In this replay of The Wiser Financial Advisor Podcast, Josh discusses the importance of communication in financial planning. Effective financial advice isn’t about speaking in industry…

In this episode Josh talks about something that shows up in mailboxes all across America every week. Free retirement seminars, free educational workshops, free financial planning…

In this replay episode host Josh Nelson covers the second set of “baby steps” to financial freedom. Although “baby steps” may seem small, they can be…

In this replay episode of the podcast, host Josh Nelson revisits an important retirement planning topic: understanding the different types of retirement accounts and some of…

This replay episode revisits an important conversation about protecting seniors from financial abuse and scams. Older adults are often targeted by fraudsters, and many families struggle…

This replay episode features Josh Nelson and Jeremy Busch discussing how company equity awards can play a major role in building long-term financial security. They break…

Tax season may be behind us, but the planning opportunities are just getting started. In this replay episode, host Josh Nelson takes a closer look at…

On a recent episode of The Wiser Financial Advisor Show, Associate Wealth Advisors Michael Stevenson and Jen Walenter explored a topic many people can relate to:…

Trump accounts are the focus of today’s discussion. Join Associate Wealth Advisors Michael Stevenson and Jen Walenter as they break down what these accounts are, how…

In this previously recorded episode, host Josh Nelson addresses a common question: “Should I pay off my mortgage early and redirect those payments toward investing?” He…

In this episode Josh Nelson and Jeremy Busch focus on the difficulty for people to not get emotional about their money, which is a big reason…

It’s always a little different—and a lot of fun—when the tables are turned. Recently, our own Josh Nelson stepped into the guest seat on the Hass…