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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
The #1 Financial Question You Will Ultimately Ask: Where To Invest Your Money First For Retirement? (#67)
There are a lot of different kinds of retirement accounts and many people have questions about which is going to be the best one for them as they approach retirement age. There's a lot to dig into in this episod...
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5 Best Ways To Help Protect Seniors
Today's topic is very important about seniors and the need to protect them from financial abuse. Seniors are targets for scammers of all kinds and too often there's no one able to help them determine whether they are being scammed or not. In th...
Overseeing The Equity Awards Offered By Your Company #115
In this episode, Josh Nelson CFP® and Jeremy Busch CFP® help you with understanding the Equity awards you may be getting with your company and how you can use them to build financial security. They are a significant way for comp...
Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard#88
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, ...
Don't Leave Money On The Table: Evaluate Your Health Savings Accounts(#68)
In this episode, host Josh Nelson gets into the details about a variety health savings accounts and how you could use these to your advantage when it comes to taxes and as it pertains to your potential or current medical needs. Bottom...