This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really is—and why trying to convince others that you’re wealthy is how to go into debt instead. So how does a normal person with an average income actually go about accumulating wealth? Listen in and you'll hear why Josh tells you this: "It all comes down to the same principles regardless of the level of income.” 

This podcast offers the key that can open the doors to financial independence and stability regardless of your current financial status.

https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474

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 Josh had the opportunity to sit down with Susan McKenna, the CEO of E Money, a fintech company that Keystone Financial Services has used since its founding in 2010. Susan has an extensive background in leadership and aiding companies to grow in scale. She has more than 30 years of experience. This is an interview that has the potential to help you succeed with your money and your life You're going to enjoy it.

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 host Josh Nelson had the opportunity to sit down with Bill Barhydt, founder and CEO of Abra, a leading cryptocurrency platform. In this episode, they talk about how crypto currency fits into our current world, not only in individuals’ finances, but also how it's going to be impacting the overall economy, regulation, government control. He covers some of the questions he's been getting from Keystone Financial clients these days. If you've been wanting to know more about this topic we think you're going to find this episode very interesting and helpful.

Thanks for listening.
Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast.   https://keystonefinancial.com

https://www.abra.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]

Get a clear, mid-year perspective on the markets in this episode of The Wiser Financial Advisor. Josh Nelson, CFP®, and Jeremy Busch, CFP® break down key economic trends, share timely market insights, and offer practical strategies to help you stay informed and make confident financial decisions for the rest of 2025. 

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]

Want to start an easy to follow system to reduce your debt, or get out starting today? In this episode, host Josh Nelson provides the three pieces necessary to accomplish your goal of debt reduction, or elimination. Plus, get practical examples based on his own personal experiences and those of some of his clients. Ready? Set. Listen!
(This episode was originally posted August 2, 2022 as "Three Easy To Follow Decisions To Get You Out Of Debt Starting Today")
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]

This episode is one that will be of great value for years to come. Host Josh Nelson gives you   a few different strategies to help you through when the markets are turbulent. He gives you a real and honest understanding of how the flow of the market has moved from Bear to Bull over the years.  In this is good news for you.

He says that there are things that we actually have control over, as opposed to most of the stuff we see in the news and on social media. He encourages you to be willing to know about what he calls your Adaptability Quotient. He explains in detail what they really means as it pertains to financial planning.

You will get some great info from this episode and we thank you for listening, liking, subscribing, downloading and sharing.

Contact Josh Nelson with any questions, comments or suggestions at:
https://www.keystonefinancial.com/podcast

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 the past few years wild fires have destroyed thousands of homes, even entire towns.

In December of 2021, there was a surprise devastating fire that swept through several neighborhoods in Marshall, Colorado and burned down 1200 homes. This wasn't a forest fire. It started as a simple grass fire. But it was fueled by very high winds that day. To add insult to injury, many of the homeowners (7 out of 10) found out they did not have enough insurance coverage to replace their homes. The message to homeowners is BE PREPARED! But how to prepare properly?

Guest Eric Weedin is a national leader in the Insurance industry. Eric has a number of insurance accolades and also teaches courses to insurance agents across the country. Host Josh Nelson's conversation with Eric covers questions concerning how to make sure you're properly insured. How do you check your coverage to make sure you've got the right agent, the right insurance company to protect your home and more. We hope this podcast helps you.

Resources:
https://www.weedinagency.com/eric-weedin
https://keystonefinancial.com/podcast

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, host Josh Nelson tackles a question he hears all the time: "Should I pay off my mortgage early so I can invest the monthly payment instead?"

Josh is a strong advocate for paying off debt—but when it comes to your mortgage, the answer isn’t so simple. There are key factors and trade-offs that need careful consideration. Tune in as Josh breaks down the most important things to think about before making this major financial decision.

 

Contact:
https://[email protected]

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]

Estate panning can be very complicated. Having a "road map" will help you Create an Estate Plan for Your Family. In this estate planning presentation, Josh Nelson CFP® and Jeremy Busch CFP®, take a look at some general estate planning concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs.

YouTube Webinar
https://www.youtube.com/watch?v=w6vzf4jgOPM
Contact Josh Nelson
http://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]

In this episode, host Josh Nelson has an interesting  conversation with Ann Baron, the founder and cheerleader at Northern Colorado Community, a business that enables other businesses to grow and connect. Ann is also the author of Seoul Girl, an autobiography about being brought to America from South Korea; being adopted and brought into another family here. It all worked together to give her the passion for what she's doing today. We think you're going to really enjoy this talk about life, about business, and about building community at whatever stage of life you're in—whether you're a business owner or in another professional career or maybe you're retired—maybe you're trying to rebuild a sense of community. 

If you do enjoy this episode, and the podcast, please let us know with your likes; comments and downloads. We appreciate it. 

https://keystonefinancial.com/podcast
https://www.northerncoloradocommunity.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]