The Wiser Financial Advisor Podcast with Josh Nelson

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, hosts Josh Nelson and Jeremy Busch dive deep into the important topic of caregiving. They explore both the financial and practical aspects of supporting those who require caregiving…

For many people the end of the end means it's time to review what influences the end of the year might have on your taxes. And it can get complicated if you aren't aware of the rules. Are they the ru…

In this episode host Josh Nelson has a great topic for everyone to explore.              

It's important to look at. And the younger you are, he highly encourages you to look at Roth IRAs and Roth 401…

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. That's really what…

 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 Adv…

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 tha…

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. O…

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 in…

Josh is joined by client Doug Josephson as they explore the important matters surrounding end-of-life planning. These issues are not only crucial for your loved ones but also for your own peace of mi…

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 …

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 …

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 ult…

 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 r…

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 re…

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 old…

 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 …

Celebrate a milestone with us as we honor Josh Nelson's 25-year journey in the financial advisory world! Learn how early financial lessons from his parents and a job as a credit union teller ignited …

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 implem…

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 wor…