The Wiser Financial Advisor Podcast with Josh Nelson

Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.

The Wiser Financial Advisor Podcast with Josh Nelson is a business podcast hosted by Josh Nelson, with 159 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Josh Nelson hosts The Wiser Financial Advisor Podcast with Josh Nelson, a business show with 159 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  The Wiser Financial Advisor Podcast with Josh Nelson

  2026 Halftime Report #200

  Aug 17, 202637 min

  In this episode Josh and jeremy take a look at the current status of the economic economy, help you to know what steps with your money and investments to take for the near future. 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 Editor: Tim Leaman/info.primegen@gmail.com

  ListenShow Notes
• 

  The Wiser Financial Advisor Podcast with Josh Nelson

  "Phased Retirement" #140

  Aug 10, 202616 min

  In this episode host, Josh Nelson, explores the concept of phased retirement, a flexible approach to transitioning from full-time work to retirement. Learn how it benefits both employees and employers, with insights on planning, financial considerations, and work-life balance. Whether you’re nearing retirement or supporting employees through the process, this episode provides valuable strategies for a smoother transition. 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 Editor: Tim Leaman/info.primegen@gmail.com

  ListenShow Notes
• 

  The Wiser Financial Advisor Podcast with Josh Nelson

  How To Plan For Retirement When Social Security is Uncertain #152

  Aug 3, 202627 min

  Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies to build a retirement income plan that doesn’t depend on Congress. If you’re nearing retirement—or just want peace of mind about your future—you won’t want to miss this conversation. 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 Editor: Tim Leaman/info.primegen@gmail.com

  ListenShow Notes
• 

  The Wiser Financial Advisor Podcast with Josh Nelson

  A Caregiver's Journey #120

  Jul 27, 202631 min

  In this episode, hosts Josh Nelson and Jeremy Busch dive deep into the important topic of caregiving. They explore both the financial and practical aspects of supporting those who require caregiving assistance—whether that’s for a loved one now or for yourself in the future. This is a topic that touches everyone at some point in life, making it both enlightening and essential to understand. Tune in to learn valuable insights and gain a fresh perspective on how to best navigate caregiving responsibilities. Enjoy, and God bless! 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 Editor: Tim Leaman/info.primegen@gmail.com

  ListenShow Notes
• 

  Episode #16

  Don't Act Your Income. How a normal person with an average income can actually accumulate wealth. (#16)

  Jul 20, 202614 min

  This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really is—and why trying to convince others that you’re wealthy is how to go into debt instead. So how does a normal person with an average income actually go about accumulating wealth? Listen in and you'll hear why Josh tells you this: "It all comes down to the same principles regardless of the level of income.” This podcast offers the key that can open the doors to financial independence and stability regardless of your current financial status. https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 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 Editor: Tim Leaman/info.primegen@gmail.com

  ListenShow Notes

Recent guests on The Wiser Financial Advisor Podcast with Josh Nelson. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.