The Wiser Financial Advisor Podcast with Josh Nelson

Oct 27 2024 133 ep. 23 mins 5
The Wiser Financial Advisor Podcast with Josh Nelson artwork

Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.

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Doug Josephson Interview on End of Life Matters #135

Oct 27 2024 35 mins  
Josh is joined by client Doug Josephson as they explore the important matters surrounding end-of-life planning. These issues are not only crucial for your loved ones but also for your own peace of mind. In this episode, we’ll provide valuable insights and practical advice to help you navigate this complex landscape with confidence. Doug is a client of Keystone Financial Services

The Wiser Financial Advisor: The Most Important Financial Decision #4

Oct 13 2024 17 mins  
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. Als

What Makes A Not-So-Great Financial Advisor? (#47)

Oct 13 2024 20 mins  
Following up on the espisode What Makes A Great Financial Advisor, host Josh Nelson discusses What Makes A Not So Great Financial Advisor. Josh gets into the details that will help you have an even better idea of how to select a financial advisor that's best suited to help and your family achieve your overall financial goals. His 3 tips are informative, helpful and practical. Thank

The Wiser Financial Advisor: Interview with Connor Sung of e-Money #134

Oct 07 2024 25 mins  
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 AI on

Which type of investing will ultimately result in greater success? (#18)

Sep 29 2024 22 mins  
Beginning with a tale from Aesop's Fables, how the tortoise beat the hare in their race has a message to those interested in the world of investing. The question is which type of investing will ultimately result in greater success? Getting there fast, or slow and steady? In this episode of The Wiser Financial Advisor host Josh Nelson talks about what a stock really is. He talks abo

Finding Balance: How Often Should You Check Your Investments? #109

Sep 22 2024 9 mins  
A question that many investors ask is, “How often should I log in and look at my stuff?" Is it twice, three, four times a quarter, or more? In this episode host Josh Nelson wants to make sure you really know the right answer because it could cost you a lot of money if you don't know. Thanks for listening and if you like this episode share it with others. We appreciate it. Instagr

The Wiser Financial Advisor: Portfolio Sanity Check #114

Sep 15 2024 21 mins  
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 Wiser Financial Advisor: Overseeing The Equity Awards Offered By Your Company #115

Sep 09 2024 33 mins  
In this episode, Josh Nelson CFP® and Jeremy Busch CFP® help you with understanding the Equity awards you may be getting with your company and how you can use them to build financial security. They are a significant way for companies to incentivize their employees. In fact, many clients with Keystone Financial have made more money in their careers from the equity awards offered b

The Wiser Financial Advisor: It's Time to Have "The Talk" (Estate Planning)

Sep 09 2024 18 mins  
This episode gets into a very important topic: estate planning with your family, with your loved ones, especially parents, grandparents, other people that you might be responsible for as they get older. It's SO important because without one, family assets could easily end up becoming property of the state, among other reasons. Listen and learn exactly what needs to be in an estate

Celebrating 25 Years: Josh Nelson's Journey in Financial Advising

Sep 02 2024 45 mins  
Celebrate a milestone with us as we honor Josh Nelson's 25-year journey in the financial advisory world! Learn how early financial lessons from his parents and a job as a credit union teller ignited Josh's passion for guiding others toward financial stability. Join his wife, Sarah Nelson, as she hosts this special episode, offering a heartfelt and detailed look at the mentors, pivo