In this episode, Josh Nelson, CFP®, has an insightful conversation with Maria Quinn, a senior advice strategist at Vanguard's Investment Advisory Research Center. Vanguard, one of the largest and most respected financial institutions globally, ...

In this episode Josh is joined by guest Frank Fiume, founder of I-9 Sports, best-selling author, and the nation’s leading franchisor of youth leagues and camps. They talk about business, life and transition. Many people end up being ver...

 In this episode, Josh Nelson breaks down the key year-end planning steps you should be thinking about now. He also shares intentional strategies to help you pause, reflect, and make smart financial moves before the calendar turns. Tune in...

 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 holidays are full of fun, food, and festivities—but let’s be honest, they can also lead to a spending spree that doesn’t feel so great come January. In this episode, host Josh Nelson shares practical tips to help you enjoy the season ...