Recently, I had the opportunity to sit down with fellow Certified Financial Planner, Jeremy Bush, for our forecast market outlook on 2026. It was a great conversation. We covered a lot of territory, not only a look back at 2025, but also what we think is going to happen and what the experts are saying about 2026. Thanks for listening!

Sources:

• https://www.goldmansachs.com/insights/articles/the-sp-500-expected-to-rally-12-this-year
• https://www.thestreet.com/investing/stocks/every-major-wall-street-analysts-sp-500-forecast-for-2026

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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

Every day, there's a new headline: Is this the top? Is this the bottom? Is this recession real? Is there going to be a recession? Should you get out now? Today, we're talking about market timing. Being disciplined, rebalancing, having a plan, not letting ourselves get emotionally wrapped up in our investments is what works over the long term. Enjoy the episode. Thanks for listening.

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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

Resiliency is not a trait—it’s a skill. And like any skill, it can be learned, practiced, and strengthened, says Dr. Justin Stoddard. From his early days as an Army combat medic, he witnessed firsthand how adversity can either break a person or forge them into something stronger. These moments shaped him—not just as a soldier but as a leader, a mentor, and a student of resiliency.

https://climbingthemountain.blue/meet-justin/

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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, Josh Nelson, CFP®, has an insightful conversation with Maria Quinn, a senior advice strategist at Vanguard's Investment Advisory Research Center. Vanguard, one of the largest and most respected financial institutions globally, has conducted extensive studies on the value of high-quality financial advice.

The discussion focused on Vanguard's advisor study, which has quantified the benefits of high-quality financial advice. Emphasizing that not all advice is created equal, the conversation covered wealth management, investments, behavioral coaching, and thought leadership in the financial advisory industry. At Keystone Financial Services, as fiduciaries and Certified Financial Planners, we believe this conversation offers valuable insights into achieving better financial outcomes. Enjoy the podcast and we hope you gain a deeper understanding of the importance of expert financial guidance.

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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

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

Please Like/Subscribe/Download (and share) The Wiser Financial Advisor podcast

Contact Josh
https://www.keystonefinancial.com/

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

Why does ESG investing matter, and how does it work?

Consumer behavior has changed and has become more focused on sustainability. Like recycling, minimizing waste and making greener choices. Which influences decisions around finances and investment choices.

In this episode host Josh Nelson, founder and CEO of Keystone Financial Services in Loveland, Colorado, gives clear advice to investors and potential investors who want to use their money to finance companies committed to these practices. ESG investing, also known as sustainable investing, has seen exponential growth as investors seek to provide capital for companies whose values on environmental sustainability and social responsibility align with their own.

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

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 share it with family and friends. Also, feedback and topic suggestions are always welcome.

Contact
https://josh@keystonefinancial.com
https://www.keystonefinancial.com/

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

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 too.

Contact:
https://josh@keystonefinancial.com

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