019 |
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6 Things to Know before getting a Mortgage; Why Wealth Taxes don’t work plus what to do about Negative Interest Rates
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Oct 22, 2019 |
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Social security pay increase! The financial rules of divorce plus the state of your pension benefit.
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Oct 15, 2019 |
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The dangers of optimizing your Social Security plus do you still get a tax benefit for making a charitable contribution. Also why the shotgu
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Oct 08, 2019 |
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How to recession proof your portfolio! The latest on the Secure Act plus the impeachment inquiry and what the markets are thinking.
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Oct 01, 2019 |
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Is there a battle of the sexes raging at your house? Plus ways to maximize social security!
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Sep 24, 2019 |
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How to become a 401k millionaire & other 401k tweaks you should do now plus why its so important to actually read your account statements!
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Sep 16, 2019 |
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Buyer beware - Annuities have hidden costs & Is your investment allocation driven by lawyers?
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Sep 10, 2019 |
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Bond Yield/Dividend Yield Inversion plus Presidential Candidate tax proposals & Things to save for besides retirement!
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Sep 02, 2019 |
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Is a comfortable retirement in your future? & How to maximize your retirement accounts
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Aug 29, 2019 |
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Inverted Yield Curve - What it means to you & Listeners’ Questions on the Florida Retirement System
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Aug 19, 2019 |
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Important Social Security Facts & Market Volatility and Emotions
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Aug 13, 2019 |
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Marriage tax penalty problems & the Skewed 10 year investment performance issue
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Aug 05, 2019 |
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Lower interest rates & Negative yields; Your Real risks in retirement plus the Insurance lobby influence in DC
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Jul 29, 2019 |
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529s & FAFSA Rules; New Investing Options in China & Why You Should Freeze Your Child’s Credit
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Jul 23, 2019 |
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Inverted Yield Curve Myths; Market Highs & Big Bond Category Changes
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Jul 16, 2019 |
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To Roll or Not to Roll & Latest on State Run IRA Plans
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Jul 11, 2019 |
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Early distribution penalty exception rules, Bitcoin and first half of 2019 recap
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Jul 01, 2019 |
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Interest Rates, Bonds & the Stock Market Plus Long Term Care Insurance Premium Increases
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Jun 25, 2019 |
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Negative Savings Rates, Greater 401k Portability & Cannabis Investing
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Jun 17, 2019 |
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The Death of the Stretch IRA & How the Insurance Lobby Won Access to Your 401k!
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Jun 04, 2019 |
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Beware of the Fiduciary who Increases Your Investment Costs & the Growth in Prices vs Earnings
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May 27, 2019 |
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The Bottom Line in the US-China Trade War & Roth 401ks
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May 20, 2019 |
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Why Your Investment Allocation Matters & Tips for Taxes After Retirement
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May 13, 2019 |
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Record Low Unemployment & Debunking Social Security Optimization Reports
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May 06, 2019 |
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35 Years & Counting Plus Why Liquidity Matters for Your Investments
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Apr 30, 2019 |
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Fix Your Tax Withholding Now; Rising College Costs & Longevity Risk
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Apr 23, 2019 |
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Are You Ready for April 15? & Getting a Mortgage in Retirement
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Apr 15, 2019 |
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Surviving Spouses To Do List & Social Conscious Investing
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Apr 08, 2019 |
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Recap of 1st Quarter; Avoiding an IRS Audit & Proposed Changes to Retirement Accounts
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Apr 02, 2019 |
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How to Add $500k to Your Retirement & What the Fed Decision Means to You
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Mar 25, 2019 |
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How to Prepare for a Recession & Unique Tax Results
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Mar 18, 2019 |
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How to Fund a Roth Even if You Aren't Eligible & 10 Year Anniversary of Market Bottom
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Mar 13, 2019 |
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Tax Strategies for Today & Compounding Investment Mistakes
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Mar 06, 2019 |
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Chances of an IRS Audit & Overview of Current Tax Filing Season
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Feb 25, 2019 |
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Guaranteed Retirement Income Debunked & Higher Contribution Limits for Retirement Accounts
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Feb 18, 2019 |
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The All New Tax Return & Government Debt Issues
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Feb 11, 2019 |
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Super Bowl Market Indicator & Latest Retirement Proposals from Washington
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Feb 04, 2019 |
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Proposals to Tax the Rich; Social Security Tax Trap & To Itemize or Not
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Jan 30, 2019 |
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Guaranteed Retirement Income Debunked & Higher Contribution Limits for Retirement Accounts
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Jan 21, 2019 |
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Top 20 Tax Changes for 2018 with Special Guest IRS Enrolled Agent Christina Lamb
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Jan 14, 2019 |
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2019 Trends to Watch, Fearless Forecast Review & What Not to Do with Your Money
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Jan 07, 2019 |
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2019 Fearless Forecast & 2018 Recap Including Christmas Week Volatility
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Jan 01, 2019 |
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The Federal Reserve and Heightened Volatility
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Dec 27, 2018 |
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Pitfalls of State Sponsored Retirement Savings Plans & 5 Steps to Check Your Retirement Readiness
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Dec 19, 2018 |
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Inverted Yield Curves & Recessions plus 4 Takeaways for All Investors
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Dec 10, 2018 |
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The Impossibility of Predicting The Market & Tax Changes
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Dec 10, 2018 |
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Understanding Investor Costs; Putting Your Financial Life Together & Qualified Charitable Distributions
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Nov 26, 2018 |
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The Latest and Greatest on 401ks and Health Saving Accounts
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Nov 19, 2018 |
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The 5 Parts of a Personal Financial Plan & Mid Term Election Results
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Nov 14, 2018 |
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Election Preview, Trade Talks & Tax Changes
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Nov 05, 2018 |
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Stay Calm, Stay Cool & Most Importantly Stay Invested!
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Nov 01, 2018 |
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Stay Calm, Stay Cool & Most Importantly Stay Invested!
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Oct 29, 2018 |
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Social Security Things to Know; P/E Ratios & Millennial Investing Strategies
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Oct 24, 2018 |
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Market Review; Portfolio Manager Compensation & 10 vs. 15 Year Performance
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Oct 15, 2018 |
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The Rules for Owing Taxes on Inherited Property & Avoiding Gains on Selling Primary Homes
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Oct 08, 2018 |
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Perception vs. Reality of Market Performance & Employee Benefit Selection Season
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Oct 01, 2018 |
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The Terminators are Already Here & Mid-Term Election Year
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Sep 24, 2018 |
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How Much Do You Really Need in Retirement & Proposed Changes in IRAs
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Sep 20, 2018 |
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A Reflection on 2008 and its Lasting Impact plus Tax Changes You May Have Missed
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Sep 11, 2018 |
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Common IRA Mistakes & Stock Buyback Explained
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Sep 03, 2018 |
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An Estate Nightmare in California & Some Political Talk
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Aug 28, 2018 |
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Mid-Term Election Year Results & Running the Numbers on a Roth Conversion
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Aug 21, 2018 |
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Teachers Beware What Lurks in the Teacher’s Lounge & Mid-Year Economic Overview
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Aug 13, 2018 |
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The Perils of Ignoring Your 401k; Social Security Mistakes & Are You Caught in the Return Gap?
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Aug 08, 2018 |
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A Washington Nightmare 401k Proposal & Growth vs Value
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Jul 30, 2018 |
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A Nightmare on 401k Street & Avoid 1-800# Advice!
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Jul 23, 2018 |
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Estate Planning Musts & SIMPLE IRA Options
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Jul 16, 2018 |
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ETFs vs. Mutual Funds & Making a Retirement Income Plan
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Jul 09, 2018 |
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How to Generate Income in Retirement; Performance in the World Economy & the New Form 1040
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Jul 02, 2018 |
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Tacking Time Bomb for Boomers; Tariff Talk & Expanded 529 Uses
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Jun 25, 2018 |
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How to Retire Early; Rollover vs. Transfer & Figuring Investment Costs
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Jun 18, 2018 |
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Social Security Tapping its Reserves! & Investment Implications of Autonomous Vehicles
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Jun 11, 2018 |
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The 4% Retirement Income Rule & Steps to Get Ready for Retirement
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Jun 03, 2018 |
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How Actively Managed Funds Really Work
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May 27, 2018 |
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Dollars & Sense 5-20-18
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May 23, 2018 |
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Dollars & Sense 5-13-18
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May 23, 2018 |
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Dollars & Sense 5-6-18
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May 23, 2018 |
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Dollars & Sense 4-22-18
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May 23, 2018 |
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Dollars & Sense 4-29-18
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May 23, 2018 |
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Dollars & Sense 4-8-18
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May 23, 2018 |
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Dollars & Sense 4-15-18
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May 23, 2018 |
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Dollars & Sense 4-1-18
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May 23, 2018 |
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Dollars & Sense 3-25-18
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May 23, 2018 |
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Dollars & Sense 3-11-18
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May 23, 2018 |
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Dollars & Sense 3-4-18
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May 23, 2018 |
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Dollars & Sense 2-25-18
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May 23, 2018 |
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Dollars & Sense 2-11-18
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May 23, 2018 |
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Dollars & Sense 1-28-18
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May 23, 2018 |
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Dollars & Sense 1-21-18
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May 23, 2018 |
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Dollars & Sense 1-14-18
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May 23, 2018 |
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Dollars & Sense 1-7-18
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May 23, 2018 |