The Wiser Financial Advisor Podcast with Josh Nelson

In this episode, host Josh Nelson talks  with George Jerjian, best-selling author of 10 books, Emmy-winning producer and retirement rebel. It's an interesting conversation because of an extraordinary event that happened in George's life while he was semi-retired and trying to figure out what was next. If you are asking yourself what's next in your life then you're going to love...

Every day, there's a new headline: Is this the top? Is this the bottom? Is this recession real? Is there going to be a recession? Should you get out now?   Today, we're talking about market timing. Being disciplined, rebalancing, having a plan, not letting ourselves get emotionally wrapped up in our investments is what works over the long term. Enjoy the episode. Thanks for listening. In...

With over thirty years experience as a Financial Advisor and Certified Financial Planner, WFA podcast guest Sarah Carlson has guided many people on the path away from fear to lead them to a secure, free, joyous, and peaceful money life.  Sarah sees herself as a "change agent," helping people prepare for and weather the tumult that life presents, and to work toward their objectives throug...

Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe. Well, turbulence is also what's going on with the stock market right now. Josh Nelson is your financial pilot and in this episode he helps you navigate your way through it so that you will have t...

Resiliency is not a trait—it’s a skill. And like any skill, it can be learned, practiced, and strengthened, says Dr. Justin Stoddard. From his early days as an Army combat medic, he witnessed firsthand how adversity can either break a person or forge them into something stronger. These moments shaped him—not just as a soldier but as a leader, a mentor, and a student of resiliency.  https://climbin...

You may be missing out on some great opportunities to secure greater financial security and wealth just because you lack a few nuggets of wisdom about financial management. But you don't have to. Host Josh Nelson's can help you understand better by dipping into his well loved foundational financial buckets.    Contact Josh Nelson for a free consultation with you about his foundational fi...

Want to start an easy to follow system to reduce your debt, or get out starting today? In this episode, host Josh Nelson provides the three pieces necessary to accomplish your goal of debt reduction, or elimination. Plus, get practical examples based on his own personal experiences and those of some of his clients. Ready? Set. Listen! (This episode was originally posted August 2, 2022 as "Thr...

In this episode Josh is joined by guest Frank Fiume, founder of I-9 Sports, best-selling author, and the nation’s leading franchisor of youth leagues and camps. They talk about business, life and transition. Many people end up being very successful as they're  building their careers or businesses, so they have  attained the science of achievement. But what about fulfillment? What about making...

 In this episode, Josh Nelson breaks down the key year-end planning steps you should be thinking about now. He also shares intentional strategies to help you pause, reflect, and make smart financial moves before the calendar turns. Tune in for practical ideas you can put to work right away.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004...

 In this encore episode, we revisit an important trend we’ve been seeing: more people taking a thoughtful look at what life might look like once they step away from work. Join us as we walk through the Top 10 Questions to Ask When Relocating in Retirement —insights that are just as valuable today as when this episode first aired.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://...

 The holidays are full of fun, food, and festivities—but let’s be honest, they can also lead to a spending spree that doesn’t feel so great come January. In this episode, host Josh Nelson shares practical tips to help you enjoy the season without waking up to a financial headache in the new year. If you’ve ever looked at your post-holiday bank or credit card statement and thought, “What was I thin...

 In this episode, hosts Josh Nelson and Jeremy Busch dive deep into the important topic of caregiving. They explore both the financial and practical aspects of supporting those who require caregiving assistance—whether that’s for a loved one now or for yourself in the future. This is a topic that touches everyone at some point in life, making it both enlightening and essential to understand. Tune...

Welcome to this episode of The Wiser Financial Advisor. In this episode host Josh Nelson helps us understand why it's important to say no to the things that don't serve us. What does all this have to do with money and wealth creation? He says, EVERYTHING! He wants you, whether you are a Keystone Financial client or not, to dream big. Learn the three steps to eliminate distractions and ti...

There’s good news in this episode! Sure, life has its share of challenges, heartache, and setbacks — we’ve all been there. But host Josh Nelson explores how even those difficult experiences can lead to growth, perspective, and better financial decision-making. In this insightful rerun, Josh talks about: Reflecting on the past and what it teaches us The balance between suffering and happiness The s...

Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years. Some of what we talk about is going to make you question or maybe reaffirm what you're already doing, which could result in some changes in how you'll manage your portfolio. We want you to really understand what’s involved in those decisions and what the outc...

 In this episode, Josh sits down with Eric Weedin, manager of Weedin Agency Inc., Loveland’s oldest insurance agency. Since 1956, the Weedin family has been helping Northern Colorado homeowners, families, and businesses protect what matters most. Together, Josh and Eric dive into the ins and outs of homeowners insurance—what’s changing in today’s market, what coverage homeowners should review, and...

In this episode, we talk with Dana Griffin, principal agent of Choice City Health in Northern Colorado. Dana specializes in helping people make a smooth and informed transition into Medicare. Learn more at:  Dana Griffin - Medicare Insurance Broker in Fort Collins, CO Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson:...

As hard as it may be to believe, sometimes people have a difficult time spending their money. In this episode, host Josh Nelson's message  is aimed specifically at people that are not very good at it. He gets into what creates some people's fear of spending money.  He presents a variety of perspectives that can help so that those folks can still enjoy the money they've saved up, suc...

 In this special takeover episode, Jeremy and Jen step in to host the podcast and shine a spotlight on Keystone’s commitment to giving back. They highlight several community-minded organizations in Northern Colorado that are making a real difference for both businesses and individuals. If you’re inspired to get involved, you’ll find the contact information for these organizations in the episode tr...

Jeremy’s mission is to provide exceptional customer service to all clients and anyone who engages Keystone for financial advice through utilization of industry knowledge and tactical advice pertinent to each individual’s evolving financial needs. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonef...

In this episode, Jeremy and Jen take over The Wiser Financial Advisor podcast to talk about Jen’s exciting transition into her new role. Jen is Series 65 licensed and currently pursuing the Certified Financial Planner™ (CFP®) designation as she grows into Keystone’s third adviser position. She’ll be joining client meetings alongside Josh and Jeremy, continuing to build her expertise and deepening...

In this episode Jeremy and Jen take on a few of the questions on today’s topic recently, the One Big Beautiful Bill. New legislation typically does create questions. They'll be talking about the tax implications of the One Big Beautiful Bill. This is not meant to be an all-inclusive explanation, but it will cover the biggest points. Instagram: https://www.instagram.com/keystonefin/ Twitter: h...

 Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies to build a retirement income plan that doesn’t depend on Congress. If you’re nearing retirement—or just want peace of mind about your future—you won’t want to mis...

This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really is—and why trying to convince others that you’re wealthy is how to go into debt instead. So how does a normal person with an average income actually go about accumulating wealth? Listen in and you'll hear why Josh tells you this: &q...

Recently Josh had the opportunity to sit down with Susan McKenna, the CEO of E Money, a fintech company that Keystone Financial Services has used since its founding in 2010. Susan has an extensive background in leadership and aiding companies to grow in scale. She has more than 30 years of experience. This is an interview that has the potential to help you succeed with your money and your life You...