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The Wiser Financial Advisor Podcast with Josh Nelson
Josh Nelson
150 episodes
6 days ago
Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe. Well, turbulence is also what's going on with the stock market right now. Josh Nelson is your financial pilot and in this episode he helps you navigate your way through it so that you will have the best chance of reaching the financial destination of your choice. Contact Josh Nelson with your m...
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Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe. Well, turbulence is also what's going on with the stock market right now. Josh Nelson is your financial pilot and in this episode he helps you navigate your way through it so that you will have the best chance of reaching the financial destination of your choice. Contact Josh Nelson with your m...
Show more...
Investing
Education,
Business,
How To,
Self-Improvement
Episodes (20/150)
The Wiser Financial Advisor Podcast with Josh Nelson
Navigating Your Way Through the Financial Turbulence of Economic Corrections: 5 Things to Check (#69)
Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe. Well, turbulence is also what's going on with the stock market right now. Josh Nelson is your financial pilot and in this episode he helps you navigate your way through it so that you will have the best chance of reaching the financial destination of your choice. Contact Josh Nelson with your m...
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6 days ago
26 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Benefits of Adversity: Justin Stoddard Interview #160
Resiliency is not a trait—it’s a skill. And like any skill, it can be learned, practiced, and strengthened, says Dr. Justin Stoddard. From his early days as an Army combat medic, he witnessed firsthand how adversity can either break a person or forge them into something stronger. These moments shaped him—not just as a soldier but as a leader, a mentor, and a student of resiliency. https://climbingthemountain.blue/meet-justin/ Instagram: https://www.instagram.com/keystonefin/ Twitter: ht...
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1 week ago
44 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Foundational Financial Buckets for Greater Financial Security (#41)
You may be missing out on some great opportunities to secure greater financial security and wealth just because you lack a few nuggets of wisdom about financial management. But you don't have to. Host Josh Nelson's can help you understand better by dipping into his well loved foundational financial buckets. Contact Josh Nelson for a free consultation with you about his foundational financial buckets. https://josh@keystonefinancial.com https://www.keystonefinancial.com/ Instagram...
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2 weeks ago
19 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
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...
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1 month ago
42 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Fulfillment In Business - Guest: Frank Fiume (#27)
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 i...
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1 month ago
29 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
2025 Year End Planning #158
In this episode, Josh Nelson breaks down the key year-end planning steps you should be thinking about now. He also shares intentional strategies to help you pause, reflect, and make smart financial moves before the calendar turns. Tune in for practical ideas you can put to work right away. 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/...
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1 month ago
22 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
10 Questions to Ask About Retirement Relocation #112
In this encore episode, we revisit an important trend we’ve been seeing: more people taking a thoughtful look at what life might look like once they step away from work. Join us as we walk through the Top 10 Questions to Ask When Relocating in Retirement—insights that are just as valuable today as when this episode first aired. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonef...
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1 month ago
11 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
How To Avoid A Holiday (Financial) Hangover (#97)
The holidays are full of fun, food, and festivities—but let’s be honest, they can also lead to a spending spree that doesn’t feel so great come January. In this episode, host Josh Nelson shares practical tips to help you enjoy the season without waking up to a financial headache in the new year. If you’ve ever looked at your post-holiday bank or credit card statement and thought, “What was I thinking?”, this episode is for you. Tune in to discover Josh’s simple secret to staying merry a...
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2 months ago
24 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
3 Steps to Eliminate Distractions on the way to a Financially Secure Life (#81)
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.&n...
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2 months ago
13 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
The Formula For Happiness (#10)
There’s good news in this episode! Sure, life has its share of challenges, heartache, and setbacks — we’ve all been there. But host Josh Nelson explores how even those difficult experiences can lead to growth, perspective, and better financial decision-making. In this insightful rerun, Josh talks about: Reflecting on the past and what it teaches usThe balance between suffering and happinessThe stories we tell ourselves — and how they shape our choicesUsing your past experiences to make wiser ...
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2 months ago
22 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Interview with Eric Weedin: Homeowners Insurance Coverage Planning #158
In this episode, Josh sits down with Eric Weedin, manager of Weedin Agency Inc., Loveland’s oldest insurance agency. Since 1956, the Weedin family has been helping Northern Colorado homeowners, families, and businesses protect what matters most. Together, Josh and Eric dive into the ins and outs of homeowners insurance—what’s changing in today’s market, what coverage homeowners should review, and how to make sure you’re properly protected. Whether you’re a first-time homebuyer or have o...
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3 months ago
30 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Navigating Medicare Made Simple: Insights from Dana Griffin, Medicare Insurance Broker
In this episode, we talk with Dana Griffin, principal agent of Choice City Health in Northern Colorado. Dana specializes in helping people make a smooth and informed transition into Medicare. Learn more at: Dana Griffin - Medicare Insurance Broker in Fort Collins, CO 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 Po...
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3 months ago
25 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
3 Tips When Thinking About Spending (#53)
As hard as it may be to believe, sometimes people have a difficult time spending their money. In this episode, host Josh Nelson's message is aimed specifically at people that are not very good at it. He gets into what creates some people's fear of spending money. He presents a variety of perspectives that can help so that those folks can still enjoy the money they've saved up, such as the 4% rule. And check out his three tips when thinking about spending and how it ca...
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3 months ago
17 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Keystone In The Community #156
In this special takeover episode, Jeremy and Jen step in to host the podcast and shine a spotlight on Keystone’s commitment to giving back. They highlight several community-minded organizations in Northern Colorado that are making a real difference for both businesses and individuals. If you’re inspired to get involved, you’ll find the contact information for these organizations in the episode transcript. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.c...
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3 months ago
20 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Spotlight on Jeremy Busch; Certified Financial Planner™ #155
Jeremy’s mission is to provide exceptional customer service to all clients and anyone who engages Keystone for financial advice through utilization of industry knowledge and tactical advice pertinent to each individual’s evolving financial needs. 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/in...
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3 months ago
41 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Spotlight on Jen Walenter #154
In this episode, Jeremy and Jen take over The Wiser Financial Advisor podcast to talk about Jen’s exciting transition into her new role. Jen is Series 65 licensed and currently pursuing the Certified Financial Planner™ (CFP®) designation as she grows into Keystone’s third adviser position. She’ll be joining client meetings alongside Josh and Jeremy, continuing to build her expertise and deepening relationships with our clients. Before coming to Keystone, Jen spent more than 13 years with Edwa...
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4 months ago
29 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Implications of the Big Beautiful Bill #153
In this episode Jeremy and Jen take on a few of the questions on today’s topic recently, the One Big Beautiful Bill. New legislation typically does create questions. They'll be talking about the tax implications of the One Big Beautiful Bill. This is not meant to be an all-inclusive explanation, but it will cover the biggest points. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinanci...
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4 months ago
29 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
How To Plan For Retirement When Social Security is Uncertain #152
Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies to build a retirement income plan that doesn’t depend on Congress. If you’re nearing retirement—or just want peace of mind about your future—you won’t want to miss this conversation. Instagram: https://www.instagram.com/keystonefin/ Twitter: https:...
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4 months ago
26 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Don't Act Your Income. How a normal person with an average income can actually accumulate wealth. (#16)
This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really is—and why trying to convince others that you’re wealthy is how to go into debt instead. So how does a normal person with an average income actually go about accumulating wealth? Listen in and you'll hear why Josh tells you this: "It all comes down to the same principles regardless of the level of income.” This podcast offers ...
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4 months ago
14 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Interview with Susan McKenna of E-Money
Recently Josh had the opportunity to sit down with Susan McKenna, the CEO of E Money, a fintech company that Keystone Financial Services has used since its founding in 2010. Susan has an extensive background in leadership and aiding companies to grow in scale. She has more than 30 years of experience. This is an interview that has the potential to help you succeed with your money and your life You're going to enjoy it. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter...
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5 months ago
28 minutes

The Wiser Financial Advisor Podcast with Josh Nelson
Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe. Well, turbulence is also what's going on with the stock market right now. Josh Nelson is your financial pilot and in this episode he helps you navigate your way through it so that you will have the best chance of reaching the financial destination of your choice. Contact Josh Nelson with your m...