123 episodes

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

The Wiser Financial Advisor Podcast with Josh Nelson Josh Nelson

    • Business
    • 4.5 • 15 Ratings

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

    The Wiser Financial Advisor: Forecast 2024 #123

    The Wiser Financial Advisor: Forecast 2024 #123

     In this episode Josh Nelson, CFP® and Jeremy Busch, CFP® do a quick overview of how the economy fared in 2023 and how 2024 may take off from there. Taking into account that 2024 is an election year and that there are a number of global insecurities in play. The question is will the economy follow the historical course of years 1 through 4 of a presidency? Will national and/or world events affect the economy? Tune in to get more thoughts and perspectives about these and other questions. 
    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 Editing: Tim Leaman/info.primegen@gmail.com
    https://www.keystonefinancial.com/team/macy-chapman

    • 40 min
    How To Make Sure Your Financial Strategy Succeeds (#50)

    How 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.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 Editing: Tim Leaman/info.primegen@gmail.com
    https://www.keystonefinancial.com/team/macy-chapman

    • 14 min
    Planning The Trip of a Lifetime with guest Cheri Smith (#64)

    Planning 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 own agency, "Wishes & Waves" because she felt like she had the skills and experience to  help others in navigating the demands associated with scheduling and planning trips of a lifetime for families of all sizes. Whether your preference is for leisure or play, Cheri can handle all the arrangements for you. Check out her website below.

    Cheri Smith
    https://wishesandwaves.com/

    Contact Josh Nelson with your money questions:
    https://keystonefinancial.com

    Archive episodes
    https://www.keystonefinancial.com/podcast
    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 Editing: Tim Leaman/info.primegen@gmail.com
    https://www.keystonefinancial.com/team/macy-chapman

    • 23 min
    Moves to Consider Before 2017 Tax Cuts Expire #122

    Moves to Consider Before 2017 Tax Cuts Expire #122

    In this episode host Josh Nelson talks about the Tax Cuts and Jobs Act which was signed into law back in 2017. Those tax cuts when signed into law were set with an expiration date at the end of 2025. Keystone Financial clients are wanting to know what will happen when they do. If you're wanting to know as well, this episode will be helpful for helping you make the right financial decisions for your future financial success.  
    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 Editing: Tim Leaman/info.primegen@gmail.com
    https://www.keystonefinancial.com/team/macy-chapman

    • 13 min
    4 Steps To Achieve True Financial Success (#21)

    4 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 going to take to get what you really want and what you need for success. 3.) He acknowledges that initially it can be challenging. But also how freeing the experience of building success for yourself, and for those in your orbit, feels as you move along.  4.) He explains why and how it will get to the point that you love taking the massive action that he suggests for your future.

    Contact Josh Nelson with questions, comments or topic suggestions.
    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 Editing: Tim Leaman/info.primegen@gmail.com
    https://www.keystonefinancial.com/team/macy-chapman

    • 8 min
    3 Keys For Financially-Healthy Couples (#31)

    3 Keys For Financially-Healthy Couples (#31)

    Greetings everyone.  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 Financially Health Couple and how it may pertain to your relationship today.

    Thanks so much. Please remember to subscribe, rate and review. Shoot us an email to let us know what you like, or didn't like, from this episode. We also love to hear your suggestions for any financially related topic that may be a help to you. 

    Contact:
    https://josh@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 Editing: Tim Leaman/info.primegen@gmail.com
    https://www.keystonefinancial.com/team/macy-chapman

    • 16 min

Customer Reviews

4.5 out of 5
15 Ratings

15 Ratings

danoli89 ,

Solid financial advice

Great show by an industry expert who makes investing and future planning exciting and filled with purpose.

DocRachael ,

Bite sized wisdom

Excellent succinct pep talk to help encourage review of ones approach to saving.

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