All Episodes
The Wiser Financial Advisor Podcast with Josh Nelson — 160 episodes
10 Questions to Ask About Retirement Relocation #112
The Wiser Financial Advisor: QCD's For Retirees #142
3 Simple Yet Incredibly Powerful Steps for Achieving Financial Piece of Mind (#22)
2026 Halftime Report #200
"Phased Retirement" #140
How To Plan For Retirement When Social Security is Uncertain #152
A Caregiver's Journey #120
Don't Act Your Income. How a normal person with an average income can actually accumulate wealth. (#16)
What is ESG Investing and How Does it Work? (#103)
The Two Big Emotions Which Drive Personal Finance Decisions (#44)
Which type of investing will ultimately result in greater success? (#18)
Estate Planning Can Be Simple
Speaking Your Language #118
Beware The Free Steak Dinner: The Truth About Financial Seminars
Baby Steps to Financial Freedom Pt. 2 (#23)
The #1 Financial Question You Will Ultimately Ask: Where To Invest Your Money First For Retirement? (#67)
5 Best Ways To Help Protect Seniors
Overseeing The Equity Awards Offered By Your Company #115
Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard#88
Don't Leave Money On The Table: Evaluate Your Health Savings Accounts(#68)
Social media Impulse and Your Money #200
Working with Trump Accounts for a Child’s Retirement #199
Invest or Payoff Mortgage Early? (#48)
Helping You On Your Road To Financial Security (#1)
Working With Turbulence in the Markets #198
Hass to Hear #197
How To Gain Financial Peace of Mind For Those You Love (#9)
Understanding Restricted Stock Units #195
Josh Introduces Newest Team Member, Michael Stevenson #193
Virtual Assistants: How & Why Employers Are Hiring Them with guest Mandy Brown (#79)
Cash Is Trash (#28)
Which Is Better - Traditional or Roth? (#54)
Good Money Revolution with guest Derrick Kinney (#76)
Riding The Wave: 2026 Forecast #190
Discovering Your Purpose with guest George Jerjian (#89)
Being In The Long Game
Facing Financial Fears: 8 Steps to Financial Freedom for Women: Sarah Carlson (#91)
Navigating Your Way Through the Financial Turbulence of Economic Corrections: 5 Things to Check (#69)
Benefits of Adversity: Justin Stoddard Interview #160
Foundational Financial Buckets for Greater Financial Security (#41)
3 Easy To Follow Decisions To Get You Out Of Debt Starting Today
Fulfillment In Business - Guest: Frank Fiume (#27)
2025 Year End Planning #158
How To Avoid A Holiday (Financial) Hangover (#97)
3 Steps to Eliminate Distractions on the way to a Financially Secure Life (#81)
The Formula For Happiness (#10)
Portfolio Sanity Check #114
Interview with Eric Weedin: Homeowners Insurance Coverage Planning #158
Navigating Medicare Made Simple: Insights from Dana Griffin, Medicare Insurance Broker
3 Tips When Thinking About Spending (#53)
Keystone In The Community #156
Spotlight on Jeremy Busch; Certified Financial Planner™ #155
Spotlight on Jen Walenter #154
Implications of the Big Beautiful Bill #153
Interview with Susan McKenna of E-Money
Best of Financial Wiser Advisor: Understanding Crypto Currency with guest Bill Barhydt (#72)
Halftime Report - 2025 #151
3 Strategies for Turbulent Markets (#82)
How To Make Sure Your Home In Properly Insured (#78)
Estate Planning Simplified (#94)
Finding Yourself in Business and Community with guest Ann Baron (#80)
Interview with Connor Sung of e-Money #134
Managing Credit Card Debt (#92)
The Debt Snowball (#2)
Does The Best Defense Always Win?
Setting College Students Up For Success with guest Kelly MacLean #84
Thinking About Your Money Differently with Guest Mark Willis (#107)
The Travel Phases of Retirement: #150
Success in Business and Life with Guest Randy Woo (#75)
The Power of Being an Owner VS. The Pain of Being a Consumer
Market Update Q & A #149
This Is Your Captain Speaking #148
Re-fire, Don't Retire! - Guest: John Spencer (#37)
3 Secrets To Getting Rich (#56)
2025 Financial Forecast #141
How To Make Sure Your Financial Strategy Succeeds (#50)
Marriage Agreements Mediation with Guest Judith Kaluzny (#101)
Planning The Trip of a Lifetime with guest Cheri Smith (#64)
Boiling A Frog - How Much Should I Be Saving? (#15)
3 Keys For Financially Healthy Couples (#31)
Attitude of Gratitude (#59)
The Meaning of Christmas (#63)
End of Year Tax Planning #138
The Roth Advantage #137
Must Know Retirement Deadlines #136
A Magical Time of Year (To Prepare for Success In 2024)
Choosing Your Risk Number (#51)
How The Principles of Wealth Are The Same For Everyone (#43)
Doug Josephson Interview on End of Life Matters #135
The Most Important Financial Decision #4
What Makes A Not-So-Great Financial Advisor? (#47)
Finding Balance: How Often Should You Check Your Investments? #109
It's Time to Have "The Talk" (Estate Planning)
Celebrating 25 Years: Josh Nelson's Journey in Financial Advising
Simple Suggestions To Lower Your Stress When Big Expenses Happen (#49)
Half Time Report #133
Trusted Contacts and POA (#111)
Best of The Wiser Financial Advisor: 3 Rules For Paying For College
Budgeting To Find Yourself in Great Financial Shape (#6)
The 4 Percent Rule Is Not Dead. What You Need To Know #132
Best of Wiser Financial Advisor: How To Find Or Become A Great Financial Advisor (#46)
Millionaires Among Us (#32)
How You Can Save Money Even If You're Living Paycheck To Paycheck (#42)
Navigating the New Waves of Travel with Cheri Smith
Navigating Entrepreneurship and Financial Growth with Special Guest Trey Robinson
How Your Financial Planner Can Lower Your Tax Bill
The Three Important Factors to Consider Before Applying for Social Security (#25)
Picking The Right Stock? Starting a 401K? What Are Your BEST Financial Options?
Forecast 2024
Moves to Consider Before 2017 Tax Cuts Expire #122
4 Steps To Achieve True Financial Success (#21)
The Most Important Investment Decision (#7)
Year End tax Strategies 2023
Happy Birthday Wiser Financial Advisor! 5 Ways to Align Your Finances with Your Life Priorities
The Most Important Financial Decision (#4)
The Wiser Financial Advisor: 2023 Economic Halftime Report (#110}
Planning For A Financial Crisis (#3)
Women and Money (#108)
How to Choose the Best College Financial Aid Program (#106)
3 Principles About Money For Kids (#105)
How Do I Know My Money Is Safe? (#104)
2023 Financial Forecast (#102)
How To Protect Your Wealth In Volatile Times with Guest Carolyn Czaflick #85
Health Insurance Coverage with Danielle Roberts #77
Life Boat Drill: Preparing for the next Bear market (#26)
Conversations With Money - Guest: Richard Friesen (#30)
Keystone Celebrates 100th Episode!
Life & Financial Tips for Making 2023 Your Best Year Yet (#99)
3 Things to Think About This Time of Year (#98)
Year End Tax Planning (#55)
The Secret To Living Is Giving (#11)
The Current Real Estate Market with guest Christopher Fry (#96)
Cruise Ship Trips for the Holidays and Beyond with Travel Advisor Cheri Smith (#95)
Cash Is King (#12)
What Could Happen To The Market After The 2022 Midterm Elections? (#93)
Required Minimum Distribution (#58)
Five To Thrive (#17)
Ways To Be A Good Financial Stewart (#39)
Teaching Kids About Money - Part 1 (#35)
Recessions: Three Things To Help You Get Through Them (#90)
Josh Nelson interviews Dannette Riddle on setting up a Medicare plan that suits your needs. (#24)
Award-Winning Comic Book Writer Mike Baron Shares His Life and History In The Comics Industry (#86)
Are We In A Recession? (#88)
Half-time 2022 - From Tailwinds to Headwinds (#87)
The Economy and You 2022 with guest Dr. Larry Kotlikoff (#83)
Best of the Wiser Financial Advisor: The Right Age To Collect Social Security (#45)
Teaching Kids About Money - Part 2 (#36)
Best of The Wiser Financial Advisor: Interview With Matt Reiner (#33)
Market Update with Josh and Jeremy – (#73)
Forecast 2022 (#71)
Inflation Worries (#70)
The Silent Thief: Inflation (#20)
Should I Change My Investment Strategy To Fight Inflation (#62)
What To Do About Inflation (#57)
Happy Birthday Wiser Financial Advisor (#52)
Forecast 2021 (#19)
Keystone Financial's Next Era (#14)
Happy Birthday Keystone Financial (#13)
Life Will Never Be The Same (#8)
Politicking-Election Day Edition (#5)