This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really is—and why trying to convince others that you’re wealthy is how to go into debt i...

Recently Josh had the opportunity to sit down with Susan McKenna, the CEO of E Money, a fintech company that Keystone Financial Services has used since its founding in 2010. Susan has an extensive background in leadership and aiding companies t...

Recently host Josh Nelson had the opportunity to sit down with Bill Barhydt, founder and CEO of Abra, a leading cryptocurrency platform. In this episode, they talk about how crypto currency fits into our current world, not only in individual...

Get a clear, mid-year perspective on the markets in this episode of The Wiser Financial Advisor. Josh Nelson, CFP®, and Jeremy Busch, CFP® break down key economic trends, share timely market insights, and offer practical strategies to ...

Want to start an easy to follow system to reduce your debt, or get out starting today? In this episode, host Josh Nelson provides the three pieces necessary to accomplish your goal of debt reduction, or elimination. Plus, get practical examp...

This episode is one that will be of great value for years to come. Host Josh Nelson gives you   a few different strategies to help you through when the markets are turbulent. He gives you a real and honest understanding of how the flow ...

In the past few years wild fires have destroyed thousands of homes, even entire towns.In December of 2021, there was a surprise devastating fire that swept through several neighborhoods in Marshall, Colorado and burned down 12...

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...

Estate panning can be very complicated. Having a "road map" will help you Create an Estate Plan for Your Family. In this estate planning presentation, Josh Nelson CFP® and Jeremy Busch CFP®, take a look at some general estate planning concep...

In this episode, host Josh Nelson has an interesting  conversation with Ann Baron, the founder and cheerleader at Northern Colorado Community, a business that enables other businesses to grow and connect. Ann is also the author o...

Show Notes:We hope you'll enjoy Josh Nelson's interview with Connor Sung, the director of eMoney's Financial planning group who has been instrumental in developing eMoney's technology, practice management, and planning services to...

Today on The Wiser Financial Advisor host Josh Nelson shares some very helpful information regarding credit card debt. Credit card interest rates now in October of 2022 are very, very high: about 18.1% average. That's just the average credit...

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...