The Wiser Financial Advisor Podcast with Josh Nelson: Recent Episodes
Josh Nelson
Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.
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 considerations, and work-life balance. Whether you’re nearing retirement or supporting employees through the process, this episode provides valuable strategies for a smoother transition.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com
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 to build a retirement income plan that doesn’t depend on Congress. If you’re nearing retirement—or just want peace of mind about your future—you won’t want to miss this conversation.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com
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 one now or for yourself in the future. This is a topic that touches everyone at some point in life, making it both enlightening and essential to understand. Tune in to learn valuable insights and gain a fresh perspective on how to best navigate caregiving responsibilities. Enjoy, and God bless!
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com
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 for practical ideas you can put to work right away.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com
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 matters most. Together, Josh and Eric dive into the ins and outs of homeowners insurance—what’s changing in today’s market, what coverage homeowners should review, and how to make sure you’re properly protected. Whether you’re a first-time homebuyer or have owned your home for years, this conversation offers valuable insights from a trusted local expert with decades of experience. Learn more at: Eric Weedin
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com
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: Dana Griffin - Medicare Insurance Broker in Fort Collins, CO
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com
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 financial stability. Join his wife, Sarah Nelson, as she hosts this special episode, offering a heartfelt and detailed look at the mentors, pivotal opportunities, and perseverance that marked Josh's career.
Discover the insights and entrepreneurial decisions that shaped Josh’s professional path, including his time at AG Edwards and his eventual decision to establish his own independent firm. You'll hear about the importance of building strong client relationships, the challenges of navigating industry changes, and the satisfaction that comes from helping clients through various life stages. Josh's experiences offer valuable lessons on the significance of mentorship, seizing opportunities, and the power of dedication to one's craft.
We also delve into modern financial advising tips, emphasizing timeless principles like diversification and the "pay yourself first" strategy. Gain a deeper understanding of how financial planning has evolved, including the shift to fee-only models and comprehensive advice. Reflect on the parallels between maintaining financial stability and the resilience of airline pilots, showcasing how a competitive spirit and commitment to helping others can drive long-term success. Don’t miss this episode filled with wisdom, practical advice, and a celebration of a remarkable career in the ever-evolving world of financial advising.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
**Welcome, and thank you for listening. In this episode Josh Nelson and Jeremy Busch talk about the status of the economy in mid 2024. This is the audio from a video recording that you can find here:
https://www.youtube.com/@keystonefinancial.com**
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
In this episode, host Josh Nelson dives into a topic that has been debated and discussed quite a bit in the financial planning community: the 4% rule. Is it still relevant, or is it outdated? He answers the question, 'What is the 4 percent rule?' Perhaps it's not so much a rule as it is a guideline for ensuring we have enough money as we get older.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
In this episode, host Josh Nelson, CFP®, welcomes back Cheri Smith the founder of Wishes and Waves Travel. Dive into the dynamic world of travel post-pandemic, exploring how Cheri turned her passion for Disney vacations into a thriving travel business. Cheri shares insights on the latest travel trends, from the rise in cruising to navigating crowded tourist hotspots like Italy and Greece. Discover her expert tips on planning memorable, budget-friendly trips and hear about her own globe-trotting adventures. Whether you're dreaming of a multi-generational family vacation or an exotic getaway, Cheri's advice will help you turn your travel wishes into reality.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman
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, has conducted extensive studies on the value of high-quality financial advice.
The discussion focused on Vanguard's advisor study, which has quantified the benefits of high-quality financial advice. Emphasizing that not all advice is created equal, the conversation covered wealth management, investments, behavioral coaching, and thought leadership in the financial advisory industry. At Keystone Financial Services, as fiduciaries and Certified Financial Planners, we believe this conversation offers valuable insights into achieving better financial outcomes. Enjoy the podcast and we hope you gain a deeper understanding of the importance of expert financial guidance.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman
In this episode host Josh Nelson interviews Trey Robinson, Founder of Story Amplify (storyamplify.com**) a seasoned marketing executive with experience in developing integrated D2C and B2B growth strategies.Throughout his career, Trey has consistently demonstrated his skills as a cross-team collaborator, respected leader, and accountable business partner, playing a pivotal role in scaling businesses ranging from $1M to billion-dollar Fortune 500 divisions.
Specialties: E-commerce growth, offer management, CRM, marketing automation, business strategy, advertising, online advertising, brand management, budgeting, business development, customer relations, direct mail, email, customer experience management, data analysis, market research, public relations, e-commerce shopping optimization**
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman
In this episode, Josh Nelson, CFP®, tackles the biggest problem in most marriages. Money. He explains how recognizing the difference approaches, values and backgrounds in play are essential in every marriage. Ultimately the secret is really something we do quite often every day. So, as you listen just know you already hold the key that can make, or keep, your marriage strong and help make life flow so much smoother, financially and otherwise.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman
**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 without one, family assets could easily end up becoming property of the state, among other reasons. Listen and learn exactly what needs to be in an estate plan. Learn how a Will and an Estate Plan are different and why you absolutely need both.
A transcript of this episode is provide. Click on 'Transcript' above.
Chapter markers are also included for you. Click on 'View/Chapter' to the right.**
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman
Hi everyone, welcome to the Wiser Financial Advisor! Today we're going to dive deep into a trend that we're seeing. People thinking about what their retirement might look like after they are done working. On this episode we're going to talk about the top 10 questions to ask when relocating in retirement. Transcript is available here.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman
Today we're going to talk about two important topics, that are especially important for people over the age of 62. Name a power of attorney and name a trusted contact for your investment accounts.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman
**In this episode hosts Josh Nelson and Jeremy Bush provide an economic review for the year 2023 . They talk about where they think the economy stands so far for the year and what the experts are saying may be ahead.
Browse through the Chapter markers.
A transcript of this episode is included.**
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman
**In this episode hosts Josh Nelson and Jeremy Bush provide an economic review for the year 2023 . They talk about where they think the economy stands so far for the year and what the experts are saying may be ahead.
Browse through the Chapter markers.
A transcript of this episode is included.**
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman
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 because it could cost you a lot of money if you don't know. Thanks for listening and if you like this episode share it with others. We appreciate it.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
Jamie Hopkins is a recognized financial writer & prolific author, he's also a researcher and teacher to financial advisors across the country. He has vast experience in many different aspects of the financial industry. The topic he and host Josh Nelson address in this episode is financial planning in a crisis. Please note this interview was recorded in March of 2020 as the Covid 19 pandemic was starting to become a major national issue. Now in October of 2020, it is still an issue and the conversation is as relevant today as it was in March. Perhaps, even more so.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
**Today, we’ll be talking about women and money, charting the financial course. It's critical that women know how to save, invest and plan. And of course, it's important that everybody know how to do that, But it's important that you know both sides of the equation for men and women, because there are some unique issues applicable to women.
Chapter markers are an option (above) to help make it easy to navigate through the variety of topics coming up in this episode. Comments, questions and suggestions for future episodes are welcome. Thank you for listening.
http://keystonefinancial.com*http://communications@keystonefinancial.comhttp://jeremy@keystonefinancial.comhttp://sarah@keystonefinancial.comhttp://josh@keystonefinancial.com*
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
Host Josh Nelson sits down and talks money with fellow CFP Mark Willis. Together they are on a mission to help you think about your money differently and intelligently.
Mark Willis is a three time #1 best selling author, owner of Lake Growth Financial Services in Chicago Illinois and co-host of the podcast "Not Your Average Financial Podcast".
Lake Growth Financial Services
https://lakegrowth.com Not our Average Financial Podcasthttps://podcasts.apple.com/us/podcast/not-your-average-financial-podcast/id1288766770 Keystone Financial Serviceshttps://www.keystonefinancial.com/
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
This podcast dives into the pros and cons of the most common college tuition assistance programs available in 2023 as well as others options that may support or replace traditional tuition assistance.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
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 this episode, host Josh Nelson speaks with Kelly MacLean who has years of experience in guiding families through the process so that your student doesn't just graduate college, but is academically and financially prepared to hit the ground running when starting college and once they have graduated. Contact Josh Nelson. https://keystonefinancial.com/podcast Contact Kelly MacLeanhttps://www.kelly-mac.com/
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
Teach these principles to help ensure that your younger or older kids are set up to live their adult life in solid financial security.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
On this episode host Josh Nelson talks to one of the top 25 economist in the country , Laurence Kotlikoff, about inflation and it's effects on your money now and in the future, as well as retirement. Laurence Kotlikoff is a professor of economics at Boston University, president of Economic Security Planning, and a New York Times **best-selling author.
Contact:*https://kotlikoff.net/https://joshnelson@keystonefinancial.com*
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
Hi, Everyone. Welcome to the Wiser Financial Advisor with Josh Nelson, where we get real, we get honest, and we get clear about the financial world and your money.
Recently I had the opportunity to sit down with Carolyn Czaflick, portfolio specialist at Morningstar Investment Management. Carolyn is responsible for communicating the firm’s investment philosophy process and strategies, and she participates in the portfolio management meetings, serving as liaison between the portfolio managers and the firm’s clients.
She brings 25 years of industry experience to our talk about the economy, the markets, all the craziness and volatility that's out there, what it takes to be a solid investor and get through tough times as well as good times. This is about strategy, not market timing, and really getting back to basics as far as what's important when it comes to being an investor. I think you're going to find this highly valuable.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products since 2005. She is a nationally recognized expert in the Medicare and health insurance industry and the author of the bestselling book 10 Costly Medicare Mistakes You Can't afford to Make **which is on Amazon and Barnes and Noble.
Their conversation focuses on what challenges a lot of people face as they’re getting older and transitioning into retirement or early retirement, figuring out what to do for medical benefits. Danielle Roberts helps making the walk through the Medicare maze easier for you.**
Resources:
National Association of Underwriters
http://nahu.org Boomer Benefitshttps://boomerbenefits.com/ Josh Nelsonhttp://keystonefinancial.com The Wiser Financial Advisor Podcasthttps://www.keystonefinancial.com/podcast
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
Host Josh Nelson speaks with marriage and divorce attorney Judith Kaluzny.
Judith Kaluzny has practiced divorce and family law in Fullerton, County of Orange, for over 25 years. She began learning to mediate in 1986 and has been trained as a mediator in the best programs, more than 100 hours.
**DISCOVER PROVEN POSITIVE RESULTS THROUGH MEDIATION
Contacts:*https://www.judithkaluzny.com/http://www.keystonefinancial.com*
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
**Host: Josh Nelson. Keystone Financial Services. Loveland, Colorado
Guest: Christopher Fry. With The Group real estate.
Excerpt:
"There's a lot more preparation and marketing that goes into selling homes now. It takes the population about three to four months to catch up to where the market is, and so sellers are just starting to understand that we can't live the way we used to where it would be a feeding frenzy. The reality is, we're moving into a market that is more the way it used to be, when homes don't sell in a weekend. It may take a couple of weeks and you're going to have to be more strategic about pricing and your placement in the market."**
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
**Host: Josh Nelson. Keystone Financial Services. Loveland, Colorado
Guest: Christopher Fry. With The Group real estate.
Excerpt:
"There's a lot more preparation and marketing that goes into selling homes now. It takes the population about three to four months to catch up to where the market is, and so sellers are just starting to understand that we can't live the way we used to where it would be a feeding frenzy. The reality is, we're moving into a market that is more the way it used to be, when homes don't sell in a weekend. It may take a couple of weeks and you're going to have to be more strategic about pricing and your placement in the market."**
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
Cheri Smith, owner of Wishes and Waves Travel, knows more than just about anybody that there are people who love to book cruises with the family over the holidays. However, as you know, over the past few years the travel industry (including cruise ships) have had to deal with so many huge challenges and make so many huge adjustments. So what is the 2022 holiday season, and beyond, looking like? She and host Josh Nelson give you the latest news and updates that you need to know to make your most fun dreams come true.
Contact Cheri Smithhttp://https://wishesandwaves.com/ Contact Josh Nelson http://keystonefinancial.com
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
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 concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs.
YouTube Webinar
https://www.youtube.com/watch?v=w6vzf4jgOPM
Contact Josh Nelson
http://keystonefinancial.com
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
In this episode host Josh Nelson addresses the potentials for the financial markets post 2022 midterm elections. We all have our feelings about what might happen if one party takes control of Congress over the other. Or what if the government finds itself ineffective because of partisan gridlock. These are things that concern us all... individuals, small businesses, corporations and even local, state and federal governments. But Josh explains how time gives us reason to think about this from a different, more hopeful, perspective. Thanks for listening. If you have a question or comment about this episode, we'd love it if you would email Josh at the link below.
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://www.keystonefinancial.com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman
https://www.keystonefinancial.com/team/macy-chapman
**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 card, which tells you a lot of credit cards are much higher than that. But that doesn't mean you can't get out from under any credit card debt you may have. In fact there is just one thing anyone can start right now to begin eliminating credit card debt. What is it? You might even recognize it from an earlier episode linked below that goes into more depth to help.
Thanks for listening and let us know if you have any questions, comments or topic suggestions you would like Josh Nelson to address in a future podcast.
Contact Josh Nelson*http://keystonefinancial.com* Debt Snowball**https://www.buzzsprout.com/1183136/episodes/5609005
Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh: https://keystonefinancial. com
Editor: Tim Leaman/info.primegen@gmail.com
Marketing Director: Macy Chapman/https://www.keystonefinancial.com/team/macy-chapman
With over thirty years experience as a Financial Advisor and Certified Financial Planner, WFA podcast guest Sarah Carlson has guided many people on the path away from fear to lead them to a secure, free, joyous, and peaceful money life. Sarah sees herself as a "change agent," helping people prepare for and weather the tumult that life presents, and to work toward their objectives through financial planning. She talks about her book, Facing Financial Fears: 8 Steps to Financial Freedom for Women **that focuses on how women of any age can take charge and overcome their financial fears. She strives to help people master the "big picture" to embrace the many pleasures life can bring along the way by working toward the goal of living the "good life" in every sense.
Contact Keystone Financial*https://www.keystonefinancial.com* Click here to see: Facing Financial Fears: 8 Steps to Financial Freedom for Women by Sarah Carlson.**https://tinyurl.com/5brnnnek
I**n this episode of The Wiser Financial Advisor you'll learn about a really important financial matter that everyone should take care of. Host Josh Nelson not only tells you why, he includes the real motivation you need to make sure it gets done. It's about being a good financial steward but there's an even more important reason beyond that.
A transcript of this episode is available.
Please give Josh Nelson your honest review of this podcast.
Your honest input is important to us.
If you got something that you liked from this podcast,
help us. Like, subscribe and share this podcast with
family and friends. Thank you.**https://josh@keystonefinancial.com
Is there anything good about a recession? In this episode host Josh Nelson, and co-host Jeremy Busch talk about strategies that not only will help you get through a recession but also some things that you can do to take advantage of the circumstances they present. Learn how recessions are created. What's needs to happen to get out of them. Finally, the three things that can help you get through one.Potentially even start the next major company. Thanks for listening. Contact Keystone Financial today!
http://keystonefinancial.com
Josh Nelson interviews Dannette Riddle on setting up a Medicare plan that suits your needs. Addressing the most basic need anyone about to sign up for Medicare needs to be aware of. Plus, how Dannette's entrepreneurial spirit helped lead her into a career as a Medicare specialist.
Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast
Contact Josh
https://www.keystonefinancial.com/
Welcome and thanks for listening to this episode of The Wiser Financial Advisor. In this episode host Josh Nelson talks with George Jerjian, best-selling author of 10 books, Emmy-winning producer and retirement rebel. It's an interesting conversation because of an extraordinary event that happened in George's life while he was semi-retired and trying to figure out what was next. If you are asking yourself what's next in your life then you're going to love this episode.
**So much has been happening that's affected our personal and national financial stability. In this episode, host Josh Nelson addresses the four things indicating where we are in the economic cycle, and the question are we in a recession at this moment in 2022? Thanks for listening. Please subscribe, like, download and tell a friend about The Wiser Financial Advisor podcast. Get Real. Get Honest. Get Clear.
Contact:*https://www.keystonefinancial.com*
Check out past episodes of The Wiser Financial Advisor**https://www.keystonefinancial.com/podcast
**In this episode Host Josh Nelson, and Jeremy Busch, gives a 2022 half year review on the status of the U.S. and global economy.
Watch The Webinar of this episode:https://youtu.be/RQ3c-K_BuM0 Contact:**http://josh@keystonefinancial.com
**Northern Colorado’s own Mike Baron, a prolific author having written more than 1000 comic books throughout his career as well as numerous novels is Josh Nelsons guest. Mike is the creator of Nexus and Badger, two of the longest-lasting independent superhero comics. He has also won two Eisner awards, an Inkpot Award and written on The Punisher, Flash, Batman and Star Wars among many other titles. Baron has also published 15 novels and is working on several more right now.
Contact Josh Nelson*https://keystonefinancial.com* Mike Barron**https://bloodyredbaron.com/
**In these times what might happen in the financial sector? How can you best protect your money: your wealth? In this episode host Josh Nelson talks with Carolyn Czaflick, of Morning Star Investment Management, about the economy, the markets, all the craziness and volatility that's out there. Plus what it takes to be a solid investor and get through tough times as well as good times. This podcast is not about market timing. It's about strategy. Sound strategy! It's about getting back to basics as far as what's important when it comes to being an investor. We believe you'll find this episode highly valuable.
Contact Josh Nelson for a free consultation*https://keystonefinancial.com* 10 Charts to Explain Today's Markets: To help navigate the current volatility, we offer 10 charts covering the key issues.
https://mp.morningstar.com/en-us**
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 this episode, host Josh Nelson speaks with Kelly MacLean who has years of experience in guiding families through the process so that your student doesn't just graduate college, but is academically and financially prepared to hit the ground running when starting college and once they have graduated. Contact Josh Nelson. https://keystonefinancial.com/podcast Contact Kelly MacLeanhttps://www.kelly-mac.com/
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In this episode host Josh Nelson talks with **Doctor Larry Kotlikoff, professor of economics at Boston University and one of the world's top economists.
They engage in a conversation that's not just about the economy, but it's also about how the state of the economy today will play a big part in how you plan your finances and spending in the coming months and years. Listen to this IMPORTANT talk about the economy, the markets, retirement income, as well as about younger people and how they can take advantage of what's going on right now.
Please pass it along to any friends or family that you think that would benefit from it. Also please click subscribe on your favorite podcast service. Thanks so much. Contact Josh Nelson
https://www.keystonefinancial.com/podcast Order your copy of Dr. Larry Kotlikoff's latest book release Money Magic. An Economist’s Secrets to More Money, Less Risk, and a Better Life.**https://kotlikoff.net/
**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 of the market has moved from Bear to Bull over the years. In this is good news for you.
He says that there are things that we actually have control over, as opposed to most of the stuff we see in the news and on social media. He encourages you to be willing to know about what he calls your Adaptability Quotient. He explains in detail what they really means as it pertains to financial planning.
You will get some great info from this episode and we thank you for listening, liking, subscribing, downloading and sharing.
Contact Josh Nelson with any questions, comments or suggestions at:**https://www.keystonefinancial.com/podcast
**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, EVERYTHING! He wants you, whether you are a Keystone Financial client or not, to dream big.
Learn the three steps to eliminate distractions and time wasters that always get in your way when living a financially secure life is important to you.
Thanks for listening! Please share this episode with family, friends and colleagues.**https://keystonefinancial.com/podcast
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 of Seoul Girl**, an autobiography about being brought to America from South Korea; being adopted and brought into another family here. It all worked together to give her the passion for what she's doing today. We think you're going to really enjoy this talk about life, about business, and about building community at whatever stage of life you're in—whether you're a business owner or in another professional career or maybe you're retired—maybe you're trying to rebuild a sense of community.
If you do enjoy this episode, and the podcast, please let us know with your likes; comments and downloads. We appreciate it.**
https://keystonefinancial.com/podcast
https://www.northerncoloradocommunity.com
On this episode host Josh Nelson talks to one of the top 25 economist in the country , Laurence Kotlikoff, about inflation and it's effects on your money now and in the future, as well as retirement. Laurence Kotlikoff is a professor of economics at Boston University, president of Economic Security Planning, and a New York Times best-selling author.
Contact:
https://kotlikoff.net/https://joshnelson@keystonefinancial.com
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 career in helping and serving others opened the door for him to continue helping and serving others in retirement, pro bono.
Contact:
http://josh@keystonefinancial.com
**In this episode, host Josh Nelson interviews Mandy Brown, Director of Client Relations with Belay Solutions about the benefits virtual assistants provide to employers.
"Remote work is here", says Mandy, "and Belay Solutions is proud to lead the charge in disrupting the status quo and dismantling the ‘way things have always been done.’ "
If you happen to be in need of a virtual helper the Belay team doesn't hire out just any virtual assistant for their clients. They do their research to find a virtual assistant that, of course, has the needed skills but also fits in with the culture of the client. The ultimate vision at Belay Solutions is to help clients achieve their vision.
Enjoy the podcast. Please like, download and share this episode. Thanks so much.*https://www.keystonefinancial.com/podcasthttps://belaysolutions.com/
https://belaysolutions.com/podcast/*
This week is part two of teaching kids about money. So last week was talking about the three principles of early, often, and now. So, on to Part 2. the conversation gets into a little bit more of the “what” this week. Why do I teach kids about money, and what do I teach kids about money? What are the most important principles that I need to teach them? There are three things today.
- One is the value of money.
- Two is how to manage money.
- Three is what success looks like—how do people get wealthy? How do they get rich?
- Check out the examples that host Josh Nelson shares.
Contact:
http://josh@keystonefinancial.com
Are you interested in learning what a financial adviser can do for you? Are you interested in knowing how the financial advisor world is evolving? Is becoming a financial advisor a career choice you would consider for yourself?
Recently host Josh Nelson had the opportunity to sit down and talk with Matt Reiner about the financial industry. Matt is a fellow Certified Financial Planner and also an author and industry speaker. He has his own podcast called Bridging the Gap and he is the author of Ready to Be Rich and also Doctor Cold Cash Will See You Now, which is coming out late in the summer. Enjoy this conversation between them about relationships with financial advisors, the financial industry in general, and about careers and advice for people that are just getting started and trying to figure out where they're going with their career and their financial life.
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 by reviewing 2 of his 4 well loved foundational financial buckets and by going into detail about asset allocations.
If you enjoy this episode of the Wiser Financial Advisor please let us know, and let everyone you can know which will help this podcast grow. Please check out more about Keystone Financial Services at https://www.keystonefinancial.com/
Thanks so much and have a great week!
A lot of people really do wonder if they had began learning the implications of cash and learned more about financial management earlier in life what a difference that would have made in their lives now, and the lives of those in their family.
It's a topic brought up often with financial advisor Josh Nelson. In this two part episode he shares details about how people can do for their kids what they might not have gotten when they were kids regarding how to use cash and how manage money well. In this episode, which is part one, he addresses question like when do I start when it comes to teaching my kids about money? How do I start and where?
Josh also talks about the importance of teaching them how to save money and right ways to spend it. And he emphasizes the importance of starting as early as possible.
Contact
http://josh@keystonefinancial.com
for more information.
Here in the month of May 2021, or May of pretty much any year, there are **graduation ceremonies taking place for those graduating from high school. Is the traditional next step of college the correct next step? If that's the plan, there are several major things to take into consideration. In this episode of The Wiser Financial Advisor, host Josh Nelson talks about 3 of those things. He actually calls them 'Rules" because they are so important to consider.
Rule#1: Parents put on your own oxygen mask first.
Rule #2: Don't go into debt, please.
Rule #3: Know the rules and use them to your advantage.
There are wise ways to approach paying for college, and with these three rules, and by being resourceful ( which Josh also covers in this episode) you could do quite well.
We hope you enjoy this episode and that you will write a review for us. Also contact Josh with your questions about this topic or any financial matter, and give us your show topic suggestions. Thanks so much.
Contact:**http://josh@keystonefinancial.com
In the past few years wild fires have desroyed 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 1200 homes. This wasn't a forest fire. It started as a simple grass fire. But it was fueled by very high winds that day. To add insult to injury, many of the homeowners (7 out of 10) found out they did not have enough insurance coverage to replace their homes. The message to homeowners is BE PREPARED! But how to prepare properly?
Guest Eric Weedin is a national leader in the Insurance industry. Eric has a number of insurance accolades and also teaches courses to insurance agents across the country. Host Josh Nelson's conversation with Eric covers questions concerning how to make sure you're properly insured. How do you check your coverage to make sure you've got the right agent, the right insurance company to protect your home and more. We hope this podcast helps you.
Resources:*https://www.weedinagency.com/eric-weedinhttps://keystonefinancial.com/podcast*
“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, he points out. Actually it's quite simple. But there are a couple of things regarding financial planning and management that are important to know. Once you've heard this episode of The Wiser Financial Advisor all the way through, you could be on your way to building a lifetime of real financial security.
Contact Josh:https://josh@keystonefinancial.com Please rate/review/download and share this inspiring episode with everyone you care about.
Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products since 2005. She is a nationally recognized expert in the Medicare and health insurance industry and the author of the bestselling book 10 Costly Medicare Mistakes You Can't afford to Make **which is on Amazon and Barnes and Noble.
Their conversation focuses on what challenges a lot of people face as they’re getting older and transitioning into retirement or early retirement, figuring out what to do for medical benefits. Danielle Roberts helps making the walk through the Medicare maze easier for you.**
Resources:
National Association of Underwriters
http://nahu.org Boomer Benefitshttps://boomerbenefits.com/ Josh Nelsonhttp://keystonefinancial.com The Wiser Financial Advisor Podcasthttps://www.keystonefinancial.com/podcast
**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 some people's fear of spending money. He presents a variety of perspectives that can help so that those folks can still enjoy the money they've saved up, such as the 4% rule. And check out his three tips when thinking about spending and how it can actually help ease any fear there may be around spending your money.
Thanks for listening to The Wiser Financial Advisor and thanks for helping spread the word about this podcast to everyone who you feel could benefit from these messages.
Contact:*https://josh@keystonefinancial.com* "The Road Less Stupid" by Keith Cunningham*https://www.amazon.com/Road-Less-Stupid-Keith-Cunningham/dp/0984659269* Dave Ramsey**https://www.ramseysolutions.com/
Host Josh Nelson sits down in this episode with guest Derrick Kinney, the CEO of Good Money Framework and host of the popular Good Money Podcast. Mr. Kinney visits with influential business and thought leaders to inspire you to make more money and use it to do good. Derrick is the author of the book, Good Money Revolution**, which has reached the bestseller list on USA TODAY and the Wall Street Journal. Thanks for listening. We hope that you enjoy the conversation.
Check out this related website for a look at Derrick Kinney's new "Good Money Revolution" book and the Good Money Podcast.*https://www.goodmoneyframework.com/* More:
Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.**https://keystonefinancial.com
**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 conversation provides close looks at into things that concern us all about life, business, career, success, and includes some very sensible tips for getting through tough personal and professional times.
Thanks for listening.
Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.**https://keystonefinancial.com
**Ever think about what successful people do when they encounter life's most difficult obstacles? Which almost all do at one time or another! In this episode, host Josh Nelson interviews Mandy Schumaker, who learned to overcome her own fears working in challenging environments and tough economies, and she learned to not give in to adversity or to make excuses. She explains how she went from her lowest point to eventually become just one of the few business coaches in the world with the Tony Robbins organization. She gives her clients honest feedback, proven insights and techniques to help them get where they want to go and she'll do the same for you right now in this episode.
Mandy Schumaker*https://www.mandyschumaker.com/* Thanks for listening.
Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.**https://keystonefinancial.com
Tags: Josh NelsonThe Wiser Financial AdvisorMandy ShumakerAnthony Robbinsbusiness coachsuccessFinancial volitilityasset allocationsRussiaUkraineAbraBill Bill BarhydtForecast 2022Covidinflationbondsfinancialquestionultimately
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 risk taker are you? It's important that you know this number so that your portfolio performs optimally for you. In this episode explains the risk number in greater detail and offers a free tool to assess your risk number on the Keystone Financial website.
Contact:https://josh@keystonefinancial.com Episode Transcripts:https://wiserfinancialadvisor.buzzsprout.com/
In this episode, host Josh Nelson and Jeremy Busch talk about the noticeable global volatility, and in the financial markets, as it relates to peoples asset allocations and investment plans.
Thanks for listening.
Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.https://keystonefinancial.com
**Greetings everyone. 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 Number One: Don't hide money.
Key Number Two: Agree on your outcomes and your purpose.
Key Number Three for financially healthy couples: Take massive action.
Of course we know you need more than the overview to really understand. So, click on the episode now to learn what Josh Nelson means by Financially Health Couple and how it may pertain to your relationship today.
Thanks so much. Please remember to subscribe, rate and review. Shoot us an email to let us know what you like, or didn't like, from this episode. We also love to hear your suggestions for any financially related topic that may be a help to you.
Contact: https://josh@keystonefinancial.com**
**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 individuals’ finances, but also how it's going to be impacting the overall economy, regulation, government control. He covers some of the questions he's been getting from Keystone Financial clients these days. If you've been wanting to know more about this topic we think you're going to find this episode very interesting and helpful.
Thanks for listening.
Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.*https://keystonefinancial.comhttps://www.abra.com/*
**We talk a lot about debt on this show and the reason is because so often people get themselves in trouble. Not with sophisticated investment strategies and things like that but with basic, foundational stuff when it comes to financial planning. Why this is such an important topic is ultimately because it's about being able to have a quality of life that we want as soon as possible. Be mindful of these three debt traps.
Debt trap number one is the trap of consolidation debt.
Debt trap number two is the trap of focusing on the payment.
Debt trap number three is the trap of focusing on the interest rate.
Wouldn't it be great to have NO, or very little debt? Is that even possible these days? The short answer is YES! In this episode Josh walks you through not just the how, but also the why, to avoid these 3 debt traps.Contact:
josh@keystonefinancial.com**
What's in store for us financially in 2022? Recently host Josh Nelson sat down with **Jeremy Busch, fellow Certified Financial Planner, to set forth a financial forecast for 2022. Notably, they talk about the market and the economy, and really what experts are saying might guide where we're going through the remainder of the year.
Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.*https://keystonefinancial.com* Forecast 2022 Live Webinar Recorded**https://youtu.be/RQ7HIt4C-WI
Cash is trash? What does that mean? How is that so? Is your cash trash too? Host Josh Nelson explains how you can assess if you are holding any trash cash, and if you are, what steps you can take to help change that, and how quickly should you get that problem changed?
Contact:
josh@keystonefinancial.com
Thanks for checking out The Wiser Financial Advisor podcast. These days the U.S. is experiencing the highest rate of inflation in 40 years. It's on everybody's mind! In this episode, host Josh Nelson and fellow financial advisor Jeremy Busch address this topic in depth and answer questions they frequently get from their clients about inflation. Such as, what is inflation? How does it affect our way of life? How long will it last? Why does it happen and where does it come from? Who and what is the Federal Reserve? What is their role in all of this? Ultimately though, we all want to know one thing: What can we do personally to help with getting through it?
Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.https://keystonefinancial.com
Archived episodes https://www.keystonefinancial.com/podcast More: The Silent Thief: Inflation (#20)https://www.buzzsprout.com/1183136/episodes/7862425
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 very successful as they're building their careers or businesses, so they have attained the science of achievement.
But what about fulfillment? What about making that transition out of the achievement mindset to what's next in life.
This episode is poised to be a great benefit to a great many people of all ages.
Contact:
josh@keystonefinancial.com
Richard Friesen quote**: "We have disassociated and made wealth evil and bad and oppressive and made it racial even. I mean, people who come to me have really good hearts. They want the best for the world and they get all these messages and they don't know how to do it. So my contribution and what makes a difference to me and why I am still working, (which doesn't feel like work) is to help people be in rapport with success, with wealth, with themselves and their relationships."
In this episode, Josh Nelson and Richard Friesen share stories and tips that present new ways to value your contributions as a trader and to free up all the subconscious voices that limit your upside potential.
We hope you will take a bit of time to rate, review and leave comments about this episode. We love feedback and topic suggestions. Thanks so much!
Contact:
josh@keystonefinancial.com**
In this episode talks about the fluctuations of the Bear market and has great tips on how to keep your money safe and emotions on an even keel when it happens. Bear markets come and go. But the thing to remember is that once they go, they will return eventually. Will you, and your financial portfolio, be prepared? Josh takes your through the drill to help you make sure.
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 the rest of their life.
Step #4: Invest a percentage of your household income toward retirement.
Step #5: Saving for your children's college.
Step #6 Pay off your house mortgage early
(Debt Snowball episode link below)https://www.buzzsprout.com/1183136/episodes/5609005
Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast
Contact Josh
https://www.keystonefinancial.com/
**Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe. Well, turbulence is also what's going on with the stock market right now. Josh Nelson is your financial pilot and in this episode he helps you navigate your way through it so that you will have the best chance of reaching the financial destination of your choice.
Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.**https://keystonefinancial.com
Archived episodes https://www.keystonefinancial.com/podcast
**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, trips together to create great life-long family memories. Cheri Smith is a self taught travel agent based on her lifelong experiences with taking many family, and multi-generational family trips early in her life and later as an adult. She found herself helping friends with the scheduling and planning associated with scheduling such trips. Eventually she created her own agency, "Wishes & Waves" because she felt like she had the skills and experience to help others in navigating the demands associated with scheduling and planning trips of a lifetime for families of all sizes. Whether your preference is for leisure or play, Cheri can handle all the arrangements for you. Check out her website below.
Cheri Smith*https://wishesandwaves.com/* Contact Josh Nelson with your money questions:*https://keystonefinancial.com* Archive episodes https://www.keystonefinancial.com/podcast**
I**t's time to start thinking about tax season. In this episode, host Josh Nelson gets into the details about a variety health savings accounts and how you could use these to your advantage when it comes to taxes and as it pertains to your potential or current medical needs. Bottom line, the knowledge you can gain from this podcast will help make sure that you don't end up leaving money on the table.
Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.**https://keystonefinancial.com
Archived episodes https://www.keystonefinancial.com/podcast
Episode 20, "The Silent Thief" is a look, and a lesson, about inflation. Josh looks at how it can work for us and against us, both in business and our personal life. This episode will arm you with the knowledge of how inflation will influence your present and future financial actions.
Host Josh Nelson explains how you can best be prepared for the up's and down's of inflation. For instance, how to be prepared for the inflation factor during retirement as there are variables, like longevity, that cannot be known when calculating how long your post retirement income will last. He highlights how to customize personal or business investment portfolios to come up with an investment strategy most appropriate for you.
Please subscribe and follow The Wiser Financial Advisor podcast. Also please share this episode with family or friends who could be helped by this information.
Thanks so much!
**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 into in this episode. Employer benefit packages, eligibility, age, taxes, etc. Sooner or later, where to invest your money first for retirement becomes a question on the mind of everyone. To navigate successfully through the variety of retirement accounts for consideration means having good information and a good plan. Host Josh Nelson helps unpack it all for you.**
Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.https://keystonefinancial.com
Reference: Which is better? Traditional or Roth IRA? Eps #54https://www.buzzsprout.com/1183136/9354649
Archived episodes https://www.keystonefinancial.com/podcast
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 instead. So how does a normal person with an average income actually go about accumulating wealth? Listen in and you'll hear why Josh tells you this: "It all comes down to the same principles regardless of the level of income.”
This podcast offers the key that can open the doors to financial independence and stability regardless of your current financial status.
https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474
Want to start an easy to follow system to reduce your debt, or get out of debt by the end of 2022? Want to know what the steps are and what it takes? In this episode, host Josh Nelson provides the three pieces necessary to accomplish your goal. Plus provides practical examples based on his own personal experiences and those of some of his clients. Ready? Set...
1) Learn how to track where your money is going.
2) Swear off debt the smart way.
3) Take decisive action to make sure your family is taken care of.
Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.https://keystonefinancial.com
(Reference) The Debt Snowball (Episode #2)https://www.buzzsprout.com/1183136/5609005-the-debt-snowball-2.mp3?download=true Archive episodes https://www.keystonefinancial.com/podcast
**First, no frogs were harmed during the making of this podcast. We're very frog friendly. It's an analogy that host Josh Nelson uses to discuss how anyone can take control of their finances, even if they are living paycheck to paycheck. He talks about how to set doable goals and put themselves in a better position for being financially prepared for their future.
Archive episodes https://www.keystonefinancial.com/podcast**
Thanks for listening to this episode of The Wiser Financial Advisor.
**This is the time of year where we're all thinking about what we want the coming year to look like and what changes we want to make. In this episode, host Josh Nelson takes a moment to talk about what typically becomes of New Years resolutions for a lot of people. But then gives us all four quick, simple, and impactful ways to make a real change in anything that we want for our personal and professional lives. He shares the "Ultimate Success Formula", which he learned from one of his mentors, business strategist Tony Robbins. A formula that can work for you too!
Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.**https://keystonefinancial.com
References:
Anthony Robbinshttps://www.tonyrobbins.com/podcasts/ultimate-success-formula/ Dave Ramseyhttps://www.ramseysolutions.com/store/books/the-total-money-makeover-by-dave-ramsey?v=the-total-money-makeover-book-by-dave-ramsey&utm_source=google&utm_id=go_cmp-6461376375_adg-76911263709_ad-379144276699_pla-808431043609_dev-c_ext-_prd-9781595555274OLP&gclid=Cj0KCQiA2sqOBhCGARIsAPuPK0iV62Bzr6fNttiXVxx0JDPh6D9LhV2Dcvsp2hZS5Ux75ynRsMK37D4aAlGsEALw_wcB Archive episodes https://www.keystonefinancial.com/podcast
The future of Social Security.
When is the right age to start taking Social Security
How to better understand the system of Social Security and
the pros and cons of starting to collect Social Security before and after full retirement age.
These are some of the important topics about Social Security Josh addresses in this episode of The Wiser Financial Advisor.
Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast
Contact Josh
https://www.keystonefinancial.com/
Josh Nelson interviews Dannette Riddle on setting up a Medicare plan that suits your needs. Addressing the most basic need anyone about to sign up for Medicare needs to be aware of. Plus, how Dannette's entrepreneurial spirit helped lead her into a career as a Medicare specialist.
Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast
Contact Josh
https://www.keystonefinancial.com/
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 the rest of their life.
Step #1: Start paying off debt. Even when people think they can't afford to do this step, Josh explains how it's possible.
Step 2: Recap of the Debt Snowball. This step is about achieving financial peace of mind by applying the Debt Snowball method. Josh explains how. (Debt Snowball episode link below)https://www.buzzsprout.com/1183136/episodes/5609005
Step 3: Build 3 to 12 months of savings for emergencies. Once completing steps one and two, Josh walks us though step #3 so that we're prepared for most any financial emergency that might come up.
Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast
Contact Josh
https://www.keystonefinancial.com/
**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 this episode is available to read or copy and save. Click the Transcript button above.
Thanks for listening and supporting The Wiser Financial Advisor.
Contact Josh Nelson:**https://keystonefinancial.com
**Now, to be clear, this isn't about guaranteeing success. This is about there always being a way to move toward what it is that you want. This ultimate success formula is applicable to any aspect of life but in this episode Josh Nelson talks about it in regards to financial success. He shares four steps to know about.
He shares how it is a really freeing exercise, doing the research and taking the time to really unpack the gist of what you want to get real clear on what it's going to take to get what you really need. He acknowledges that initially it can be challenging. He explains why and how it will get to the point that you love taking the massive action that he suggests for your future and for those in your life.
Contact Josh Nelson**https://www.keystonefinancial.com/
**Have any concerns about how inflation might require adjustments in your investment strategy? Truth is, you might need to make some adjustments to keep your investment strategy heading in the right direction. In this episode, host Josh Nelson talks about the possibility that inflation can mean you'll need to assess how your strategies are going to hold up given that the economic experts are forecasting that our current situation with inflation is here to stay, at least for a good while. He also offers practical advice on how to tell if you're okay where you are or if you might need to think about tweaking your strategy.
Transcript of this episode is available to read or copy and save. Click the Transcript button above.
Thanks for listening and supporting The Wiser Financial Advisor.
Contact Josh Nelson:**https://keystonefinancial.com
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 success? Getting there fast, or slow and steady? In this episode of The Wiser Financial Advisor host Josh Nelson talks about what a stock really is. He talks about problems that come up when investors get into "bubble territory". He talks about how it is always inevitable that eventually stocks decrease in value and how you can be prepared for it. Then he asks you to consider, are you going to be the hare or the tortoise when it comes to your investment strategy.
**What is a financial trust? Who should have such a trust? How do we go about getting one?
In this episode, host Josh Nelson answers these questions and provides more practical advice about this critically important aspect in your financial life.
Transcript of this episodeis available to read or copy and save. Click the Transcript button above.
Thanks for listening and supporting The Wiser Financial Advisor.
Contact Josh Nelson:**https://keystonefinancial.com
**Perhaps you've heard this about the game of football. Defense makes championships. Offense gets points and most of the attention, but defense makes championships. In this episode host Josh Nelson believes the same is true as it pertains to the financial game. Yes, people can find themselves with lots of money when they make a lot of money. But that's only half of the game! The other half is knowing how create an effective defense to avoid losing our financial game. Josh talks about four strategies he's used with clients over the years, and still today, that's helped many people become financial champions in their life.
Thanks for listening and supporting The Wiser Financial Advisor.
Contact Josh Nelson:**https://keystonefinancial.com
There's good news in this episode...
Sure, life has it's challenges, it's heartache and suffering.
We've all had at least one of those experiences.
Host Josh Nelson talks about...
1) Reflection on the past
2) The Areas Where We Might Experience both Suffering and Happiness
3) The Stories In Our Head
4) How You Can Use Your Past and Current Situations To Make Good Financial Choices,
and more.!
Coming up on Thanksgiving in 2021, host Josh Nelson **reflects on the world we live in. Though it could be easy to believe that there are far more bad things happening in the world than good, it's also important to our daily life to reflect on the good things that have happened and the good things that can happen when we choose to practice an attitude of gratitude. But how do we make that practice effective in the presence of so much turmoil?
Josh Nelson offers up some easy to apply strategies that anyone can apply during the Thanksgiving holiday and any day of the year.
Thanks for listening and supporting The Wiser Financial Advisor, where we get real, honest and clear about the financial world and your money.
Contact Josh at:**https://keystonefinancial.com
**You've probably heard that Cash Is King. In this episode of The Wiser Financial Advisor, host Josh Nelson shares when that statement is especially true and how to be prepared to make sure you will have enough cash on hand when you need it the most.
Check in every Tuesday for a new episode of The Wiser Financial Advisor, heard wherever you get your podcasts. Please support The Wiser Financial Advisor with your like, subscribe and download. And spread the word with family and friends. Thank you, and thanks for listening.**
**On this episode, host Josh Nelson talks about Required Minimum Distributions, otherwise known as RMD. You have probably heard of this. Required Minimum Distribution is simply the amount you're required to take out of your retirement accounts, even if you don't want to. He talks about the current nuances to the RMD program that many don't know about. He also talks about how to avoid the expensive consequences that could happen because we don't know about these nuances. He shares vital information about following what changes, or new nuances, that could arise because Congress decides to make changes to RMD.
Thanks for listening and supporting The Wiser Financial Advisor.
Contact Josh Nelson:**https://keystonefinancial.com
On this episode of The Wiser Financial Advisor, host Josh Nelson talks about giving. Have you heard that the secret to living is giving? Josh Nelson shares how the secret to living is giving fits in with your financial health. Josh shares practical ideas that can help you live a rich life by being a giver, and how to do it.
, **For everyone right now, the topic of economic inflation is pretty much a matter everyone is having to address. People are asking, what do we do about inflation? Host Josh Nelson explains, in clear terms, what inflation really is. He discusses the history of inflation in America for perspective to current times. He also shares what conditions are currently in place causing this inflation. Finally, he shares ways to potentially offset the influence of inflation on your finances.
Thank you for sharing the word about The Wiser Financial Advisor.
CONTACT:*https://josh@keystonefinancial.comhttps://www.keystonefinancial.com*
**You know, it’s January 2021 and I like this time frame because we’re talking about how to
thrive in 2021 and it’s nice to not be saddled with New Year’s resolutions, something a lot of
people think about in late December or early January. They say that most people have given
up on their resolutions by about this time, about three weeks into the year. So I’m glad we’re
past that and we won’t be calling this resolutions or goals for 2021.
Contact:**https://www.keystonefinancial.com/
In this episode of The Wiser Financial Advisor host Josh Nelson address what is the least favorite thing for many people when it comes to financial management, budgeting! If this is true for you too, give this episode a listen because Josh provides practical advice and tips on how you can do budgeting easily and find yourself in great financial shape if you stick to it.
**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 live on 80% and 3) having a plan. Which might include getting some help. Note: This episode about how to get rich is for people who think they just aren't capable when it comes to money management; people who think they're too young, too old or too broke. The secret really is, anybody can achieve the goal of being rich if they apply these three principles.
Extra: We provide a transcript for every episode of The Wiser Financial Advisor, including this one. Click on the Transcript option above. Copy and paste for yourself and/or for someone you think could benefit from this incredibly useful information.
Thanks for listening and please share the word about The Wiser Financial Advisor.
We appreciate it.
Contact:*https://josh@keystonefinancial.comhttps://www.keystonefinancial.com/*
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 best financial decision for you.
If you enjoy this episode please rate, review, subscribe, download and share it with family and friends. Also, feedback and topic suggestions are always welcome. Email Josh Nelson directly at josh@keystonefinancial.com
**Are you leaving some of your money on the table simply because...
1) you didn't take the time to plan or
2) didn't educate yourself on how all this stuff works?
In this episode, host Josh Nelson let's you how important it is to be proactive when it comes to preparing your end of year taxes. Don't just assume you know what's going on because tax codes are changing all the time. Listen to this important episode where Josh really digs in deep to help you understand where you are on this subject, what the rules are and what decisions you may need to make, or not make, that could work to your advantage.**
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, host Josh Nelson dives into the pros and cons of contributing to a traditional 401K versus a Roth IRA. He explores the tax questions most people have about both. Which is better? This episode goes into it giving you some great points that may help you decide what's right for you.
Contact
https://josh@keystonefinancial.com Website:https://keystonefinancial.com
**In this episode, host Josh Nelson extends his gratitude and appreciation for your part in helping The Wiser Financial Advisor reach it's first birthday as a podcast. It's an honor and a privilege to be able to do this every week and have you, and many others, get some benefit out of what he talks about every week.
He also gets into the three main themes that the Wiser Financial Advisor emphasizes: getting real, getting honest, and getting clear about the financial world and your money. Those aren’t just words to Josh Nelson and his team; that’s the approach behind everything they do for every client. So, hopefully this helps you not only get a feel for what Keystone Financial Services is doing but also helps you get a steady feel for your whole financial life and how those three areas apply to you and your family.
Contact:**https://josh@keystonefinancial.com
**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 podcast and you will gain a fresh perspective that can help you not only financially but in all of your life too.
Contact:**https://josh@keystonefinancial.com
**In this episode of The Wiser Financial Advisor...
Host Josh Nelson helps with how to lower our 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 for most anyone to implement them.
1> Don't wing it when it comes to those big expenses.
2> Learn simple strategies for absorbing them into the financial budget.
3> Create a "sinking fund".
You will get some much from this episode. It can reduce the anxiety when it comes to big expenses every month and every year going forward.
Learn about the "Smart Dollar Program". Dave Ramsey's employee financial wellness program. https://www.ramseysolutions.com/corporate-wellness/smartdollar Contact*https://josh@keystonefinancial.com* Thanks for listening and thanks for supporting The Wiser Financial Advisor with your downloads, subscriptions and likes. Let us know your comments and if you have a special financial topic in mind.**
This episode host Josh Nelson talks about how often people ask him about paying off debt when there is a mortage involved so that they can begin investing the monthly mortgage payment.
Josh does promote paying off debt as quickly as possible. But when it comes to doing that with a mortgage to invest the money there are special considerations that you have to take into account. He get into details about the most primary sonsiderations.
Contact:https://josh@keystonefinancial.com
Following up on the espisode from 08/17/21, 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 select a financial advisor that's best suited to help and your family achieve your overall financial goals. His 3 tips are informative, helpful and practical. Thanks for listening to The Wiser Financial Advisor and thank you for helping spread the word about the podcast to family and friends.
Contact Josh at:
https://josh@keystonefinancial.comKeystone Financial Services is a top wealth management firm in Loveland, CO serving affluent families, business owners, executives and institutions. For more info click the link below.https://www.keystonefinancial.com/about-us
**In this episode learn the three primary things that makes a financial advisor a great financial advisor. This episode is help to you if you're looking to find a great financial advisor, or are contemplating becoming a financial advisor, and want too be a great one. Host Josh Nelson relates many experiences that he's had as a financial advisor that sheds even more light on how to find, or become, a great financial advisor.
Contact Josh at:**https://www.keystonefinancial.com/contact
The future of Social Security.
When is the right age to start taking Social Security
How to better understand the system of Social Security and
the pros and cons of starting to collect Social Security before and after full retirement age.
These are some of the important topics about Social Security Josh addresses in this episode of The Wiser Financial Advisor.
Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast.
Also you may want to refer to the transcript included to the right.
Contact Josh
https://www.keystonefinancial.com/
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 success? Getting there fast, or slow and steady? In this episode of The Wiser Financial Advisor host Josh Nelson talks about what a stock really is. He talks about problems that come up when investors get into "bubble territory". He talks about how it is always inevitable that eventually stocks decrease in value and how you can be prepared for it. Then he asks you to consider, are you going to be the hare or the tortoise when it comes to your investment strategy.
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 instead. So how does a normal person with an average income actually go about accumulating wealth? Listen in and you'll hear why Josh tells you this: "It all comes down to the same principles regardless of the level of income.”
This podcast offers the key that can open the doors to financial independence and stability regardless of your current financial status.
Contact:
https://josh@keystonefinancial.comhttps://www.keystonefinancial.com/
https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474
First, no frogs were harmed during the making of this podcast. We're very frog friendly. It's an analogy that host Josh Nelson uses to discuss how anyone can take control of their finances, even if they are living paycheck to paycheck. He talks about how to set doable goals and put themselves in a better position for being financially prepared for their future.
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 by reviewing 2 of his 4 well loved foundational financial buckets and by going into detail about asset allocations.
If you enjoy this episode of the Wiser Financial Advisor please let us know, and let everyone you can know which will help this podcast grow. Thanks so much and have a great week!
Contact
https://josh@keystonefinancial.com
https://www.keystonefinancial.com/
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 best financial decision for you.
If you enjoy this episode please rate, review, subscribe, download and share it with family and friends. Also, feedback and topic suggestions are always welcome.
Contact
https://josh@keystonefinancial.comhttps://www.keystonefinancial.com/
**In this episode of The Wiser Financial Advisor you'll learn about a really important financial matter that everyone should take care of. Host Josh Nelson not only tells you why, he includes the real motivation you need to make sure it gets done. It's about being a good financial steward but there's an even more important reason beyond that.
A transcript of this episode is available.
Please give Josh Nelson your honest review of this podcast.
Your honest input is important to us.
If you got something that you liked from this podcast,
help us. Like, subscribe and share this podcast with
family and friends. Thank you.**https://josh@keystonefinancial.com
Host Josh Nelson starts this episode with a flashback moment to February 2020, and the forecast he had for the year before the pandemic changed everything. In "Forecast 2021" Josh sees this year still having some challenges ahead. Josh encourages everyone, especially business owners, to look at 2021 as a time to take steps to adapt, innovate and change as quickly as possible to meet the challenge's we still face. If that can happen then by 2022 the economy can have it's best best chance of getting back on track. In this episode he gets into the thick of it so you can have a chance to see a bigger picture for yourself, your family and friends, your business or work and your community.
Please like, follow, subscribe, download and tell your family and friends to please listen to this informative, and inspirational podcast. A new episode every Tuesday.
https://www.keystonefinancial.com/
Welcome to 2021 and Keystones Next Era! Host Josh Nelson reveals how 2021 will be better for Keystone Financial Services and for it's clients with greater independence to offer a greater variety of options and services.
**The final episode for the year 2020, and it's all about how to make 2021 a better experience for those with a business or looking to start one. But, as the title implies, it Keystone Financials birthday and Josh flawlessly ties that in to his optimistic message for 2021.
Check in every Tuesday for a new episode of The Wiser Financial Advisor, heard wherever you get your podcasts. Please support The Wiser Financial Advisor with your like, subscribe and download. And spread the word with family and friends. Thank you, and thanks for listening.**
Contact Keystone Financial:https://www.keystonefinancial.com/ Where you can listen to The Wiser Financial Advisor:
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-wiser-financial-advisor-podcast-with-josh-nelson/id1534054539 Spotify: https://open.spotify.com/show/4OwxFI3fJFvtixnzytTtQp Stitcher: https://www.stitcher.com/show/the-wiser-financial-advisor-podcast-with-josh-nelson Buzzsprout: https://wiserfinancialadvisor.buzzsprout.com/ iHeart: https://www.iheart.com/podcast/269-the-wiser-financial-adviso-71514004/ Pandora: https://www.pandora.com/podcast/the-wiser-financial-advisor-podcast-with-josh-nelson/PC:36800?part=PC:36800&corr=podcast_organic_external_site&TID=Brand:POC:PC36800:podcast_organic_external_site Amazon Podcasts: https://music.amazon.com/podcasts/9383e047-f6ed-4589-a8a0-1a020e4edec0/The-Wiser-Financial-Advisor-Podcast-with-Josh-Nelson Listen Notes: https://www.listennotes.com/podcasts/the-wiser-financial-advisor-podcast-with-3YXRmz9a71s/ Keystone Financial: https://www.keystonefinancial.com/podcast/
Brief: Death Insurance? What is that? Host Josh Nelson explains what it actually is and why it's so important for those in your family who depend on your income. And he helps with knowing how to be adequately prepared if something were to happen to you leaving your family in a financial lurch.
2020 is one of those "weird" years. To say that it's been strange and tough on everybody is an understatement. Wiser Financial Advisor host Josh Nelson acknowledges that too. Yet, in this episode he delves into a perspective that encourages us to see that there are good things about it too for us all. He says what we're experiencing is like a season of nature, specifically winter. Every winter is a season where old things pass away to make way for new things. Yes, this "winter" is hard for so many people. That cannot be overstated. But in it's midst it's also bringing new ideas, thoughts and opportunities to people, personally and professionally. Take a listen and please download and share the message with others if you want to lift up some people in your life.
Thanks for checking out The Wiser Financial Advisor podcast! In this episode host Josh Nelson shares a realistic and optimistic perspective on the 2020 election economy. Sub topics include:
Sub topics include:
1) He points out how the political and economic rules always change and how important adaptability is for the life of businesses. As it is for us all.
2) He looks back in American history and helps us understand that the country has experienced turbulent political and economic periods many times and has always come through it.
3) He encourages us all to remember that voting by devoted people focused on taking part in the democratic process of voting has helped in getting the country through tough times in a huge way.
4) The message Josh shares is sensible, practical and reassuring. Please know that your vote on this election day, and in every election, really does matter.
On this pilot episodehost Josh Nelson lays the foundation for the podcast with a description of his experience in the financial business. He shares his philosophy about financial management and planning. Plus, Josh explains how he came to understand what really matters to people in their life and how to help them on the road to financial security.