The Wiser Financial Advisor Podcast with Josh Nelson
Josh Nelson
148 episodes
1 day ago
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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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/...
The Wiser Financial Advisor Podcast with Josh Nelson
20 minutes
2 months ago
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...
The Wiser Financial Advisor Podcast with Josh Nelson
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/...
