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...

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...

 In this episode, hosts Josh Nelson and Jeremy Busch dive deep into the important topic of caregiving. They explore both the financial and practical aspects of supporting those who require caregiving assistance—whether that’s for a loved o...

For many people the end of the end means it's time to review what influences the end of the year might have on your taxes. And it can get complicated if you aren't aware of the rules. Are they the rules the same as they've always been? it's ...

In this episode host Josh Nelson has a great topic for everyone to explore.              It's important to look at. And the younger you are, he highly encourages you to look at Roth IRAs and ...

Knowing the rules helps things go smoothly, whereas not understanding the rules can not only mess you up, sometimes it costs you money. And sometimes it's just an opportunity lost. That's really what we're talking about today—the milestones ...

 In this episode host Josh Nelson takes a look back on the year 2023 and a look forward at the positive prospects, personal and financial, for 2024. Thank you for listening to The Wiser Financial Advisor through 2023. 2024 will continue to...

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...

In this episode host Josh Nelson offers you an opportunity to discover your risk number. It's the number that matches up with the "turbulence" that you're willing to tolerate in your own portfolio. On a scale of 1 to 99 how much of a ...

Host Josh Nelson explains how any person with an average income can actually go about accumulating wealth. Josh tells us this: "It all comes down to the same principles regardless of your level of income.” Contact Josh Nelson for a f...

Josh is joined by client Doug Josephson as they explore the important matters surrounding end-of-life planning. These issues are not only crucial for your loved ones but also for your own peace of mind. In this episode, we’ll provide valuable i...

What do you think the most important financial decision you can make is? Picking the right stock? Starting a 401K? Josh explains the most important financial decision you can make and helps you with options so that your decision really is th...

Following up on the espisode What Makes A Great Financial Advisor, host Josh Nelson discusses What Makes A Not So Great Financial Advisor.  Josh gets into the details that will help you have an even better idea of how to...

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...

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...

 A question that many investors ask is, “How often should I log in and look at my stuff?" Is it twice, three, four times a quarter, or more?  In this episode host Josh Nelson wants to make sure you really know the right answer beca...

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...

 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...

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...

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...

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 ...