ABOUT THIS PODCAST 🔗
Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.
Hosts:
Update frequency:
weekly
Average audio length:
24 minutes
Guest interviews
English
United States
162 episodes
since Nov. 3, 2020
episodic
LATEST EPISODE 🔗
This podcast covers the major financial decisions leading into retirement focusing on a core checklist of choices.
Determining the Timing and Affordability of Retirement
Optimizing Social Security Strategy
Establishing a Tax-Efficient Withdrawal Order,
How to bridge the gap between regular private…
SEARCH PAST EPISODES
Search past episodes of The Wiser Financial Advisor Podcast with Josh Nelson.
PREVIOUS EPISODES 🔗
Restricted Stock Units (RSUs) can be a significant part of compensation, particularly for employees in the technology industry, but they also come with important tax and investment considerations. In this episode of The Wiser Financial Advisor Show, Josh Nelson and Jen Walenter discuss how RSUs wor…
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 …
When to apply for Social Security is a very personal decision. Everyone has different reasons for choosing when they collect their benefits so it's a very personal decision. In any case there are three basic but important factors to consider before applying. In this episode host Josh Nelson co…
Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products since 2005. She is a nationally recognized expert in the Medicare and health insurance industry and the…
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…
In this episode, Josh Nelson talks about Qualified Charitable Distribution which is a direct transfer of funds from your IRA to a qualified charity. Unlike regular withdrawals from your IRA, which are almost always taxable, QCDs allow you to donate money tax free. To help understand he answers 2 im…
In this episode host Josh Nelson is going to cover three "baby steps" to financial freedom. But these "baby steps" are incredibly powerful steps that will help anyone reduce debt and obtain an income that pays for the life that they want for the rest of their life.Step #1: Start…
In this episode Josh and jeremy take a look at the current status of the economic economy, help you to know what steps with your money and investments to take for the near future.
Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact J…
In this episode host, Josh Nelson, explores the concept of phased retirement, a flexible approach to transitioning from full-time work to retirement. Learn how it benefits both employees and employers, with insights on planning, financial considerations, and work-life balance. Whether you’re nearin…
Disclaimer: The podcast and artwork embedded on this page are from Josh Nelson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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