The Wiser Financial Advisor Podcast with Josh Nelson

Hosted by Josh Nelson

Business Education

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Episodes

160

Latest episode

Aug 2026

Language

EN-US

About the show

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

Listen to episodes

60 recent

September 7, 202611 min

10 Questions to Ask About Retirement Relocation #112

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

August 31, 202610 min

The Wiser Financial Advisor: QCD's For Retirees #142

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

August 24, 202612 min

3 Simple Yet Incredibly Powerful Steps for Achieving Financial Piece of Mind (#22)

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 it's possible. Step 2: Recap of the Debt Snowball. This step is about achieving financial peace of mind by applying the Debt Snowball method. Josh explains how. (Debt Snowball episode link below) https://www.buzzsprout.com/1183136/episodes/5609005 Step 3: Build 3 to 12 months of savings for emergencies. Once completing steps one and two, Josh walks us though step #3 so that we're prepared for most any financial emergency that might come up. 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

August 17, 202637 min

2026 Halftime Report #200

In this episode Josh and jeremy take a look at the current status of the economic economy, help you to know what steps with your money and investments to take for the near future. 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

August 10, 202616 min

"Phased Retirement" #140

In this episode host, Josh Nelson, explores the concept of phased retirement, a flexible approach to transitioning from full-time work to retirement. Learn how it benefits both employees and employers, with insights on planning, financial considerations, and work-life balance. Whether you’re nearing retirement or supporting employees through the process, this episode provides valuable strategies for a smoother transition. 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

August 3, 202626 min

How To Plan For Retirement When Social Security is Uncertain #152

Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies to build a retirement income plan that doesn’t depend on Congress. If you’re nearing retirement—or just want peace of mind about your future—you won’t want to miss this conversation. 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

July 27, 202630 min

A Caregiver's Journey #120

In this episode, hosts Josh Nelson and Jeremy Busch dive deep into the important topic of caregiving. They explore both the financial and practical aspects of supporting those who require caregiving assistance—whether that’s for a loved one now or for yourself in the future. This is a topic that touches everyone at some point in life, making it both enlightening and essential to understand. Tune in to learn valuable insights and gain a fresh perspective on how to best navigate caregiving responsibilities. Enjoy, and God bless! 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

July 20, 2026Episode 1614 min

Don't Act Your Income. How a normal person with an average income can actually accumulate wealth. (#16)

This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really is—and why trying to convince others that you’re wealthy is how to go into debt instead. So how does a normal person with an average income actually go about accumulating wealth? Listen in and you'll hear why Josh tells you this: "It all comes down to the same principles regardless of the level of income.” This podcast offers the key that can open the doors to financial independence and stability regardless of your current financial status. https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 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

July 13, 202610 min

What is ESG Investing and How Does it Work? (#103)

Why does ESG investing matter, and how does it work? Consumer behavior has changed and has become more focused on sustainability. Like recycling, minimizing waste and making greener choices. Which influences decisions around finances and investment choices. In this episode host Josh Nelson, founder and CEO of Keystone Financial Services in Loveland, Colorado, gives clear advice to investors and potential investors who want to use their money to finance companies committed to these practices . ESG investing, also known as sustainable investing, has seen exponential growth as investors seek to provide capital for companies whose values on environmental sustainability and social responsibility align with their own. 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

July 6, 202623 min

The Two Big Emotions Which Drive Personal Finance Decisions (#44)

In this episode host Josh Nelson talks about FOMO. The Fear Of Missing Out. We're sure you're familiar. It's a big thing in most everyone's personal and finances lives. Social media is a big driver of FOMO. We see stuff on social media that makes it look like everybody else is having fun and we’re not. This drives specific courses of actions in our life because in general people don't want to be missing out on the newest, biggest and bestest thing. You know, we don’t want to lose out on an opportunity when it seems like everybody else is out there making money. But is FOMO always something you want to avoid? Or, can you use it as a tool to your advantage in your financial and personal life. This episode will help you answer that question. 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