The Wiser Financial Advisor Podcast

Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years….

This episode gets into a very important topic: estate planning with your family, with your loved ones, especially parents, grandparents, other people that you…

In this episode, we’re going to dive deep into a trend that we’re seeing. People thinking about what their retirement might look like after…

Today we’re going to talk about two important topics, that are especially important for people over the age of 62.  Naming a power of…

In this episode hosts Josh Nelson and Jeremy Bush provide an economic review for the year 2023 . They talk about where they think…

A question that many investors ask is, “How often should I log in and look at my stuff?” Is it twice, three, four times…

Today, we’ll be talking about women and money, charting the financial course. It’s critical that women know how to save, invest and plan. And…

In this episode, Josh Nelson, CFP®, sits down with Mark Willis, a Certified Financial Planner and bestselling author, who brings a unique perspective to…

This episode dives into the pros and cons of the most common college tuition assistance programs available in 2023, as well as others options…

Use these principles to help ensure that your younger or older kids are set up to live their adult life in solid financial security….