Dollars&Sense Nelson Financial Planning

著者： Joel Garris of Nelson Financial Planning
無料で聴く

  • サマリー

  • 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.
    Copyright Joel Garris
    続きを読む 一部表示

あらすじ・解説

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.
Copyright Joel Garris
個人ファイナンス 個人的成功 経済学 自己啓発
続きを読む 一部表示
エピソード
  • Impact of "Mag 7" stocks and Joel Got a 1099-K – Now What?

    Impact of "Mag 7" stocks and Joel Got a 1099-K – Now What?
    2025/03/31
    🔊 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
    続きを読む 一部表示
    40 分
  • Tariffs & Social Security: Navigating Trade and Future Benefits

    Tariffs & Social Security: Navigating Trade and Future Benefits
    2025/03/24
    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 🎙️
    続きを読む 一部表示
    41 分
  • Protecting Yourself from Tax Identity Theft and Navigating Investment Taxes

    Protecting Yourself from Tax Identity Theft and Navigating Investment Taxes
    2025/03/17
    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.

    続きを読む 一部表示
    41 分

Dollars&Sense Nelson Financial Planningに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。