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
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Working With Turbulence in the Markets #198
Apr 600:43:25Tap to summarizeIn this episode, Josh Nelson and Jeremy Busch discuss the challenges investors may face when making financial decisions during periods of market uncertainty. They explore common questions such as current market conditions, potential future trends, and general considerations investors may evaluate within their portfolios to help manage risk and uncertainty.This podcast is intended for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to take any specific action. Listening to this podcast does not create an advisory relationship. Please consult a qualified financial professional regarding your individual situation before making any financial decisions. If you find this discussion helpful, you may consider sharing it with others who might benefit.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 →Hass to Hear #197
Mar 3100:39:10Tap to summarizeBella Hass with the Hass to Hear podcast interviews Josh Nelson. They had a great discussion and hope you will enjoy it too. They talk about financial advising, Josh's own financial journey, but also how to teach financial literacy to kids and advice for younger generations as people are getting going. They also talk about how to be intentional and have a spirit of generosity as we build up and become successful over time. 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 →How To Gain Financial Peace of Mind For Those You Love (#9)
Mar 2300:16:31Tap to summarizeHost Josh Nelson explains what he means by financial peace of mind. What it actually is and the consequences could be for those in your family without it. He helps with knowing how to be adequately prepared if something happened that would leave your loved ones in a financial lurch. Contact Josh Nelson for a free consultation to create your financial peace of mind.https://www.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
Transcribe →Understanding Restricted Stock Units #195
Mar 1600:28:37Tap to summarizeRestricted Stock Units (RSUs) are a popular form of equity compensation that companies use to reward employees. Instead of getting cash or the option to buy stock, you are promised a specific number of shares of company stock, provided you meet certain conditions.In this episode Josh Nelson and Jeremy Bush give a breakdown of how they work, the timeline, and the inevitable "tax man" visit.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 →Josh Introduces Newest Team Member, Michael Stevenson #193
Mar 900:32:47Tap to summarizeMicheal Stevenson isn't just a new team member at Keystone financial. He's smart, ambitious, well-spoken and very focused on helping Keystone clients have the most financial success possible. He talks with Josh Nelson in depth in this episode about his motivation, his background and his valiant efforts to get his CFP certification. 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 →Virtual Assistants: How & Why Employers Are Hiring Them with guest Mandy Brown (#79)
Mar 200:26:05Tap to summarizeIn this episode, host Josh Nelson interviews Mandy Brown, Director of Client Relations with Belay Solutions about the benefits virtual assistants provide to employers. "Remote work is here", says Mandy, "and Belay Solutions is proud to lead the charge in disrupting the status quo and dismantling the ‘way things have always been done.’ " If you happen to be in need of a virtual helper the Belay team doesn't hire out just any virtual assistant for their clients. They do their research to find a virtual assistant that, of course, has the needed skills but also fits in with the culture of the client. The ultimate vision at Belay Solutions is to help clients achieve their vision.Enjoy the podcast. Please like, download and share this episode. Thanks so much. https://www.keystonefinancial.com/podcasthttps://belaysolutions.com/https://belaysolutions.com/podcast/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 →Cash Is Trash (#28)
Feb 2300:11:55Tap to summarizeCash is trash? What does that mean? How is that so? Is your cash trash too? Host Josh Nelson explains how you can assess if you are holding any trash cash, and if you are, what steps you can take to help change that, and how quickly should you get that problem changed? Contact: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
Transcribe →Which Is Better - Traditional or Roth? (#54)
Feb 1600:27:23Tap to summarizeIn this episode, host Josh Nelson dives into the pros and cons of contributing to a traditional 401K versus a Roth IRA. He explores the tax questions most people have about both. Which is better? This episode goes into it giving you some great points that may help you decide what's right for you.Contacthttps://josh@keystonefinancial.comWebsite:https://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
Transcribe →Good Money Revolution with guest Derrick Kinney (#76)
Feb 900:29:03Tap to summarizeHost Josh Nelson sits down in this episode with guest Derrick Kinney, the CEO of Good Money Framework and host of the popular Good Money Podcast. Mr. Kinney visits with influential business and thought leaders to inspire you to make more money and use it to do good. Derrick is the author of the book, Good Money Revolution, which has reached the bestseller list on USA TODAY and the Wall Street Journal. Thanks for listening. We hope that you enjoy the conversation. Check out this related website for a look at Derrick Kinney's new "Good Money Revolution" book and the Good Money Podcast.https://www.goodmoneyframework.com/More:Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. https://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
Transcribe →Riding The Wave: 2026 Forecast #190
Feb 200:53:49Tap to summarizeRecently, I had the opportunity to sit down with fellow Certified Financial Planner, Jeremy Bush, for our forecast market outlook on 2026. It was a great conversation. We covered a lot of territory, not only a look back at 2025, but also what we think is going to happen and what the experts are saying about 2026. Thanks for listening!Sources: https://www.goldmansachs.com/insights/articles/the-sp-500-expected-to-rally-12-this-yearhttps://www.thestreet.com/investing/stocks/every-major-wall-street-analysts-sp-500-forecast-for-2026 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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