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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 • 165 episodes
The Wiser Financial Advisor Podcast with Josh Nelson
Latest Episodes
The Biggest Financial Planning Mistakes High Earners Make #202
In this episode of The Wiser Financial Advisor, Keystone Senior Advisor Jeremy Bush and Associate Wealth Advisor Jen Walenter discuss some of the biggest financial planning mistakes high earners can make. From lifestyle creep and tax inefficien...
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22:11
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3 Principles About Money For Kids (#105)
Teach these principles to help ensure that your younger or older kids are set up to live their adult life in solid financial security.
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10:36
Roth vs. Traditional IRAs
Our topic for this episode is Roth versus Traditional IRAs, and which account makes better sense for you to use.
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15:24