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
130 episodes
The Wiser Financial Advisor: Portfolio Sanity Check #114
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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21:07
The Wiser Financial Advisor: 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...
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33:44
The Wiser Financial Advisor: It's Time to Have "The Talk" (Estate Planning)
This episode gets into a very important topic: estate planning with your family, with your loved ones, especially parents, grandparents, other people that you might be responsible for as they get older. It's SO important because withou...
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18:49
Celebrating 25 Years: Josh Nelson's Journey in Financial Advising
Celebrate a milestone with us as we honor Josh Nelson's 25-year journey in the financial advisory world! Learn how early financial lessons from his parents and a job as a credit union teller ignited Josh's passion for guiding others toward fina...
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45:40
Simple Suggestions To Lower Your Stress When Big Expenses Happen (#49)
Host Josh Nelson talks about ways to lower your stress when it comes to expected, and unexpected, big expenses. He offers three simple suggestions and goes into detail on how easy it can be to implement them. Contact Josh Nelson for ...
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16:29
The Wiser Financial Advisor: 10 Questions to Ask About Retirement Relocation #112
Hi everyone, welcome to the Wiser Financial Advisor! Today we're going to dive deep into a trend that we're seeing. People thinking about what their retirement might look like after they are done working. On this episode we're going to talk ...
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11:15
Half Time Report #133
Welcome, and thank you for listening. In this episode Josh Nelson and Jeremy Busch talk about the status of the economy in mid 2024. This is the audio from a video recording that you can find here: https://www.youtube.com/@keyst...
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46:02
The Wiser Finanial Advisor: Trusted Contacts and POA (#111)
Today we're going to talk about two important topics that are especially important for people over the age of 62: naming a power of attorney and selecting a trusted contact for your investment accounts.
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10:23
Best of The Wiser Financial Advisor: 3 Rules For Paying For College
Pretty much any year, after graduation ceremonies for those graduating from high school, the traditional next step is college. If that's in your the plan, there are several major things to take into consideration. In this episode of T...
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18:09
Budgeting To Find Yourself in Great Financial Shape (#6)
In this episode of The Wiser Financial Advisor host, Josh Nelson, addresses the least favorite thing for many people when it comes to financial management-- budgeting! If this is true for you, give this episode a listen because Josh provides pr...
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15:58
The 4 Percent Rule Is Not Dead. What You Need To Know #132
In this episode, host Josh Nelson dives into a topic that has been debated and discussed quite a bit in the financial planning community: the 4% rule. Is it still relevant, or is it outdated? He answers the question, 'What is the 4 percen...
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16:18
Best of Wiser Financial Advisor: How To Find Or Become A Great Financial Advisor (#46)
Host Josh Nelson shares three primary things that makes a financial advisor a great financial advisor. If you're looking to find a great financial advisor, or are contemplating becoming a financial advisor, listen to hear about Josh's experi...
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18:58
Foundational Financial Buckets for Greater Financial Security (#41)
You may be missing out on some great opportunities to secure greater financial security and wealth just because you lack a few nuggets of wisdom about financial management. But you don't have to. Host Josh Nelson's can help you understand bette...
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19:37
Playing Defense (#60)
Perhaps you've heard this about the game of football. Defense makes championships. Offense gets points and most of the attention, but defense makes championships. In this episode host Josh Nelson believes the same is true as it pertain...
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25:22
How You Can Save Money Even If You're Living Paycheck To Paycheck (#42)
Host Josh Nelson discusses how you can take control of their finances, even if you are living paycheck to paycheck. He talks about how to set doable goals and put themselves in a better position for being financially prepared for their futur...
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16:51
Navigating the New Waves of Travel with Cheri Smith
In this episode, host Josh Nelson, CFP®, welcomes back Cheri Smith the founder of Wishes and Waves Travel. Dive into the dynamic world of travel post-pandemic, exploring how Cheri turned her passion for Disney vacations into a thriving travel b...
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30:09
The Debt Snowball (#2)
Listen to host Josh Nelson in this episode as he helps you learn a unique way of managing debt called, "The Debt Snowball". Simple. Practical. Effective. And a system you can use to help you stay out of debt. Thanks for listening.
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28:20
Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard
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, ...
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42:50
Thinking About Your Money Differently with Guest Mark Willis (#107)
In this episode, Josh Nelson, CFP®, sits down with Mark Willis, a Certified Financial Planner and bestselling author, who brings a unique perspective to the table. Mark's journey from financial adversity to expertise gives him a profound unders...
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22:31
Navigating Entrepreneurship and Financial Growth with Special Guest Trey Robinson
Join Josh Nelson, CFP®, as he dives into a conversation with Trey Robinson, founder of Story Amplify and a seasoned entrepreneur. In this episode of the Wiser Financial Advisor podcast, Trey shares his journey from corporate America to entrepre...
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30:18
Setting College Students Up For Success with guest Kelly MacLean #84
Deciding on college is about so much more than just picking a school to attend. Problem is, in many cases, neither the student nor the parents are given the knowledge to make sure all bases are covered and the process is done right. In...
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41:17
Get Ready to Rumble: How Married Couples Can Avoid Fighting About Money
In this episode, Josh Nelson, CFP®, tackles the biggest problem in most marriages. Money. He explains how recognizing the difference approaches, values and backgrounds in play are essential in every marriage. Ultimately the secret is really ...
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14:40
Success in Business and Life with Guest Randy Woo (#75)
Recently, host Josh Nelson, had the opportunity to sit down with a great friend and business associate, Randy Woo. Randy has a wide variety of experience in government and business and also coaching in the Tony Robbins Organization. Their co...
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20:48
How Your Financial Planner Can Lower Your Tax Bill
In this episode of the Wiser Financial Advisor, host Josh Nelson, CFP® delves into strategies to minimize your tax bill. Josh discusses the importance of proactive tax planning and how working with a Certified Financial Planner can help optimiz...
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13:52
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...
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15:06