Nelson Financial Planning

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...

05/26/2026

What investment habits quietly sabotage retirement plans? In this episode of Dollars & Sense, Rob Field and Chet Cowart break down the hidden investor behaviors that can create unnecessary risk, reduce long-term returns, and increase financial stress during retirement. From trying to time the market and holding too much cash to overlooking taxes, chasing yield, and overreacting to headlines, this episode explains the mistakes retirees make most often—and what to do instead.

What investment habits quietly sabotage retirement plans? In this e...

05/25/2026

Small financial mistakes can have a big impact over time. Chet and Rob share stories of the common investing mistakes they see and share a retirement readiness checklist.

Listen to the full podcast episode here: https://www.spreaker.com/episode/7-ways-retirees-accidentally-hurt-their-investments--72117499

05/19/2026

🚨 The IRS is warning taxpayers about a new wave of tax scams, AI-powered fraud, fake charities, identity theft, and dangerous social media tax advice — and many people don’t realize how easy it is to become a victim.

In this episode of Dollars & Sense, Joel Garris and Christina Lamb break down the IRS “Dirty Dozen” tax scams for 2026, explain the IRS’s major push toward digital payments and online accounts, and share practical ways to protect your money, your refund, and your identity.

🚨 The IRS is warning taxpayers about a new wave of tax scams, AI-po...

05/18/2026

What you need to know if you're still mailing tax payments-- Plus, Joel is joined by Christina to inform you of the latest “dirty dozen” tax scams and how you can spot them.

🎧 Listen to the full podcast episode here: https://www.spreaker.com/episode/the-irs-dirty-dozen-the-digital-shift-what-every-taxpayer-needs-to-know--72023475

05/14/2026

Last week’s Shred Event had it all:
✅ Mountains of documents securely destroyed
✅ Friendly dogs making new best friends
✅ A surprise visit from our local firefighters after the shred truck caught on fire!

Fortunately, no injuries... unless you count one heroic papercut 😉 Everyone is safe, and we’re deeply grateful for the quick response from our police and fire department.

📅 Missed this one? Our next Shred Event is December 3rd. We hope to see you there!

05/12/2026

In this episode of Dollars & Sense with Joel Garris, you’ll learn the 10 essential questions you should be asking your financial advisor — plus a bonus question that could completely reshape your strategy.

Whether you’re planning for retirement, reviewing your investments, or just trying to make smarter money decisions, this episode will help you walk into your next meeting with clarity and confidence.

Most people sit through financial meetings… and leave confused. 😳This episode shows you the exact questions that can change your financial future. 💡In this...