The Wiser Financial Advisor Podcast with Josh Nelson

In this episode, host Josh Nelson talks  with George Jerjian, best-selling author of 10 books, Emmy-winning producer and retirement rebel. It's an interesting conversation because of an extraordinar…

Host Josh Nelson sits down in this episode with guest Derrick Kinney, the CEO of Good Money Framework and host of the popular Good Money Podcast. Mr. Kinney visits with influential business and thoug…

 It's time to start thinking about tax season.  In this episode, host Josh Nelson gets into the details about a variety health savings accounts and how you could use these to your advantage when it c…

So much has been happening that's affected our personal and national financial stability. In this episode, host Josh Nelson addresses the  four things indicating where we are in the economic cycle, a…

In this episode Host Josh Nelson,  and Jeremy Busch, gives a 2022 half year review on the status of the U.S. and global economy.

Watch The Webinar of this episode:
https://youtu.be/RQ3c-K_BuM0

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Host Josh Nelson explains what he means by financial peace of mind. What it actually is and the consequences could be for those in your family without it. He helps with knowing how to be adequately p…

On this pilot episode host Josh Nelson lays the foundation for the podcast with a description of his experience in the financial business. He shares his philosophy about financial management and plan…

 In this episode host Josh Nelson talks with Doctor Larry Kotlikoff, professor of economics at Boston University and one of the world's top economists. 

They engage in a conversation that's not just …

The future of Social Security.
When is the right age to start taking Social Security
How to better understand the system of Social Security and
the pros and cons of starting to collect Social Security b…

Are you interested in learning what a financial adviser can do for you?  Are you interested in knowing how the financial advisor world is evolving?  Is becoming a financial advisor a career choice yo…

 This week is part two of teaching kids about money. So last week was talking about the three principles of early, often, and now.  So, on to Part 2. the conversation gets into a little bit more of t…

In this episode, host Josh Nelson and Jeremy Busch talk about the noticeable global volatility, and in the financial markets, as it relates to peoples asset allocations and investment plans.

Thanks fo…

What's in store for us financially in 2022?  Recently host Josh Nelson sat down with Jeremy Busch, fellow Certified Financial Planner, to set forth a  financial forecast for 2022. Notably, they talk …

Cash is trash? What does that mean? How is that so? Is your cash trash too? Host Josh Nelson explains how you can assess if you are holding any trash cash, and if you are, what steps you can take to …

Thanks for checking out The Wiser Financial Advisor podcast. These days the U.S. is experiencing the highest rate of inflation in 40 years. It's on everybody's mind! In this episode, host Josh Nelson…

Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe.…

Episode 20, "The Silent Thief" is a look, and a lesson, about inflation.  Josh looks at how it can work for us and against us, both in business and our personal life.  This episode will arm you with …

Have any concerns about how inflation might require adjustments in your investment strategy? Truth is, you might need to make some adjustments to keep your investment strategy heading in the right di…

,         For everyone right now, the topic of economic inflation is pretty much a matter everyone is having to address.  People are asking, what do we do about inflation? Host Josh Nelson explains, …

In this episode, host Josh Nelson dives into the pros and cons of contributing to a traditional 401K versus a Roth IRA. He explores the tax questions most people have about both.  Which is better? Th…