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The Wiser Financial Advisor Podcast with Josh Nelson cover art

The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Financial Advisor Podcast with Josh Nelson

Written by: Josh Nelson
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About this listen

Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.

© 2026 The Wiser Financial Advisor Podcast with Josh Nelson Economics Personal Finance Self-Help Success
Episodes
  • Update on Trump Accounts #204

    Update on Trump Accounts #204
    Nov 9 2026

    It's an update on Trump accounts for those of you who listened before. Thanks for listenening.

    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
    Show More Show Less
    22 mins
  • The Biggest Financial Planning Mistakes High Earners Make #202

    The Biggest Financial Planning Mistakes High Earners Make #202
    Nov 2 2026

    We encourage everyone to look beyond the investments that you hold within your accounts. Really consider your whole financial picture because it's important to look at it regularly, thoroughly, and completely.

    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
    Show More Show Less
    22 mins
  • Roth vs. Traditional IRAs

    Roth vs. Traditional IRAs
    Oct 19 2026

    Our topic for this episode is Roth versus Traditional IRAs, and which account makes better sense for you to use.

    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
    Show More Show Less
    15 mins
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