Dollars&Sense Nelson Financial Planning

The IRS Dirty Dozen & the Digital Shift: What Every Taxpayer Needs to Know


Listen Later

Tax season may be over, but tax scams are not. In this episode, Joel Garris and Christina Lamb break down the IRS’s annual “Dirty Dozen” list of the most common tax scams targeting taxpayers right now—from phishing texts and AI-powered phone scams to fake charities, ghost preparers, identity theft, and misleading social media tax advice.

They also unpack the IRS’s ongoing digital shift and explain what it means for refunds, payments, online accounts, and why taxpayers need to prepare now.

If you want practical tips to protect your money, avoid costly mistakes, and stay ahead of major IRS changes, this is an episode you won’t want to miss.


💵 About Dollars & Sense: 💵
Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions. 

👉 Visit our website: nelsonfinancialplanning.com for more resources and to connect with our team of Certified Financial Fiduciaries.

About Joel Garris:
Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

➡️ CONNECT WITH US: 
Facebook: /NelsonFinancialPlanning
Twitter: /nelsonfinplan
Instagram: /nelson_financial_planning
YouTube: @nelsonfinancialplanning2202
...more
View all episodesView all episodes
Download on the App Store

Dollars&Sense Nelson Financial PlanningBy Joel Garris of Nelson Financial Planning

  • 5
  • 5
  • 5
  • 5
  • 5

5

8 ratings


More shows like Dollars&Sense Nelson Financial Planning

View all
The Rachel Maddow Show by Rachel Maddow, MS NOW

The Rachel Maddow Show

36,617 Listeners

Mad Money w/ Jim Cramer by CNBC

Mad Money w/ Jim Cramer

4,085 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,248 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

810 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,333 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

455 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

750 Listeners

Up First from NPR by NPR

Up First from NPR

56,508 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,069 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,524 Listeners

Rick Wilson's The Enemies List by Black Pearl Studios

Rick Wilson's The Enemies List

3,962 Listeners