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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
2026 Halftime Report #200
In this episode Josh and jeremy take a look at the current status of the economic economy, help you to know what steps with your money and investments to take for the near future.
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"Phased Retirement" #140
In this episode host, Josh Nelson, explores the concept of phased retirement, a flexible approach to transitioning from full-time work to retirement. Learn how it benefits both employees and employers, with insights on planning, financial consi...
How To Plan For Retirement When Social Security is Uncertain #152
Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies t...
A Caregiver's Journey #120
In this episode, hosts Josh Nelson and Jeremy Busch dive deep into the important topic of caregiving. They explore both the financial and practical aspects of supporting those who require caregiving assistance—whether that’s for a loved o...
Don't Act Your Income. How a normal person with an average income can actually accumulate wealth. (#16)
This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really is—and why trying to convince others that you’re wealthy is how to go into debt i...