In this episode host Josh Nelson is going to cover three "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 th...

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. 

 In this episode, Josh Nelson, CFP® shares the model of Keystone Financial and how their model and structure benefits clients and potential clients. Also, he covers important details investors and potential investors should know about crea...

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...

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...

Our topic today is one that comes up a lot. I think you know with both your clients and mine that when it comes to retirement there are different phases people go through during those years.

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...

In this episode, Josh Nelson, CFP®, confronts a sobering reality: while Americans excel at consumption, our proficiency as investors often falls short. In this episode, we delve into the disparity between the pain of being a consumer and the po...

We thought it would be appropriate to do a bit of an update and give you an opportunity to hear what we have to say and what the experts have to say about finding yourself in a correction here in 2025.  Josh Nelson CFP® and Jerem...

Market volatility can feel a lot like hitting turbulence mid-flight—unsettling and unpredictable. In this episode, host Josh Nelson offers practical advice on how to stay calm and confident when markets get bumpy. He shares why staying the cour...

Why does ESG investing matter, and how does it work?Consumer behavior has changed and has become more focused on  sustainability. Like recycling, minimizing waste and making greener choices. Which influences decisions arou...

Welcome to the podcast. Host Josh Nelson talks with John Spencer, an accomplished professional and world traveler helping people understand the emotional component of retirement. John shares his story about retirement and how his 27 year car...

In this episode, Josh Nelson talks about Qualified Charitable Distribution which is a direct transfer of funds from your IRA to a qualified charity. Unlike regular withdrawals from your IRA, which are almost always taxable, QCDs allow you to...

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...

Have you ever wondered if you could find the real secret to getting rich? In this episode host Josh Nelson suggests it's really just three specific things. He goes into detail about how it's possible by 1) getting out of debt; 2) learning to...

In this episode host, Josh Nelson along with Jeremy Busch will be talking about their forecast for 2025. This is something they do at the beginning of each year. They take a look at what last year gave us and analyze what we might be able to ex...

A big concern among financial traders is whether their stategy will suceed. In this episode host Josh Nelson talks directly to what is truly the worse trade we can make, and his perspective includes much more than just money. Listen to this ...

Josh Nelson interviews seasoned family law attorney, Judith Kaluzny. With over 25 years of experience practicing divorce and family law in Fullerton, Orange County, Ms. Kaluzny brings deep expertise to the table. Since 1986, she has honed he...

Thanks for listening to and supporting The Wiser Financial Advisor!In this episode, "Planning The Trip Of A Lifetime", host Josh Nelson invites Cheri Smith in for an interview to share the value of taking family, even multi-generatio...

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...

No frogs were harmed in the making of this podcast—we’re big fans of our amphibious friends! Host Josh Nelson uses the frog analogy to dive into how anyone, even those living paycheck to paycheck, can take control of their finances. From set...

In this episode host Josh Nelson shares three keys for how to be, not just a financially successful couple but, a financially healthy couple as far as being in relationship together and in relationship to money.The overview:Key N...

In this episode host Josh Nelson talks about FOMO. The Fear Of Missing Out. We're sure you're familiar.  It's a big thing in most everyone's personal and finances lives. Social media is a big driver of FOMO. We see  stuff on social me...

Flashback to Thanksgiving 2021, when host Josh Nelson reflected on the world we were living in. The lessons from then still apply today. Though it could be easy to believe that there are far more bad things happening in the world than...

Merry Christmas to all! In this episode, host Josh Nelson talks about a few things that we all love about Christmas and about the essence of Christmas that makes the holiday a very special occasion for so many people. Transcript of t...