Shows
The Wiser Financial Advisor Podcast with Josh NelsonFoundational Financial Buckets for Greater Financial Security (#41)You may be missing out on some great opportunities to secure greater financial security and wealth just because you lack a few nuggets of wisdom about financial management. But you don't have to. Host Josh Nelson's can help you understand better by dipping into his well loved foundational financial buckets. Contact Josh Nelson for a free consultation with you about his foundational financial buckets.https://josh@keystonefinancial.comhttps://www.keystonefinancial.com/Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Ne...
2025-12-2219 minThe Wiser Financial Advisor Podcast with Josh Nelson3 Easy To Follow Decisions To Get You Out Of Debt Starting TodayWant to start an easy to follow system to reduce your debt, or get out starting today? In this episode, host Josh Nelson provides the three pieces necessary to accomplish your goal of debt reduction, or elimination. Plus, get practical examples based on his own personal experiences and those of some of his clients. Ready? Set. Listen!(This episode was originally posted August 2, 2022 as "Three Easy To Follow Decisions To Get You Out Of Debt Starting Today")Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. ht...
2025-12-1625 minThe Wiser Financial Advisor Podcast with Josh NelsonPlaying Defense (#60)Perhaps you've heard this about the game of football. Defense makes championships. Offense gets points and most of the attention, but defense makes championships. In this episode host Josh Nelson believes the same is true as it pertains to the financial game. Yes, people can find themselves with lots of money when they make a lot of money. But that's only half of the game! The other half is knowing how create an effective defense to avoid losing our financial game. Josh talks about four strategies he's used with clients over the years, and still today, that's helped m...
2025-12-1525 minThe Wiser Financial Advisor Podcast with Josh NelsonHow To Avoid A Holiday (Financial) Hangover (#97) The holidays are full of fun, food, and festivities—but let’s be honest, they can also lead to a spending spree that doesn’t feel so great come January. In this episode, host Josh Nelson shares practical tips to help you enjoy the season without waking up to a financial headache in the new year. If you’ve ever looked at your post-holiday bank or credit card statement and thought, “What was I thinking?”, this episode is for you. Tune in to discover Josh’s simple secret to staying merry and money-smart this holiday season. ...
2025-11-1024 minThe Wiser Financial Advisor Podcast with Josh Nelson3 Steps to Eliminate Distractions on the way to a Financially Secure Life (#81)Welcome to this episode of The Wiser Financial Advisor. In this episode host Josh Nelson helps us understand why it's important to say no to the things that don't serve us. What does all this have to do with money and wealth creation? He says, EVERYTHING! He wants you, whether you are a Keystone Financial client or not, to dream big. Learn the three steps to eliminate distractions and time wasters that always get in your way when living a financially secure life is important to you. Thanks for listening! Please share this episode wi...
2025-11-0313 minThe Wiser Financial Advisor Podcast with Josh NelsonThe Formula For Happiness (#10)There’s good news in this episode! Sure, life has its share of challenges, heartache, and setbacks — we’ve all been there. But host Josh Nelson explores how even those difficult experiences can lead to growth, perspective, and better financial decision-making.In this insightful rerun, Josh talks about:Reflecting on the past and what it teaches usThe balance between suffering and happinessThe stories we tell ourselves — and how they shape our choicesUsing your past experiences to make wiser financial decisionsIt’s an encouraging reminder that even when life feels uncertain, there’s always somet...
2025-10-2722 minThe Wiser Financial Advisor Podcast with Josh Nelson3 Tips When Thinking About Spending (#53)As hard as it may be to believe, sometimes people have a difficult time spending their money.In this episode, host Josh Nelson's message is aimed specifically at people that are not very good at it. He gets into what creates some people's fear of spending money. He presents a variety of perspectives that can help so that those folks can still enjoy the money they've saved up, such as the 4% rule. And check out his three tips when thinking about spending and how it can actually help ease any fear there may be around spending your...
2025-09-2917 minThe Wiser Financial Advisor Podcast with Josh NelsonDon'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 stabili...
2025-08-1814 minThe Wiser Financial Advisor Podcast with Josh NelsonBest of Financial Wiser Advisor: Understanding Crypto Currency with guest Bill Barhydt (#72)Recently host Josh Nelson had the opportunity to sit down with Bill Barhydt, founder and CEO of Abra, a leading cryptocurrency platform. In this episode, they talk about how crypto currency fits into our current world, not only in individuals’ finances, but also how it's going to be impacting the overall economy, regulation, government control. He covers some of the questions he's been getting from Keystone Financial clients these days. If you've been wanting to know more about this topic we think you're going to find this episode very interesting and helpful.Thanks for listening. Pl...
2025-08-0430 minThe Wiser Financial Advisor Podcast with Josh Nelson3 Strategies for Turbulent Markets (#82)This episode is one that will be of great value for years to come. Host Josh Nelson gives you a few different strategies to help you through when the markets are turbulent. He gives you a real and honest understanding of how the flow of the market has moved from Bear to Bull over the years. In this is good news for you. He says that there are things that we actually have control over, as opposed to most of the stuff we see in the news and on social media. He encourages you to be wi...
2025-07-1427 min
Sox Machine Podcast (Subscriber Version)Sox Machine on the Radio: Josh Nelson joins Mully & Haugh to talk about Colson MontgomeryJosh Nelson joins 670 the Score's Mully & Haugh to talk about the MLB readiness of Colson Montgomery
2025-07-0512 min
The Closing CodeSelling & Scaling Smarter: Josh Nelson on Sales, Systems & Seven FiguresThis is the episode every agency owner needs to hear. Whether you're flying solo or scaling past seven figures, our guest Josh Nelson—founder of Plumbing & HVAC SEO and Seven Figure Agency—delivers the no-fluff blueprint for building a sales machine that prints high-ticket retainers.Josh went from a failed generalist agency to running a $7M powerhouse by mastering one thing: sales. In this episode of The Closing Code, he breaks down exactly how he did it—and how you can too.What You’ll Learn in This Epis...
2025-07-0352 minThe Wiser Financial Advisor Podcast with Josh NelsonInvest or Payoff Mortgage Early? (#48)In this episode, host Josh Nelson tackles a question he hears all the time: "Should I pay off my mortgage early so I can invest the monthly payment instead?"Josh is a strong advocate for paying off debt—but when it comes to your mortgage, the answer isn’t so simple. There are key factors and trade-offs that need careful consideration. Tune in as Josh breaks down the most important things to think about before making this major financial decision. Contact:https://josh@keystonefinancial.com...
2025-06-3015 minThe Wiser Financial Advisor Podcast with Josh NelsonEstate Planning Simplified (#94)Estate panning can be very complicated. Having a "road map" will help you Create an Estate Plan for Your Family. In this estate planning presentation, Josh Nelson CFP® and Jeremy Busch CFP®, take a look at some general estate planning concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs. YouTube Webinarhttps://www.youtube.com/watch?v=w6vzf4jgOPMContact Josh Nelsonhttp://keystonefinancial.comInstag...
2025-06-2330 minThe Wiser Financial Advisor Podcast with Josh NelsonFinding Yourself in Business and Community with guest Ann Baron (#80)In this episode, host Josh Nelson has an interesting conversation with Ann Baron, the founder and cheerleader at Northern Colorado Community, a business that enables other businesses to grow and connect. Ann is also the author of Seoul Girl, an autobiography about being brought to America from South Korea; being adopted and brought into another family here. It all worked together to give her the passion for what she's doing today. We think you're going to really enjoy this talk about life, about business, and about building community at whatever stage of l...
2025-06-1620 minThe Wiser Financial Advisor Podcast with Josh NelsonInterview with Connor Sung of e-Money #134Show 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 financial planning technology. They also explored the evolving role of technology in their industry, the importance of financial education, and the future of the financial industry. Lastly, they discussed the potential of technology to enhance the quality of advice...
2025-06-1125 minThe Wiser Financial Advisor Podcast with Josh NelsonManaging Credit Card Debt (#92)Today on The Wiser Financial Advisor host Josh Nelson shares some very helpful information regarding credit card debt. Credit card interest rates now in October of 2022 are very, very high: about 18.1% average. That's just the average credit card, which tells you a lot of credit cards are much higher than that. But that doesn't mean you can't get out from under any credit card debt you may have. In fact there is just one thing anyone can start right now to begin eliminating credit card debt. What is it? You might even recognize it from an earlier episode...
2025-06-0319 minThe Wiser Financial Advisor Podcast with Josh Nelson3 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 b...
2025-06-0212 minThe Wiser Financial Advisor Podcast with Josh NelsonThe Debt Snowball (#2)Listen to host Josh Nelson in this episode as he helps you learn a unique way of managing debt called, "The Debt Snowball". Simple. Practical. Effective. And a system you can use to help you stay out of debt. Thanks for listening. 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
2025-06-0128 minThe Wiser Financial Advisor Podcast with Josh NelsonSetting College Students Up For Success with guest Kelly MacLean #84Deciding on college is about so much more than just picking a school to attend. Problem is, in many cases, neither the student nor the parents are given the knowledge to make sure all bases are covered and the process is done right. In this episode, host Josh Nelson speaks with Kelly MacLean who has years of experience in guiding families through the process so that your student doesn't just graduate college, but is academically and financially prepared to hit the ground running when starting college and once they have graduated. Contact J...
2025-05-1941 minThe Wiser Financial Advisor Podcast with Josh NelsonSuccess in Business and Life with Guest Randy Woo (#75)Recently, host Josh Nelson, had the opportunity to sit down with a great friend and business associate, Randy Woo. Randy has a wide variety of experience in government and business and also coaching in the Tony Robbins Organization. Their conversation provides close looks at into things that concern us all about life, business, career, success, and includes some very sensible tips for getting through tough personal and professional times.Thanks for listening.Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. https://keystonefinancial.com...
2025-04-2820 minThe Wiser Financial Advisor Podcast with Josh NelsonRe-fire, Don't Retire! - Guest: John Spencer (#37)Welcome to the podcast. Host Josh Nelson talks with John Spencer, an accomplished professional and world traveler helping people understand the emotional component of retirement. John shares his story about retirement and how his 27 year career in helping and serving others opened the door for him to continue helping and serving others in retirement, pro bono. Contact: http://josh@keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https...
2025-03-2434 minThe Wiser Financial Advisor Podcast with Josh NelsonBaby 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 sh...
2025-03-1015 minThe Wiser Financial Advisor Podcast with Josh Nelson3 Secrets To Getting Rich (#56)Have you ever wondered if you could find the real secret to getting rich? In this episode host Josh Nelson suggests it's really just three specific things. He goes into detail about how it's possible by 1) getting out of debt; 2) learning to live on 80% and 3) having a plan. Which might include getting some help. Note: This episode about how to get rich is for people who think they just aren't capable when it comes to money management; people who think they're too young, too old or too broke. The secret really is, anybody can achieve the goal of...
2025-03-0320 minThe Wiser Financial Advisor Podcast with Josh NelsonHow To Make Sure Your Financial Strategy Succeeds (#50)A big concern among financial traders is whether their stategy will suceed. In this episode host Josh Nelson talks directly to what is truly the worse trade we can make, and his perspective includes much more than just money. Listen to this podcast and you will gain a fresh perspective that can help you not only financially but in all of your life too. Contact:https://josh@keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.c...
2025-02-1714 minThe Wiser Financial Advisor Podcast with Josh NelsonPlanning The Trip of a Lifetime with guest Cheri Smith (#64)Thanks for listening to and supporting The Wiser Financial Advisor!In this episode, "Planning The Trip Of A Lifetime", host Josh Nelson invites Cheri Smith in for an interview to share the value of taking family, even multi-generational family, trips together to create great life-long family memories. Cheri Smith is a self taught travel agent based on her lifelong experiences with taking many family, and multi-generational family trips early in her life and later as an adult. She found herself helping friends with the scheduling and planning associated with scheduling such trips. Eventually she created her...
2025-02-0323 minThe Wiser Financial Advisor Podcast with Josh NelsonBoiling A Frog - How Much Should I Be Saving? (#15)No frogs were harmed in the making of this podcast—we’re big fans of our amphibious friends! Host Josh Nelson uses the frog analogy to dive into how anyone, even those living paycheck to paycheck, can take control of their finances. From setting realistic goals to building a solid foundation for the future, Josh shares actionable steps to help listeners become financially prepared and empowered. Archive episodeshttps://www.keystonefinancial.com/podcastInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelso...
2025-01-2015 minThe Wiser Financial Advisor Podcast with Josh Nelson3 Keys For Financially Healthy Couples (#31)In this episode host Josh Nelson shares three keys for how to be, not just a financially successful couple but, a financially healthy couple as far as being in relationship together and in relationship to money.The overview:Key Number One: Don't hide money. Key Number Two: Agree on your outcomes and your purpose.Key Number Three for financially healthy couples: Take massive action.Of course we know you need more than the overview to really understand. So, click on the episode now to learn what Josh Nelson means by
2025-01-1316 minThe Wiser Financial Advisor Podcast with Josh NelsonThe 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 everyb...
2025-01-0623 minThe Wiser Financial Advisor Podcast with Josh NelsonAttitude of Gratitude (#59)Flashback to Thanksgiving 2021, when host Josh Nelson reflected on the world we were living in. The lessons from then still apply today. Though it could be easy to believe that there are far more bad things happening in the world than good, it's also important to our daily life to reflect on the good things that have happened and the good things that can happen when we choose to practice an attitude of gratitude. But how do we make that practice effective in the presence of so much turmoil? Josh Nelson offers up some easy t...
2024-12-3019 minThe Wiser Financial Advisor Podcast with Josh NelsonThe Meaning of Christmas (#63)Merry Christmas to all! In this episode, host Josh Nelson talks about a few things that we all love about Christmas and about the essence of Christmas that makes the holiday a very special occasion for so many people. Transcript of this episode is available to read or copy and save. Click the Transcript button above.Thanks for listening and supporting The Wiser Financial Advisor.Contact Josh Nelson:https://keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651...
2024-12-2309 minThe Wiser Financial Advisor Podcast with Josh NelsonThe #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.
2024-12-1621 minThe Wiser Financial Advisor Podcast with Josh NelsonChoosing Your Risk Number (#51)In this episode host Josh Nelson offers you an opportunity to discover your risk number. It's the number that matches up with the "turbulence" that you're willing to tolerate in your own portfolio. On a scale of 1 to 99 how much of a financial risk taker are you? It's important that you know this number so that your portfolio performs optimally for you. In this episode explains the risk number in greater detail and offers a free tool to assess your risk number on the Keystone Financial website. Contact:h...
2024-11-0417 minThe Wiser Financial Advisor Podcast with Josh NelsonHow The Principles of Wealth Are The Same For Everyone (#43)Host Josh Nelson explains how any person with an average income can actually go about accumulating wealth. Josh tells us this: "It all comes down to the same principles regardless of your level of income.” Contact Josh Nelson for a free consultation about how you can open the door to financial independence and stability regardless of your current financial status. https://www.keystonefinancial.com/Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.com
2024-11-0114 minThe Wiser Financial Advisor Podcast with Josh NelsonThe Most Important Financial Decision #4What 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. Also, feedback and topic suggestions are always welcome. Email Josh Nelson directly at josh@keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?a...
2024-10-1417 minThe Wiser Financial Advisor Podcast with Josh NelsonWhat Makes A Not-So-Great Financial Advisor? (#47)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. Thanks for listening to The Wiser Financial Advisor and thank you for helping spread the word about the podcast to family and friends. Contact Josh at:https://josh...
2024-10-1420 minThe Wiser Financial Advisor Podcast with Josh NelsonWhich type of investing will ultimately result in greater success? (#18)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 about problems that come up when investors get into "bubble territory". He talks about how it is always inevitable that eventually stocks decrease in value and how you can be prepared for i...
2024-09-3022 minThe Wiser Financial Advisor Podcast with Josh NelsonCelebrating 25 Years: Josh Nelson's Journey in Financial AdvisingCelebrate 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, pivotal opportunities, and perseverance that marked Josh's career.Discover the insights and entrepreneurial decisions that shaped Josh’s professional path, including his time at AG Edwards and his eventual decision to establish his own independent fi...
2024-09-0345 minThe Wiser Financial Advisor Podcast with Josh NelsonSimple Suggestions To Lower Your Stress When Big Expenses Happen (#49)Host Josh Nelson talks about ways to lower your stress when it comes to expected, and unexpected, big expenses. He offers three simple suggestions and goes into detail on how easy it can be to implement them. Contact Josh Nelson for a free consultation about how you can best handle any expected, and unexpected, big expenses. https://josh@keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy B...
2024-08-2716 minThe Wiser Financial Advisor Podcast with Josh NelsonThe Art Of Fulfillment with guest Mandy Schumaker (#74) In this episode, host Josh Nelson interviews Mandy Schumaker. She explains how she went from her lowest point to eventually become just one of the few business coaches in the world. Her proven insights and techniques can help you get where you want to go in this episode. Mandy Schumakerhttps://www.mandyschumaker.com/Thanks for listening.Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. https://keystonefinancial.comTags: Josh NelsonThe Wiser...
2024-08-1329 minThe Wiser Financial Advisor Podcast with Josh NelsonBest of The Wiser Financial Advisor: 3 Rules For Paying For CollegePretty much any year, after graduation ceremonies for those graduating from high school, the traditional next step is college. If that's in your the plan, there are several major things to take into consideration. In this episode of The Wiser Financial Advisor, host Josh Nelson talks about 3 of those things. He actually calls them 'Rules" because they are so important to consider. Rule#1: Parents put on your own oxygen mask first.Rule #2: Don't go into debt, please.Rule #3: Know the rules and use them to your advantage.There are wise way...
2024-07-3018 minThe Wiser Financial Advisor Podcast with Josh NelsonBudgeting To Find Yourself in Great Financial Shape (#6)In this episode of The Wiser Financial Advisor host, Josh Nelson, addresses the least favorite thing for many people when it comes to financial management-- budgeting! If this is true for you, give this episode a listen because Josh provides practical advice and tips on how you can budget easily and find yourself in great financial shape.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
2024-07-2315 minThe Wiser Financial Advisor Podcast with Josh NelsonBest of Wiser Financial Advisor: How To Find Or Become A Great Financial Advisor (#46)Host Josh Nelson shares three primary things that makes a financial advisor a great financial advisor. If you're looking to find a great financial advisor, or are contemplating becoming a financial advisor, listen to hear about Josh's experiences in the business of financial consulting and as a financial advisor. a that sheds even more light on how to find, or become, a great financial advisor. Contact Josh for a free consultation about finding, or becoming, a great financial advisor.https://www.keystonefinancial.com/contact...
2024-07-1618 minThe Wiser Financial Advisor Podcast with Josh NelsonMillionaires Among Us (#32) “What does it take to become a millionaire?” A question host Josh Nelson gets asked a lot. In this episode he shares how you can emulate what many millionaires do to put you on track to becoming a millionaire yourself. It's not a hard process, he points out. Actually it's quite simple. But there are a couple of things regarding financial planning and management that are important to know. Once you've heard this episode of The Wiser Financial Advisor all the way through, you could be on your way to building a lifetime of real financial security. Contact...
2024-07-0312 minThe Wiser Financial Advisor Podcast with Josh NelsonHow You Can Save Money Even If You're Living Paycheck To Paycheck (#42)Host Josh Nelson discusses how you can take control of their finances, even if you are living paycheck to paycheck. He talks about how to set doable goals and put themselves in a better position for being financially prepared for their future. Contact Josh Nelson for a free consultation to help you stop living paycheck to paycheck.https://keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial...
2024-06-2516 minThe Wiser Financial Advisor Podcast with Josh NelsonHow Your Financial Planner Can Lower Your Tax BillIn this episode of the Wiser Financial Advisor, host Josh Nelson, CFP® delves into strategies to minimize your tax bill. Josh discusses the importance of proactive tax planning and how working with a Certified Financial Planner can help optimize your finances. From leveraging lesser-known tax-saving strategies to navigating changes in tax laws, this episode offers valuable insights to keep more of what you earn. Tune in to learn practical tips for reducing your tax burden and building a brighter financial future.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?a...
2024-04-1613 minThe Wiser Financial Advisor Podcast with Josh NelsonThe Three Important Factors to Consider Before Applying for Social Security (#25)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 podcastContact Joshhttps://www.keystonefinancial.com/Instagram: https://www.instagram.co...
2024-04-0915 min
Seven Figure Agency Podcast with Josh NelsonCorey Quinn & Josh Nelson – How Scorpion grew from $20M to over $120M with Outbound SalesIn the ever-evolving digital marketing landscape, carving out a unique space can be the difference between stagnation and exponential growth. Recently, we had the pleasure of sitting down with Corey Quinn, a mastermind behind the remarkable growth of Scorpion from a $20 million to over a $120 million powerhouse. Corey's journey, strategic insights, [...]
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2024-02-291h 01
AGM Attorney PodcastEpisode 9 - Guest Josh Nelson, "How Can Attorneys Choose a Digital Marketing Agency in 2024"Josh Konigsberg, Partner and Co-Founder of Law Firm Marketing Pros, an award-winning digital marketing agency, recently welcomed Josh Nelson, founder of Plumbing & HVAC SEO, to the Behind the Bench Podcast. Nelson, who has had a passion for internet marketing from an early age, established his digital marketing agency more than 10 years ago. Nelson is also the founder of Seven Figure Agency, a coaching and mentoring company dedicated to helping digital marketing agencies reach seven figures in revenue.
2024-02-0838 minThe Wiser Financial Advisor Podcast with Josh Nelson4 Steps To Achieve True Financial Success (#21)To be clear, this isn't about assuring you that financial success, or success in life for that matter, is something guaranteed. Rather it's about knowing ways that CAN help you move toward what it is you want more efficiently. This ultimate success formula is applicable to any aspect of life. But in this episode Josh Nelson talks about it in regards to financial success. He shares four steps to know about. He shares 1.) how to take the time to really unpack the gist of what you want. 2.) How to get real clear on what it's go...
2024-01-2308 minSeven Figure Agency Podcast with Josh NelsonBrad Davis & Josh Nelson: How to Build A World Class Management TeamLet’s face it, the journey to a booming digital marketing agency isn’t a walk in the park. We recently caught up with Brad Ferris from Clinic Growers, and his story is nothing short of inspiring. He’s a real guy who’s been through the ups and downs, and Seven Figure Agency has been there [...]
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2023-12-061h 05The Wiser Financial Advisor Podcast with Josh NelsonThe Most Important Investment Decision (#7) When people don't understand they tend to do nothing. As that pertains to finances some may miss great opportunities to secure greater financial security and wealth. In this episode host Josh Nelson's mission to help people understand better by reviewing 2 of his 4 well loved foundational financial buckets and by going into detail about asset allocations. If you enjoy this episode of the Wiser Financial Advisor please let us know, and let everyone you can know which will help this podcast grow. Please check out more about Keystone Financial Services at https://www.keystonefinancial.com/ Thanks so much and ha...
2023-11-2119 minSeven Figure Agency Podcast with Josh NelsonBrady Sticker & Josh Nelson: How a 25 Year Old Built a 7 Figure Agency in 18 MonthsScaling an agency isn't for the faint of heart. That's why we're showcasing real-life heroes in the agency world who’ve successfully battled the odds. Today we feature Brady Sticker, founder of ChiroCandy Marketing, as he spills the beans on his journey, his advice, and how the Seven Figure Agency was pivotal in his agency [...]
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2023-11-011h 00The Wiser Financial Advisor Podcast with Josh NelsonThe Most Important Financial Decision (#4)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. Also, feedback and topic suggestions are always welcome. Email Josh Nelson directly at josh@keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651C...
2023-10-0317 minThe Wiser Financial Advisor Podcast with Josh NelsonPlanning For A Financial Crisis (#3)Jamie Hopkins is a recognized financial writer & prolific author, he's also a researcher and teacher to financial advisors across the country. He has vast experience in many different aspects of the financial industry. The topic he and host Josh Nelson address in this episode is financial planning in a crisis. Please note this interview was recorded in March of 2020 as the Covid 19 pandemic was starting to become a major national issue. Now in October of 2020, it is still an issue and the conversation is as relevant today as it was in March. Perhaps, even more so.Instagram: htt...
2023-06-2727 minThe Wiser Financial Advisor Podcast with Josh NelsonHealth Insurance Coverage with Danielle Roberts #77Recently 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 f...
2023-02-0130 minThe Wiser Financial Advisor Podcast with Josh NelsonConversations With Money - Guest: Richard Friesen (#30)Richard Friesen quote: "We have disassociated and made wealth evil and bad and oppressive and made it racial even. I mean, people who come to me have really good hearts. They want the best for the world and they get all these messages and they don't know how to do it. So my contribution and what makes a difference to me and why I am still working, (which doesn't feel like work) is to help people be in rapport with success, with wealth, with themselves and their relationships."In this episode, Josh Nelson and Richard Friesen...
2023-01-2433 minThe Wiser Financial Advisor Podcast with Josh NelsonHealth Insurance and Medicare Coverage with Danielle Roberts (#77)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 f...
2022-12-2030 minThe Wiser Financial Advisor Podcast with Josh NelsonYear End Tax Planning (#55) 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 time. Listen to this important episode where Josh really digs in deep to help you understand where you are on this subject, what the rules are...
2022-12-0623 minThe Wiser Financial Advisor Podcast with Josh NelsonThe Secret To Living Is Giving (#11)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://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leam...
2022-11-2219 minThe Wiser Financial Advisor Podcast with Josh NelsonDo I Need A Trust (#61)What is a financial trust? Who should have such a trust? How do we go about getting one? In this episode, host Josh Nelson answers these questions and provides more practical advice about this critically important aspect in your financial life. Transcript of this episodeis available to read or copy and save. Click the Transcript button above. Thanks for listening and supporting The Wiser Financial Advisor.Contact Josh Nelson:https://keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/T...
2022-11-1823 minThe Wiser Financial Advisor Podcast with Josh NelsonCruise Ship Trips for the Holidays and Beyond with Travel Advisor Cheri Smith (#95)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? She and host Josh Nelson give you the latest news and updates that you need to know to make your most fun dreams come true. ...
2022-11-0826 minThe Wiser Financial Advisor Podcast with Josh NelsonCash Is King (#12)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 Financial Advisor with your like, subscribe and download. And spread the word with family and friends. Thank you, and thanks for listening. Instagram: https://ww...
2022-10-2818 minThe Wiser Financial Advisor Podcast with Josh NelsonWhat Could Happen To The Market After The 2022 Midterm Elections? (#93)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, state and federal governments. But Josh explains how time gives us reason to think about this from a different, more hopeful, perspective. Thanks for listening. If you have a question or comment about this episode, we'd love...
2022-10-2520 minThe Wiser Financial Advisor Podcast with Josh NelsonRequired Minimum Distribution (#58)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 the expensive consequences that could happen because we don't know about these nuances. He shares vital information about following what changes, or new nuances, that could arise because Congress decides to make changes...
2022-10-1818 minThe Wiser Financial Advisor Podcast with Josh NelsonWays To Be A Good Financial Stewart (#39)In 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 available.Please give Josh Nelson your honest review of this podcast.Your honest input is important to us.If you got something that you liked from this po...
2022-10-1214 minThe Wiser Financial Advisor Podcast with Josh NelsonVirtual Assistants: How & Why Employers Are Hiring Them with guest Mandy Brown (#79)In this episode, host Josh Nelson interviews Mandy Brown, Director of Client Relations with Belay Solutions about the benefits virtual assistants provide to employers. "Remote work is here", says Mandy, "and Belay Solutions is proud to lead the charge in disrupting the status quo and dismantling the ‘way things have always been done.’ " If you happen to be in need of a virtual helper the Belay team doesn't hire out just any virtual assistant for their clients. They do their research to find a virtual assistant that, of course, has the needed skills but also...
2022-09-3026 minThe Wiser Financial Advisor Podcast with Josh NelsonTeaching Kids About Money - Part 1 (#35)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 what they might not have gotten when they were kids regarding how to use cash and how manage money well. In this episode, which is part on...
2022-09-2318 minThe Wiser Financial Advisor Podcast with Josh NelsonJosh Nelson interviews Dannette Riddle on setting up a Medicare plan that suits your needs. (#24)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 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: h...
2022-09-1820 minThe Wiser Financial Advisor Podcast with Josh NelsonAward-Winning Comic Book Writer Mike Baron Shares His Life and History In The Comics Industry (#86)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. Baron has also published 15 novels and is working on several more right now. Contact Josh Nelsonhttps://keystonefinancial.comMike Barron...
2022-09-1325 minThe Wiser Financial Advisor Podcast with Josh NelsonGood Money Revolution with guest Derrick Kinney (#76)Host Josh Nelson sits down in this episode with guest Derrick Kinney, the CEO of Good Money Framework and host of the popular Good Money Podcast. Mr. Kinney visits with influential business and thought leaders to inspire you to make more money and use it to do good. Derrick is the author of the book, Good Money Revolution, which has reached the bestseller list on USA TODAY and the Wall Street Journal. Thanks for listening. We hope that you enjoy the conversation. Check out this related website for a look at Derrick...
2022-09-0229 minThe Wiser Financial Advisor Podcast with Josh NelsonDon't Leave Money On The Table: Evaluate Your Health Savings Accounts(#68) It's time to start thinking about tax season. 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.com...
2022-08-2616 minThe Wiser Financial Advisor Podcast with Josh NelsonHalf-time 2022 - From Tailwinds to Headwinds (#87)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_BuM0Contact:http://josh@keystonefinancial.comInstagram: 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
2022-08-161h 05The Wiser Financial Advisor Podcast with Josh NelsonHow To Gain Financial Peace of Mind For Those You Love (#9)Host Josh Nelson explains what he means by financial peace of mind. What it actually is and the consequences could be for those in your family without it. He helps with knowing how to be adequately prepared if something happened that would leave your loved ones in a financial lurch. Contact Josh Nelson for a free consultation to create your financial peace of mind.https://www.keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson...
2022-08-0516 minThe Wiser Financial Advisor Podcast with Josh NelsonHelping You On Your Road To Financial Security (#1)On this pilot episode host Josh Nelson lays the foundation for the podcast with a description of his experience in the financial business. He shares his philosophy about financial management and planning. Plus, Josh explains how he came to understand what really matters to people in their life and how to help them on the road to financial security. 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.p...
2022-06-2516 minThe Wiser Financial Advisor Podcast with Josh NelsonHow To Protect Your Wealth In Volatile Times with Guest Carolyn Czaflick (#85)In these times what might happen in the financial sector? How can you best protect your money: your wealth? In this episode host Josh Nelson talks with Carolyn Czaflick, of Morningstar Investment Management, about the economy, the markets, all the craziness and volatility that's out there. Plus what it takes to be a solid investor and get through tough times as well as good times. This podcast is not about market timing. It's about strategy. Sound strategy! It's about getting back to basics as far as what's important when it comes to being an investor. We believe you'll...
2022-06-2130 minThe Wiser Financial Advisor Podcast with Josh NelsonWays To Be A Good Financial Steward (#39)In 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 available.Please give Josh Nelson your honest review of this podcast.Your honest input is important to us.If you got something that you liked from this podcast,
2022-06-0314 minThe Wiser Financial Advisor Podcast with Josh NelsonSetting College Students Up for Success with Guest Kelly MacLean (#84)Deciding on college is about so much more than just picking a school to attend. Problem is, in many cases, neither the student nor the parents are given the knowledge to make sure all bases are covered and the process is done right. In this episode, host Josh Nelson speaks with Kelly MacLean who has years of experience in guiding families through the process so that your student doesn't just graduate college, but is academically and financially prepared to hit the ground running when starting college and once they have graduated. Contact Jo...
2022-05-3141 minThe Wiser Financial Advisor Podcast with Josh NelsonThe Economy and You 2022 with guest Dr. Larry Kotlikoff (#83) 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 IMPORTANT talk about the economy, the markets, retirement income, as well as about younger people and how they can take advantage of what's going on right no...
2022-05-2439 minThe Wiser Financial Advisor Podcast with Josh NelsonBest of The Wiser Financial Advisor: Interview With Matt Reiner (#33)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 an author and industry speaker. He has his own podcast called Bridging the Gap and he is the author of Ready to Be Rich and also Doctor Cold Cash Will See You...
2022-04-2234 minThe Wiser Financial Advisor Podcast with Josh NelsonTeaching Kids About Money - Part 2 (#36) 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 value of money. Two is how to manage money. Three is what success looks like—how do peop...
2022-04-2220 minThe Wiser Financial Advisor Podcast with Josh NelsonHealth Insurance and Medicare in Retirement with guest Danielle Roberts (#77)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 f...
2022-04-0530 minThe Wiser Financial Advisor Podcast with Josh NelsonMarket Update with Josh and Jeremy – (#73)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.comInstagram: 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 Ed...
2022-03-0813 minThe Wiser Financial Advisor Podcast with Josh NelsonForecast 2022 (#71)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 suggestions and/or comments about the podcast. https://keystonefinancial.comForecast 2022 Live Webinar Recordedhttps://youtu.be/RQ7HIt4C-WIInstagram: http...
2022-02-2225 minThe Wiser Financial Advisor Podcast with Josh NelsonCash Is Trash (#28)Cash is trash? What does that mean? How is that so? Is your cash trash too? Host Josh Nelson explains how you can assess if you are holding any trash cash, and if you are, what steps you can take to help change that, and how quickly should you get that problem changed? Contact:josh@keystonefinancial.comInstagram: 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 E...
2022-02-1811 minThe Wiser Financial Advisor Podcast with Josh NelsonInflation Worries (#70)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 affect our way of life? How long will it last? Why does it happen and where does it come from? Who and what is the Federal Reserve? What is their role in all of this? Ulti...
2022-02-1528 minThe Wiser Financial Advisor Podcast with Josh NelsonNavigating Your Way Through the Financial Turbulence of Economic Corrections: 5 Things to Check (#69)Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe. Well, turbulence is also what's going on with the stock market right now. Josh Nelson is your financial pilot and in this episode he helps you navigate your way through it so that you will have the best chance of reaching the financial destination of your choice. Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. ...
2022-02-0126 minThe Wiser Financial Advisor Podcast with Josh NelsonThe Silent Thief: Inflation (#20)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. For instance, how to be prepared for the inflation factor during retirement as there are variables, like longevity, that cannot be known when calculating how long your post ret...
2022-01-2119 minThe Wiser Financial Advisor Podcast with Josh NelsonCreate the Financial Life You Want for 2022 (#65)Thanks for listening to this episode of The Wiser Financial Advisor.This is the time of year where we're all thinking about what we want the coming year to look like and what changes we want to make. In this episode, host Josh Nelson takes a moment to talk about what typically becomes of New Years resolutions for a lot of people. But then gives us all four quick, simple, and impactful ways to make a real change in anything that we want for our personal and professional lives. He shares the "Ultimate Success Fo...
2022-01-0408 minThe Wiser Financial Advisor Podcast with Josh NelsonShould I Change My Investment Strategy To Fight Inflation (#62)Have any concerns about how inflation might require adjustments in your investment strategy? Truth is, you might need to make some adjustments to keep your investment strategy heading in the right direction. In this episode, host Josh Nelson talks about the possibility that inflation can mean you'll need to assess how your strategies are going to hold up given that the economic experts are forecasting that our current situation with inflation is here to stay, at least for a good while. He also offers practical advice on how to tell if you're okay where you are or if y...
2021-12-1425 minThe Wiser Financial Advisor Podcast with Josh NelsonWhat To Do About Inflation (#57), For everyone right now, the topic of economic inflation is pretty much a matter everyone is having to address. People are asking, what do we do about inflation? Host Josh Nelson explains, in clear terms, what inflation really is. He discusses the history of inflation in America for perspective to current times. He also shares what conditions are currently in place causing this inflation. Finally, he shares ways to potentially offset the influence of inflation on your finances. Thank you for sharing the word about The Wiser Financial Advisor.CONTACT:https://josh@keystonefina...
2021-11-0928 minThe Wiser Financial Advisor Podcast with Josh NelsonWhich Is Better - Traditional or Roth? (#54)In this episode, host Josh Nelson dives into the pros and cons of contributing to a traditional 401K versus a Roth IRA. He explores the tax questions most people have about both. Which is better? This episode goes into it giving you some great points that may help you decide what's right for you.Contacthttps://josh@keystonefinancial.comWebsite:https://keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: h...
2021-10-1227 minThe Wiser Financial Advisor Podcast with Josh NelsonHappy Birthday Wiser Financial Advisor (#52)In this episode, host Josh Nelson extends his gratitude and appreciation for your part in helping The Wiser Financial Advisor reach it's first birthday as a podcast. It's an honor and a privilege to be able to do this every week and have you, and many others, get some benefit out of what he talks about every week.He also gets into the three main themes that the Wiser Financial Advisor emphasizes: getting real, getting honest, and getting clear about the financial world and your money. Those aren’t just words to Josh Nelson and his team...
2021-09-2811 minThe Wiser Financial Advisor Podcast with Josh NelsonYou CAN Always Get What You Want (#21)Now, to be clear, this isn't about guaranteeing success. This is about there always being a way to move toward what it is that you want. This ultimate success formula is applicable to any aspect of life but in this episode Josh Nelson talks about it in regards to financial success. He shares four steps to know about. He shares how it is a really freeing exercise, doing the research and taking the time to really unpack the gist of what you want to get real clear on what it's going to take to...
2021-02-2309 minThe Wiser Financial Advisor Podcast with Josh NelsonForecast 2021 (#19)Host Josh Nelson starts this episode with a flashback moment to February 2020, and the forecast he had for the year before the pandemic changed everything. In "Forecast 2021" Josh sees this year still having some challenges ahead. Josh encourages everyone, especially business owners, to look at 2021 as a time to take steps to adapt, innovate and change as quickly as possible to meet the challenge's we still face. If that can happen then by 2022 the economy can have it's best best chance of getting back on track. In this episode he gets into the thick of it so you can hav...
2021-02-0924 minThe Wiser Financial Advisor Podcast with Josh NelsonKeystone Financial's Next Era (#14)Welcome to 2021 and Keystones Next Era! Host Josh Nelson reveals how 2021 will be better for Keystone Financial Services and for it's clients with greater independence to offer a greater variety of options and services. 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
2021-01-0516 minThe Wiser Financial Advisor Podcast with Josh NelsonHappy Birthday Keystone Financial (#13)The final episode for the year 2020, and it's all about how to make 2021 a better experience for those with a business or looking to start one. But, as the title implies, it Keystone Financials birthday and Josh flawlessly ties that in to his optimistic message for 2021. Check in every Tuesday for a new episode of The Wiser Financial Advisor, heard wherever you get your podcasts. Please support The Wiser Financial Advisor with your like, subscribe and download. And spread the word with family and friends. Thank you, and thanks for listening.Contact Ke...
2020-12-2915 minSeven Figure Agency Podcast with Josh NelsonAgency Success Podcast with Josh Nelson & Chad Kodary from DashClicksIn this Agency Success episode, we flip the script and I’m the one answering rapid-fire questions about Plumbing & HVAC SEO. Chad Kodary (from the Marketing Mindset podcast) and I chat about choosing a niche and pricing. We also talk about how “Google Guarantee” impacted paid ads and the #1 needle mover that we [...]
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2020-12-0318 minThe Wiser Financial Advisor Podcast with Josh NelsonLife Will Never Be The Same (#8)2020 is one of those "weird" years. To say that it's been strange and tough on everybody is an understatement. Wiser Financial Advisor host Josh Nelson acknowledges that too. Yet, in this episode he delves into a perspective that encourages us to see that there are good things about it too for us all. He says what we're experiencing is like a season of nature, specifically winter. Every winter is a season where old things pass away to make way for new things. Yes, this "winter" is hard for so many people. That cannot be overstated. But in it's m...
2020-11-2314 minThe Wiser Financial Advisor Podcast with Josh NelsonPoliticking-Election Day Edition (#5)Thanks for checking out The Wiser Financial Advisor podcast! In this episode host Josh Nelson shares a realistic and optimistic perspective on the 2020 election economy. Sub topics include: Sub topics include:1) He points out how the political and economic rules always change and how important adaptability is for the life of businesses. As it is for us all. 2) He looks back in American history and helps us understand that the country has experienced turbulent political and economic periods many times and has always come through it. 3) He encourages us all to remember that voting by devo...
2020-11-0316 min