The Wiser Financial Advisor Podcast with Josh Nelson

Welcome, and thank you for listening. In this episode Josh Nelson and Jeremy Busch talk about the status of the economy in mid 2024. This is the audio from a video recording that you can find here: 

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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 selecting a trusted contact for your investment accoun…

Pretty much any year, after graduation ceremonies for those graduating from high school, the traditional next step is college. If that's in your the plan, there are several major things to take into …

In this episode of The Wiser Financial Advisor host, Josh Nelson, addresses the least favorite thing for many people when it comes to financial management-- budgeting! If this is true for you, give t…

 In this episode, host Josh Nelson dives into a topic that has been debated and discussed quite a bit in the financial planning community: the 4% rule. Is it still relevant, or is it outdated? He ans…

Host Josh Nelson shares three primary things that makes a financial advisor a great financial advisor. If you're looking to find a great financial advisor, or are contemplating becoming a financial a…

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. Hos…

 “What does it take to become a millionaire?” A question host Josh Nelson gets asked a lot. In this episode he shares how you can emulate what many millionaires do to put you on track to becoming a m…

Perhaps you've heard this about the game of football. Defense makes championships. Offense gets points and most of the attention, but defense makes championships. In this episode host Josh Nelson bel…

Host Josh Nelson discusses how you can take control of their finances, even if you are living paycheck to paycheck. He talks about how to set doable goals and put themselves in a better position for …

In this episode, host Josh Nelson, CFP®, welcomes back Cheri Smith the founder of Wishes and Waves Travel. Dive into the dynamic world of travel post-pandemic, exploring how Cheri turned her passion …

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 mos…

Join Josh Nelson, CFP®, as he dives into a conversation with Trey Robinson, founder of Story Amplify and a seasoned entrepreneur. In this episode of the Wiser Financial Advisor podcast, Trey shares h…

In this episode of the Wiser Financial Advisor, host Josh Nelson, CFP® delves into strategies to minimize your tax bill. Josh discusses the importance of proactive tax planning and how working with a…

When to apply for Social Security is a very personal decision. Everyone has different reasons for choosing when they collect their benefits so it's a very personal decision. In any case there are thr…

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 …

Today's topic is very important about seniors and the need to protect them from financial abuse. Seniors are targets for scammers of all kinds and too often there's no one able to help them determine…

 In this episode Josh Nelson, CFP® and Jeremy Busch, CFP® do a quick overview of how the economy fared in 2023 and how 2024 may take off from there. Taking into account that 2024 is an election year …

In this episode host Josh Nelson talks about the Tax Cuts and Jobs Act which was signed into law back in 2017. Those tax cuts when signed into law were set with an expiration date at the end of 2025.…

To be clear, this isn't about assuring you that financial success, or success in life for that matter, is something guaranteed.  Rather it's about knowing ways that CAN help you move toward what it i…