The Wiser Financial Advisor Podcast with Josh Nelson

Host Josh Nelson discusses how you can take control of their finances, even if you are living paycheck to paycheck. He talks about how to set doable goals and put themselves in a better position for being financially prepared for their future. Contact Josh Nelson for a free consultation to help you stop living paycheck to paycheck. https://keystonefinancial.com Instagram: https://www.instagram.com...

In this episode, host Josh Nelson, CFP®, welcomes back Cheri Smith the founder of Wishes and Waves Travel. Dive into the dynamic world of travel post-pandemic, exploring how Cheri turned her passion for Disney vacations into a thriving travel business. Cheri shares insights on the latest travel trends, from the rise in cruising to navigating crowded tourist hotspots like Italy and Greece. Discover...

Join Josh Nelson, CFP®, as he dives into a conversation with Trey Robinson, founder of Story Amplify and a seasoned entrepreneur. In this episode of the Wiser Financial Advisor podcast, Trey shares his journey from corporate America to entrepreneurship, offering valuable insights into the mindset required for success in the business world. From embracing risk to leveraging AI, Trey delves into key...

In this episode of the Wiser Financial Advisor, host Josh Nelson, CFP® delves into strategies to minimize your tax bill. Josh discusses the importance of proactive tax planning and how working with a Certified Financial Planner can help optimize your finances. From leveraging lesser-known tax-saving strategies to navigating changes in tax laws, this episode offers valuable insights to keep more of...

When to apply for Social Security is a very personal decision. Everyone has different reasons for choosing when they collect their benefits so it's a very personal decision. In any case there are three basic but important factors to consider before applying. In this episode host Josh Nelson covers these factors as well as other facts about being on Social Security you should know. Thanks for...

What do you think the most important financial decision you can make is? Picking the right stock? Starting a 401K? Josh explains the most important financial decision you can make and helps you with options so that your decision really is the best financial decision for you. If you enjoy this episode please rate, review, subscribe, download and share it with family and friends. Also, feedback and...

 In this episode Josh Nelson, CFP® and Jeremy Busch, CFP® do a quick overview of how the economy fared in 2023 and how 2024 may take off from there. Taking into account that 2024 is an election year and that there are a number of global insecurities in play. The question is will the economy follow the historical course of years 1 through 4 of a presidency? Will national and/or world events affect...

In this episode host Josh Nelson talks about the Tax Cuts and Jobs Act which was signed into law back in 2017. Those tax cuts when signed into law were set with an expiration date at the end of 2025. Keystone Financial clients are wanting to know what will happen when they do. If you're wanting to know as well, this episode will be helpful for helping you make the right financial decisions fo...

T o be clear, this isn't about assuring you that financial success, or success in life for that matter, is something guaranteed.  Rather it's about knowing ways that CAN help you move toward what it is you want more efficiently.  This ultimate success formula is applicable to any aspect of life. But in this episode Josh Nelson talks about it in regards to financial success. He shares fou...

   When people don't understand they tend to do nothing. As that pertains to finances some may miss great opportunities to secure greater financial security and wealth. In this episode host Josh Nelson's mission to help people understand better by reviewing 2 of his 4 well loved foundational financial buckets and by going into detail about asset allocations.    If you enjoy this episode...

In this episode Josh Nelson CFP® and Jeremy Busch CFP® discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock options. This overview of strategies may help to reduce your tax burden before year-end. Topics covered in this podcast and the transcript include: Ten thousand hours Balance Sheet and Cash Flow State...

Three years ago The Wiser Financial Podcast was just a dream. Well, this month we are celebrating our podcast birthday. In this episode our gift to you is a layout of 5 specific things that will help to improve your financial status and align your finances with your priorities.  Many lives have been positively touched by the information we've presented over the past three years and we're...

What do you think the most important financial decision you can make is? Picking the right stock? Starting a 401K? Josh explains the most important financial decision you can make and helps you with options so that your decision really is the best financial decision for you.  If you enjoy this episode please rate, review, subscribe, download and share it with family and friends. Also, feedback and...

In this episode hosts Josh Nelson and Jeremy Bush provide an economic review for the year 2023 . They talk about where they think the economy stands so far for the year and what the experts are saying may be ahead.  Browse through the Chapter markers. A transcript of this episode is included. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=3300...

Jamie Hopkins is a recognized financial writer & prolific author, he's also a researcher and teacher to financial advisors across the country.  He has vast experience in many different aspects of the financial industry. The topic he and host Josh Nelson address in this episode is financial planning in a crisis.  Please note this interview was recorded in March of 2020 as the Covid 19 pand...

Today, we’ll be talking about women and money, charting the financial course. It's critical that women know how to save, invest and plan. And of course, it's important that everybody know how to do that, But it's important that you know both sides of the equation for men and women, because there are some unique issues applicable to women. Chapter markers are an option (above) to hel...

This podcast dives into the pros and cons of the most common college tuition assistance programs available in 2023 as well as others options that may support or replace traditional tuition assistance. 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....

Teach these principles to help ensure that your younger or older kids are set up to live their adult life in solid financial security. 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.keystonefinancial.com Podcast Editor: Tim Leaman/info.primegen@gma...

There's certainly been a lot in the news in the past few weeks about the troubles of several financial institutions in the US and other parts of the world. For many this news is troubling. What does it mean, if anything, regarding your money, your investments, your future? That's the topic that hosts Josh Nelson and Jeremy Busch get into in this episode to help you understand what you mi...

In this episode host Josh Nelson and Co-host Jeremy Busch discuss the changes in the issues from 2022 to 2023 in both the world and in finances and what may be ahead. This is also on video at the Keystone Financial on YouTube at https://www.youtube.com/watch?v=7An14rKzAQ8 Contact: http://keystonefinancial.com Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_F...

Hi, Everyone. Welcome to the Wiser Financial Advisor with Josh Nelson, where we get real, we get honest, and we get clear about the financial world and your money.     Recently I had the opportunity to sit down with Carolyn Czaflick, portfolio specialist at Morningstar Investment Management. Carolyn is responsible for communicating the firm’s investment philosophy process and strategies, and she p...

Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products since 2005. She is a nationally recognized expert in the Medicare and health insurance industry and the author of the bestselling book 10 Costly Medicare Mistakes You Can't afford to Make  which is o...

In this episode talks about the fluctuations of the Bear market and has great tips on how to keep your money safe and emotions on an even keel when it happens. Bear markets come and go. But the thing to remember is that once they go, they will return eventually. Will you, and your financial portfolio, be prepared?  Josh takes your through the drill to help you make sure.  Instagram: https://www.in...

Richard Friesen quote : "We have disassociated and made wealth evil and bad and oppressive and made it racial even. I mean, people who come to me have really good hearts. They want the best for the world and they get all these messages and they don't know how to do it. So my contribution and what makes a difference to me and why I am still working, (which doesn't feel like work) is...

Congratulations to The Wiser Financial Advisor for achieving the milestone of 100 episodes published. This episode features questions from everyday people about host Josh Nelson who takes a nostalgic look back since beginning the podcast, as well as how Keystone Financial Services have helped people with establishing good financial habits and how their clients and podcast followers have returned t...