The Wiser Financial Advisor Podcast with Josh Nelson

Wiser Financial Advisor – Christmas 2022

1. One of those is memories. 
2. It's an opportunity for us to count our blessings.
3. Hope for the future.
Plus a reading from the Book of Luke, Chapter 2 vers…

This is a fun time of year when a lot of us overdo it, right?  It's not just with the food and drinks either. In this episode we're gonna talk about how to avoid a holiday financial hangover. It's im…

 Are you leaving some of your money on the table simply because...
1) you didn't take the time to plan or 
2) didn't educate yourself on how all this stuff works?

In this episode, host Josh Nelson let's…

As hard as it may be to believe, sometimes people have a difficult time spending their money.

In this episode, host Josh Nelson's message  is aimed specifically at people that are not very good at it.…

On this episode of The Wiser Financial Advisor,  host Josh Nelson talks about giving. Have you heard that the secret to living is giving?  Josh Nelson shares how  the secret to living is giving fits …

What is a financial trust? Who should have such a trust? How do we go about getting one?

In this episode, host Josh Nelson answers these questions and provides more practical advice about this critic…

Host: Josh Nelson. Keystone Financial Services. Loveland, Colorado
Guest: Christopher Fry. With The Group real estate.

Excerpt:
"There's a lot more preparation and marketing that goes into selling homes…

Cheri Smith, owner of Wishes and Waves Travel, knows more than just about anybody that there are people who love to book cruises with the family over the holidays. However, as you know, over the past…

There's good news in this episode...
Sure, life has it's challenges, it's heartache and suffering. 
We've all had at least one of those experiences. 
Host Josh Nelson talks about...
1) Reflection on the …

You've probably heard that Cash Is King. In this episode of The Wiser Financial Advisor, host Josh Nelson shares when that statement is especially true and how to be prepared to make sure you will ha…

In this episode host Josh Nelson addresses the potentials for the financial markets post 2022 midterm elections. We all have our feelings about what might happen if one party takes control of Congres…

On this episode, host Josh Nelson talks about Required Minimum Distributions, otherwise known as RMD. You have probably heard of this. Required Minimum Distribution is simply the amount you're requir…

In this episode we’re talking about how to thrive in 2021 and it’s nice to not be saddled with New Year’s resolutions, something a lot of people think about in late December or early January. They sa…

In this episode of The Wiser Financial Advisor you'll learn about a  really important financial matter that everyone should take care of. Host Josh Nelson not only tells you why, he includes the real…

With over thirty years experience as a Financial Advisor and Certified Financial Planner, WFA podcast guest Sarah Carlson has guided many people on the path away from fear to lead them to a secure, f…

In this episode, host Josh Nelson interviews Mandy Brown, Director  of Client Relations with Belay Solutions about the benefits virtual assistants provide to employers.

"Remote work is here", says Ma…

A lot of people really  do wonder if they had began learning the implications of cash and learned more about financial management earlier in life what a difference that would have made in their lives…

Is there anything good about a recession? In this episode host Josh Nelson, and co-host  Jeremy Busch talk about strategies that not only will help you get through a recession but also some things th…

Josh Nelson interviews Dannette Riddle on setting up a Medicare plan that suits your needs. Addressing the most basic need anyone about to sign up for Medicare needs to be aware of.  Plus, how Dannet…

Northern Colorado’s own Mike Baron, a prolific author having written more than 1000 comic books throughout his career as well as numerous novels is Josh Nelsons guest. Mike is the creator of Nexus an…