Podcast
The Wiser Financial Advisor Podcast with Josh Nelson
Hosted by Josh Nelson · EN
Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.
27episodes
Episodes
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What is ESG Investing and How Does it Work? (#103)
1w ago00:10:31Tap to summarizeWhy does ESG investing matter, and how does it work?Consumer behavior has changed and has become more focused on sustainability. Like recycling, minimizing waste and making greener choices. Which influences decisions around finances and investment choices.In this episode host Josh Nelson, founder and CEO of Keystone Financial Services in Loveland, Colorado, gives clear advice to investors and potential investors who want to use their money to finance companies committed to these practices. ESG investing, also known as sustainable investing, has seen exponential growth as investors seek to provide capital for companies whose values on environmental sustainability and social responsibility align with their own.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
Transcribe →The Two Big Emotions Which Drive Personal Finance Decisions (#44)
2w ago00:23:48Tap to summarizeIn this episode host Josh Nelson talks about FOMO. The Fear Of Missing Out. We're sure you're familiar. It's a big thing in most everyone's personal and finances lives. Social media is a big driver of FOMO. We see stuff on social media that makes it look like everybody else is having fun and we’re not. This drives specific courses of actions in our life because in general people don't want to be missing out on the newest, biggest and bestest thing. You know, we don’t want to lose out on an opportunity when it seems like everybody else is out there making money. But is FOMO always something you want to avoid? Or, can you use it as a tool to your advantage in your financial and personal life. This episode will help you answer that question. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
Transcribe →Which type of investing will ultimately result in greater success? (#18)
3w ago00:22:58Tap to summarizeBeginning with a tale from Aesop's Fables, how the tortoise beat the hare in their race has a message to those interested in the world of investing. The question is which type of investing will ultimately result in greater success? Getting there fast, or slow and steady? In this episode of The Wiser Financial Advisor host Josh Nelson talks about what a stock really is. He talks about problems that come up when investors get into "bubble territory". He talks about how it is always inevitable that eventually stocks decrease in value and how you can be prepared for it. Then he asks you to consider, are you going to be the hare or the tortoise when it comes to your investment strategy.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
Transcribe →Estate Planning Can Be Simple
Jun 2200:28:36Tap to summarizeEstate planning is important because it gives you control over what happens with your assets, big or small, your family, your healthcare decisions. Many people assume it's for the wealthy, virtually anyone who owns any amount of property or has savings, has children, needs an estate plan. That leads into some of the key reasons why estate planning really matters. Wiser Financial Associates Jen and Michael break this down for you, piece by piece. One of the biggest is protecting your loved ones. They share that while Estate planning is a big deal, they also relate how simple Estate planning can be. Thanks for listening. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
Transcribe →Speaking Your Language #118
Jun 1500:13:14Tap to summarizeFinancial advisors need to be good communicators. We need to speak a language that makes sense for people. We've got people that are senior level chip design engineers at big companies and people that are plumbers and self-employed and everything in between. Our job is to communicate with you and help you make some great choices about finances. A coach is a person who helps someone see what they may not be seeing to help them be their best. We are financial coaches here to help you know exactly what you need to know when it comes to financial strategy and management. Thanks for listening and for supporting The Wiser Financial Advisor Podcast.In this podcast: (View Chapters)1.Financial Lingo and Clarity2.Four Pillars of Personal Finance3.Financial Advisor Experience4.Timing of the Four Pillars5.Where You Are and Where You’re Going6.Financial CoachingInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
Transcribe →Beware The Free Steak Dinner: The Truth About Financial Seminars
Jun 800:08:54Tap to summarizeIn this episode Josh talks about something that shows up in mailboxes all across America every week. Free retirement seminars, free educational workshops, free financial planning courses, free lunches, free steak dinners. And while these events are often marketed as educational opportunities, many of them have a very specific purpose to sell a financial product. Are they legit? Are they useful? Josh breaks it all down for you.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
Transcribe →Baby Steps to Financial Freedom Pt. 2 (#23)
Jun 100:15:37Tap to summarizeIn this episode host Josh Nelson covers the second set of "baby steps" to financial freedom. But these "baby steps" are incredibly powerful steps that will help anyone reduce debt and obtain an income that pays for the life that they want for the rest of their life.Step #4: Invest a percentage of your household income toward retirement. Step #5: Saving for your children's college. Step #6 Pay off your house mortgage early (Debt Snowball episode link below) https://www.buzzsprout.com/1183136/episodes/5609005Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcastContact Joshhttps://www.keystonefinancial.com/Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
Transcribe →The #1 Financial Question You Will Ultimately Ask: Where To Invest Your Money First For Retirement? (#67)
May 2500:21:17Tap to summarizeThere are a lot of different kinds of retirement accounts and many people have questions about which is going to be the best one for them as they approach retirement age. There's a lot to dig into in this episode. Employer benefit packages, eligibility, age, taxes, etc. Sooner or later, where to invest your money first for retirement becomes a question on the mind of everyone. To navigate successfully through the variety of retirement accounts for consideration means having good information and a good plan. Host Josh Nelson helps unpack it all for you. Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. https://keystonefinancial.comReference: Which is better? Traditional or Roth IRA? Eps #54https://www.buzzsprout.com/1183136/9354649Archived episodeshttps://www.keystonefinancial.com/podcastInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
Transcribe →5 Best Ways To Help Protect Seniors
May 1800:15:30Tap to summarizeToday's topic is very important about seniors and the need to protect them from financial abuse. Seniors are targets for scammers of all kinds and too often there's no one able to help them determine whether they are being scammed or not. In this episode, Josh Nelson, CFP®, gives us some thoughtful and useful ways to help protect seniors and keep them safe from harm. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
Transcribe →Overseeing The Equity Awards Offered By Your Company #115
May 1100:33:44Tap to summarizeIn this episode, Josh Nelson CFP® and Jeremy Busch CFP® help you with understanding the Equity awards you may be getting with your company and how you can use them to build financial security. They are a significant way for companies to incentivize their employees. In fact, many clients with Keystone Financial have made more money in their careers from the equity awards offered by their company than they received in compensation from their salary and bonuses. So, it can be a substantial wealth creation tool for you. Plus, they explain several of the types of Equity programs that are available. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com
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