The Wiser Financial Advisor Podcast with Josh Nelson

Why does ESG investing matter, and how does it work?

Consumer behavior has changed and has become more focused on  sustainability. Like recycling, minimize waste and making greener choices. Which influences decisions around finances and investment choices.

In this episode host Josh Nelson, founder and CEO of Keystone Financial Services in Loveland, Colorado, gives clear advice to investors and potential investors who want to use their money to finance companies committed to these practices. ESG investing, also known as sustainable investing, has seen exponential growth as investors seek to provide capital for companies whose values on environmental sustainability and social responsibility align with their own.

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® shares the model of Keystone Financial and how their model and structure benefits clients and potential clients. Also, he covers important details investors and potential investors should know about creating a diversified portfolio

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® and Jeremy Busch, CFP® do a quick overview of how the economy fared in 2023 and how 2024 may take off from there. Taking into account that 2024 is an election year and that there are a number of global insecurities in play. The question is will the economy follow the historical course of years 1 through 4 of a presidency? Will national and/or world events affect the economy? Tune in to get more thoughts and perspectives about these and other questions. 

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 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

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

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

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 talks about the Tax Cuts and Jobs Act which was signed into law back in 2017. Those tax cuts when signed into law were set with an expiration date at the end of 2025. Keystone Financial clients are wanting to know what will happen when they do. If you're wanting to know as well, this episode will be helpful for helping you make the right financial decisions for your future financial success.  

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

To be clear, this isn't about assuring you that financial success, or success in life for that matter, is something guaranteed.  Rather it's about knowing ways that CAN help you move toward what it is you want more efficiently.  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 1.) how to take the time to really unpack the gist of what you want. 2.) How to get real clear on what it's going to take to get what you really want and what you need for success. 3.) He acknowledges that initially it can be challenging. But also how freeing the experience of building success for yourself, and for those in your orbit, feels as you move along.  4.) He explains why and how it will get to the point that you love taking the massive action that he suggests for your future.

Contact Josh Nelson with questions, comments or topic suggestions.
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 Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman

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

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

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

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

 “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.

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 takes a look back on the year 2023 and a look forward at the positive prospects, personal and financial, for 2024. Thank you for listening to The Wiser Financial Advisor through 2023. 2024 will continue to provide greater wisdom to help you become happy, safe and secure in all aspects of your life.  All of our past episodes are located on your favorite podcast services as well as going to wiserfinancialadvisor.com.

Happy New Year!

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

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 #54
https://www.buzzsprout.com/1183136/9354649

Archived episodes
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 Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman

In this episode hosts Josh Nelson and Jeremy Busch dive into the topic of caregiving.  We believe you're going to find it very interesting and enlightening, not only from a financial standpoint but also from a practical standpoint in how you can best support  the ones who need caregiving assitance in your life now, or will be in the furure. Perhaps even for yourself sooner or later. You're going to find this is a important and an enlightening topic, one that we're all going to face at some point in our lives. 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 Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman

Host Josh Nelson explains how any person with an average income can actually go about accumulating wealth. Josh tells us this: "It all comes down to the same principles regardless of your level of income.”

Contact Josh Nelson for a free consultation about how you can open the door to financial independence and stability regardless of your current financial status.

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 Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman

Knowing the rules helps things go smoothly, whereas not understanding the rules can not only mess you up, sometimes it costs you money. And sometimes it's just an opportunity lost. So that's really what we're talking about today—the milestones and what hitting these milestones will allow you to do as far as opportunities. Most of these things in this episode involve a limited timeframe, or very specific timeframe,  so it’s pretty important to act when you can. Full transcript is available. Click on Transcript above. 

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

   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! 

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

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 Editing: Tim Leaman/info.primegen@gmail.com
https://www.keystonefinancial.com/team/macy-chapman

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/

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® and Jeremy Busch CFP® discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock options. This overview of strategies may help to reduce your tax burden before year-end. Topics covered in this podcast and the transcript include:

Ten thousand hours
Balance Sheet and Cash Flow Statements
Tax Rules on Gains and Losses
Tax Deductions
Rules and Limits on Tax-deferred Accounts
Charitable Giving
Medical Savings Accounts
Timing on Business Deductions
Required Minimum Distribution
Estate Planning
Closing and How to Contact WFA

To view the webinar on YouTube click the link below
https://www.youtube.com/watch?v=eGDi1tPNpJk

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

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 about the podcast to family and friends.

Contact Josh at:
https://josh@keystonefinancial.com

Keystone 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

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