Nelson Financial Planning

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Nelson Financial Planning We help you change your life with a successful financial plan that integrates your retirement, tax strategy, and legacy planning.

Family owned and operated since 1984 with a tradition of producing superior investment results. Changing lives through successful planning

What Guides Us? Integrity: Put your needs first by always acting ethically as a Certified Financial Fiduciary
Knowledge: Give thoughtful and intelligent guidance about financial, tax and retirement matters throughout all stages of life
Responsiveness: Provide timely, proactive communication and operate efficiently
Consistency: Provide consistent, time-tested advice in an inconsistent world
Results: Achieve superior investment results through active management

How We Do It? We believe in the power of personal human contact
and treat you with the utmost respect. We only recommend investments that we own personally. We develop lifelong relationships with you by providing genuine and personalized advice. We seek to minimize investment expenses and taxes. Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Advisory services offered through Nelson Advisory Services, Inc. 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.

Joel and Zach explain why "I'm going to travel" or "I'm going to golf" is an idea, not a plan, and why retirement lifest...
10/28/2026

Joel and Zach explain why "I'm going to travel" or "I'm going to golf" is an idea, not a plan, and why retirement lifestyle planning has to happen before anyone can tell you whether you have enough. Then they walk through four IRA mistakes the IRS may not let you undo.

Figuring out what to do in retirement is a different question from ...

We had such a wonderful time at our Annual Client Appreciation Event! Great food, great conversations, and even better c...
10/28/2026

We had such a wonderful time at our Annual Client Appreciation Event! Great food, great conversations, and even better company. ❤️

We’re truly grateful for our clients and always enjoy the opportunity to spend time together. If we didn’t see you this time, we hope to catch you at a future event!

Being forced into early retirement at 57 doesn't have to mean claiming Social Security next month or rolling your 401(k)...
10/20/2026

Being forced into early retirement at 57 doesn't have to mean claiming Social Security next month or rolling your 401(k) into an IRA — and both moves can cost you more than you'd expect. Joel walks through what to check first and the five mistakes he sees people make under pressure. He also breaks down the new 2026 Roth catch-up contributions rule that is quietly changing take-home pay for workers who earned over $150,000 last year, what "safe" should actually mean for your money, and why a record 401(k) balance is not the same thing as a retirement paycheck.

Being forced into early retirement at 57 doesn't have to mean claim...

The AI bubble question is on nearly every client call right now: the market is at all-time highs, AI companies are makin...
10/16/2026

The AI bubble question is on nearly every client call right now: the market is at all-time highs, AI companies are making a lot of money, and nobody wants to be the person who invested at the top. Chet Cowart, CF2®, CRPC™ and Kristin Kalley, CPA, CFP®, CF2® look at what the earnings actually show, how this run compares to 2000, and what to check in your own portfolio first.

The AI bubble question is on nearly every client call right now: th...

Trump accounts just changed, and your child may now own a single company's stock that you didn't choose, can't refuse, a...
10/14/2026

Trump accounts just changed, and your child may now own a single company's stock that you didn't choose, can't refuse, and generally can't sell for five years. In late September the Treasury auto-enrolled over 60 million children and opened the door for charities to donate individual stocks into their accounts. Same week, clients kept calling about the stock market at all-time highs and whether the AI bubble is real. Chet Cowart, CF2®, CRPC™ and Kristin Kalley, CPA, CFP®, CF2® take both head-on.

Trump accounts just changed, and your child may now own a single co...

Your health portfolio is going to determine how much of your financial portfolio you actually get to use and enjoy. That...
10/09/2026

Your health portfolio is going to determine how much of your financial portfolio you actually get to use and enjoy. That is Joel Garris's case for treating health as a financial planning issue, and in this segment, he gives five questions to ask yourself.

Your health portfolio is going to determine how much of your financ...

The theft loss deduction used to give scam victims a way to write off stolen money as part of their itemized deductions....
10/07/2026

The theft loss deduction used to give scam victims a way to write off stolen money as part of their itemized deductions. Since 2018, Joel says, that ability has been "super, super narrow," and money taken out of an IRA to pay a scammer still becomes taxable income.

Also in this episode: what investors should not do in midterm season, and five questions to ask about your health in retirement.

The theft loss deduction used to give scam victims a way to write o...

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423 Country Club Drive
Winter Park, FL
32789

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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