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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.
Episodes
159 episodes
Which type of investing will ultimately result in greater success? (#18)
Beginning with a tale from Aesop's Fables, how the tortoise beat the hare in their race has a message to those interested in the world of investing. The question is which type of investing will ultimately result in greater succes...
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Estate Planning Can Be Simple
Estate planning is important because it gives you control over what happens with your assets, big or small, your family, your healthcare decisions. Many people assume it's for the wealthy, virtually anyone who owns any amount of property or ...
Speaking Your Language #118
Financial advisors need to be good communicators. We need to speak a language that makes sense for people. We've got people that are senior level chip design engineers at big companies and people that are plumbers and self-employed and every...
Beware The Free Steak Dinner: The Truth About Financial Seminars
In this episode Josh talks about something that shows up in mailboxes all across America every week. Free retirement seminars, free educational workshops, free financial planning courses, free lunches, free steak dinners. And while these eve...
Baby Steps to Financial Freedom Pt. 2 (#23)
In this episode host Josh Nelson covers the second set of "baby steps" to financial freedom. But these "baby steps" are incredibly powerful steps that will help anyone reduce debt and obtain an income that pays for the life that they want for t...
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...
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...
Social media Impulse and Your Money #200
This episode is going to hit on the impulsive buying urges of social media and how it impacts your spending, savings and financial future. Investment advisory services offered through Keystone Financial Service...
Working with Trump Accounts for a Child’s Retirement #199
Trump accounts is what we're talking about today. We've had quite a few questions coming in on what a Trump account is, how to use it, how to not use it, and what exactly are the perks, the pros and the cons about it.
Invest or Payoff Mortgage Early? (#48)
In this episode, host Josh Nelson tackles a question he hears all the time: "Should I pay off my mortgage early so I can invest the monthly payment instead?"Josh is a strong advocate for paying off debt—but when it comes to your mortgage...
Helping You On Your Road To Financial Security (#1)
On this pilot episode host Josh Nelson lays the foundation for the podcast with a description of his experience in the financial business. He shares his philosophy about financial management and planning. Plus, Josh explains how he came ...
Working With Turbulence in the Markets #198
In this episode, Josh Nelson and Jeremy Busch discuss the challenges investors may face when making financial decisions during periods of market uncertainty. They explore common questions such as current market conditions, potential future tren...
Hass to Hear #197
Bella Hass with the Hass to Hear podcast interviews Josh Nelson. They had a great discussion and hope you will enjoy it too. They talk about financial advising, Josh's own financial journey, but also how to teach financial literacy to kids a...
How To Gain Financial Peace of Mind For Those You Love (#9)
Host Josh Nelson explains what he means by financial peace of mind. What it actually is and the consequences could be for those in your family without it. He helps with knowing how to be adequately prepared if something happened that would l...
Understanding Restricted Stock Units #195
Restricted Stock Units (RSUs) are a popular form of equity compensation that companies use to reward employees. Instead of getting cash or the option to buy stock, you are promised a specific number of shares of company stock, provided you m...
Josh Introduces Newest Team Member, Michael Stevenson #193
Micheal Stevenson isn't just a new team member at Keystone financial. He's smart, ambitious, well-spoken and very focused on helping Keystone clients have the most financial success possible. He talks with Josh Nelson in depth in this episode a...
Virtual Assistants: How & Why Employers Are Hiring Them with guest Mandy Brown (#79)
In this episode, host Josh Nelson interviews Mandy Brown, Director of Client Relations with Belay Solutions about the benefits virtual assistants provide to employers. "Remote work is here", says Mandy, "and Belay Solutions is ...
Cash Is Trash (#28)
Cash is trash? What does that mean? How is that so? Is your cash trash too? Host Josh Nelson explains how you can assess if you are holding any trash cash, and if you are, what steps you can take to help change that, and how quickly should you ...
Which Is Better - Traditional or Roth? (#54)
In this episode, host Josh Nelson dives into the pros and cons of contributing to a traditional 401K versus a Roth IRA. He explores the tax questions most people have about both. Which is better? This episode goes into it giving you some ...
Good Money Revolution with guest Derrick Kinney (#76)
Host Josh Nelson sits down in this episode with guest Derrick Kinney, the CEO of Good Money Framework and host of the popular Good Money Podcast. Mr. Kinney visits with influential business and thought leaders to inspire you to make more mon...
Riding The Wave: 2026 Forecast #190
Recently, I had the opportunity to sit down with fellow Certified Financial Planner, Jeremy Bush, for our forecast market outlook on 2026. It was a great conversation. We covered a lot of territory, not only a look back at 2025, but also wha...
Discovering Your Purpose with guest George Jerjian (#89)
In this episode, host Josh Nelson talks with George Jerjian, best-selling author of 10 books, Emmy-winning producer and retirement rebel. It's an interesting conversation because of an extraordinary event that happened in George's lif...