Nelson Financial Planning

06/17/2026

🚀 SpaceX Just Went Public, Does That Change Your Plan? In this episode, Joel Garris, CFP® walks through three interconnected forces quietly shaping investor outcomes right now: the hype around high-profile IPOs like SpaceX, the 24/7 news cycle and its emotional pull on investment decisions, and the eight quiet money habits that actually build long-term wealth without sacrifice.

How news affects your retirement investments is one of the most imp...

06/16/2026

🎉 Big congratulations to Rob Field!
Rob has officially earned his IRMAA Certified Planner™ designation, adding to his expertise as a National Social Security Advisor.

According to the NSSA directory, Rob is currently the only advisor within 50 miles of Winter Park (32789) who holds BOTH certifications.

With advanced training in both Social Security and Medicare-related income adjustments (IRMAA), Rob helps clients navigate two of the most important components of retirement.

We’re proud to have this level of expertise on our team! 👏

06/15/2026

🚀 SpaceX is making headlines—but should headline-grabbing investments drive your retirement decisions?

In this episode of Dollars and Sense, Joel Garris breaks down the buzz around SpaceX, and how nonstop financial news can influence the way we make money decisions. Joel lists the simple habits that can help build wealth over time—without feeling like a major sacrifice.

🎧 Listen to the full episode here: https://www.spreaker.com/episode/discipline-over-drama-how-smart-investors-tune-out-hype--72502689

06/10/2026

This week's episode covers three of the most important financial conversations happening right now for pre-retirees: why the S&P 500 near all-time highs demands more discipline, not less; why holding too much cash in retirement could cost you up to 25% of your total asset base over 30 years; and a practical 12-item checklist to determine whether you are actually retirement-ready — beyond just having "the right number."

Your retirement readiness checklist may have more gaps than you rea...

06/08/2026

📈Are market highs a warning sign? Is holding too much cash costing you? And how do you know if you’re really ready to retire? Joel covers all that and more in the latest episode of Dollars & Sense.

🎙Listen to the full episode here: https://www.spreaker.com/episode/markets-at-record-highs-too-much-cash-and-the-real-retirement-readiness-test--72373138

06/05/2026

The misunderstood tax rules that cost you money aren't obscure loopholes — they're the same myths showing up in client meetings every single week, quietly costing people thousands in avoidable mistakes. 💸 If you've ever turned down a raise to "stay in your bracket," celebrated a big tax refund, or started a business to write off your expenses, this episode was made for you.

Confused about tax brackets, write-offs, refunds, or self-employmen...

06/04/2026

We had such a rewarding time volunteering at the Great Big Backpack Build with A Gift For Teaching! 🎒

Helping pack supplies for Orange County Public Schools students is always a reminder of how powerful it is to come together as a community to support the next generation.

And it definitely gets us fired up for our school supply drive next month—we can’t wait to continue making an impact! 💙📚

06/02/2026

Kristin and Christina discuss which accounts parents should prioritize when they have a baby, including 529 plans, custodial accounts, and the new Trump accounts that could help build long-term, tax-advantaged wealth for children.

In this episode of Dollars & Sense, Kristin Kalley and Christina La...

06/01/2026

In this episode, Kristin Kalley and Christina Lamb cover two important financial topics:

👶Investment accounts for a new baby
💸Most misunderstood federal income tax rules

From 529 plans and long-term savings strategies to common tax myths that can lead to costly mistakes, this episode is packed with practical financial insights for families and taxpayers alike.

Listen to the full podcast episode here: https://www.spreaker.com/episode/smart-financial-moves-for-new-parents-and-the-common-costly-misunderstood-tax-rules--72191241

05/29/2026

Retirement is not just about reaching a certain age or account balance—it is about making sure your income, expenses, healthcare planning, and overall financial strategy are built to support the life you want.

Are you truly ready to retire—or are there warning signs you should pay attention to first? In this segment of Dollars & Sense, Rob Field and Chet Cowart bre...