The Wiser Financial Advisor Podcast with Josh Nelson

Want to start an easy to follow system to reduce your debt, or get out starting today? In this episode, host Josh Nelson provides the three pieces necessary to accomplish your goal of debt reduction, or elimination. Plus, get practical examples based on his own personal experiences and those of some of his clients. Ready? Set. Listen!
(This episode was originally posted August 2, 2022 as "Three Easy To Follow Decisions To ...

This episode is one that will be of great value for years to come. Host Josh Nelson gives you   a few different strategies to help you through when the markets are turbulent. He gives you a real and honest understanding of how the flow of the market has moved from Bear to Bull over the years.  In this is good news for you.

He says that there are things that we actually have control over, as opposed to most of the stuff we...

In the past few years wild fires have destroyed thousands of homes, even entire towns.

In December of 2021, there was a surprise devastating fire that swept through several neighborhoods in Marshall, Colorado and burned down 1200 homes. This wasn't a forest fire. It started as a simple grass fire. But it was fueled by very high winds that day. To add insult to injury, many of the homeowners (7 out of 10) found out the...

In this episode, host Josh Nelson tackles a question he hears all the time: "Should I pay off my mortgage early so I can invest the monthly payment instead?"

Josh is a strong advocate for paying off debt—but when it comes to your mortgage, the answer isn’t so simple. There are key factors and trade-offs that need careful consideration. Tune in as Josh breaks down the most important things to think about before making this ...

Estate panning can be very complicated. Having a "road map" will help you Create an Estate Plan for Your Family. In this estate planning presentation, Josh Nelson CFP® and Jeremy Busch CFP®, take a look at some general estate planning concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs.

YouTube We...

In this episode, host Josh Nelson has an interesting  conversation with Ann Baron, the founder and cheerleader at Northern Colorado Community, a business that enables other businesses to grow and connect. Ann is also the author of Seoul Girl, an autobiography about being brought to America from South Korea; being adopted and brought into another family here. It all worked together to give her the passion for what she's doing t...

Show Notes:
We hope you'll enjoy Josh Nelson's interview with Connor Sung, the director of eMoney's Financial planning group who has been instrumental in developing eMoney's technology, practice management, and planning services to support both advisors and their clients since 2013. They discussed their experiences with e-money, a financial planning software, and the impact of AI on financial planning techno...

In this episode host Josh Nelson is going to cover three "baby steps" to financial freedom. But these "baby steps" are incredibly powerful steps that will help anyone reduce debt and obtain an income that pays for the life that they want for the rest of their life.

Step #1: Start paying off debt. Even when people think they can't afford to do this step, Josh explains how it's possible.
Ste...

Listen to host Josh Nelson in this episode as he helps you learn a unique way of managing debt called, "The Debt Snowball". Simple. Practical. Effective. And a system you can use to help you stay out of debt. Thanks for listening. 

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy B...

 In this episode, Josh Nelson, CFP® shares the model of Keystone Financial and how their model and structure benefits clients and potential clients. Also, he covers important details investors and potential investors should know about creating a diversified portfolio

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancia...

Deciding on college is about so much more than just picking a school to attend.  Problem is, in many cases, neither the student nor the parents are given the knowledge to make sure all bases are covered and the process is done right. In this episode, host Josh Nelson speaks with Kelly MacLean who has years of experience in guiding families through the process so that your student doesn't just graduate college, but is academica...

In this episode, Josh Nelson, CFP®, sits down with Mark Willis, a Certified Financial Planner and bestselling author, who brings a unique perspective to the table. Mark's journey from financial adversity to expertise gives him a profound understanding of the challenges individuals face in managing their money. In their conversation, they will explore the transformative power of financial planning, discussing not only the strat...

Our topic today is one that comes up a lot. I think you know with both your clients and mine that when it comes to retirement there are different phases people go through during those years.

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast ...

Recently, host Josh Nelson, had the opportunity to sit down with a great friend and business associate, Randy Woo. Randy has a wide variety of experience in government and business and also coaching in the Tony Robbins Organization. Their conversation provides close looks at into things that concern us all about life, business, career, success, and includes some very sensible tips for getting through tough personal and professional...

In this episode, Josh Nelson, CFP®, confronts a sobering reality: while Americans excel at consumption, our proficiency as investors often falls short. In this episode, we delve into the disparity between the pain of being a consumer and the power of being an owner. Join me as we dissect the nuances of wealth generation and explore how to bridge the gap between consumerism and investment prowess. Let's embark on this journey t...

We thought it would be appropriate to do a bit of an update and give you an opportunity to hear what we have to say and what the experts have to say about finding yourself in a correction here in 2025.  Josh Nelson CFP® and Jeremy Busch CFP® dive into the latest stock market trends and discuss the recent wave of volatility we’ve been experiencing. Their insights are especially timely in today’s ever-changing financial landscape. 

In...

Market volatility can feel a lot like hitting turbulence mid-flight—unsettling and unpredictable. In this episode, host Josh Nelson offers practical advice on how to stay calm and confident when markets get bumpy. He shares why staying the course matters, how to manage the anxiety that comes with uncertainty, and what it takes to ride out the storm until conditions smooth out. 

Instagram: https://www.instagram.com/keystonefin/
T...

Why does ESG investing matter, and how does it work?

Consumer behavior has changed and has become more focused on  sustainability. Like recycling, minimizing waste and making greener choices. Which influences decisions around finances and investment choices.

In this episode host Josh Nelson, founder and CEO of Keystone Financial Services in Loveland, Colorado, gives clear advice to investors and potential investors who want to use th...

Welcome to the podcast. Host Josh Nelson talks with John Spencer, an accomplished professional and world traveler helping people understand the emotional component of retirement. John shares his story about retirement and how his 27 year career in helping and serving others opened the door for him to continue helping and serving others in retirement, pro bono.

Contact:
http://josh@keystonefinancial.com

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