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.
31episodes
Episodes
Newest firstAll episodes
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
Transcribe →Don't Leave Money On The Table: Evaluate Your Health Savings Accounts(#68)
May 600:16:46Tap to summarizeIn this episode, host Josh Nelson gets into the details about a variety health savings accounts and how you could use these to your advantage when it comes to taxes and as it pertains to your potential or current medical needs. Bottom line, the knowledge you can gain from this podcast will help make sure that you don't end up leaving money on the table. Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. https://keystonefinancial.comArchived 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 →Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard#88
May 600:42:50Tap to summarizeIn this episode, Josh Nelson, CFP®, has an insightful conversation with Maria Quinn, a senior advice strategist at Vanguard's Investment Advisory Research Center. Vanguard, one of the largest and most respected financial institutions globally, has conducted extensive studies on the value of high-quality financial advice. The discussion focused on Vanguard's advisor study, which has quantified the benefits of high-quality financial advice. Emphasizing that not all advice is created equal, the conversation covered wealth management, investments, behavioral coaching, and thought leadership in the financial advisory industry. At Keystone Financial Services, as fiduciaries and Certified Financial Planners, we believe this conversation offers valuable insights into achieving better financial outcomes. Enjoy the podcast and we hope you gain a deeper understanding of the importance of expert financial guidance. 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 →Social media Impulse and Your Money #200
Apr 2700:24:10Tap to summarizeThis episode is going to hit on the impulsive buying urges of social media and how it impacts your spending, savings and financial future. Investment advisory services offered through Keystone Financial Services a registered investment adviser. The views expressed represent the opinion of Keystone Financial Services. Information does not constitute investment, tax, or legal advice.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 →Working with Trump Accounts for a Child’s Retirement #199
Apr 2000:18:54Tap to summarizeTrump accounts is what we're talking about today. We've had quite a few questions coming in on what a Trump account is, how to use it, how to not use it, and what exactly are the perks, the pros and the cons about it.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 →Helping You On Your Road To Financial Security (#1)
Apr 1300:16:36Tap to summarizeOn this pilot episode host Josh Nelson lays the foundation for the podcast with a description of his experience in the financial business. He shares his philosophy about financial management and planning. Plus, Josh explains how he came to understand what really matters to people in their life and how to help them on the road to financial security. 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 →Invest or Payoff Mortgage Early? (#48)
Apr 1300:15:37Tap to summarizeIn this episode, host Josh Nelson tackles a question he hears all the time: "Should I pay off my mortgage early so I can invest the monthly payment instead?"Josh is a strong advocate for paying off debt—but when it comes to your mortgage, the answer isn’t so simple. There are key factors and trade-offs that need careful consideration. Tune in as Josh breaks down the most important things to think about before making this major financial decision. Contact:https://josh@keystonefinancial.comInstagram: 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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