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Discover the ins and outs of beneficiary forms and estate planning. Plus Kristin Castello joins Joel to share the latest tax changes taking effect. Click here to listen to the full podcast episode: https://www.spreaker.com/episode/latest-tax-deductions-and-vital-estate-planning-tips-to-prevent-beneficiary-mistakes--68571838 #NelsonFinancialValues #FinancialFreedom #FinancialLiteracy #IRAtips #PersonalFinance | Nelson Financial Planning
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Discover the ins and outs of beneficiary forms and estate plan…
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In this week's episode of Dollars & Sense, we dive into crucial topics for your financial well-being! 💸 We discuss how to protect yourself from the growing issue of tax identity theft 🛡️ and provide essential tips on navigating the complexities of investment taxes 📊. Don't miss out on these valuable insights to safeguard your finances and make informed decisions. 🎧 Listen to the full podcast episode here: https://www.spreaker.com/episode/protecting-yourself-from-tax-identity-theft-and-naviga
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In this week's episode of Dollars & Sense, we dive into crucial topics …
37 viewsMar 17, 2025
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🎙New podcast episode: Joel and Kristin break down the latest game-changing updates to tax deductions, with a spotlight on the new senior deduction and major changes for charitable contributions. Discover how seniors can benefit from a $6,000 deduction—even if they're not yet on Social Security—and learn the income thresholds you need to know to qualify. 💸 Listen to the full podcast here: https://www.spreaker.com/episode/unlocking-tax-deductions-to-your-advantage--67481173 #TaxDeductions #Senio
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🎙New podcast episode: Joel and Kristin break down the latest gam…
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Talking to your kids about money may feel awkward, but it’s essential for their financial future. Our latest insights break down how to tackle these tough conversations, teach values, and prepare the next generation for smart financial decisions. From tips on open discussions to tools like trusts and educational resources, this is your guide to building financial transparency within your family. Listen to the full podcast episode here: https://www.spreaker.com/episode/the-tough-topics-talking-mo
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