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

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 [email protected]...

Show Notes:We hope you'll enjoy Josh Nelson's interview with Connor Sung, the director of eMoney's Financial planning group who has been instrumental in developing eMoney's technology, practice management, and planning services to support both advisors and their clients since 2013. They discussed their experiences with e-money, a financial planning software, and the impact of AI on financial planning technology. They also explored the evolving role of technology in their industry, the importa...

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...

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=3300...

Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years. Some of what we talk about is going to make you question or maybe reaffirm what you're already doing, which could result in some changes in how you'll manage your portfolio. We want you to really understand what’s involved in those decisions and what the outcomes end up being.A transcript of this episode is posted and episode chapters have been created for your co...

In this episode, Josh Nelson CFP® and Jeremy Busch CFP® help you with understanding the Equity awards you may be getting with your company and how you can use them to build financial security. They are a significant way for companies to incentivize their employees. In fact, many clients with Keystone Financial have made more money in their careers from the equity awards offered by their company than they received in compensation from their salary and bonuses. So, it can be a substantial...

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...

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...

Host Josh Nelson talks about ways to lower your stress when it comes to expected, and unexpected, big expenses. He offers three simple suggestions and goes into detail on how easy it can be to implement them. Contact Josh Nelson for a free consultation about how you can best handle any expected, and unexpected, big expenses. https://[email protected]: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: ...

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=33004651Contact Josh Nelson: https://www.keystonefinancial.co...

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.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editing: Tim Leaman/inf...

In this episode, host Josh Nelson interviews Mandy Schumaker. She explains how she went from her lowest point to eventually become just one of the few business coaches in the world. Her proven insights and techniques can help you get where you want to go in this episode. Mandy Schumakerhttps://www.mandyschumaker.com/Thanks for listening.Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. https://keystonefinan...

Today we're going to talk about two important topics that are especially important for people over the age of 62: naming a power of attorney and selecting a trusted contact for your investment accounts.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editing: Tim Leaman/[email protected]

Pretty much any year, after graduation ceremonies for those graduating from high school, the traditional next step is college. If that's in your 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: ...

In this episode of The Wiser Financial Advisor host, Josh Nelson, addresses the least favorite thing for many people when it comes to financial management-- budgeting! If this is true for you, give this episode a listen because Josh provides practical advice and tips on how you can budget easily and find yourself in great financial shape.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinanci...

Host Josh Nelson shares three primary things that makes a financial advisor a great financial advisor. If you're looking to find a great financial advisor, or are contemplating becoming a financial advisor, listen to hear about Josh's experiences in the business of financial consulting and as a financial advisor. a that sheds even more light on how to find, or become, a great financial advisor. Contact Josh for a free consultation about finding, or becoming, a great financial advi...

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=33004651Contact Josh Nelson: https://www...

You may be missing out on some great opportunities to secure greater financial security and wealth just because you lack a few nuggets of wisdom about financial management. But you don't have to. Host Josh Nelson's can help you understand better by dipping into his well loved foundational financial buckets. Contact Josh Nelson for a free consultation with you about his foundational financial buckets.https://[email protected]://www.keystonefinancial.com/Instagram: htt...

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...

Host Josh Nelson discusses how you can take control of their finances, even if you 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. Contact Josh Nelson for a free consultation to help you stop living paycheck to paycheck.https://keystonefinancial.comInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https...

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-trotti...

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. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editing: Tim Leaman/info.primegen@gm...

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 ...