Podcasts · For investors
The Wiser Financial Advisor Podcast
As of Oct 7, 2026, The Wiser Financial Advisor Podcast, hosted by Josh Nelson of Keystone Financial Services, has published 14 episodes in the last 90 days; the latest is "5 Financial Decisions to make for retirement" on Oct 5, 2026.
Short weekly episodes on personal financial decisions, many aimed at people near or in retirement. Topics include Social Security timing, qualified charitable distributions, restricted stock units and relocating in retirement.
- Hosts
- Josh Nelson
- Firm
- Keystone Financial Services
- For
- Investors
- Topic
- Retirement income
- Latest episode
- Oct 5, 2026
Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.
Latest episodes
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Oct 5, 2026
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Sep 28, 2026
Restricted Stock Units 23 min
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Sep 21, 2026
Portfolio Sanity Check 21 min
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Sep 14, 2026
The Three Important Factors to Consider Before Applying for Social Security (#25) 15 min
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Sep 14, 2026
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Sep 7, 2026
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Aug 31, 2026
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Aug 24, 2026
3 Simple Yet Incredibly Powerful Steps for Achieving Financial Piece of Mind (#22) 12 min
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Aug 17, 2026
2026 Halftime Report #200 37 min
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Aug 10, 2026
"Phased Retirement" #140 16 min
From the show's feed, read Oct 7, 2026. Titles are the show's own; links open the show's pages.
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