The Wiser Financial Advisor Podcast with Josh Nelson

Hosted by Josh Nelson

Business Education

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Episodes

158

Latest episode

Jun 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

June 15, 202613 min

Speaking Your Language #118

Financial advisors need to be good communicators. We need to speak a language that makes sense for people. We've got people that are senior level chip design engineers at big companies and people that are plumbers and self-employed and everything in between. Our job is to communicate with you and help you make some great choices about finances. A coach is a person who helps someone see what they may not be seeing to help them be their best. We are financial coaches here to help you know exactly what you need to know when it comes to financial strategy and management. Thanks for listening and for supporting The Wiser Financial Advisor Podcast.In this podcast: (View Chapters)1.Financial Lingo and Clarity2.Four Pillars of Personal Finance3.Financial Advisor Experience4.Timing of the Four Pillars5.Where You Are and Where You’re Going6.Financial CoachingInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

June 8, 20268 min

Beware The Free Steak Dinner: The Truth About Financial Seminars

In this episode Josh talks about something that shows up in mailboxes all across America every week. Free retirement seminars, free educational workshops, free financial planning courses, free lunches, free steak dinners. And while these events are often marketed as educational opportunities, many of them have a very specific purpose to sell a financial product. Are they legit? Are they useful? Josh breaks it all down for you.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

June 1, 202615 min

Baby Steps to Financial Freedom Pt. 2 (#23)

In this episode host Josh Nelson covers the second set of "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 #4: Invest a percentage of your household income toward retirement. Step #5: Saving for your children's college. Step #6 Pay off your house mortgage early (Debt Snowball episode link below) https://www.buzzsprout.com/1183136/episodes/5609005Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcastContact Joshhttps://www.keystonefinancial.com/Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

May 25, 202621 min

The #1 Financial Question You Will Ultimately Ask: Where To Invest Your Money First For Retirement? (#67)

There are a lot of different kinds of retirement accounts and many people have questions about which is going to be the best one for them as they approach retirement age. There's a lot to dig into in this episode. Employer benefit packages, eligibility, age, taxes, etc. Sooner or later, where to invest your money first for retirement becomes a question on the mind of everyone. To navigate successfully through the variety of retirement accounts for consideration means having good information and a good plan. Host Josh Nelson helps unpack it all for you. Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. https://keystonefinancial.comReference: Which is better? Traditional or Roth IRA? Eps #54https://www.buzzsprout.com/1183136/9354649Archived episodeshttps://www.keystonefinancial.com/podcastInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

May 18, 202615 min

5 Best Ways To Help Protect Seniors

Today's topic is very important about seniors and the need to protect them from financial abuse. Seniors are targets for scammers of all kinds and too often there's no one able to help them determine whether they are being scammed or not. In this episode, Josh Nelson, CFP®, gives us some thoughtful and useful ways to help protect seniors and keep them safe from harm. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

May 11, 202633 min

Overseeing The Equity Awards Offered By Your Company #115

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 by their company than they received in compensation from their salary and bonuses. So, it can be a substantial wealth creation tool for you. Plus, they explain several of the types of Equity programs that are available. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

May 6, 202642 min

Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard#88

In this episode, Josh Nelson, CFP®, has an insightful conversation with Maria Quinn, a senior advice strategist at Vanguard's Investment Advisory Research Center. Vanguard, one of the largest and most respected financial institutions globally, has conducted extensive studies on the value of high-quality financial advice. The discussion focused on Vanguard's advisor study, which has quantified the benefits of high-quality financial advice. Emphasizing that not all advice is created equal, the conversation covered wealth management, investments, behavioral coaching, and thought leadership in the financial advisory industry. At Keystone Financial Services, as fiduciaries and Certified Financial Planners, we believe this conversation offers valuable insights into achieving better financial outcomes. Enjoy the podcast and we hope you gain a deeper understanding of the importance of expert financial guidance. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

May 6, 202616 min

Don't Leave Money On The Table: Evaluate Your Health Savings Accounts(#68)

In this episode, host Josh Nelson gets into the details about a variety health savings accounts and how you could use these to your advantage when it comes to taxes and as it pertains to your potential or current medical needs. Bottom line, the knowledge you can gain from this podcast will help make sure that you don't end up leaving money on the table. Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. https://keystonefinancial.comArchived episodeshttps://www.keystonefinancial.com/podcastInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

April 27, 202624 min

Social media Impulse and Your Money #200

This episode is going to hit on the impulsive buying urges of social media and how it impacts your spending, savings and financial future. Investment advisory services offered through Keystone Financial Services a registered investment adviser. The views expressed represent the opinion of Keystone Financial Services. Information does not constitute investment, tax, or legal advice.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

April 20, 202618 min

Working with Trump Accounts for a Child’s Retirement #199

Trump accounts is what we're talking about today. We've had quite a few questions coming in on what a Trump account is, how to use it, how to not use it, and what exactly are the perks, the pros and the cons about it.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com