The Wiser Financial Advisor Podcast with Josh Nelson

In this episode, Josh Nelson, CFP®, tackles the biggest problem in most marriages. Money. He explains how recognizing the difference approaches, values and backgrounds in play are essential in every marriage. Ultimately the secret is really something we do quite often every day. So, as you listen just know you already hold the key that can make, or keep, your marriage strong and help make life flow so much smoother, financially and otherwise. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

In this episode of the Wiser Financial Advisor, host Josh Nelson, CFP® delves into strategies to minimize your tax bill. Josh discusses the importance of proactive tax planning and how working with a Certified Financial Planner can help optimize your finances. From leveraging lesser-known tax-saving strategies to navigating changes in tax laws, this episode offers valuable insights to keep more of what you earn. Tune in to learn practical tips for reducing your tax burden and building a brighter financial 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

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 together towards financial enlightenment. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

What do you think the most important financial decision you can make is? Picking the right stock? Starting a 401K? Josh explains the most important financial decision you can make and helps you with options so that your decision really is the best financial decision for you. If you enjoy this episode please rate, review, subscribe, download and share it with family and friends. Also, feedback and topic suggestions are always welcome. Contact https://josh@keystonefinancial.com https://www.keystonefinancial.com/ 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

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 being scammed or not. In this episode, Josh Nelson, CFP®, gives us some thoughtful and useful ways to help protect seniors and keep them safe from harm. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

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.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

In this episode Josh Nelson, CFP® and Jeremy Busch, CFP® do a quick overview of how the economy fared in 2023 and how 2024 may take off from there. Taking into account that 2024 is an election year and that there are a number of global insecurities in play. The question is will the economy follow the historical course of years 1 through 4 of a presidency? Will national and/or world events affect the economy? Tune in to get more thoughts and perspectives about these and other questions. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

In this episode host Josh Nelson talks about the Tax Cuts and Jobs Act which was signed into law back in 2017. Those tax cuts when signed into law were set with an expiration date at the end of 2025. Keystone Financial clients are wanting to know what will happen when they do. If you're wanting to know as well, this episode will be helpful for helping you make the right financial decisions for your future financial success. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

In this episode host Josh Nelson takes a look back on the year 2023 and a look forward at the positive prospects, personal and financial, for 2024. Thank you for listening to The Wiser Financial Advisor through 2023. 2024 will continue to provide greater wisdom to help you become happy, safe and secure in all aspects of your life. All of our past episodes are located on your favorite podcast services as well as going to wiserfinancialadvisor.com. Happy New Year! 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

In this episode host Josh Nelson takes a look back on the year 2023 and a look forward at the positive prospects, personal and financial, for 2024. Thank you for listening to The Wiser Financial Advisor through 2023. 2024 will continue to provide more great wisom to help you become happy, safe and secure in all aspects of your life. All of our past episodes are located on your favorite podcast services as well as going to wiserfinancialadvisor.com. Have a wonderful Christmas and New Year's, 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

In this episode hosts Josh Nelson and Jeremy Busch dive into the topic of caregiving. We believe you're going to find it very interesting and enlightening, not only from a financial standpoint but also from a practical standpoint in how you can best support the ones who need caregiving assitance in your life now, or will be in the furure. Perhaps even for yourself sooner or later. You're going to find this is a important and an enlightening topic, one that we're all going to face at some point in our lives. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

Knowing the rules helps things go smoothly, whereas not understanding the rules can not only mess you up, sometimes it costs you money. And sometimes it's just an opportunity lost. So that's really what we're talking about today—the milestones and what hitting these milestones will allow you to do as far as opportunities. Most of these things in this episode involve a limited timeframe, or very specific timeframe, so it’s pretty important to act when you can. Full transcript is available. Click on Transcript above. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

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 self-employed and everything in between. Our job is to communicate with you and help you make some great choices about finances. A coach is a person who helps someone see what they may not be seeing to help them be their best. We are financial coaches here to help you know exactly what you need to know when it comes to financial strategy and management. Thanks for listening and for supporting The Wiser Financial Advisor Podcast. In this podcast: (View Chapters) 1.Financial Lingo and Clarity 2.Four Pillars of Personal Finance 3.Financial Advisor Experience 4.Timing of the Four Pillars 5.Where You Are and Where You’re Going 6.Financial Coaching 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

In this episode Josh Nelson CFP® and Jeremy Busch CFP® discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock options. This overview of strategies may help to reduce your tax burden before year-end. Topics covered in this podcast and the transcript include: Ten thousand hours Balance Sheet and Cash Flow Statements Tax Rules on Gains and Losses Tax Deductions Rules and Limits on Tax-deferred Accounts Charitable Giving Medical Savings Accounts Timing on Business Deductions Required Minimum Distribution Estate Planning Closing and How to Contact WFA To view the webinar on YouTube click the link below https://www.youtube.com/watch?v=eGDi1tPNpJk 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

Following up on the espisode What Makes A Great Financial Advisor, host Josh Nelson discusses What Makes A Not So Great Financial Advisor. Josh gets into the details that will help you have an even better idea of how to select a financial advisor that's best suited to help and your family achieve your overall financial goals. His 3 tips are informative, helpful and practical. Thanks for listening to The Wiser Financial Advisor and thank you for helping spread the word about the podcast to family and friends. Contact Josh at: https://josh@keystonefinancial.com Keystone Financial Services is a top wealth management firm in Loveland, CO serving affluent families, business owners, executives and institutions. For more info click the link below. https://www.keystonefinancial.com/about-us 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

Three years ago The Wiser Financial Podcast was just a dream. Well, this month we are celebrating our podcast birthday. In this episode our gift to you is a layout of 5 specific things that will help to improve your financial status and align your finances with your priorities. Many lives have been positively touched by the information we've presented over the past three years and we're looking forward to helping even more people in the years ahead. Thank you so much for listening and for helping us spread the word and encouraging people to check out The Wiser Financial Advisor Podcast. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

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 for companies to incentivize their employees. In fact, many clients with Keystone Financial have made more money in their careers from the equity awards offered by their company than they received in compensation from their salary and bonuses. So, it can be a substantial wealth creation tool for you. Plus, they explain several of the types of Equity programs that are available. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years. Some of what we talk about is going to make you question or maybe reaffirm what you're already doing, which could result in some changes in how you'll manage your portfolio. We want you to really understand what’s involved in those decisions and what the outcomes end up being. A transcript of this episode is posted and episode chapters have been created for your convenience. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

This episode gets into a very important topic: estate planning with your family, with your loved ones, especially parents, grandparents, other people that you might be responsible for as they get older. It's SO important because without one, family assets could easily end up becoming property of the state, among other reasons. Listen and learn exactly what needs to be in an estate plan. Learn how a Will and an Estate Plan are different and why you absolutely need both. A transcript of this episode is provide. Click on 'Transcript' above. Chapter markers are also included for you. Click on 'View/Chapter' to the right. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman

Hi everyone, welcome to the Wiser Financial Advisor! Today we're going to dive deep into a trend that we're seeing. People thinking about what their retirement might look like after they are done working. On this episode we're going to talk about the top 10 questions to ask when relocating in retirement. Transcript is available here. 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 Editing: Tim Leaman/info.primegen@gmail.com https://www.keystonefinancial.com/team/macy-chapman