Nelson Financial Planning

07/20/2026

🎙️ Joel and Christina break down Trump Accounts, recent tax law changes, and why investor discipline matters when markets feel strong. Listen now to learn what families and investors should know before making their next move.

Listen to the full podcast episode here: https://www.spreaker.com/episode/trump-accounts-tax-breaks-market-risk-what-families-and-investors-need-to-know--73031810

07/17/2026

Why online scams targeting young people generated over 31,000 reported cases — constant social media exposure breeds trust scammers exploit. Zach and Kristin break down the four biggest takeaways from the FBI internet crime report and exactly how to protect your family from scams built on borrowed trust.

AI scams drained $893 million from American families last year — an...

07/14/2026

"Survival debt" is quietly following families from summer into fall.
Zach and Kristin break down the three money moves to make before summer ends.

07/13/2026

🌞Summer is a great time to pause, reset, and check in on your financial life. In this episode of Dollars & Sense, Zach and Kristin discuss midyear money moves, credit card debt, financial loose ends, and the rise of AI-powered scams.

Listen to the full podcast episode here: https://www.spreaker.com/episode/summer-money-reset-credit-card-debt-cyber-scams-financial-loose-ends--72870639

07/08/2026

You wouldn't guess it with this summer heat, but a new school year approaches! We're collecting school supplies throughout July and August to help support classrooms in Orange and Seminole County Public Schools.
Every year, many teachers spend their own money to stock their classrooms with the supplies students need to learn and succeed. Together, we can help ease that burden and ensure local classrooms start the year ready for success.
We're collecting items such as:
🎒 Backpacks
📓 Notebooks and paper
✏️ Pencils and pens
🖍️ Crayons and markers
📁 Folders and binders
🧴 Glue sticks and other classroom essentials
Donations can be dropped off at our office throughout July and August.
A small donation can make a big difference in a local classroom.

07/07/2026

In this episode of Dollars & Sense, Rob Field and Chet Cowart break down the latest Social Security Trustees Report and explain what it may mean for future retirees. They discuss why Social Security is not expected to disappear entirely, what could happen if no changes are made, and why it is more important than ever to build a retirement income plan that goes beyond one source of income.

Is Social Security really running out? And if changes are coming, w...

07/06/2026

Is Social Security enough to support your retirement goals? In this episode of Dollars & Sense, Rob Field and Chet Cowart discuss the future of Social Security, the importance of building additional income sources, and how thoughtful planning can help you feel more confident about retirement.

Listen to the full podcast episode here: https://www.spreaker.com/episode/will-social-security-be-enough-retirement-planning-beyond-the-safety-net--72794171

07/03/2026

🎆Happy 250th Independence Day, America! 🎆

This weekend, we celebrate 250 years of freedom, courage, opportunity, and the enduring spirit that makes our nation strong. As we gather with family, friends, and community, let's honor those who came before us, appreciate the blessings we enjoy today, and look forward to the future with hope and gratitude.

Wishing everyone a safe, joyful, and patriotic Fourth of July!
❤️🤍💙 USA • USA • USA ❤️🤍💙
✨

07/02/2026

✈️ Smart vacation budgeting strategies for summer 2026 — because a great retirement includes enjoying your money, not just protecting it.

Plus, if you own an index fund tracking the Russell 1000 Growth or Russell 1000 Value, the Russell index reconstitution happening this week is quietly reshaping your portfolio — and most investors will never see it coming.

IIf you own an index fund tracking the Russell 1000 Growth or Russe...

06/29/2026

This week on Dollars & Sense, Joel covers three timely money topics: market volatility and Russell index changes, smart ways to save on summer travel, and a potential IRS refund opportunity tied to recent tax court developments. Listen now for practical insights to help you stay informed and make confident financial decisions.

Listen to the full podcast episode here: https://www.spreaker.com/episode/market-index-shifts-vacation-budgeting-and-potential-tax-refund-for-covid-era-penalties--72706181