The Wiser Financial Advisor Podcast with Josh Nelson
Josh Nelson
146 episodes
1 day ago
The holidays are full of fun, food, and festivities—but let’s be honest, they can also lead to a spending spree that doesn’t feel so great come January. In this episode, host Josh Nelson shares practical tips to help you enjoy the season without waking up to a financial headache in the new year. If you’ve ever looked at your post-holiday bank or credit card statement and thought, “What was I thinking?”, this episode is for you. Tune in to discover Josh’s simple secret to staying merry a...
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The holidays are full of fun, food, and festivities—but let’s be honest, they can also lead to a spending spree that doesn’t feel so great come January. In this episode, host Josh Nelson shares practical tips to help you enjoy the season without waking up to a financial headache in the new year. If you’ve ever looked at your post-holiday bank or credit card statement and thought, “What was I thinking?”, this episode is for you. Tune in to discover Josh’s simple secret to staying merry a...
The Wiser Financial Advisor Podcast with Josh Nelson
29 minutes
2 months ago
Spotlight on Jen Walenter #154
In this episode, Jeremy and Jen take over The Wiser Financial Advisor podcast to talk about Jen’s exciting transition into her new role. Jen is Series 65 licensed and currently pursuing the Certified Financial Planner™ (CFP®) designation as she grows into Keystone’s third adviser position. She’ll be joining client meetings alongside Josh and Jeremy, continuing to build her expertise and deepening relationships with our clients. Before coming to Keystone, Jen spent more than 13 years with Edwa...
The Wiser Financial Advisor Podcast with Josh Nelson
The holidays are full of fun, food, and festivities—but let’s be honest, they can also lead to a spending spree that doesn’t feel so great come January. In this episode, host Josh Nelson shares practical tips to help you enjoy the season without waking up to a financial headache in the new year. If you’ve ever looked at your post-holiday bank or credit card statement and thought, “What was I thinking?”, this episode is for you. Tune in to discover Josh’s simple secret to staying merry a...
