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

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

5 Best Ways To Help Protect Seniors

Today's topic is very important about seniors and the need to protect them from financial abuse. Seniors are targets for scammers of all kinds and too often there's no one able to help them determine whether they are being scammed or not. In this episode, Josh Nelson, CFP®, gives us some thoughtful and useful ways to help protect seniors and keep them safe from harm.  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

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