More people are taking a thoughtful look at what life could look like after they step away from work—and that often includes considering where they want…

Could a Qualified Charitable Distribution (QCD) be a tax-efficient way to support the charities you care about? In this replay episode, Josh Nelson explains how QCDs…

In this replay episode, host Josh Nelson breaks down three practical “baby steps” that can help move you toward greater financial confidence and freedom. While they…

With so much happening in the economy and financial markets, it can be difficult to know what it all means for your financial plan and investments.…

In this replay episode, host Josh Nelson, CFP®, explores phased retirement—a flexible approach to transitioning from full-time work toward retirement. He discusses considerations for employees and…

This week’s podcast replay revisits an important conversation about the future of Social Security and the role it may play in your retirement planning. In this…

 In this replay of The Wiser Financial Advisor, hosts Josh Nelson and Jeremy Busch revisit an important conversation about the realities of caregiving. Whether you’re currently…

What does it really mean to be the “Millionaire Next Door”? In this replay of The Wiser Financial Advisor, host Josh Nelson explores the habits and…

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…

Fear of Missing Out (FOMO) is something almost everyone has experienced at one time or another. In this favorite replay, host Josh Nelson explores how FOMO…

Before diving into this replay episode of The Wiser Financial Advisor, consider the timeless lesson from Aesop’s fable of the tortoise and the hare. Does long-term,…

Many people believe estate planning is only necessary for those with significant wealth, but the reality is that estate planning can benefit individuals and families at…