Host Josh Nelson talks about ways to lower your stress when it comes to expected, and unexpected, big expenses. He offers three simple suggestions and goes into detail on how easy it can be to implement them.

Contact Josh Nelson for a free consultation about how you can best handle any expected, and unexpected, big expenses. 
https://[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]

Hi everyone, welcome to the Wiser Financial Advisor! Today we're going to dive deep into a trend that we're seeing. People thinking about what their retirement might look like after they are done working. On this episode we're going to talk about the top 10 questions to ask when relocating in retirement. Transcript is available here.

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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, and thank you for listening. In this episode Josh Nelson and Jeremy Busch talk about the status of the economy in mid 2024. This is the audio from a video recording that you can find here: 

https://www.youtube.com/@keystonefinancial.com

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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're going to talk about two important topics that are especially important for people over the age of 62: naming a power of attorney and selecting a trusted contact for your investment accounts.

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

Pretty much any year, after graduation ceremonies for those graduating from high school, the traditional next step is college. If that's in your the plan, there are several major things to take into consideration. In this episode of The Wiser Financial Advisor, host Josh Nelson talks about 3 of those things.  He actually calls them 'Rules" because they are so important to consider.

Rule#1:  Parents put on your own oxygen mask first.
Rule #2: Don't go into debt, please.
Rule #3:  Know the rules and use them to your advantage.

There are wise ways to approach paying for college, and with these three rules, and by being resourceful ( which Josh also covers in this episode) you could do quite well.

We hope you enjoy this episode and that you will write a review for us. Also contact Josh with your questions about this topic or any financial matter, and give us your show topic suggestions. Thanks so much.

Contact:
http://[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 of The Wiser Financial Advisor host, Josh Nelson, addresses the least favorite thing for many people when it comes to financial management-- budgeting! If this is true for you, give this episode a listen because Josh provides practical advice and tips on how you can budget easily and find yourself in great financial shape.

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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 a topic that has been debated and discussed quite a bit in the financial planning community: the 4% rule. Is it still relevant, or is it outdated? He answers the question, 'What is the 4 percent rule?' Perhaps it's not so much a rule as it is a guideline for ensuring we have enough money as we get older.

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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 shares three primary things that makes a financial advisor a great financial advisor. If you're looking to find a great financial advisor, or are contemplating becoming a financial advisor, listen to hear about Josh's experiences in the business of financial consulting and as a financial advisor.  a that sheds even more light on how to find, or become, a great financial advisor. 

Contact Josh for a free consultation about finding, or becoming, a great financial advisor.
https://www.keystonefinancial.com/contact

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

You may be missing out on some great opportunities to secure greater financial security and wealth just because you lack a few nuggets of wisdom about financial management. But you don't have to. Host Josh Nelson's can help you understand better by dipping into his well loved foundational financial buckets.   

Contact Josh Nelson for a free consultation with you about his foundational financial buckets.
https://[email protected]
https://www.keystonefinancial.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]

 “What does it take to become a millionaire?” A question host Josh Nelson gets asked a lot. In this episode he shares how you can emulate what many millionaires do to put you on track to becoming a millionaire yourself.  It's not a hard process, he points out. Actually it's quite simple. But there are a couple of things regarding financial planning and management that are important to know. Once you've heard this episode of The Wiser Financial Advisor all the way through, you could be on your way to building a lifetime of real financial security. 
Contact Josh:
https://[email protected]

Please rate/review/download and share this inspiring episode with everyone you care about.

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]