Why does ESG investing matter, and how does it work?Consumer behavior has changed and has become more focused on  sustainability. Like recycling, minimizing waste and making greener choices. Which influences decisions arou...

Welcome to the podcast. Host Josh Nelson talks with John Spencer, an accomplished professional and world traveler helping people understand the emotional component of retirement. John shares his story about retirement and how his 27 year car...

In this episode, Josh Nelson talks about Qualified Charitable Distribution which is a direct transfer of funds from your IRA to a qualified charity. Unlike regular withdrawals from your IRA, which are almost always taxable, QCDs allow you to...

In this episode host Josh Nelson covers the second set of "baby steps" to financial freedom. But these "baby steps" are incredibly powerful steps that will help anyone reduce debt and obtain an income that pays for the life that they want for t...

Have you ever wondered if you could find the real secret to getting rich? In this episode host Josh Nelson suggests it's really just three specific things. He goes into detail about how it's possible by 1) getting out of debt; 2) learning to...