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, ...

In this episode Josh is joined by guest Frank Fiume, founder of I-9 Sports, best-selling author, and the nation’s leading franchisor of youth leagues and camps. They talk about business, life and transition. Many people end up being ver...

 In this episode, Josh Nelson breaks down the key year-end planning steps you should be thinking about now. He also shares intentional strategies to help you pause, reflect, and make smart financial moves before the calendar turns. Tune in...

 In this encore episode, we revisit an important trend we’ve been seeing: more people taking a thoughtful look at what life might look like once they step away from work. Join us as we walk through the Top 10 Questions to Ask When Relo...

 The holidays are full of fun, food, and festivities—but let’s be honest, they can also lead to a spending spree that doesn’t feel so great come January. In this episode, host Josh Nelson shares practical tips to help you enjoy the season ...

 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...

Welcome to this episode of The Wiser Financial Advisor. In this episode host Josh Nelson helps us understand why it's important to say no to the things that don't serve us. What does all this have to do with money and wealth creation? He say...

There’s good news in this episode! Sure, life has its share of challenges, heartache, and setbacks — we’ve all been there. But host Josh Nelson explores how even those difficult experiences can lead to growth, perspective, and better fin...

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 sits down with Eric Weedin, manager of Weedin Agency Inc., Loveland’s oldest insurance agency. Since 1956, the Weedin family has been helping Northern Colorado homeowners, families, and businesses protect what matter...

In this episode, we talk with Dana Griffin, principal agent of Choice City Health in Northern Colorado. Dana specializes in helping people make a smooth and informed transition into Medicare. Learn more at: 

As hard as it may be to believe, sometimes people have a difficult time spending their money.In this episode, host Josh Nelson's message  is aimed specifically at people that are not very good at it. He gets into what creates so...

 In this special takeover episode, Jeremy and Jen step in to host the podcast and shine a spotlight on Keystone’s commitment to giving back. They highlight several community-minded organizations in Northern Colorado that are making a real ...

Jeremy’s mission is to provide exceptional customer service to all clients and anyone who engages Keystone for financial advice through utilization of industry knowledge and tactical advice pertinent to each individual’s evolving financial need...

In this episode, Jeremy and Jen take over The Wiser Financial Advisor podcast to talk about Jen’s exciting transition into her new role. Jen is Series 65 licensed and currently pursuing the Certified Financial Planner™ (CFP®) designati...

In this episode Jeremy and Jen take on a few of the questions on today’s topic recently, the One Big Beautiful Bill. New legislation typically does create questions. They'll be talking about the tax implications of the One Big BeautifulBill...

 Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies t...

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...