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The Wiser Financial Advisor Podcast with Josh Nelson

Josh Nelson
Financial Planning
Personal Finance
Debt Management
Debt Snowball
Retirement Planning
Keystone Financial Services
Investment Strategies
Investment
Homeowners Insurance
Dave Ramsey
Risk Management
Financial Security
Estate Planning
Retirement Income Planning
Diversification
Tax Implications
Medicare
Retirement
Retirement Relocation
Housing Costs

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

PublishesWeeklyEpisodes157Founded6 years ago
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Artwork for The Wiser Financial Advisor Podcast

Latest Episodes

This episode is going to hit on the impulsive buying urges of social media and how it impacts your spending, savings and financial future.

Investment advisory services offered through Keystone Financial Services a registered investment adviser. The ... more

Trump accounts is what we're talking about today. We've had quite a few questions coming in on what a Trump account is, how to use it, how to not use it, and what exactly are the perks, the pros and the cons about it.

Instagram: www.instagra... more

On this pilot episode host Josh Nelson lays the foundation for the podcast with a description of his experience in the financial business. He shares his philosophy about financial management and planning. Plus, Josh explains how he came to understand... more

In this episode, host Josh Nelson tackles a question he hears all the time: "Should I pay off my mortgage early so I can invest the monthly payment instead?"

Josh is a strong advocate for paying off debt—but when it comes to your mortgage, the answe... more

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Recent Guests

Josh Nelson
Founder and CEO of Keystone Financial Services; financial planner with 20+ years of practice
Keystone Financial Services
Episode: Hass to Hear #197
Michael Stevenson
Newest team member at Keystone Financial Services
Keystone Financial Services
Episode: Josh Introduces Newest Team Member, Michael Stevenson #193
Mandy Brown
Director of Client Relations at Belay Solutions
Belay Solutions
Episode: Virtual Assistants: How & Why Employers Are Hiring Them with guest Mandy Brown (#79)
Derrick Kinney
CEO of Good Money Framework and host of the Good Money Podcast
Good Money Framework
Episode: Good Money Revolution with guest Derrick Kinney (#76)
Jeremy Bush
Certified Financial Planner, fellow CFP
Keystone Financial Services
Episode: Riding The Wave: 2026 Forecast #190
George Jerjian
Bestselling author of 10 books, Emmy-winning producer, and retirement coach
Author/Producer
Episode: Discovering Your Purpose with guest George Jerjian (#89)
Sarah Carlson
CEO and founder of Fulcrum Financial Group; author
Fulcrum Financial Group
Episode: Facing Financial Fears: 8 Steps to Financial Freedom for Women: Sarah Carlson (#91)
Justin Stoddard
Founder of Climbing the Mountain, resilience expert and former infantryman
Climbing the Mountain
Episode: Benefits of Adversity: Justin Stoddard Interview #160
Maria Quinn
Senior Advice Strategist with the Investment Advisory Research Center at Vanguard
Vanguard
Episode: Unlocking the Value of High-Quality Financial Advice: With guest Maria Quinn from Vanguard#88

Host

Josh Nelson
Host and founder/CEO of Keystone Financial Services; long-time host delivering practical financial planning, retirement, and investing guidance.

Reviews

4.6 out of 5 stars from 18 ratings
  • Awesome!

    One of my new fav shows.

    Apple Podcasts
    5
    Trevor Oldham
    United Statesa year ago
  • Solid financial advice

    Great show by an industry expert who makes investing and future planning exciting and filled with purpose.

    Apple Podcasts
    5
    danoli89
    United States5 years ago
  • Bite sized wisdom

    Excellent succinct pep talk to help encourage review of ones approach to saving.

    Apple Podcasts
    5
    DocRachael
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests and topics are highly relevant to advisors and everyday savers, helping translate complex concepts into doable steps.
Listeners appreciate clear, actionable financial guidance and practical strategies that can be applied quickly.
The show is seen as a reliable source of investment and retirement planning insights with a personable, straightforward host.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#83
Brazil/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Hass to Hear #197
Q: What one piece of wisdom or thing that you've already addressed do you think people have to hear?
The guest emphasizes that the secret to living is giving, tying generosity to personal fulfillment and long-term happiness beyond wealth, and underscoring time as the ultimate currency.
Hass to Hear #197
Q: If you could give your younger self one piece of financial advice, what would it be?
The advice centers on starting earlier, avoiding unnecessary debt, and embracing consistent saving and investing, leveraging automatic contributions to retirement and college funds for long-term advantage.
Hass to Hear #197
Q: What are the most common financial missteps that you see people make in their 20s, 30s, and 40s, and how can they get back on a wise path?
He highlights debt avoidance, mortgage management, building emergency savings, and prioritizing investing over discretionary spending, with a focus on getting debt under control before investing aggressively and using plan-based approaches rather than impulse spending.
Hass to Hear #197
Q: How did your own journey shape the way people make wise decisions in a world that doesn't always feel predictable?
He recounts discovering money as a lifelong interest, the importance of practical experiences like a paper route and early jobs, and how disciplined habits, automation, and prioritizing core goals help clients navigate uncertainty.
Hass to Hear #197
Q: Josh, what first drew you into financial advising and how did you own your journey?
He describes an early curiosity about money sparked by his mom teaching him to invest, starting with Coca-Cola stock as a child, and his path through college into a career as a financial advisor, emphasizing the growing need for quality advice amid information overload.

Audience Metrics

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Frequently Asked Questions About The Wiser Financial Advisor Podcast

What is The Wiser Financial Advisor Podcast about and what kind of topics does it cover?

The show centers on practical, real-world financial guidance with a focus on retirement planning, investing fundamentals, risk management, and making money work for life goals. Episodes frequently feature seasoned financial professionals, insurance experts, and guest interviewees who share actionable insights on advisor value, wealth strategies, and navigating major life transitions. A notable edge is its blend of personal finance coaching with broader topics like resilience, entrepreneurship, and Medicare planning, creating a broader utility for listeners seeking clarity and tangible takeaways. Potential listeners will likely value structured frameworks, concrete steps, and guests who translate complex concepts into doable actions.

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How many listeners does The Wiser Financial Advisor Podcast get?

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How many subscribers and views does The Wiser Financial Advisor Podcast have?

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Which podcasts are similar to The Wiser Financial Advisor Podcast?

These podcasts share a similar audience with The Wiser Financial Advisor Podcast:

1. The Elite Financial Advisor Podcast With Sten Morgan

How many episodes of The Wiser Financial Advisor Podcast are there?

The Wiser Financial Advisor Podcast launched 6 years ago and published 157 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Wiser Financial Advisor Podcast?

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What guests have appeared on The Wiser Financial Advisor Podcast?

Recent guests on The Wiser Financial Advisor Podcast include:

1. Josh Nelson
2. Michael Stevenson
3. Mandy Brown
4. Derrick Kinney
5. Jeremy Bush
6. George Jerjian
7. Sarah Carlson
8. Justin Stoddard

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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