Kansikuva näyttelystä The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Financial Advisor Podcast with Josh Nelson

Podcast by Josh Nelson

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Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.

Kaikki jaksot

157 jaksot

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

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

1. kesä 2026 - 15 min
jakson The #1 Financial Question You Will Ultimately Ask: Where To Invest Your Money First For Retirement? (#67) kansikuva

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

25. touko 2026 - 21 min
jakson Overseeing The Equity Awards Offered By Your Company #115 kansikuva

Overseeing The Equity Awards Offered By Your Company #115

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 wealth creation tool for you. Plus, they explain several of the types of Equity programs that are available.   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

11. touko 2026 - 33 min
jakson Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard#88 kansikuva

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

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 Editor: Tim Leaman/info.primegen@gmail.com

6. touko 2026 - 42 min
Loistava design ja vihdoin on helppo löytää podcasteja, joista oikeasti tykkää
Loistava design ja vihdoin on helppo löytää podcasteja, joista oikeasti tykkää
Kiva sovellus podcastien kuunteluun, ja sisältö on monipuolista ja kiinnostavaa
Todella kiva äppi, helppo käyttää ja paljon podcasteja, joita en tiennyt ennestään.

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