To be clear, this isn't about assuring you that financial success, or success in life for that matter, is something guaranteed.  Rather it's about knowing ways that CAN help you move toward what it is you want more efficiently.  This ultimate success formula is applicable to any aspect of life. But in this episode Josh Nelson talks about it in regards to financial success. He shares four steps to know about.

He shares 1.) how to take the time to really unpack the gist of what you want. 2.) How to get real clear on what it's going to take to get what you really want and what you need for success. 3.) He acknowledges that initially it can be challenging. But also how freeing the experience of building success for yourself, and for those in your orbit, feels as you move along.  4.) He explains why and how it will get to the point that you love taking the massive action that he suggests for your future.

Contact Josh Nelson with questions, comments or topic suggestions.
https://www.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 Editing: 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

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 Editing: Tim Leaman/[email protected]

   When people don't understand they tend to do nothing. As that pertains to finances some may miss great opportunities to secure greater financial security and wealth. In this episode host Josh Nelson's mission to help people understand better by reviewing 2 of his 4 well loved foundational financial buckets and by going into detail about asset allocations.
   If you enjoy this episode of the Wiser Financial Advisor please let us know, and let everyone you can know which will help this podcast grow.  Please check out more about Keystone Financial Services at https://www.keystonefinancial.com/ 
Thanks so much and have a great week! 

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 Editing: Tim Leaman/[email protected]

In this episode Josh Nelson CFP® and Jeremy Busch CFP® discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock options. This overview of strategies may help to reduce your tax burden before year-end. Topics covered in this podcast and the transcript include:

Ten thousand hours
Balance Sheet and Cash Flow Statements
Tax Rules on Gains and Losses
Tax Deductions
Rules and Limits on Tax-deferred Accounts
Charitable Giving
Medical Savings Accounts
Timing on Business Deductions
Required Minimum Distribution
Estate Planning
Closing and How to Contact WFA

To view the webinar on YouTube click the link below
https://www.youtube.com/watch?v=eGDi1tPNpJk

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 Editing: Tim Leaman/[email protected]

Three years ago The Wiser Financial Podcast was just a dream. Well, this month we are celebrating our podcast birthday. In this episode our gift to you is a layout of 5 specific things that will help to improve your financial status and align your finances with your priorities.  Many lives have been positively touched by the information we've presented over the past three years and we're looking forward to helping even more people in the years ahead. Thank you so much for listening and for helping us spread the word and encouraging people to check out The Wiser Financial Advisor 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 Editing: Tim Leaman/[email protected]

What do you think the most important financial decision you can make is? Picking the right stock? Starting a 401K? Josh explains the most important financial decision you can make and helps you with options so that your decision really is the best financial decision for you. 

If you enjoy this episode please rate, review, subscribe, download and share it with family and friends. Also, feedback and topic suggestions are always welcome. Email Josh Nelson directly at [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 Editing: Tim Leaman/[email protected]

In this episode hosts Josh Nelson and Jeremy Bush provide an economic review for the year 2023 . They talk about where they think the economy stands so far for the year and what the experts are saying may be ahead. 

Browse through the Chapter markers.
A transcript of this episode is included.

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 Editing: 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 Editing: Tim Leaman/[email protected]

Jamie Hopkins is a recognized financial writer & prolific author, he's also a researcher and teacher to financial advisors across the country.  He has vast experience in many different aspects of the financial industry. The topic he and host Josh Nelson address in this episode is financial planning in a crisis.  Please note this interview was recorded in March of 2020 as the Covid 19 pandemic was starting to become a major national issue.  Now in October of 2020, it is still an issue and the conversation is as relevant today as it was in March. Perhaps, even more so.

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 Editing: Tim Leaman/[email protected]

In this episode Josh is joined by guest Frank Fiume, founder of I-9 Sports, best-selling author, and the nation’s leading franchisor of youth leagues and camps. They talk about business, life and transition.

Many people end up being very successful as they're  building their careers or businesses, so they have  attained the science of achievement.

But what about fulfillment? What about making that transition out of the achievement mindset to what's next in life.

This episode is poised to be a great benefit to a great many people of all ages.

Contact:
[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 Editing: Tim Leaman/[email protected]