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130 episodes
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The Wiser Financial Advisor Podcast with Josh Nelson Josh Nelson
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4.5 • 16 Ratings
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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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Budgeting 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.keystonefinanci...
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Best 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 advi...
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The 4 Percent Rule Is Not Dead. What You Need To Know #132
In this episode, host Josh Nelson dives into a topic that has been debated and discussed quite a bit in the financial planning community: the 4% rule. Is it still relevant, or is it outdated? He answers the question, 'What is the 4 percent rule?' Perhaps it's not so much a rule as it is a guideline for ensuring we have enough money as we get older.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www...
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Foundational 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: htt...
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Playing 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...
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How 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...
Customer Reviews
Solid financial advice
Great show by an industry expert who makes investing and future planning exciting and filled with purpose.
Bite sized wisdom
Excellent succinct pep talk to help encourage review of ones approach to saving.