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. 

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

 In this episode, Josh sits down with Eric Weedin, manager of Weedin Agency Inc., Loveland’s oldest insurance agency. Since 1956, the Weedin family has been helping Northern Colorado homeowners, families, and businesses protect what matters most. Together, Josh and Eric dive into the ins and outs of homeowners insurance—what’s changing in today’s market, what coverage homeowners should review, and how to make sure you’re properly protected. Whether you’re a first-time homebuyer or have owned your home for years, this conversation offers valuable insights from a trusted local expert with decades of experience.  Learn more at: Eric Weedin

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

In this episode, we talk with Dana Griffin, principal agent of Choice City Health in Northern Colorado. Dana specializes in helping people make a smooth and informed transition into Medicare. Learn more at:  Dana Griffin - Medicare Insurance Broker in Fort Collins, CO

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/[email protected]

In this episode, we talk with Dana Griffin, principal agent of Choice City Health in Northern Colorado. Dana specializes in helping people make a smooth and informed transition into Medicare. Learn more at:  Dana Griffin - Medicare Insurance Broker in Fort Collins, CO

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/[email protected]

As hard as it may be to believe, sometimes people have a difficult time spending their money.

In this episode, host Josh Nelson's message  is aimed specifically at people that are not very good at it. He gets into what creates some people's fear of spending money.  He presents a variety of perspectives that can help so that those folks can still enjoy the money they've saved up, such as the 4% rule.  And check out his  three tips when thinking about spending and how it can actually help ease any fear there may be around spending your money.

Thanks for listening to The Wiser Financial Advisor and thanks for helping spread the word about this podcast to everyone who you feel could benefit from these messages.

Contact:
https://[email protected]

"The Road Less Stupid" by Keith Cunningham
https://www.amazon.com/Road-Less-Stupid-Keith-Cunningham/dp/0984659269

Dave Ramsey
https://www.ramseysolutions.com/

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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/[email protected]

 In this special takeover episode, Jeremy and Jen step in to host the podcast and shine a spotlight on Keystone’s commitment to giving back. They highlight several community-minded organizations in Northern Colorado that are making a real difference for both businesses and individuals. If you’re inspired to get involved, you’ll find the contact information for these organizations in the episode transcript. 

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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/[email protected]

Jeremy’s mission is to provide exceptional customer service to all clients and anyone who engages Keystone for financial advice through utilization of industry knowledge and tactical advice pertinent to each individual’s evolving financial needs.

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/[email protected]

In this episode, Jeremy and Jen take over The Wiser Financial Advisor podcast to talk about Jen’s exciting transition into her new role. Jen is Series 65 licensed and currently pursuing the Certified Financial Planner™ (CFP®) designation as she grows into Keystone’s third adviser position. She’ll be joining client meetings alongside Josh and Jeremy, continuing to build her expertise and deepening relationships with our clients.

Before coming to Keystone, Jen spent more than 13 years with Edward Jones, where she guided clients through complex financial decisions with empathy, clarity, and genuine care. Today, her top priority remains providing high-level, personal service—always with a warm smile.

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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/[email protected]

In this episode Jeremy and Jen take on a few of the questions on today’s topic recently, the One Big Beautiful Bill. New legislation typically does create questions. They'll be talking about the tax implications of the One Big Beautiful
Bill. This is not meant to be an all-inclusive explanation, but it will cover the biggest points.

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/[email protected]

 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/[email protected]