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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.
The Wiser Financial Advisor Podcast with Josh Nelson
Latest Episodes
Egg In One Basket
Concentration risk means you've got too much of one thing. I'm sure you're looking for a black and white answer on what is too much. And unfortunately, there is no exact number, but there are clues. It's the principle of don't put all ...
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5 Financial Decisions to make for retirement
This podcast covers the major financial decisions leading into retirement focusing on a core checklist of choices.Determining the Timing and Affordability of RetirementOptimizing Social Security Strategy<...
Restricted Stock Units
Restricted Stock Units (RSUs) can be a significant part of compensation, particularly for employees in the technology industry, but they also come with important tax and investment considerations. In this episode of The Wiser Financial Advi...
Portfolio Sanity Check
Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years. Some of what we talk about is going to make you question or maybe reaffirm what you're already doing, which co...
Health Insurance Coverage with Danielle Roberts #77
Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products since 2005. She is a nationally recognized ex...