The Wiser Financial Advisor Podcast with Josh Nelson

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…

   When people don't understand they tend to do nothing. As that pertains to finances some may miss great opportunities to secure greater financial security and wealth. In this episode host Josh Nels…

In this episode Josh Nelson CFP® and Jeremy Busch CFP® discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock…

Three years ago The Wiser Financial Podcast was just a dream. Well, this month we are celebrating our podcast birthday. In this episode our gift to you is a layout of 5 specific things that will help…

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 …

In this episode hosts Josh Nelson and Jeremy Bush provide an economic review for the year 2023 . They talk about where they think the economy stands so far for the year and what the experts are sayin…

Jamie Hopkins is a recognized financial writer & prolific author, he's also a researcher and teacher to financial advisors across the country.  He has vast experience in many different aspects of the…

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 tra…

Today, we’ll be talking about women and money, charting the financial course. It's critical that women know how to save, invest and plan. And of course, it's important that everybody know how to do t…

This podcast dives into the pros and cons of the most common college tuition assistance programs available in 2023 as well as others options that may support or replace traditional tuition assistance…

Teach these principles to help ensure that your younger or older kids are set up to live their adult life in solid financial security.

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There's certainly been a lot in the news in the past few weeks about the troubles of several financial institutions in the US and other parts of the world. For many this news is troubling. What does …

In this episode host Josh Nelson and Co-host Jeremy Busch discuss the changes in the issues from 2022 to 2023 in both the world and in finances and what may be ahead.

This is also on video at the Key…

On this episode host Josh Nelson talks to one of the top 25 economist in the country , Laurence Kotlikoff, about inflation and it's effects on your money now and in the future, as well as retirement.…

Hi, Everyone. Welcome to the Wiser Financial Advisor with Josh Nelson, where we get real, we get honest, and we get clear about the financial world and your money.  

  Recently I had the opportunity t…

Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products sin…

In this episode talks about the fluctuations of the Bear market and has great tips on how to keep your money safe and emotions on an even keel when it happens. Bear markets come and go. But the thing…

Richard Friesen quote: "We have disassociated and made wealth evil and bad and oppressive and made it racial even. I mean, people who come to me have really good hearts. They want the best for the wo…

Congratulations to The Wiser Financial Advisor for achieving the milestone of 100 episodes published. This episode features questions from everyday people about host Josh Nelson who takes a nostalgic…

There's a benefit to starting fresh into the new year with momentum. If you've got some lightness, then that probably also helps you  create some optimism, so you can move forward and come up with so…