• The Wiser Financial Advisor Podcast with Josh Nelson

  • De: Josh Nelson
  • Podcast

The Wiser Financial Advisor Podcast with Josh Nelson

De: Josh Nelson
Escúchala gratis

  • Resumen

  • 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
    Más Menos
Desarrollo Personal Economía Finanzas Personales Éxito Personal
Más Menos
Episodios
  • The Wiser Financial Advisor: Market Update Q & A #149

    The Wiser Financial Advisor: Market Update Q & A #149
    Apr 15 2025

    We thought it would be appropriate to do a bit of an update and give you an opportunity to hear what we have to say and what the experts have to say about finding yourself in a correction here in 2025. Josh Nelson CFP® and Jeremy Busch CFP® dive into the latest stock market trends and discuss the recent wave of volatility we’ve been experiencing. Their insights are especially timely in today’s ever-changing financial landscape.

    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 Editing: Tim Leaman/info.primegen@gmail.com
    Más Menos
    1 h y 13 m
  • The Wiser Financial Advisor: This Is Your Captain Speaking #148

    The Wiser Financial Advisor: This Is Your Captain Speaking #148
    Apr 8 2025

    Market volatility can feel a lot like hitting turbulence mid-flight—unsettling and unpredictable. In this episode, host Josh Nelson offers practical advice on how to stay calm and confident when markets get bumpy. He shares why staying the course matters, how to manage the anxiety that comes with uncertainty, and what it takes to ride out the storm until conditions smooth out.

    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 Editing: Tim Leaman/info.primegen@gmail.com
    Más Menos
    16 m
  • The Wiser Financial Advisor: QCD's For Retirees #142

    The Wiser Financial Advisor: QCD's For Retirees #142
    Mar 17 2025

    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 important questions.

    1) Can I take an itemized charitable deduction for my QCD on my income taxes?

    2) How do I set this up?



    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 Editing: Tim Leaman/info.primegen@gmail.com
    Más Menos
    10 m
adbl_web_global_use_to_activate_webcro768_stickypopup

Lo que los oyentes dicen sobre The Wiser Financial Advisor Podcast with Josh Nelson

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles