Hosted by Josh Nelson · 🇺🇸 US · EN-US · 156 episodes
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Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.
Josh Nelson hosts The Wiser Financial Advisor Podcast with Josh Nelson, a business show with 156 episodes published.
Beginning with a tale from Aesop's Fables, how the tortoise beat the hare in their race has a message to those interested in the world of investing. The question is which type of investing will ultimately result in great
Estate planning is important because it gives you control over what happens with your assets, big or small, your family, your healthcare decisions. Many people assume it's for the wealthy, virtually anyone who owns any a
Financial advisors need to be good communicators. We need to speak a language that makes sense for people. We've got people that are senior level chip design engineers at big companies and people that are plumbers and se
In this episode Josh talks about something that shows up in mailboxes all across America every week. Free retirement seminars, free educational workshops, free financial planning courses, free lunches, free steak dinners
In this episode host Josh Nelson covers the second set of "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 l
There are a lot of different kinds of retirement accounts and many people have questions about which is going to be the best one for them as they approach retirement age. There's a lot to dig into in this episode. Employ
Today's topic is very important about seniors and the need to protect them from financial abuse. Seniors are targets for scammers of all kinds and too often there's no one able to help them determine whether they are bei
In this episode, Josh Nelson CFP® and Jeremy Busch CFP® help you with understanding the Equity awards you may be getting with your company and how you can use them to build financial security. They are a significant way
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 comes to taxes and as it pertains to your potential or current medical
In this episode, Josh Nelson, CFP®, has an insightful conversation with Maria Quinn, a senior advice strategist at Vanguard's Investment Advisory Research Center. Vanguard, one of the largest and most respected financial
This episode is going to hit on the impulsive buying urges of social media and how it impacts your spending, savings and financial future. Investment advisory services offered through Keystone Financial Services a regist
Trump accounts is what we're talking about today. We've had quite a few questions coming in on what a Trump account is, how to use it, how to not use it, and what exactly are the perks, the pros and the cons about it. In
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 planning. Plus, Josh expl
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 come
In this episode, Josh Nelson and Jeremy Busch discuss the challenges investors may face when making financial decisions during periods of market uncertainty. They explore common questions such as current market condition
Bella Hass with the Hass to Hear podcast interviews Josh Nelson. They had a great discussion and hope you will enjoy it too. They talk about financial advising, Josh's own financial journey, but also how to teach financi
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 prepared if something
Restricted Stock Units (RSUs) are a popular form of equity compensation that companies use to reward employees. Instead of getting cash or the option to buy stock, you are promised a specific number of shares of company
Micheal Stevenson isn't just a new team member at Keystone financial. He's smart, ambitious, well-spoken and very focused on helping Keystone clients have the most financial success possible. He talks with Josh Nelson in
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 Mandy, "and Belay Soluti
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The Wiser Financial Advisor Podcast with Josh Nelson is hosted by Josh Nelson. The show is categorised under business (investing) and has published 156 episodes.
The Wiser Financial Advisor Podcast with Josh Nelson has published 156 episodes.
The Wiser Financial Advisor Podcast with Josh Nelson regularly covers business, investing, education. It sits in the business category, with a investing focus.
The Wiser Financial Advisor Podcast with Josh Nelson is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Wiser Financial Advisor Podcast with Josh Nelson hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Wiser Financial Advisor Podcast with Josh Nelson average 24 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Wiser Financial Advisor Podcast with Josh Nelson's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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