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

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Podcast Editor: Tim Leaman/info.primegen@gmail.com

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.

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Contact Josh Nelson: https://www.keystonefinancial.com
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Podcast Editor: Tim Leaman/info.primegen@gmail.com

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.

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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com

In this episode, Jeremy and Jen take over The Wiser Financial Advisor podcast to talk about Jen’s exciting transition into her new role. Jen is Series 65 licensed and currently pursuing the Certified Financial Planner™ (CFP®) designation as she grows into Keystone’s third adviser position. She’ll be joining client meetings alongside Josh and Jeremy, continuing to build her expertise and deepening relationships with our clients.

Before coming to Keystone, Jen spent more than 13 years with Edward Jones, where she guided clients through complex financial decisions with empathy, clarity, and genuine care. Today, her top priority remains providing high-level, personal service—always with a warm smile.

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Contact Josh Nelson: https://www.keystonefinancial.com
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Podcast Editor: Tim Leaman/info.primegen@gmail.com

In this episode Jeremy and Jen take on a few of the questions on today’s topic recently, the One Big Beautiful Bill. New legislation typically does create questions. They'll be talking about the tax implications of the One Big Beautiful
Bill. This is not meant to be an all-inclusive explanation, but it will cover the biggest points.

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Contact Josh Nelson: https://www.keystonefinancial.com
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Podcast Editor: Tim Leaman/info.primegen@gmail.com

Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies to build a retirement income plan that doesn’t depend on Congress. If you’re nearing retirement—or just want peace of mind about your future—you won’t want to miss this conversation.

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Contact Josh Nelson: https://www.keystonefinancial.com
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Podcast Editor: Tim Leaman/info.primegen@gmail.com

Recently Josh had the opportunity to sit down with Susan McKenna, the CEO of E Money, a fintech company that Keystone Financial Services has used since its founding in 2010. Susan has an extensive background in leadership and aiding companies to grow in scale. She has more than 30 years of experience. This is an interview that has the potential to help you succeed with your money and your life You're going to enjoy it.

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Contact Josh Nelson: https://www.keystonefinancial.com
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Podcast Editor: Tim Leaman/info.primegen@gmail.com

In this episode host Josh Nelson covers the second set of "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 #4: Invest a percentage of your household income toward retirement.
Step #5: Saving for your children's college.
Step #6 Pay off your house mortgage early

(Debt Snowball episode link below) https://www.buzzsprout.com/1183136/episodes/5609005

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https://www.keystonefinancial.com/

Instagram: https://www.instagram.com/keystonefin/
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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com