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The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Financial Advisor Podcast with Josh Nelson

De: Josh Nelson
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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
  • Interview with Dana Griffin-Medicare Enrollment 2025-2026
    Oct 6 2025

    In this episode, we talk with Dana Griffin, principal agent of Choice City Health in Northern Colorado. Dana specializes in helping people make a smooth and informed transition into Medicare. Learn more at: Dana Griffin - Medicare Insurance Broker in Fort Collins, CO

    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

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    26 m
  • Keystone In The Community
    Sep 22 2025

    In this special takeover episode, Jeremy and Jen step in to host the podcast and shine a spotlight on Keystone’s commitment to giving back. They highlight several community-minded organizations in Northern Colorado that are making a real difference for both businesses and individuals. If you’re inspired to get involved, you’ll find the contact information for these organizations in the episode transcript.

    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

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    21 m
  • Spotlight on Jeremy Busch; Certified Financial Planner™
    Sep 15 2025

    Jeremy’s mission is to provide exceptional customer service to all clients and anyone who engages Keystone for financial advice through utilization of industry knowledge and tactical advice pertinent to each individual’s evolving financial needs.

    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

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    42 m
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