Episodes
163
Latest episode
Oct 2026
Language
EN-US
Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.
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@gmail.com
Our topic for this episode is Roth versus Traditional IRAs, and which account makes better sense for you to use. 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@gmail.com
Concentration risk means you've got too much of one thing. I'm sure you're looking for a black and white answer on what is too much. And unfortunately, there is no exact number, but there are clues. It's the principle of don't put all your eggs in one basket. 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@gmail.com
This podcast covers the major financial decisions leading into retirement focusing on a core checklist of choices. Determining the Timing and Affordability of Retirement Optimizing Social Security Strategy Establishing a Tax-Efficient Withdrawal Order, How to bridge the gap between regular private insurance and Medicare. Working them all together 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@gmail.com
Restricted Stock Units (RSUs) can be a significant part of compensation, particularly for employees in the technology industry, but they also come with important tax and investment considerations. In this episode of The Wiser Financial Advisor Show , Josh Nelson and Jen Walenter discuss how RSUs work, what happens when they vest, how they are taxed, and some of the decisions employees face when their company stock becomes available. Josh and Jen also discuss the risks of allowing company stock to become too large a portion of your portfolio, the emotional connection employees can have to their company stock, and how RSUs can fit into larger goals such as retirement, college funding, diversification, and financial independence. Having a plan in place before RSUs vest can help you make thoughtful decisions rather than trying to figure out what to do each time shares become available. If you receive RSUs through your employer and aren't sure what to do with them, this episode offers practical considerations to help you think through your options. Listen in, and if you have questions about how RSUs fit into your overall financial plan, contact Keystone Financial Services to learn more. 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@gmail.com
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 outcomes end up being. A transcript of this episode is posted and episode chapters have been created for your convenience. 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@gmail.com
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 on Amazon and Barnes and Noble. Their conversation focuses on what challenges a lot of people face as they’re getting older and transitioning into retirement or early retirement, figuring out what to do for medical benefits. Danielle Roberts helps making the walk through the Medicare maze easier for you. Resources: National Association of Underwriters http://nahu.org Boomer Benefits https://boomerbenefits.com/ Josh Nelson http://keystonefinancial.com The Wiser Financial Advisor Podcast https://www.keystonefinancial.com/podcast 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@gmail.com
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 listening! Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast Contact Josh https://www.keystonefinancial.com/ 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@gmail.com
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://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@gmail.com
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) How do I set this up? 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@gmail.com
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
Alexander Spencer
