The Wiser Financial Advisor Podcast with Josh Nelson Podcast Por Josh Nelson arte de portada

The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Financial Advisor Podcast with Josh Nelson

De: Josh Nelson
Escúchala gratis

Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.© 2023 The Wiser Financial Advisor Podcast with Josh Nelson Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • Working With Turbulence in the Markets #198
    Apr 6 2026

    In this episode, Josh Nelson and Jeremy Busch discuss the challenges investors may face when making financial decisions during periods of market uncertainty. They explore common questions such as current market conditions, potential future trends, and general considerations investors may evaluate within their portfolios to help manage risk and uncertainty.

    This podcast is intended for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to take any specific action. Listening to this podcast does not create an advisory relationship. Please consult a qualified financial professional regarding your individual situation before making any financial decisions. If you find this discussion helpful, you may consider sharing it with others who might benefit.

    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/info.primegen@gmail.com

    Más Menos
    43 m
  • Hass to Hear #197
    Mar 31 2026

    Bella Hass with the Hass to Hear podcast interviews Josh Nelson. They had a great discussion and hope you will enjoy it too. They talk about financial advising, Josh's own financial journey, but also how to teach financial literacy to kids and advice for younger generations as people are getting going. They also talk about how to be intentional and have a spirit of generosity as we build up and become successful over time.

    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/info.primegen@gmail.com

    Más Menos
    39 m
  • Understanding Restricted Stock Units #195
    Mar 16 2026

    Restricted Stock Units (RSUs) are a popular form of equity compensation that companies use to reward employees. Instead of getting cash or the option to buy stock, you are promised a specific number of shares of company stock, provided you meet certain conditions.

    In this episode Josh Nelson and Jeremy Bush give a breakdown of how they work, the timeline, and the inevitable "tax man" visit.

    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/info.primegen@gmail.com

    Más Menos
    29 m
Todavía no hay opiniones