The Wiser Financial Advisor Podcast with Josh Nelson

Three years ago The Wiser Financial Podcast was just a dream. Well, this month we are celebrating our podcast birthday. In this episode our gift to you is a layout of 5 specific things that will help to improve your financial status and align your finances with your priorities.  Many lives have been positively touched by the information we've presented over the past three years and we're looking forward to helping even more people in the years ahead. Thank you so much for listening and for helping us spread the word and encouraging people to check out The Wiser Financial Advisor Podcast.

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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 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 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

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

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 convenience. 

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

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 of this episode is provide. Click on 'Transcript' above.
Chapter markers are also included for you. Click on 'View/Chapter' to the right.

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 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://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

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.

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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 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 Schumaker
https://www.mandyschumaker.com/

Thanks for listening.
Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.   https://keystonefinancial.com

Tags: Josh NelsonThe Wiser Financial AdvisorMandy ShumakerAnthony Robbinsbusiness coachsuccessFinancial volitilityasset allocationsRussiaUkraineAbraBill Bill BarhydtForecast 2022Covidinflationbondsfinancialquestionultimately 

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

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 naming a trusted contact for your investment accounts.

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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 Bush provide an economic review for the year 2023 . They talk about where they think the economy stands so far for the year and what the experts are saying may be ahead. 

Browse through the Chapter markers.
A transcript of this episode is included.

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 is going to cover three "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 #1: Start paying off debt. Even when people think they can't afford to do this step, Josh explains how it's possible.
Step 2:  Recap of the Debt Snowball. This step is about achieving financial peace of mind by applying the Debt Snowball method. Josh explains how.                         (Debt Snowball episode link below)   https://www.buzzsprout.com/1183136/episodes/5609005
Step 3: Build 3 to 12 months of savings for emergencies. Once completing steps one and two, Josh walks us though step #3 so that we're prepared for most any financial emergency that might come up.

Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast

Contact Josh
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

 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=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

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 how it is always inevitable that eventually stocks decrease in value and how you can be prepared for it. Then he asks you to consider, are you going to be the hare or the tortoise when it comes to your investment strategy.

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

Want to start an easy to follow system to reduce your debt, or get out starting today? In this episode, host Josh Nelson provides the three pieces necessary to accomplish your goal of debt reduction, or elimination. Plus, get practical examples based on his own personal experiences and those of some of his clients. Ready? Set. Listen!
(This episode was originally posted August 2, 2022 as "Three Easy To Follow Decisions To Get You Out Of Debt Starting Today")
Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.   https://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

Jamie Hopkins is a recognized financial writer & prolific author, he's also a researcher and teacher to financial advisors across the country.  He has vast experience in many different aspects of the financial industry. The topic he and host Josh Nelson address in this episode is financial planning in a crisis.  Please note this interview was recorded in March of 2020 as the Covid 19 pandemic was starting to become a major national issue.  Now in October of 2020, it is still an issue and the conversation is as relevant today as it was in March. Perhaps, even more so.

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 is joined by guest Frank Fiume, founder of I-9 Sports, best-selling author, and the nation’s leading franchisor of youth leagues and camps. They talk about business, life and transition.

Many people end up being very successful as they're  building their careers or businesses, so they have  attained the science of achievement.

But what about fulfillment? What about making that transition out of the achievement mindset to what's next in life.

This episode is poised to be a great benefit to a great many people of all ages.

Contact:
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

Today, we’ll be talking about women and money, charting the financial course. It's critical that women know how to save, invest and plan. And of course, it's important that everybody know how to do that, But it's important that you know both sides of the equation for men and women, because there are some unique issues applicable to women.

Chapter markers are an option (above) to help make it easy to navigate through the variety of topics coming up in this episode.  Comments, questions and suggestions for future episodes are welcome. Thank you for listening.
http://keystonefinancial.com
http://communications@keystonefinancial.com
http://jeremy@keystonefinancial.com
http://sarah@keystonefinancial.com
http://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

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=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

Today on The Wiser Financial Advisor host Josh Nelson shares some very helpful information regarding credit card debt. Credit card interest rates now in October of 2022 are very, very high: about 18.1% average. That's just the average credit card, which tells you a lot of credit cards are much higher than that. But that doesn't mean you can't get out from under any credit card debt you may have. In fact there is just one thing anyone can start right now to begin eliminating credit card debt. What is it? You might even recognize it from an earlier episode linked below that goes into more depth to help.

Thanks for listening and let us know if you have any questions, comments or topic suggestions you would like Josh Nelson to address in a future podcast.

Contact Josh Nelson
http://keystonefinancial.com
Debt Snowball
https://www.buzzsprout.com/1183136/episodes/5609005

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 sits down and talks money with fellow CFP Mark Willis. Together they are on a mission to help you think about your money differently and intelligently.
Mark Willis is a three time #1 best selling author, owner of Lake Growth Financial Services in Chicago Illinois and co-host of the podcast "Not Your Average Financial Podcast".

Lake Growth Financial Services
https://lakegrowth.com
Not our Average Financial Podcast
https://podcasts.apple.com/us/podcast/not-your-average-financial-podcast/id1288766770

Keystone Financial Services
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