The Wiser Financial Advisor Podcast with Josh Nelson
By Josh Nelson
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Category: Investing
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Subscribers: 3
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Episodes: 145
Description
Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.
| Episode | Date |
|---|---|
|
Implications of the Big Beautiful Bill
|
Sep 01, 2025 |
|
How To Plan For Retirement When Social Security is Uncertain #152
|
Aug 25, 2025 |
|
Don't Act Your Income. How a normal person with an average income can actually accumulate wealth. (#16)
|
Aug 18, 2025 |
|
Interview with Susan McKenna of E-Money
|
Aug 11, 2025 |
|
Best of Financial Wiser Advisor: Understanding Crypto Currency with guest Bill Barhydt (#72)
|
Aug 04, 2025 |
|
Halftime Report - 2025 #151
|
Jul 28, 2025 |
|
3 Easy To Follow Decisions To Get You Out Of Debt Starting Today
|
Jul 21, 2025 |
|
3 Strategies for Turbulent Markets (#82)
|
Jul 14, 2025 |
|
How To Make Sure Your Home In Properly Insured (#78)
|
Jul 07, 2025 |
|
Invest or Payoff Mortgage Early? (#48)
|
Jun 30, 2025 |
|
Estate Planning Simplified (#94)
|
Jun 23, 2025 |
|
Finding Yourself in Business and Community with guest Ann Baron (#80)
|
Jun 16, 2025 |
|
Interview with Connor Sung of e-Money #134
|
Jun 11, 2025 |
|
Managing Credit Card Debt (#92)
|
Jun 03, 2025 |
|
3 Simple Yet Incredibly Powerful Steps for Achieving Financial Piece of Mind (#22)
|
Jun 02, 2025 |
|
The Debt Snowball (#2)
|
Jun 01, 2025 |
|
Does The Best Defense Always Win?
|
May 26, 2025 |
|
Setting College Students Up For Success with guest Kelly MacLean #84
|
May 19, 2025 |
|
Thinking About Your Money Differently with Guest Mark Willis (#107)
|
May 12, 2025 |
|
The Travel Phases of Retirement: #150
|
May 05, 2025 |
|
Success in Business and Life with Guest Randy Woo (#75)
|
Apr 28, 2025 |
|
The Power of Being an Owner VS. The Pain of Being a Consumer
|
Apr 21, 2025 |
|
Market Update Q & A #149
|
Apr 15, 2025 |
|
This Is Your Captain Speaking #148
|
Apr 08, 2025 |
|
What is ESG Investing and How Does it Work? (#103)
|
Mar 31, 2025 |
|
Re-fire, Don't Retire! - Guest: John Spencer (#37)
|
Mar 24, 2025 |
|
The Wiser Financial Advisor: QCD's For Retirees #142
|
Mar 17, 2025 |
|
Baby Steps to Financial Freedom Pt. 2 (#23)
|
Mar 10, 2025 |
|
3 Secrets To Getting Rich (#56)
|
Mar 03, 2025 |
|
2025 Financial Forecast #141
|
Feb 24, 2025 |
|
How To Make Sure Your Financial Strategy Succeeds (#50)
|
Feb 17, 2025 |
|
Marriage Agreements Mediation with Guest Judith Kaluzny (#101)
|
Feb 10, 2025 |
|
Planning The Trip of a Lifetime with guest Cheri Smith (#64)
|
Feb 03, 2025 |
|
"Phased Retirement" #140
|
Jan 27, 2025 |
|
Boiling A Frog - How Much Should I Be Saving? (#15)
|
Jan 20, 2025 |
|
3 Keys For Financially Healthy Couples (#31)
|
Jan 13, 2025 |
|
The Two Big Emotions Which Drive Personal Finance Decisions (#44)
|
Jan 06, 2025 |
|
Attitude of Gratitude (#59)
|
Dec 30, 2024 |
|
The Meaning of Christmas (#63)
|
Dec 23, 2024 |
|
The #1 Financial Question You Will Ultimately Ask: Where To Invest Your Money First For Retirement? (#67)
|
Dec 16, 2024 |
|
A Caregiver's Journey #120
|
Dec 09, 2024 |
|
End of Year Tax Planning #138
|
Dec 02, 2024 |
|
The Roth Advantage #137
|
Nov 25, 2024 |
|
Must Know Retirement Deadlines #136
|
Nov 18, 2024 |
|
A Magical Time of Year (To Prepare for Success In 2024)
|
Nov 13, 2024 |
|
Speaking Your Language #118
|
Nov 11, 2024 |
|
Choosing Your Risk Number (#51)
|
Nov 04, 2024 |
|
How The Principles of Wealth Are The Same For Everyone (#43)
|
Nov 01, 2024 |
|
Doug Josephson Interview on End of Life Matters #135
|
Oct 28, 2024 |
|
What Makes A Not-So-Great Financial Advisor? (#47)
|
Oct 14, 2024 |
|
The Most Important Financial Decision #4
|
Oct 14, 2024 |
|
Which type of investing will ultimately result in greater success? (#18)
|
Sep 30, 2024 |
|
Finding Balance: How Often Should You Check Your Investments? #109
|
Sep 23, 2024 |
|
Portfolio Sanity Check #114
|
Sep 16, 2024 |
|
It's Time to Have "The Talk" (Estate Planning)
|
Sep 10, 2024 |
|
Overseeing The Equity Awards Offered By Your Company #115
|
Sep 10, 2024 |
|
Celebrating 25 Years: Josh Nelson's Journey in Financial Advising
|
Sep 03, 2024 |
|
Simple Suggestions To Lower Your Stress When Big Expenses Happen (#49)
|
Aug 27, 2024 |
|
10 Questions to Ask About Retirement Relocation #112
|
Aug 20, 2024 |
|
Half Time Report #133
|
Aug 13, 2024 |
|
Trusted Contacts and POA (#111)
|
Aug 06, 2024 |
|
Best of The Wiser Financial Advisor: 3 Rules For Paying For College
|
Jul 30, 2024 |
|
Budgeting To Find Yourself in Great Financial Shape (#6)
|
Jul 23, 2024 |
|
Best of Wiser Financial Advisor: How To Find Or Become A Great Financial Advisor (#46)
|
Jul 16, 2024 |
|
The 4 Percent Rule Is Not Dead. What You Need To Know #132
|
Jul 16, 2024 |
|
Foundational Financial Buckets for Greater Financial Security (#41)
|
Jul 09, 2024 |
|
Millionaires Among Us (#32)
|
Jul 03, 2024 |
|
Playing Defense (#60)
|
Jul 02, 2024 |
|
How You Can Save Money Even If You're Living Paycheck To Paycheck (#42)
|
Jun 25, 2024 |
|
Navigating the New Waves of Travel with Cheri Smith
|
Jun 10, 2024 |
|
Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard
|
May 28, 2024 |
|
Navigating Entrepreneurship and Financial Growth with Special Guest Trey Robinson
|
May 12, 2024 |
|
How Your Financial Planner Can Lower Your Tax Bill
|
Apr 16, 2024 |
|
The Three Important Factors to Consider Before Applying for Social Security (#25)
|
Apr 09, 2024 |
|
Picking The Right Stock? Starting a 401K? What Are Your BEST Financial Options?
|
Mar 26, 2024 |
|
5 Best Ways To Help Protect Seniors
|
Mar 19, 2024 |
|
Forecast 2024
|
Feb 19, 2024 |
|
Moves to Consider Before 2017 Tax Cuts Expire #122
|
Jan 30, 2024 |
|
4 Steps To Achieve True Financial Success (#21)
|
Jan 23, 2024 |
|
3 Steps to Eliminate Distractions on the way to a Financially Secure Life (#81)
|
Jan 09, 2024 |
|
The Most Important Investment Decision (#7)
|
Nov 21, 2023 |
|
Year End tax Strategies 2023
|
Oct 31, 2023 |
|
Happy Birthday Wiser Financial Advisor! 5 Ways to Align Your Finances with Your Life Priorities
|
Oct 17, 2023 |
|
The Most Important Financial Decision (#4)
|
Oct 03, 2023 |
|
The Wiser Financial Advisor: 2023 Economic Halftime Report (#110}
|
Aug 01, 2023 |
|
Planning For A Financial Crisis (#3)
|
Jun 27, 2023 |
|
Fulfillment In Business - Guest: Frank Fiume (#27)
|
Jun 20, 2023 |
|
Women and Money (#108)
|
Jun 13, 2023 |
|
How to Choose the Best College Financial Aid Program (#106)
|
May 09, 2023 |
|
3 Principles About Money For Kids (#105)
|
Apr 19, 2023 |
|
How Do I Know My Money Is Safe? (#104)
|
Mar 28, 2023 |
|
2023 Financial Forecast (#102)
|
Feb 21, 2023 |
|
Interview with guest Laurence Kotlikoff #83
|
Feb 01, 2023 |
|
How To Protect Your Wealth In Volatile Times with Guest Carolyn Czaflick #85
|
Feb 01, 2023 |
|
Health Insurance Coverage with Danielle Roberts #77
|
Feb 01, 2023 |
|
Life Boat Drill: Preparing for the next Bear market (#26)
|
Jan 27, 2023 |
|
Conversations With Money - Guest: Richard Friesen (#30)
|
Jan 24, 2023 |
|
Keystone Celebrates 100th Episode!
|
Jan 17, 2023 |
|
Life & Financial Tips for Making 2023 Your Best Year Yet (#99)
|
Jan 03, 2023 |
|
3 Things to Think About This Time of Year (#98)
|
Dec 20, 2022 |
|
How To Avoid A Holiday (Financial) Hangover (#97)
|
Dec 13, 2022 |
|
Year End Tax Planning (#55)
|
Dec 06, 2022 |
|
3 Tips When Thinking About Spending (#53)
|
Nov 29, 2022 |
|
The Secret To Living Is Giving (#11)
|
Nov 22, 2022 |
|
Do I Need A Trust (#61)
|
Nov 18, 2022 |
|
The Current Real Estate Market with guest Christopher Fry (#96)
|
Nov 16, 2022 |
|
Cruise Ship Trips for the Holidays and Beyond with Travel Advisor Cheri Smith (#95)
|
Nov 08, 2022 |
|
The Formula For Happiness (#10)
|
Nov 04, 2022 |
|
Cash Is King (#12)
|
Oct 28, 2022 |
|
What Could Happen To The Market After The 2022 Midterm Elections? (#93)
|
Oct 25, 2022 |
|
Required Minimum Distribution (#58)
|
Oct 18, 2022 |
|
Five To Thrive (#17)
|
Oct 14, 2022 |
|
Ways To Be A Good Financial Stewart (#39)
|
Oct 12, 2022 |
|
Facing Financial Fears: 8 Steps to Financial Freedom for Women: Sarah Carlson (#91)
|
Oct 04, 2022 |
|
Virtual Assistants: How & Why Employers Are Hiring Them with guest Mandy Brown (#79)
|
Sep 30, 2022 |
|
Teaching Kids About Money - Part 1 (#35)
|
Sep 23, 2022 |
|
Recessions: Three Things To Help You Get Through Them (#90)
|
Sep 20, 2022 |
|
Josh Nelson interviews Dannette Riddle on setting up a Medicare plan that suits your needs. (#24)
|
Sep 18, 2022 |
|
Award-Winning Comic Book Writer Mike Baron Shares His Life and History In The Comics Industry (#86)
|
Sep 13, 2022 |
|
Discovering Your Purpose with guest George Jerjian (#89)
|
Sep 05, 2022 |
|
Good Money Revolution with guest Derrick Kinney (#76)
|
Sep 02, 2022 |
|
Don't Leave Money On The Table: Evaluate Your Health Savings Accounts(#68)
|
Aug 26, 2022 |
|
Are We In A Recession? (#88)
|
Aug 23, 2022 |
|
Half-time 2022 - From Tailwinds to Headwinds (#87)
|
Aug 16, 2022 |
|
How To Gain Financial Peace of Mind For Those You Love (#9)
|
Aug 05, 2022 |
|
Helping You On Your Road To Financial Security (#1)
|
Jun 24, 2022 |
|
Best of the Wiser Financial Advisor: The Right Age To Collect Social Security (#45)
|
May 24, 2022 |
|
The Economy and You 2022 with guest Dr. Larry Kotlikoff (#83)
|
May 24, 2022 |
|
Teaching Kids About Money - Part 2 (#36)
|
Apr 22, 2022 |
|
Best of The Wiser Financial Advisor: Interview With Matt Reiner (#33)
|
Apr 22, 2022 |
|
Market Update with Josh and Jeremy – (#73)
|
Mar 08, 2022 |
|
Forecast 2022 (#71)
|
Feb 22, 2022 |
|
Cash Is Trash (#28)
|
Feb 18, 2022 |
|
Inflation Worries (#70)
|
Feb 15, 2022 |
|
Navigating Your Way Through the Financial Turbulence of Economic Corrections: 5 Things to Check (#69)
|
Feb 01, 2022 |
|
The Silent Thief: Inflation (#20)
|
Jan 21, 2022 |
|
Should I Change My Investment Strategy To Fight Inflation (#62)
|
Dec 14, 2021 |
|
What To Do About Inflation (#57)
|
Nov 09, 2021 |
|
Which Is Better - Traditional or Roth? (#54)
|
Oct 12, 2021 |
|
Happy Birthday Wiser Financial Advisor (#52)
|
Sep 28, 2021 |
|
Forecast 2021 (#19)
|
Feb 09, 2021 |
|
Keystone Financial's Next Era (#14)
|
Jan 05, 2021 |
|
Happy Birthday Keystone Financial (#13)
|
Dec 29, 2020 |
|
Life Will Never Be The Same (#8)
|
Nov 23, 2020 |
|
Politicking-Election Day Edition (#5)
|
Nov 03, 2020 |