For many people the end of the end means it's time to review what influences the end of the year might have on your taxes. And it can get complicated if you aren't aware of the rules. Are they the rules the same as they've always been? it's smarter to check in and find out than to assume  because the rules might have changed or they may be changing in the months to come. Listen to this episode because host Josh Nelson and Jeremy Busch lay it all out for you in a manner that you can understand.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fi ..read more

Knowing the rules helps things go smoothly, whereas not understanding the rules can not only mess you up, sometimes it costs you money. And sometimes it's just an opportunity lost. That's really what we're talking about today—the milestones and what hitting these milestones will allow you to do as far as opportunities. Most of these things in this episode involve a limited timeframe, and some have a very specific timeframe, so it’s pretty important to act when you can. Full transcript is available. Click on Transcript above.  Instagram: https://www.instagram.com/keystonefin/ Twitter: ht ..read more

For many people the end of the end means it's time to review what influences the end of the year might have on your taxes. And it can get complicated if you aren't aware of the rules. Are they the rules the same as they've always been? it's smarter to check in and find out than to assume  because the rules might have changed or they may be changing in the months to come. Listen to this episode because host Josh Nelson and Jeremy Busch lay it all out for you in a manner that you can understand.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fi ..read more

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 level chip design engineers at big companies and people that are plumbers and self-employed and everything in between. Our job is to communicate with you and help you make some great choices about finances. A coach is a person who helps someone see what they may not be seeing to help them be their best. We are financial coaches here to help you know exactly what you need to know when it comes to financial strategy and management. Thanks for listening and f ..read more

In this episode host Josh Nelson has a great topic for everyone to explore.               It's important to look at. And the younger you are, he highly encourages you to look at Roth IRAs and Roth 401K's. If you've got a long time horizon, this episode will probably work to your advantage too. While he can't say anything is guaranteed, the message in this episode could likely work to your advantage to have many years of tax-free growth by making Roth contributions.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_ ..read more

Josh is joined by Doug Josephson as they explore the important matters surrounding end-of-life planning. These issues are not only crucial for your loved ones but also for your own peace of mind. In this episode, we’ll provide valuable insights and practical advice to help you navigate this complex landscape with confidence. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editing: Tim Leaman/info.primegen@gmail.com ..read more

Following up on the espisode What Makes A Great Financial Advisor, host Josh Nelson discusses What Makes A Not So Great Financial Advisor.  Josh gets into the details that will help you have an even better idea of how to select a financial advisor that's best suited to help and your family achieve your overall financial goals.  His 3 tips are informative, helpful and practical.  Thanks for listening to The Wiser Financial Advisor and thank you for helping spread the word about the podcast to family and friends. Contact Josh at: https://josh@keystonefinancial.com Keystone F ..read more

What do you think the most important financial decision you can make is? Picking the right stock? Starting a 401K? Josh explains the most important financial decision you can make and helps you with options so that your decision really is the best financial decision for you.  If you enjoy this episode please rate, review, subscribe, download and share it with family and friends. Also, feedback and topic suggestions are always welcome. Email Josh Nelson directly at josh@keystonefinancial.com Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?adviso ..read more

Show Notes: We hope you'll enjoy Josh Nelson's interview with Connor Sung, the director of eMoney's Financial planning group who has been instrumental in developing eMoney's technology, practice management, and planning services to support both advisors and their clients since 2013. They discussed their experiences with e-money, a financial planning software, and the impact of AI on financial planning technology. They also explored the evolving role of technology in their industry, the importance of financial education, and the future of the financial industry. Lastly, they discussed the poten ..read more

Pretty much any year, after graduation ceremonies for those graduating from high school, the traditional next step is college. If that's in your the plan, there are several major things to take into consideration. In this episode of The Wiser Financial Advisor, host Josh Nelson talks about 3 of those things.  He actually calls them 'Rules" because they are so important to consider. Rule#1:  Parents put on your own oxygen mask first. Rule #2: Don't go into debt, please. Rule #3:  Know the rules and use them to your advantage. There are wise ways to approach paying for college ..read more