Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard#88

Estate Planning Can Be Simple

Estate planning is important because it gives you control over what happens with your assets, big or small, your family, your healthcare decisions. Many people assume it's for the wealthy, virtually anyone who owns any amount of property or has savings, has children, needs an estate plan. That leads into some of the key reasons why estate planning really matters. Wiser Financial Associates Jen and Michael break this down for you, piece by piece. One of the biggest is protecting your loved ones. They share that while Estate planning is a big deal, they also relate how simple Estate planning can be. Thanks for listening.  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

Speaking Your Language #118

Financial advisors need to be good communicators. We need to speak a language that makes sense for people. We've got people that are senior level chip design engineers at big companies and people that are plumbers and self-employed and everything in between. Our job is to communicate with you and help you make some great choices about finances. A coach is a person who helps someone see what they may not be seeing to help them be their best. We are financial coaches here to help you know exactly what you need to know when it comes to financial strategy and management. Thanks for listening and for supporting The Wiser Financial Advisor Podcast. In this podcast: (View Chapters) 1.Financial Lingo and Clarity 2.Four Pillars of Personal Finance 3.Financial Advisor Experience 4.Timing of the Four Pillars 5.Where You Are and Where You’re Going 6.Financial Coaching 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

Beware The Free Steak Dinner: The Truth About Financial Seminars

In this episode Josh talks about something that shows up in mailboxes all across America every week. Free retirement seminars, free educational workshops, free financial planning courses, free lunches, free steak dinners. And while these events are often marketed as educational opportunities, many of them have a very specific purpose to sell a financial product. Are they legit? Are they useful? Josh breaks it all down for you. 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

Baby Steps to Financial Freedom Pt. 2 (#23)

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 [https://www.buzzsprout.com/1183136/episodes/5609005] Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast Contact Josh https://www.keystonefinancial.com/ [https://www.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 Editor: Tim Leaman/info.primegen@gmail.com

The #1 Financial Question You Will Ultimately Ask: Where To Invest Your Money First For Retirement? (#67)

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 [https://keystonefinancial.com/] Reference: Which is better? Traditional or Roth IRA? Eps #54 https://www.buzzsprout.com/1183136/9354649 [https://www.buzzsprout.com/1183136/9354649] Archived episodes https://www.keystonefinancial.com/podcast [https://www.keystonefinancial.com/podcast] 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