In this episode, host Josh Nelson interviews Mandy Brown, Director  of Client Relations with Belay Solutions about the benefits virtual assistants provide to employers.

"Remote work is here", says Mandy, "and Belay Solutions is proud to lead the charge in disrupting the status quo and dismantling the ‘way things have always been done.’ "

If you happen to be in need of a virtual helper the Belay team doesn't hire out just any virtual assistant for their clients. They do their research to find a virtual assistant that, of course, has the needed skills but also fits in with the culture of the client.  The ultimate vision at Belay Solutions is to help clients achieve their vision.

Enjoy the podcast. Please like, download and share this episode. Thanks so much.

https://www.keystonefinancial.com/podcast

https://belaysolutions.com/
https://belaysolutions.com/podcast/

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

Cash is trash? What does that mean? How is that so? Is your cash trash too? Host Josh Nelson explains how you can assess if you are holding any trash cash, and if you are, what steps you can take to help change that, and how quickly should you get that problem changed? 

Contact:
[email protected]

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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, host Josh Nelson dives into the pros and cons of contributing to a traditional 401K versus a Roth IRA. He explores the tax questions most people have about both.  Which is better? This episode goes into it giving you some great points that may help you decide what's right for you.

Contact
https://[email protected]

Website:
https://keystonefinancial.com

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

Host Josh Nelson sits down in this episode with guest Derrick Kinney, the CEO of Good Money Framework and host of the popular Good Money Podcast. Mr. Kinney visits with influential business and thought leaders to inspire you to make more money and use it to do good. Derrick is the author of the book, Good Money Revolution, which has reached the bestseller list on USA TODAY and the Wall Street Journal. Thanks for listening. We hope that you enjoy the conversation.

Check out this related website for a look at Derrick Kinney's new "Good Money Revolution"  book and the Good Money Podcast.
https://www.goodmoneyframework.com/
More:
Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.   https://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 Editor: Tim Leaman/[email protected]

Recently, I had the opportunity to sit down with fellow Certified Financial Planner, Jeremy Bush, for our forecast market outlook on 2026. It was a great conversation. We covered a lot of territory, not only a look back at 2025, but also what we think is going to happen and what the experts are saying about 2026. Thanks for listening!

Sources: 

• https://www.goldmansachs.com/insights/articles/the-sp-500-expected-to-rally-12-this-year
• https://www.thestreet.com/investing/stocks/every-major-wall-street-analysts-sp-500-forecast-for-2026 

Instagram: https://www.instagram.com/keystonefin/
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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, host Josh Nelson talks  with George Jerjian, best-selling author of 10 books, Emmy-winning producer and retirement rebel. It's an interesting conversation because of an extraordinary event that happened in George's life while he was semi-retired and trying to figure out what was next. If you are asking yourself what's next in your life then you're going to love this episode. 

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]

Every day, there's a new headline: Is this the top? Is this the bottom? Is this recession real? Is there going to be a recession? Should you get out now?  Today, we're talking about market timing. Being disciplined, rebalancing, having a plan, not letting ourselves get emotionally wrapped up in our investments is what works over the long term. Enjoy the episode. Thanks for listening.

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]

With over thirty years experience as a Financial Advisor and Certified Financial Planner, WFA podcast guest Sarah Carlson has guided many people on the path away from fear to lead them to a secure, free, joyous, and peaceful money life.  Sarah sees herself as a "change agent," helping people prepare for and weather the tumult that life presents, and to work toward their objectives through financial planning. She talks about her book, Facing Financial Fears: 8 Steps to Financial Freedom for Women that focuses on how women of any age can take charge and overcome their financial fears. She strives to help people master the "big picture" to embrace the many pleasures life can bring along the way by working toward the goal of living the "good life" in every sense.

Contact Keystone Financial
https://www.keystonefinancial.com

Click here to see: Facing Financial Fears: 8 Steps to Financial Freedom for Women by Sarah Carlson.
https://tinyurl.com/5brnnnek

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

Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe. Well, turbulence is also what's going on with the stock market right now. Josh Nelson is your financial pilot and in this episode he helps you navigate your way through it so that you will have the best chance of reaching the financial destination of your choice.

Contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.   https://keystonefinancial.com

Archived episodes
https://www.keystonefinancial.com/podcast

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

Resiliency is not a trait—it’s a skill. And like any skill, it can be learned, practiced, and strengthened, says Dr. Justin Stoddard. From his early days as an Army combat medic, he witnessed firsthand how adversity can either break a person or forge them into something stronger. These moments shaped him—not just as a soldier but as a leader, a mentor, and a student of resiliency. 

https://climbingthemountain.blue/meet-justin/

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]