Couverture de The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Financial Advisor Podcast with Josh Nelson

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

© 2026 The Wiser Financial Advisor Podcast with Josh Nelson Développement personnel Economie Finances privées Réussite personnelle
Épisodes
  • The Biggest Financial Planning Mistakes High Earners Make #202

    The Biggest Financial Planning Mistakes High Earners Make #202
    Nov 2 2026

    We encourage everyone to look beyond the investments that you hold within your accounts. Really consider your whole financial picture because it's important to look at it regularly, thoroughly, and completely.

    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
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    22 min
  • Roth vs. Traditional IRAs

    Roth vs. Traditional IRAs
    Oct 19 2026

    Our topic for this episode is Roth versus Traditional IRAs, and which account makes better sense for you to use.

    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
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    15 min
  • EGGS IN ONE BASKET

    EGGS IN ONE BASKET
    Oct 12 2026

    Concentration risk means you've got too much of one thing. I'm sure you're looking for a black and white answer on what is too much. And unfortunately, there is no exact number, but there are clues. It's the principle of don't put all your eggs in one basket.

    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
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    19 min
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