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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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In these times what might happen in the financial sector? How can you best protect your money: your wealth? In this episode host Josh Nelson talks with Carolyn Czaflick, of Morning Star Investment Management, about the economy, the markets, all the craziness and volatility that's out there. Plus what it takes to be a solid investor and get through …
 
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 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…
 
Deciding on college is about so much more than just picking a school to attend. Problem is, in many cases, neither the student nor the parents are given the knowledge to make sure all bases are covered and the process is done right. In this episode, host Josh Nelson speaks with Kelly MacLean who has years of experience in guiding families through t…
 
< __truncato_root__> In this episode host Josh Nelson talks with Doctor Larry Kotlikoff, professor of economics at Boston University and one of the world's top economists. They engage in a conversation that's not just about the economy, but it's also about how the state of the economy today will play a big part in how you plan your finances and spe…
 
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…
 
This episode is one that will be of great value for years to come. Host Josh Nelson gives you a few different strategies to help you through when the markets are turbulent. He gives you a real and honest understanding of how the flow of the market has moved from Bear to Bull over the years. In this is good news for you. He says that there are thing…
 
Welcome to this episode of The Wiser Financial Advisor. In this episode host Josh Nelson helps us understand why it's important to say no to the things that don't serve us. What does all this have to do with money and wealth creation? He says, EVERYTHING! He wants you, whether you are a Keystone Financial client or not, to dream big. Learn the thre…
 
In this episode, host Josh Nelson has an interesting conversation with Ann Baron, the founder and cheerleader at Northern Colorado Community, a business that enables other businesses to grow and connect. Ann is also the author of Seoul Girl, an autobiography about being brought to America from South Korea; being adopted and brought into another fam…
 
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…
 
In this episode, host Josh Nelson interviews Mandy Brown, Director of Client Relations with Belay Solutions about the benefits virtual assistants provide to employers. "Remote work is here", says Mandy, "and Belay Solutions is proud to lead the charge in disrupting the status quo and dismantling the ‘way things have always been done.’ " If you happ…
 
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…
 
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 …
 
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…
 
In the past few years wild fires have desroyed thousands of homes, even entire towns. In December of 2021, there was a surprise devastating fire that swept through several neighborhoods in Marshall, Colorado and burned down 1200 homes. This wasn't a forest fire. It started as a simple grass fire. But it was fueled by very high winds that day. To ad…
 
“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…
 
Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products since 2005. She is a nationally recognized expert in the Medicare and health insurance industry and the author of the bestselling book 10 Costly Medicare …
 
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…
 
Host Josh Nelson sits down in this episode with guest Derrick Kinney, the CEO of Good Money Framework and host of the popular Good Money Podcast. Mr. Kinney visits with influential business and thought leaders to inspire you to make more money and use it to do good. Derrick is the author of the book, Good Money Revolution, which has reached the bes…
 
Recently, host Josh Nelson, had the opportunity to sit down with a great friend and business associate, Randy Woo. Randy has a wide variety of experience in government and business and also coaching in the Tony Robbins Organization. Their conversation provides close looks at into things that concern us all about life, business, career, success, and…
 
Ever think about what successful people do when they encounter life's most difficult obstacles? Which almost all do at one time or another! In this episode, host Josh Nelson interviews Mandy Schumaker, who learned to overcome her own fears working in challenging environments and tough economies, and she learned to not give in to adversity or to mak…
 
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…
 
In this episode, host Josh Nelson and Jeremy Busch talk about the noticeable global volatility, and in the financial markets, as it relates to peoples asset allocations and investment plans. Thanks for listening. Please contact Josh Nelson with your money questions, topic suggestions and/or comments about the podcast. https://keystonefinancial.com…
 
Greetings everyone. in this episode host Josh Nelson shares three keys for how to be, not just a financially-successful couple but, a financially-healthy couple as far as being in relationship together and in relationship to money. The overview: Key Number One: Don't hide money. Key Number Two: Agree on your outcomes and your purpose. Key Number Th…
 
Recently host Josh Nelson had the opportunity to sit down with Bill Barhydt, founder and CEO of Abra, a leading cryptocurrency platform. In this episode, they talk about how crypto currency fits into our current world, not only in individuals’ finances, but also how it's going to be impacting the overall economy, regulation, government control. He …
 
We talk a lot about debt on this show and the reason is because so often people get themselves in trouble. Not with sophisticated investment strategies and things like that but with basic, foundational stuff when it comes to financial planning. Why this is such an important topic is ultimately because it's about being able to have a quality of life…
 
What's in store for us financially in 2022? Recently host Josh Nelson sat down with Jeremy Busch, fellow Certified Financial Planner, to set forth a financial forecast for 2022. Notably, they talk about the market and the economy, and really what experts are saying might guide where we're going through the remainder of the year. Contact Josh Nelson…
 
Cash is trash? What does that mean? How is that so? Is your cash trash too? Host Josh Nelson explains how you can assess if you are holding any trash cash, and if you are, what steps you can take to help change that, and how quickly should you get that problem changed? Contact: josh@keystonefinancial.com…
 
Thanks for checking out The Wiser Financial Advisor podcast. These days the U.S. is experiencing the highest rate of inflation in 40 years. It's on everybody's mind! In this episode, host Josh Nelson and fellow financial advisor Jeremy Busch address this topic in depth and answer questions they frequently get from their clients about inflation. Suc…
 
Richard Friesen quote: "We have disassociated and made wealth evil and bad and oppressive and made it racial even. I mean, people who come to me have really good hearts. They want the best for the world and they get all these messages and they don't know how to do it. So my contribution and what makes a difference to me and why I am still working, …
 
In this episode talks about the fluctuations of the Bear market and has great tips on how to keep your money safe and emotions on an even keel when it happens. Bear markets come and go. But the thing to remember is that once they go, they will return eventually. Will you, and your financial portfolio, be prepared? Josh takes your through the drill …
 
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: S…
 
Turbulence! We all know what that is and how that feels. Especially in an airplane at 30,000 feet. Fortunately, the professionals in the flying industry know how to deal with it and keep people safe. Well, turbulence is also what's going on with the stock market right now. Josh Nelson is your financial pilot and in this episode he helps you navigat…
 
It's time to start thinking about tax season. In this episode, host Josh Nelson gets into the details about a variety health savings accounts and how you could use these to your advantage when it comes to taxes and as it pertains to your potential or current medical needs. Bottom line, the knowledge you can gain from this podcast will help make sur…
 
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…
 
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