The Wiser Financial Advisor Podcast with Josh Nelson
Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.
Podcasting since 2020 • 134 episodes
The Wiser Financial Advisor Podcast with Josh Nelson
Latest Episodes
Choosing Your Risk Number (#51)
In this episode host Josh Nelson offers you an opportunity to discover your risk number. It's the number that matches up with the "turbulence" that you're willing to tolerate in your own portfolio. On a scale of 1 to 99 how much of a ...
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17:51
Doug Josephson Interview on End of Life Matters #135
Josh is joined by client Doug Josephson as they explore the important matters surrounding end-of-life planning. These issues are not only crucial for your loved ones but also for your own peace of mind. In this episode, we’ll provide valuable i...
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35:35
The Wiser Financial Advisor: The Most Important Financial Decision #4
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 th...
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17:08
What Makes A Not-So-Great Financial Advisor? (#47)
Following up on the espisode What Makes A Great Financial Advisor, host Josh Nelson discusses What Makes A Not So Great Financial Advisor. Josh gets into the details that will help you have an even better idea of how to...
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20:01
The Wiser Financial Advisor: Interview with Connor Sung of e-Money #134
Show Notes:We hope you'll enjoy Josh Nelson's interview with Connor Sung, the director of eMoney's Financial planning group who has been instrumental in developing eMoney's technology, practice management, and planning services to...
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25:12