The Wiser Financial Advisor Podcast with Josh Nelson

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

  1. 6D AGO

    How To Plan For Retirement When Social Security is Uncertain #152

    Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies to build a retirement income plan that doesn’t depend on Congress. If you’re nearing retirement—or just want peace of mind about your future—you won’t want to miss this conversation.  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

    27 min

  2. AUG 18

    Don't Act Your Income. How a normal person with an average income can actually accumulate wealth. (#16)

    This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really is—and why trying to convince others that you’re wealthy is how to go into debt instead. So how does a normal person with an average income actually go about accumulating wealth? Listen in and you'll hear why Josh tells you this: "It all comes down to the same principles regardless of the level of income.”  This podcast offers the key that can open the doors to financial independence and stability regardless of your current financial status. https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 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

    14 min

  3. AUG 11

    Interview with Susan McKenna of E-Money

    Recently Josh had the opportunity to sit down with Susan McKenna, the CEO of E Money, a fintech company that Keystone Financial Services has used since its founding in 2010. Susan has an extensive background in leadership and aiding companies to grow in scale. She has more than 30 years of experience. This is an interview that has the potential to help you succeed with your money and your life You're going to enjoy it. 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

    28 min

  4. AUG 4

    Best of Financial Wiser Advisor: Understanding Crypto Currency with guest Bill Barhydt (#72)

    Recently host Josh Nelson had the opportunity to sit down with Bill Barhydt, founder and CEO of Abra, a leading cryptocurrency platform. In this episode, they talk about how crypto currency fits into our current world, not only in individuals’ finances, but also how it's going to be impacting the overall economy, regulation, government control. He covers some of the questions he's been getting from Keystone Financial clients these days. If you've been wanting to know more about this topic we think you're going to find this episode very interesting and helpful. Thanks for listening. Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.   https://keystonefinancial.com https://www.abra.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

    30 min

  5. JUL 28

    Halftime Report - 2025 #151

    Get a clear, mid-year perspective on the markets in this episode of The Wiser Financial Advisor. Josh Nelson, CFP®, and Jeremy Busch, CFP® break down key economic trends, share timely market insights, and offer practical strategies to help you stay informed and make confident financial decisions for the rest of 2025.  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

    30 min

  6. JUL 21

    3 Easy To Follow Decisions To Get You Out Of Debt Starting Today

    Want to start an easy to follow system to reduce your debt, or get out starting today? In this episode, host Josh Nelson provides the three pieces necessary to accomplish your goal of debt reduction, or elimination. Plus, get practical examples based on his own personal experiences and those of some of his clients. Ready? Set. Listen! (This episode was originally posted August 2, 2022 as "Three Easy To Follow Decisions To Get You Out Of Debt Starting Today") Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.   https://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

    25 min

  7. JUL 14

    3 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 willing to know about what he calls your Adaptability Quotient. He explains in detail what they really means as it pertains to financial planning. You will get some great info from this episode and we thank you for listening, liking, subscribing, downloading and sharing. Contact Josh Nelson with any questions, comments or suggestions at: 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

    27 min

  8. JUL 7

    How To Make Sure Your Home In Properly Insured (#78)

    In the past few years wild fires have destroyed thousands of homes, even entire towns. In December of 2021, there was a surprise devastating fire that swept through several neighborhoods in Marshall, Colorado and burned down 1200 homes. This wasn't a forest fire. It started as a simple grass fire. But it was fueled by very high winds that day. To add insult to injury, many of the homeowners (7 out of 10) found out they did not have enough insurance coverage to replace their homes. The message to homeowners is BE PREPARED! But how to prepare properly? Guest Eric Weedin is a national leader in the Insurance industry. Eric has a number of insurance accolades and also teaches courses to insurance agents across the country. Host Josh Nelson's conversation with Eric covers questions concerning how to make sure you're properly insured. How do you check your coverage to make sure you've got the right agent, the right insurance company to protect your home and more. We hope this podcast helps you. Resources: https://www.weedinagency.com/eric-weedin https://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

    23 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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