Josh Nelson
The Wiser Financial Advisor Podcast with Josh NelsonEpisodes
Episodes of The Wiser Financial Advisor Podcast
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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 conve
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
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 be
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
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 the b
Today's topic is very important about seniors and the need to protect them from financial abuse. Seniors are targets for scammers of all kinds and too often there's no one able to help them determine whether they are being scammed or not. In th
Why does ESG investing matter, and how does it work?Consumer behavior has changed and has become more focused on sustainability. Like recycling, minimize waste and making greener choices. Which influences decisions around finances and investme
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 creating
In this episode Josh Nelson, CFP® and Jeremy Busch, CFP® do a quick overview of how the economy fared in 2023 and how 2024 may take off from there. Taking into account that 2024 is an election year and that there are a number of global insecur
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 pod
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-generational family,
In this episode host Josh Nelson talks about the Tax Cuts and Jobs Act which was signed into law back in 2017. Those tax cuts when signed into law were set with an expiration date at the end of 2025. Keystone Financial clients are wanting to kn
To be clear, this isn't about assuring you that financial success, or success in life for that matter, is something guaranteed. Rather it's about knowing ways that CAN help you move toward what it is you want more efficiently. This ultimate s
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 says,
“What does it take to become a millionaire?” A question host Josh Nelson gets asked a lot. In this episode he shares how you can emulate what many millionaires do to put you on track to becoming a millionaire yourself. It's not a hard process
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 prov
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 prov
Where To Invest Your Money First For Retirement? 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
In this episode hosts Josh Nelson and Jeremy Busch dive into the topic of caregiving. We believe you're going to find it very interesting and enlightening, not only from a financial standpoint but also from a practical standpoint in how you ca
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 free consult
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. So that's really what we're talking about today—the milestones
When people don't understand they tend to do nothing. As that pertains to finances some may miss great opportunities to secure greater financial security and wealth. In this episode host Josh Nelson's mission to help people understand better
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 everythi
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 financial
In this episode Josh Nelson CFP® and Jeremy Busch CFP® discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock options. This overview of strategies may hel
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