The Wiser Financial Advisor Podcast with Josh Nelson

There's a benefit to starting fresh into the new year with momentum. If you've got some lightness, then that probably also helps you  create some optimism, so you can move forward and come up with some new dreams and goals and plans for 2023.  Host Josh Nelson and the team at Keystone Financial wants to be your source of  positivity. They want to be able to inspire you, and come up with...

Wiser Financial Advisor – Christmas 2022    1. One of those is memories.  2. It's an opportunity for us to count our blessings. 3. Hope for the future. Plus a reading from the Book of Luke, Chapter 2 verses 1 through 20 and a reading of "Twas The Night Before Christmas". Merry Christmas and Happy New Year from the team at Keystone Financial and The Wiser Financial Advisor. Instagram...

 Are you leaving some of your money on the table simply because... 1) you didn't take the time to plan or  2) didn't educate yourself on how all this stuff works? In this episode, host Josh Nelson let's you how important it is to be proactive when it comes to preparing your end of year taxes. Don't just assume you know what's going on because tax codes are changing all the...

On this episode of The Wiser Financial Advisor,  host Josh Nelson talks about giving. Have you heard that the secret to living is giving?  Josh Nelson shares how  the secret to living is giving fits in with your financial health. Josh shares practical ideas that can help you live a rich life by being a giver, and how to do it.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twi...

Host: Josh Nelson. Keystone Financial Services. Loveland, Colorado Guest: Christopher Fry. With The Group real estate. Excerpt: " There's a lot more preparation and marketing that goes into selling homes now. It takes the population about three to four months to catch up to where the market is, and so sellers are just starting to understand that we can't live the way we used to wher...

Cheri Smith, owner of Wishes and Waves Travel, knows more than just about anybody that there are people who love to book cruises with the family over the holidays. However, as you know, over the past few years the travel industry (including cruise ships) have had to deal with so many huge challenges and make so many huge adjustments. So what is the 2022 holiday season, and beyond, looking like? Sh...

You've probably heard that Cash Is King. In this episode of The Wiser Financial Advisor, host Josh Nelson shares when that statement is especially true and how to be prepared to make sure you will have enough cash on hand when you need it the most.   Check in every Tuesday for a new episode of The Wiser Financial Advisor, heard wherever you get your podcasts. Please support The Wiser Financia...

In this episode host Josh Nelson addresses the potentials for the financial markets post 2022 midterm elections. We all have our feelings about what might happen if one party takes control of Congress over the other. Or what if the government finds itself ineffective because of partisan gridlock. These are things that concern us all... individuals, small businesses, corporations and even local, st...

On this episode, host Josh Nelson talks about Required Minimum Distributions, otherwise known as RMD. You have probably heard of this. Required Minimum Distribution is simply the amount you're required to take out of your retirement accounts, even if you don't want to. He talks about the current nuances to the RMD program that many don't know about. He also talks about how to avoid...

In this episode we’re talking about how to thrive in 2021 and it’s nice to not be saddled with New Year’s resolutions, something a lot of people think about in late December or early January. They say that most people have given up on their resolutions by about this time, about three weeks into the year. So I’m glad we’re past that and we won’t be calling this resolutions or goals for 2021. Contac...

I n this episode of The Wiser Financial Advisor you'll learn about a  really important financial matter that everyone should take care of. Host Josh Nelson not only tells you why, he includes the real motivation you need to make sure it gets done.  It's about being a good financial steward but there's an even more important reason beyond that. A transcript of this episode is availab...

A lot of people really  do wonder if they had began learning the implications of cash and learned more about financial management earlier in life what a difference that would have made in their lives now, and the lives of those in their family. It's a topic brought up often with financial advisor Josh Nelson. In this two part episode he shares details about how people can do for their kids wh...

Is there anything good about a recession? In this episode host Josh Nelson, and co-host  Jeremy Busch talk about strategies that not only will help you get through a recession but also some things that you can do to take advantage of the circumstances they present. Learn how recessions are created. What needs to happen to get out of them. Finally, the three things that can help you get through one...

Josh Nelson interviews Dannette Riddle on setting up a Medicare plan that suits your needs. Addressing the most basic need anyone about to sign up for Medicare needs to be aware of.  Plus, how Dannette's entrepreneurial spirit helped lead her into a career as a Medicare specialist. Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast Contact Josh https://www.keystone...

Northern Colorado’s own Mike Baron, a prolific author having written more than 1000 comic books throughout his career as well as numerous novels is Josh Nelsons guest. Mike is the creator of Nexus and Badger, two of the longest-lasting independent superhero comics. He has also won two Eisner awards, an Inkpot Award and written on The Punisher, Flash, Batman and Star Wars among many other titles. B...

So much has been happening that's affected our personal and national financial stability. In this episode, host Josh Nelson addresses the  four things indicating where we are in the economic cycle, and the question are we in a recession at this moment in 2022? Thanks for listening. Please subscribe, like, download and tell a friend about The Wiser Financial Advisor podcast. Get Real. Get Hone...

In this episode Host Josh Nelson,  and Jeremy Busch, gives a 2022 half year review on the status of the U.S. and global economy. Watch The Webinar of this episode: https://youtu.be/RQ3c-K_BuM0 Contact: http://josh@keystonefinancial.com Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.co...

The future of Social Security. When is the right age to start taking Social Security How to better understand the system of Social Security and the pros and cons of starting to collect Social Security before and after full retirement age. These are some of the important topics about Social Security Josh addresses in this episode of The Wiser Financial Advisor. Please Like/Subscribe/Download (and s...

 In this episode host Josh Nelson talks with Doctor Larry Kotlikoff, professor of economics at Boston University and one of the world's top economists.  They engage in a conversation that's not just about the economy, but it's also about how the state of the economy today will play a big part in how you plan your finances and spending in the coming months and years. Listen to this I...

Are you interested in learning what a financial adviser can do for you?  Are you interested in knowing how the financial advisor world is evolving?  Is becoming a financial advisor a career choice you would consider for yourself?  Recently host Josh Nelson had the opportunity to sit down and talk with Matt Reiner about the financial industry. Matt is a fellow Certified Financial Planner and also a...

  This week is part two of teaching kids about money. So last week was talking about the three principles of early, often, and now.  So, on to Part 2. the conversation gets into a little bit more of the “what” this week. Why do I teach kids about money, and what do I teach kids about money? What are the most important principles that I need to teach them? There are three things today.  One is the...

In this episode, host Josh Nelson and Jeremy Busch talk about the noticeable global volatility, and in the financial markets, as it relates to peoples asset allocations and investment plans. Thanks for listening. Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.    https://keystonefinancial.com Instagram: https://www.instagram.com/keystonefi...

What's in store for us financially in 2022?  Recently host Josh Nelson sat down with Jeremy Busch, fellow Certified Financial Planner, to set forth a  financial forecast for 2022. Notably, they talk about the market and the economy, and really what experts are saying might guide where we're going through the remainder of the year. Contact Josh Nelson with your money questions, topic sugg...

Thanks for checking out The Wiser Financial Advisor podcast. These days the U.S. is experiencing the highest rate of inflation in 40 years. It's on everybody's mind! In this episode, host Josh Nelson and fellow financial advisor Jeremy Busch address this topic in depth and answer questions they frequently get from their clients about inflation.  Such as, what is inflation? How does it af...

Episode 20, "The Silent Thief" is a look, and a lesson, about inflation.  Josh looks at how it can work for us and against us, both in business and our personal life.  This episode will arm you with the knowledge of how inflation will influence your present and future financial actions. Host Josh Nelson explains how you can best be prepared for the up's and down's of inflation....