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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
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...
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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...
The Three Important Factors to Consider Before Applying for Social Security (#25)
When to apply for Social Security is a very personal decision. Everyone has different reasons for choosing when they collect their benefits so it's a very personal decision. In any case there are three basic but important factors to consider...
10 Questions to Ask About Retirement Relocation #112
In this encore episode, we revisit an important trend we’ve been seeing: more people taking a thoughtful look at what life might look like once they step away from work. Join us as we walk through the Top 10 Questions to Ask When Relo...
The Wiser Financial Advisor: QCD's For Retirees #142
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...