The Wiser Financial Advisor Podcast with Josh Nelson

Recently host Josh Nelson had the opportunity to sit down with Bill Barhydt, founder and CEO of Abra, a leading cryptocurrency platform. In this episode, they talk about how crypto currency fits into our current world, not only in individuals’ finances, but also how it's going to be impacting the overall economy, regulation, government control. He covers some of the questions he's been g...

Get a clear, mid-year perspective on the markets in this episode of The Wiser Financial Advisor . Josh Nelson, CFP®, and Jeremy Busch, CFP® break down key economic trends, share timely market insights, and offer practical strategies to help you stay informed and make confident financial decisions for the rest of 2025.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/...

This episode is one that will be of great value for years to come. Host Josh Nelson gives you   a few different strategies to help you through when the markets are turbulent. He gives you a real and honest understanding of how the flow of the market has moved from Bear to Bull over the years.  In this is good news for you. He says that there are things that we actually have control over, as oppose...

In the past few years wild fires have destroyed thousands of homes, even entire towns. In December of 2021, there was a surprise devastating fire that swept through several neighborhoods in Marshall, Colorado and burned down 1200 homes. This wasn't a forest fire. It started as a simple grass fire. But it was fueled by very high winds that day. To add insult to injury, many of the homeowners (...

Estate panning can be very complicated. Having a "road map" will help you Create an Estate Plan for Your Family. In this estate planning presentation, Josh Nelson CFP® and Jeremy Busch CFP®, take a look at some general estate planning concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate p...

In this episode, host Josh Nelson has an interesting  conversation with Ann Baron, the founder and cheerleader at Northern Colorado Community, a business that enables other businesses to grow and connect. Ann is also the author of Seoul Girl , an autobiography about being brought to America from South Korea; being adopted and brought into another family here. It all worked together to give her the...

Show Notes: We hope you'll enjoy Josh Nelson's interview with Connor Sung, the director of eMoney's Financial planning group who has been instrumental in developing eMoney's technology, practice management, and planning services to support both advisors and their clients since 2013. They discussed their experiences with e-money, a financial planning software, and the impact of...

Today on The Wiser Financial Advisor host Josh Nelson shares some very helpful information regarding credit card debt. Credit card interest rates now in October of 2022 are very, very high: about 18.1% average. That's just the average credit card, which tells you a lot of credit cards are much higher than that. But that doesn't mean you can't get out from under any credit card debt...

In this episode host Josh Nelson is going to cover three "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 #1: Start paying off debt. Even when people think they can't afford to do this step, Josh explains how i...

Listen to host Josh Nelson in this episode as he helps you learn a unique way of managing debt called, "The Debt Snowball". Simple. Practical. Effective. And a system you can use to help you stay out of debt. Thanks for listening.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinanc...

 In this episode, Josh Nelson, CFP® shares the model of Keystone Financial and how their model and structure benefits clients and potential clients. Also, he covers important details investors and potential investors should know about creating a diversified portfolio Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson:...

Deciding on college is about so much more than just picking a school to attend.  Problem is, in many cases, neither the student nor the parents are given the knowledge to make sure all bases are covered and the process is done right. In this episode, host Josh Nelson speaks with Kelly MacLean who has years of experience in guiding families through the process so that your student doesn't just...

In this episode, Josh Nelson, CFP®, sits down with Mark Willis, a Certified Financial Planner and bestselling author, who brings a unique perspective to the table. Mark's journey from financial adversity to expertise gives him a profound understanding of the challenges individuals face in managing their money. In their conversation, they will explore the transformative power of financial plan...

Our topic today is one that comes up a lot. I think you know with both your clients and mine that when it comes to retirement there are different phases people go through during those years. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefi...

Recently, host Josh Nelson, had the opportunity to sit down with a great friend and business associate, Randy Woo. Randy has a wide variety of experience in government and business and also coaching in the Tony Robbins Organization. Their conversation provides close looks at into things that concern us all about life, business, career, success, and includes some very sensible tips for getting thro...

In this episode, Josh Nelson, CFP®, confronts a sobering reality: while Americans excel at consumption, our proficiency as investors often falls short. In this episode, we delve into the disparity between the pain of being a consumer and the power of being an owner. Join me as we dissect the nuances of wealth generation and explore how to bridge the gap between consumerism and investment prowess....

We thought it would be appropriate to do a bit of an update and give you an opportunity to hear what we have to say and what the experts have to say about finding yourself in a correction here in 2025.   Josh Nelson CFP® and Jeremy Busch CFP® dive into the latest stock market trends and discuss the recent wave of volatility we’ve been experiencing. Their insights are especially timely in today’s e...

Market volatility can feel a lot like hitting turbulence mid-flight—unsettling and unpredictable. In this episode, host Josh Nelson offers practical advice on how to stay calm and confident when markets get bumpy. He shares why staying the course matters, how to manage the anxiety that comes with uncertainty, and what it takes to ride out the storm until conditions smooth out.  Instagram: https://...

Welcome to the podcast. Host Josh Nelson talks with John Spencer, an accomplished professional and world traveler helping people understand the emotional component of retirement. John shares his story about retirement and how his 27 year career in helping and serving others opened the door for him to continue helping and serving others in retirement, pro bono. Contact: http://josh@keystonefinancia...

In this episode, Josh Nelson talks about Qualified Charitable Distribution which is a direct transfer of funds from your IRA to a qualified charity. Unlike regular withdrawals from your IRA, which are almost always taxable, QCDs allow you to donate money tax free. To help understand he answers 2 important questions.  1) Can I take an itemized charitable deduction for my QCD on my income taxes?   2...

Have you ever wondered if you could find the real secret to getting rich? In this episode host Josh Nelson suggests it's really just three specific things. He goes into detail about how it's possible by 1) getting out of debt; 2) learning to live on 80% and 3) having a plan. Which might include getting some help. Note: This episode about how to get rich is for people who think they just...

In this episode host, Josh Nelson along with Jeremy Busch will be talking about their forecast for 2025. This is something they do at the beginning of each year. They take a look at what last year gave us and analyze what we might be able to expect in 2025.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://w...

A big concern among financial traders is whether their stategy will suceed. In this episode host Josh Nelson talks directly to what is truly the worse trade we can make, and his perspective includes much more than just money. Listen to this podcast and you will gain a fresh perspective that can help you not only  financially but in all of your life too. Contact: https://josh@keystonefinancial.com...

Josh Nelson interviews seasoned family law attorney, Judith Kaluzny. With over 25 years of experience practicing divorce and family law in Fullerton, Orange County, Ms. Kaluzny brings deep expertise to the table. Since 1986, she has honed her skills in mediation, completing over 100 hours of top-tier training. Learn how mediation can lead to positive, lasting resolutions. Contacts: https://www.jud...

Thanks for listening to and supporting The Wiser Financial Advisor! In this episode, "Planning The Trip Of A Lifetime", host Josh Nelson invites Cheri Smith in for an interview to share the value of taking family, even multi-generational family, trips together to create great life-long family memories. Cheri Smith is a self taught travel agent based on her lifelong experiences with takin...