The Wiser Financial Advisor Podcast with Josh Nelson

Josh Nelson
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The Wiser Financial Advisor Podcast with Josh Nelson

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

  1. -3 J

    Attitude 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 turm...

    19 min

  2. 23/12/2024

    The 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://...

    10 min

  3. 16/12/2024

    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 h...

    21 min

  4. 09/12/2024

    The Wiser Financial Advisor: 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 caregivin...

    31 min

  5. 02/12/2024

    The Wiser Financial Advisor: End of Year Tax Planning #138

    For many people the end of the end means it's time to review what influences the end of the year might have on your taxes. And it can get complicated if you aren't aware of the rules. Are they the rules the same as they've always been? it's smarter to check in and find out than to assume because the rules might have changed or they may be changing in the months to come. Listen to this episode because host Josh Nelson and Jeremy Busch lay it all out for you in a manner that you can under...

    28 min

  6. 25/11/2024

    The Wiser Financial Advisor: The Roth Advantage #137

    In this episode host Josh Nelson has a great topic for everyone to explore. It's important to look at. And the younger you are, he highly encourages you to look at Roth IRAs and Roth 401K's. If you've got a long time horizon, this episode will probably work to your advantage too. While he can't say anything is guaranteed, the message in this episode could likely work to your advantage to have many years of tax-free growth by making Roth contribu...

    19 min

  7. 18/11/2024

    The Wiser Financial Advisor: Must Know Retirement Deadlines #136

    Knowing the rules helps things go smoothly, whereas not understanding the rules can not only mess you up, sometimes it costs you money. And sometimes it's just an opportunity lost. That's really what we're talking about today—the milestones and what hitting these milestones will allow you to do as far as opportunities. Most of these things in this episode involve a limited timeframe, and some have a very specific timeframe, so it’s pretty important to act when you can. Full transcript is avai...

    30 min

  8. 13/11/2024

    The Wiser Financial Advisor: A Magical Time of Year (To Prepare for Success In 2024)

    In this episode host Josh Nelson takes a look back on the year 2023 and a look forward at the positive prospects, personal and financial, for 2024. Thank you for listening to The Wiser Financial Advisor through 2023. 2024 will continue to provide greater wisdom to help you become happy, safe and secure in all aspects of your life. All of our past episodes are located on your favorite podcast services as well as going to wiserfinancialadvisor.com. Happy New Year! Instagram: https:/...

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

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