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Josh Nelson is an Internet Marketing Consultant that specializes in helping South Florida Businesses (Miami, Fort Lauderdale & West Palm Beach) improve their sales and revenue performance by effectively marketing online via Search Engine Marketing (PPC), Search Engines Optimization (SEO), Social Media Marketing and other internet platforms. http://www.joshnelsonimc.com
 
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Where To Invest Your Money First For Retirement? There are a lot of different kinds of retirement accounts and many people have questions about which is going to be the best one for them as they approach retirement age. There's a lot to dig into in this episode. Employer benefit packages, eligibility, age, taxes, etc. Sooner or later, where to inve…
 
Want to start an easy to follow system to reduce your debt, or get out of debt by the end of 2022? Want to know what the steps are and what it takes? In this episode, host Josh Nelson provides the three pieces necessary to accomplish your goal. Plus provides practical examples based on his own personal experiences and those of some of his clients. …
 
First, no frogs were harmed during the making of this podcast. We're very frog friendly. It's an analogy that host Josh Nelson uses to discuss how anyone can take control of their finances, even if they are living paycheck to paycheck. He talks about how to set doable goals and put themselves in a better position for being financially prepared for …
 
Thanks for listening to this episode of The Wiser Financial Advisor. This is the time of year where we're all thinking about what we want the coming year to look like and what changes we want to make. In this episode, host Josh Nelson takes a moment to talk about what typically becomes of New Years resolutions for a lot of people. But then gives us…
 
The future of Social Security. When is the right age to start taking Social Security How to better understand the system of Social Security and the pros and cons of starting to collect Social Security before and after full retirement age. These are some of the important topics about Social Security Josh addresses in this episode of The Wiser Financ…
 
Josh Nelson interviews Dannette Riddle on setting up a Medicare plan that suits your needs. Addressing the most basic need anyone about to sign up for Medicare needs to be aware of. Plus, how Dannette's entrepreneurial spirit helped lead her into a career as a Medicare specialist. Please Like/Subscribe/Download (and share) The Wiser Financial Advis…
 
In this episode host Josh Nelson is going to cover three "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 #1: Start paying off debt. Even when people think they can't afford to do this …
 
Merry Christmas to all! In this episode, host Josh Nelson talks about a few things that we all love about Christmas and about the essence of Christmas that makes the holiday a very special occasion for so many people. Transcript of this episode is available to read or copy and save. Click the Transcript button above. Thanks for listening and suppor…
 
Now, to be clear, this isn't about guaranteeing success. This is about there always being a way to move toward what it is that you want. This ultimate success formula is applicable to any aspect of life but in this episode Josh Nelson talks about it in regards to financial success. He shares four steps to know about. He shares how it is a really fr…
 
Have any concerns about how inflation might require adjustments in your investment strategy? Truth is, you might need to make some adjustments to keep your investment strategy heading in the right direction. In this episode, host Josh Nelson talks about the possibility that inflation can mean you'll need to assess how your strategies are going to h…
 
Beginning with a tale from Aesop's Fables, how the tortoise beat the hare in their race has a message to those interested in the world of investing. The question is which type of investing will ultimately result in greater success? Getting there fast, or slow and steady? In this episode of The Wiser Financial Advisor host Josh Nelson talks about wh…
 
What is a financial trust? Who should have such a trust? How do we go about getting one? In this episode, host Josh Nelson answers these questions and provides more practical advice about this critically important aspect in your financial life. Transcript of this episodeis available to read or copy and save. Click the Transcript button above. Thank…
 
Perhaps you've heard this about the game of football. Defense makes championships. Offense gets points and most of the attention, but defense makes championships. In this episode host Josh Nelson believes the same is true as it pertains to the financial game. Yes, people can find themselves with lots of money when they make a lot of money. But that…
 
Coming up on Thanksgiving in 2021, host Josh Nelson reflects on the world we live in. Though it could be easy to believe that there are far more bad things happening in the world than good, it's also important to our daily life to reflect on the good things that have happened and the good things that can happen when we choose to practice an attitud…
 
On this episode, host Josh Nelson talks about Required Minimum Distributions, otherwise known as RMD. You have probably heard of this. Required Minimum Distribution is simply the amount you're required to take out of your retirement accounts, even if you don't want to. He talks about the current nuances to the RMD program that many don't know about…
 
, For everyone right now, the topic of economic inflation is pretty much a matter everyone is having to address. People are asking, what do we do about inflation? Host Josh Nelson explains, in clear terms, what inflation really is. He discusses the history of inflation in America for perspective to current times. He also shares what conditions are …
 
Have you ever wondered if you could find the real secret to getting rich? In this episode host Josh Nelson suggests it's really just three specific things. He goes into detail about how it's possible by 1) getting out of debt; 2) learning to live on 80% and 3) having a plan. Which might include getting some help. Note: This episode about how to get…
 
Are you leaving some of your money on the table simply because... 1) you didn't take the time to plan or 2) didn't educate yourself on how all this stuff works? In this episode, host Josh Nelson let's you how important it is to be proactive when it comes to preparing your end of year taxes. Don't just assume you know what's going on because tax cod…
 
In this episode, host Josh Nelson dives into the pros and cons of contributing to a traditional 401K versus a Roth IRA. He explores the tax questions most people have about both. Which is better? This episode goes into it giving you some great points that may help you decide what's right for you. Contact https://josh@keystonefinancial.com Website: …
 
As hard as it may be to believe, sometimes people have a difficult time spending their money. In this episode, host Josh Nelson's message is aimed specifically at people that are not very good at it. He gets into what creates some people's fear of spending money. He presents a variety of perspectives that can help so that those folks can still enjo…
 
In this episode, host Josh Nelson extends his gratitude and appreciation for your part in helping The Wiser Financial Advisor reach it's first birthday as a podcast. It's an honor and a privilege to be able to do this every week and have you, and many others, get some benefit out of what he talks about every week. He also gets into the three main t…
 
In this episode host Josh Nelson offers you an opportunity to discover your risk number. It's the number that matches up with the "turbulence" that you're willing to tolerate in your own portfolio. On a scale of 1 to 99 how much of a financial risk taker are you? It's important that you know this number so that your portfolio performs optimally for…
 
A big concern among financial traders is whether their stategy will suceed. In this episode host Josh Nelson talks directly to what is truly the worse trade we can make, and his perspective includes much more than just money. Listen to this podcast and you will gain a fresh perspective that can help you not only financially but in all of your life …
 
In this episode of The Wiser Financial Advisor... Host Josh Nelson helps with how to lower our stress when it comes to expected, and unexpected, big expenses. He offers three simple suggestions and goes into detail on how easy it can be for most anyone to implement them. 1> Don't wing it when it comes to those big expenses. 2> Learn simple strategi…
 
This episode host Josh Nelson talks about how often people ask him about paying off debt when there is a mortage involved so that they can begin investing the monthly mortgage payment. Josh does promote paying off debt as quickly as possible. But when it comes to doing that with a mortgage to invest the money there are special considerations that y…
 
Following up on the espisode from 08/17/21, What Makes A Great Financial Advisor, host Josh Nelson discusses What Makes A Not So Great Financial Advisor. Josh gets into the details that will help you have an even better idea of how to select a financial advisor that's best suited to help and your family achieve your overall financial goals. His 3 t…
 
In this episode learn the three primary things that makes a financial advisor a great financial advisor. This episode is help to you if you're looking to find a great financial advisor, or are contemplating becoming a financial advisor, and want too be a great one. Host Josh Nelson relates many experiences that he's had as a financial advisor that …
 
The future of Social Security. When is the right age to start taking Social Security How to better understand the system of Social Security and the pros and cons of starting to collect Social Security before and after full retirement age. These are some of the important topics about Social Security Josh addresses in this episode of The Wiser Financ…
 
Beginning with a tale from Aesop's Fables, how the tortoise beat the hare in their race has a message to those interested in the world of investing. The question is which type of investing will ultimately result in greater success? Getting there fast, or slow and steady? In this episode of The Wiser Financial Advisor host Josh Nelson talks about wh…
 
This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really is—and why trying to convince others that you’re wealthy is how to go into debt instead. So how does a normal person with an average income actually go about accumulating wealth? Listen i…
 
First, no frogs were harmed during the making of this podcast. We're very frog friendly. It's an analogy that host Josh Nelson uses to discuss how anyone can take control of their finances, even if they are living paycheck to paycheck. He talks about how to set doable goals and put themselves in a better position for being financially prepared for …
 
When people don't understand they tend to do nothing. As that pertains to finances some may miss great opportunities to secure greater financial security and wealth. In this episode host Josh Nelson's mission to help people understand better by reviewing 2 of his 4 well loved foundational financial buckets and by going into detail about asset alloc…
 
What do you think the most important financial decision you can make is? Picking the right stock? Starting a 401K? Josh explains the most important financial decision you can make and helps you with options so that your decision really is the best financial decision for you. If you enjoy this episode please rate, review, subscribe, download and sha…
 
In this episode of The Wiser Financial Advisor you'll learn about a really important financial matter that everyone should take care of. Host Josh Nelson not only tells you why, he includes the real motivation you need to make sure it gets done. It's about being a good financial steward but there's an even more important reason beyond that. A trans…
 
On this episode host Josh Nelson talks to one of the top 25 economist in the country , Laurence Kotlikoff, about inflation and it's effects on your money now and in the future, as well as retirement. Laurence Kotlikoff is a professor of economics at Boston University, president of Economic Security Planning, and a New York Times best-selling author…
 
Welcome to the podcast. Host Josh Nelson talks with John Spencer, an accomplished professional and world traveler helping people understand the emotional component of retirement. John shares his story about retirement and how his 27 year career in helping and serving others opened the door for him to continue helping and serving others in retiremen…
 
This week is part two of teaching kids about money. So last week was talking about the three principles of early, often, and now. So, on to Part 2. the conversation gets into a little bit more of the “what” this week. Why do I teach kids about money, and what do I teach kids about money? What are the most important principles that I need to teach t…
 
A lot of people really do wonder if they had began learning the implications of cash and learned more about financial management earlier in life what a difference that would have made in their lives now, and the lives of those in their family. It's a topic brought up often with financial advisor Josh Nelson. In this two part episode he shares detai…
 
Here in the month of May 2021, or May of pretty much any year, there are graduation ceremonies taking place for those graduating from high school. Is the traditional next step of college the correct next step? If that's the plan, there are several major things to take into consideration. In this episode of The Wiser Financial Advisor, host Josh Nel…
 
Are you interested in learning what a financial adviser can do for you? Are you interested in knowing how the financial advisor world is evolving? Is becoming a financial advisor a career choice you would consider for yourself? Recently host Josh Nelson had the opportunity to sit down and talk with Matt Reiner about the financial industry. Matt is …
 
“What does it take to become a millionaire?” A question host Josh Nelson gets asked a lot. In this episode he shares how you can emulate what many millionaires do to put you on track to becoming a millionaire yourself. It's not a hard process, he points out. Actually it's quite simple. But there are a couple of things regarding financial planning a…
 
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