Get Real. Get Honest. Get Clear.
The Wiser Financial Advisor podcast cuts through the noise with real talk, honest insights, and clear guidance you can actually use—new episodes every Tuesday.
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Read more: Navigating Medicare Made Simple: Insights from Dana Griffin, Medicare insurance broker
Navigating Medicare Made Simple: Insights from Dana Griffin, Medicare insurance broker
In this episode, we talk with Dana Griffin, principal agent of Choice City Health in Northern Colorado. Dana specializes in helping people make a smooth and…
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Read more: 3 Tips When Thinking About Spending
3 Tips When Thinking About Spending
As hard as it may be to believe, sometimes people have a difficult time spending their money. In this episode, host Josh Nelson’s message is aimed…
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Read more: Keystone In The Community
Keystone In The Community
In this special takeover episode, Jeremy and Jen step in to host the podcast and shine a spotlight on Keystone’s commitment to giving back. They highlight…
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Read more: Spotlight on Jeremy Busch, Certified Financial Planner™
Spotlight on Jeremy Busch, Certified Financial Planner™
In this special takeover episode, Jeremy and Jen step in as hosts of The Wiser Financial Advisor Show to share fresh perspectives from Keystone’s advisory team.…
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Read more: Spotlight on Jen Walenter
Spotlight on Jen Walenter
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…
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Read more: Implications of the Big Beautiful Bill
Implications of the Big Beautiful Bill
In this episode, Jeremy and Jen take over the podcast to address several key questions surrounding the recently introduced One Big Beautiful Bill. As with most…
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Read more: How To Plan For Retirement When Social Security is Uncertain
How To Plan For Retirement When Social Security is Uncertain
Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down…
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Read more: Don’t Act Your Income. How a normal person with an average income can actually accumulate wealth.
Don’t Act Your Income. How a normal person with an average income can actually accumulate wealth.
This episode of The Wiser Financial Advisor with host Josh Nelson is about becoming the millionaire next door. Josh explains what the millionaire next door really…
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Read more: Interview with Susan McKenna of E-Money
Interview with Susan McKenna of E-Money
Recently Josh had the opportunity to sit down with Susan McKenna, the CEO of E Money, a fintech company that Keystone Financial Services has used since…
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Read more: Understanding Crypto Currency with guest Bill Barhydt
Understanding Crypto Currency with guest Bill Barhydt
In this replay of one of our most popular episodes, host Josh Nelson sits down with Bill Barhydt, founder and CEO of Abra—a leading cryptocurrency platform.…
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Read more: Half-time Report – 2025
Half-time Report – 2025
Get a clear, mid-year perspective on the markets in this episode of The Wiser Financial Advisor. Josh Nelson, CFP®, and Jeremy Busch, CFP® break down key economic…
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Read more: 3 Easy To Follow Decisions To Get You Out Of Debt Starting Today
3 Easy To Follow Decisions To Get You Out Of Debt Starting Today
Want to start an easy to follow system to reduce your debt, or get out starting today? In this episode, host Josh Nelson provides the three…
