The Wiser Financial Advisor Podcast

Get Real. Get Honest. Get Clear.

The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.

January 30, 2024
In this episode, Josh Nelson, CFP® talks about the Tax Cuts and Jobs Act which was signed into law back in 2017. Those tax…
December 12, 2023
In this episode, Josh Nelson CFP® and special guest Jeremy Busch CFP® dive into the topic of caregiving. We believe you’re going to find it…
November 14, 2023
Financial advisors need to be good communicators. We need to speak a language that makes sense for people. We’ve got people that are senior…
October 31, 2023
In this episode Josh Nelson CFP® and Jeremy Busch CFP® discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs,…
September 19, 2023
Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years….