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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
  • Benefits of Adversity: Justin Stoddard Interview #160
    Dec 29 2025

    Resiliency is not a trait—it’s a skill. And like any skill, it can be learned, practiced, and strengthened, says Dr. Justin Stoddard. From his early days as an Army combat medic, he witnessed firsthand how adversity can either break a person or forge them into something stronger. These moments shaped him—not just as a soldier but as a leader, a mentor, and a student of resiliency.

    https://climbingthemountain.blue/meet-justin/

    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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    45 m
  • Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard#88
    Dec 8 2025

    In this episode, Josh Nelson, CFP®, has an insightful conversation with Maria Quinn, a senior advice strategist at Vanguard's Investment Advisory Research Center. Vanguard, one of the largest and most respected financial institutions globally, has conducted extensive studies on the value of high-quality financial advice.

    The discussion focused on Vanguard's advisor study, which has quantified the benefits of high-quality financial advice. Emphasizing that not all advice is created equal, the conversation covered wealth management, investments, behavioral coaching, and thought leadership in the financial advisory industry. At Keystone Financial Services, as fiduciaries and Certified Financial Planners, we believe this conversation offers valuable insights into achieving better financial outcomes. Enjoy the podcast and we hope you gain a deeper understanding of the importance of expert financial guidance.





    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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    43 m
  • 2025 Year End Planning #158
    Nov 24 2025

    In this episode, Josh Nelson breaks down the key year-end planning steps you should be thinking about now. He also shares intentional strategies to help you pause, reflect, and make smart financial moves before the calendar turns. Tune in for practical ideas you can put to work right away.

    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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    22 m
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