Celebrate a milestone with us as we honor Josh Nelson's 25-year journey in the financial advisory world! Learn how early financial lessons from his parents and a job as a credit union teller ignited Josh's passion for guiding others toward financial stability. Join his wife, Sarah Nelson, as she hosts this special episode, offering a heartfelt and detailed look at the mentors, pivotal opportunities, and perseverance that marked Josh's career.

Discover the insights and entrepreneurial decisions that shaped Josh’s professional path, including his time at AG Edwards and his eventual decision to establish his own independent firm. You'll hear about the importance of building strong client relationships, the challenges of navigating industry changes, and the satisfaction that comes from helping clients through various life stages. Josh's experiences offer valuable lessons on the significance of mentorship, seizing opportunities, and the power of dedication to one's craft.

We also delve into modern financial advising tips, emphasizing timeless principles like diversification and the "pay yourself first" strategy. Gain a deeper understanding of how financial planning has evolved, including the shift to fee-only models and comprehensive advice. Reflect on the parallels between maintaining financial stability and the resilience of airline pilots, showcasing how a competitive spirit and commitment to helping others can drive long-term success. Don’t miss this episode filled with wisdom, practical advice, and a celebration of a remarkable career in the ever-evolving world of financial advising.

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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/[email protected]