The Wiser Financial Advisor Podcast with Josh Nelson

Our topic today is one that comes up a lot. I think you know with both your clients and mine that when it comes to retirement there are different phases people go through during those years.

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Recently, host Josh Nelson, had the opportunity to sit down with a great friend and business associate, Randy Woo. Randy has a wide variety of experience in government and business and also coaching …

In this episode, Josh Nelson, CFP®, confronts a sobering reality: while Americans excel at consumption, our proficiency as investors often falls short. In this episode, we delve into the disparity be…

We thought it would be appropriate to do a bit of an update and give you an opportunity to hear what we have to say and what the experts have to say about finding yourself in a correction here in 202…

Market volatility can feel a lot like hitting turbulence mid-flight—unsettling and unpredictable. In this episode, host Josh Nelson offers practical advice on how to stay calm and confident when mark…

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

Consumer behavior has changed and has become more focused on  sustainability. Like recycling, minimizing waste and making greener choices. Which in…

Welcome to the podcast. Host Josh Nelson talks with John Spencer, an accomplished professional and world traveler helping people understand the emotional component of retirement. John shares his stor…

In this episode, Josh Nelson talks about Qualified Charitable Distribution which is a direct transfer of funds from your IRA to a qualified charity. Unlike regular withdrawals from your IRA, which ar…

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 incom…

Have you ever wondered if you could find the real secret to getting rich? In this episode host Josh Nelson suggests it's really just three specific things. He goes into detail about how it's possible…

In this episode host, Josh Nelson along with Jeremy Busch will be talking about their forecast for 2025. This is something they do at the beginning of each year. They take a look at what last year ga…

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 …

Josh Nelson interviews seasoned family law attorney, Judith Kaluzny. With over 25 years of experience practicing divorce and family law in Fullerton, Orange County, Ms. Kaluzny brings deep expertise …

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In this episode, "Planning The Trip Of A Lifetime", host Josh Nelson invites Cheri Smith in for an interview to share the value of t…

In this episode host, Josh Nelson, explores the concept of phased retirement, a flexible approach to transitioning from full-time work to retirement. Learn how it benefits both employees and employer…

No frogs were harmed in the making of this podcast—we’re big fans of our amphibious friends! Host Josh Nelson uses the frog analogy to dive into how anyone, even those living paycheck to paycheck, ca…

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 relationsh…

In this episode host Josh Nelson talks about FOMO. The Fear Of Missing Out. We're sure you're familiar.  It's a big thing in most everyone's personal and finances lives. Social media is a big driver …

Flashback to Thanksgiving 2021, when host Josh Nelson reflected on the world we were living in. The lessons from then still apply today. Though it could be easy to believe that there are far more bad…

Merry Christmas to all! In this episode, host Josh Nelson talks about a few things that we all love about Christmas and about the essence of Christmas that makes the holiday a very special occasion f…