80 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
    • 4.7 • 13 Ratings

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

    Picking The Right Stock? Starting a 401K? What Are Your BEST Financial Options? (#40)

    Picking The Right Stock? Starting a 401K? What Are Your BEST Financial Options? (#40)

    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.

    Contact
    https://josh@keystonefinancial.com
    https://www.keystonefinancial.com/

    • 17 min
    Award-Winning Comic Book Writer Mike Baron Shares His Life and History In The Comics Industry (#86)

    Award-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 Nelson
    https://keystonefinancial.com

    Mike Barron
    https://bloodyredbaron.com/

    • 25 min
    Helping You On Your Road To Financial Security (#1)

    Helping 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. 

    • 16 min
    How To Protect Your Wealth In Volatile Times with Guest Carolyn Czaflick (#85)

    How 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 find this episode highly valuable.

    Contact Josh Nelson for a free consultation
    https://keystonefinancial.com

    10 Charts to Explain Today's Markets: To help navigate the current volatility, we offer 10 charts covering the key issues.
    https://mp.morningstar.com/en-us

    • 30 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

    • 14 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/

    • 8 min

Customer Reviews

4.7 out of 5
13 Ratings

13 Ratings

maddie@podcastingyou ,

Great podcast!

This podcast is a great resource for all things wealth management and investing! Josh is a super knowledgeable host and provides valuable insight and advice.

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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