All Episodes
Dollars&Sense Nelson Financial Planning — 406 episodes · page 1 of 5
Forced Into Retirement? Roth Catch-Up Rules, Investment “Safety” & Record Balances
Changes to Trump Accounts, AI Stocks & Market Highs: 6 Moves Retirees Should Consider
Health, Fraud & Politics: Three Planning Conversations Investors Can’t Ignore
What do Rising Interest Rates Mean for Bonds? Plus, what to do if your bank account is hacked
Will AI Destroy Humanity? A Calm Look at the Latest Panic
Marriage Money Mistakes, Trump Accounts & Investor Mind Games
Interest Rates, Market Timing & Smart Giving: 3 Financial Planning Moves to Watch
Don’t Panic, Plan Ahead: National Debt, Retirement Spending & Your Financial Death Box
TikTok Financial Advice, Medicare Costs & Caregiving Tips
Market Optimism, Investor Caution & Better Money Decisions
Before You Retire: Annuity Fine Print, Marriage Money Talks & Tax Traps
90-Day Student Loan Deadline! Plus, what the changing market leaders means for your portfolio.
Financial Literacy, FRS Changes & the Bilt Card: Smart Money Decisions for Renters and Parents
Trump Accounts, Tax Breaks & Market Risk: What Families and Investors Need to Know
Summer Money Reset: Credit Card Debt, Cyber Scams & Financial Loose Ends
Will Social Security Be Enough? Retirement Planning Beyond the Safety Net
Market Index Shifts, Vacation Budgeting, and Potential Tax Refund for Covid-era Penalties
Adult Children, Family Finance Tension, and Your Retirement Living
Discipline Over Drama: How Smart Investors Tune Out Hype
Markets at Record Highs, Too Much Cash, and the Real Retirement Readiness Test
Smart Financial Moves for New Parents and the Common Costly Misunderstood Tax Rules
7 Ways Retirees Accidentally Hurt Their Investments
The IRS Dirty Dozen & the Digital Shift: What Every Taxpayer Needs to Know
10 Essential Questions to Ask Your Financial Advisor
Graduation Season: Launching Financial Success for Grads & Parents
Your Will Doesn’t Decide Who Gets Your Money + Give More to Charity & Pay Less in Taxes
Tax Season Reality Check + Market Whiplash: What Your Refund (and Rate) Really Means
Tax-Smart Moves, Powerful HSAs, and the New Retirement
Tax Mistakes, IRS Tips, Sports Gambling & Market Insights
How Interest Rates Impact Tax Bill, Geopolitics and Investing, and Smart Portfolio Strategies
Market March Madness: Private Credit Squeeze & The Truth About Tax-Free Retirement
Often Missed Tax Credits & Five Scams to Dodge This Filing Season
Bombs, Benefits, and Brackets: Navigating Investments, Trump Accounts, and IRMAA Surprises
Don’t Get Scammed: Smart Tips on Financial Security & Retirement Community Readiness
Money & Mindset: Why We Do What We Do With Our Dollars
Market Myths & Money Moves! Plus, the questions you should ask your advisor
The Marathon of Investing—Strategies for Every Age: Stories of What Investors Wish They Knew
Is Your Financial Plan Ready for 2026? Market Shifts, Money Myths & America’s Biggest Wealth Transfer
Is Your Car Loan Hurting Your Future? Plus, The Hidden Emotional Crisis in Retirement
What’s New in 2026? Child Tax Credit, Itemized Deduction Caps, and Roth 401(k) Rule Changes Explained!
Venezuela’s Political Shakeup & Top 10 Tax Changes: Impact of Global Events and New Laws
2026 Market Predictions & Financial Resolutions: Will Diversification Win This Year?
Financial Lessons Learned in 2025: Headlines That Shaped Your Money Decisions
Holiday Spending Smarts & The Gift of Financial Planning: Should You Try "No Spend January"?
Navigating the Corporate Transparency Act & IRA Rule Changes
Overpaying for Medicare? Plus, Impactful Philanthropy Strategies
Is Your Estate Plan Complete? Plus, 7 Habits of the Stealthy Wealthy
Are You Maximizing Your 401k? And What Can You Do To Protect Yourself From AI Scams?
Latest Tax Deductions and Vital Estate Planning Tips to Prevent Beneficiary Mistakes
Rent or Buy? The pros and cons of homeownership. Plus, Is AI hype the next tech bubble?
Leveraged ETFs & The Rent vs. Buy Dilemma: Unlocking New Wealth Strategies
AI’s Investment Impact, RMD Strategies, and Ladybird Deeds
Economic Headlines, Wealth Transfer, & Couples with Staggered Retirement Dates
Estate Planning Essentials & Navigating Property Transfers: Key Insights for Securing Your Financial Legacy
401k Changes, Alternative Investment Options, Tax Shifts, & Retirement Account Consolidation
Today’s Market Insights, Paper Stock Certificates, & Retirement Prep
Medicare Myths Debunked plus Navigating Divorce's Financial Impacts
Strategies for strong money habits and psychological insights for your financial future
Mastering Financial Risks & Estate Executor: Build Confidence for Whatever the Future Brings
Your roadmap to retiring early and mastering Required Minimum Distributions
Unlocking Tax Deductions to your Advantage
College Costs & Investment Fears: Smart Moves for Your Future
No Tax on Tips & Economic Trends: How new tax laws and shifting markets could reshape your wallet.
Private Equity Traps & Alzheimer’s Action Plans: Money Moves You Need To Hear
New Tax Breaks, Tariffs, and Investment Insights: Dollars & Sense Unpacks the Big Beautiful Bill
Q2 Market Surprises, New Tax Law Details & The 10 Biggest Retirement Pitfalls
Startup Tips, Retirement Spending, and Parenting Young Grads with Their Finances
Property Investments, Social Security Shake-Ups & the Future of Retirement Benefits
Social Security Shifts & Sneaky Spending Habits
Are Model Portfolios Serving You? Plus, Exciting Changes for 529 College Savings Plans!
Overlooked Retirement Challenges & Housing Market Buyer-Seller Gap
The Tough Topics: Talking Money with Kids & Tackling the Survivor’s Penalty
Path to Becoming a Millionaire & Smart Portfolio Rebalancing Tips
Hot Financial Topics: Student Loan Collections & Upcoming Tax Changes
Investment Types to Avoid & Updating Your Estate Plan
Tax Trouble Spots and Charitable Giving Strategies
Understanding the Math in Financial Decisions & Wealth Transfer Tips
Pet Estate Planning Tips, Market Insights, and Retirement Secrets!
Market Boom & Social Security Changes for Public Employees
Common Investor Mistakes To Avoid During These Unpredictable Times & Expert Tips
Impact of "Mag 7" stocks and Joel Got a 1099-K – Now What?
Tariffs & Social Security: Navigating Trade and Future Benefits
Protecting Yourself from Tax Identity Theft and Navigating Investment Taxes
Preserving Your Investments No Matter The Market Headlines and Financial Red Flags
Mastering Retirement Taxes & Avoiding AI Scams
The Hidden Complexities of Annuities & Funding Life’s Big Events
Unique Retirement Challenges for Men & How Your Home Saves on Taxes
Early Tax Season Trends & Retirement Myths
Steering Clear of Financial Potholes
Top 10 Tax Changes of 2025 - What you need to know to save money and avoid penalties
Navigating Market Volatility and Retirement Business Success
Mastering Your Finances: Budgeting, Legal Insights, and Protecting Your Assets
New Year Financial Resolutions and 2025 Investment Themes
2024 Year-End Financial Review and 2025 Market Predictions
Unlocking Financial Happiness
Holiday Financial Gifting Tips & Investor Performance in a Post Covid World
Holiday Scams and Estate Planning Tips
Filing Beneficial Ownership Interest Reports and Everything You Need to Know About Roth Conversions
What The Election Results Mean For Your Money
Special Election Edition