Shows
The 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 Montgomery2025-07-0512 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 NelsonThe Wiser Financial Advisor: Interview 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 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 Editing: Tim Leaman/info.primegen@gmail.com2025-06-0128 min