In this encore episode, we revisit an important trend we’ve been seeing: more people taking a thoughtful look at what life might look like once they step away from work. Join us as we walk through the Top 10 Questions to Ask When Relocating in Retirement—insights that are just as valuable today as when this episode first aired. 

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

 The holidays are full of fun, food, and festivities—but let’s be honest, they can also lead to a spending spree that doesn’t feel so great come January. In this episode, host Josh Nelson shares practical tips to help you enjoy the season without waking up to a financial headache in the new year. If you’ve ever looked at your post-holiday bank or credit card statement and thought, “What was I thinking?”, this episode is for you. Tune in to discover Josh’s simple secret to staying merry and money-smart this holiday season.  

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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, hosts Josh Nelson and Jeremy Busch dive deep into the important topic of caregiving. They explore both the financial and practical aspects of supporting those who require caregiving assistance—whether that’s for a loved one now or for yourself in the future. This is a topic that touches everyone at some point in life, making it both enlightening and essential to understand. Tune in to learn valuable insights and gain a fresh perspective on how to best navigate caregiving responsibilities. Enjoy, and God bless! 

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

Welcome to this episode of The Wiser Financial Advisor. In this episode host Josh Nelson helps us understand why it's important to say no to the things that don't serve us. What does all this have to do with money and wealth creation? He says, EVERYTHING! He wants you, whether you are a Keystone Financial client or not, to dream big.

Learn the three steps to eliminate distractions and time wasters that always  get in your way when living a financially secure life is important to you. 

Thanks for listening! Please share this episode with family, friends and colleagues.

https://keystonefinancial.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]

There’s good news in this episode! Sure, life has its share of challenges, heartache, and setbacks — we’ve all been there. But host Josh Nelson explores how even those difficult experiences can lead to growth, perspective, and better financial decision-making.

In this insightful rerun, Josh talks about:

• Reflecting on the past and what it teaches us
• The balance between suffering and happiness
• The stories we tell ourselves — and how they shape our choices
• Using your past experiences to make wiser financial decisions

It’s an encouraging reminder that even when life feels uncertain, there’s always something to learn and build from.

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

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
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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/
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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]

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/

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]