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The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Financial Advisor Podcast with Josh Nelson

By: Josh Nelson
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Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.© 2023 The Wiser Financial Advisor Podcast with Josh Nelson Economics Personal Development Personal Finance Personal Success
Episodes
  • Understanding Restricted Stock Units #195
    Mar 16 2026

    Restricted Stock Units (RSUs) are a popular form of equity compensation that companies use to reward employees. Instead of getting cash or the option to buy stock, you are promised a specific number of shares of company stock, provided you meet certain conditions.

    In this episode Josh Nelson and Jeremy Bush give a breakdown of how they work, the timeline, and the inevitable "tax man" visit.

    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 Editor: Tim Leaman/info.primegen@gmail.com

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    29 mins
  • Josh Introduces Newest Team Member, Michael Stevenson #193
    Mar 9 2026

    Micheal Stevenson isn't just a new team member at Keystone financial. He's smart, ambitious, well-spoken and very focused on helping Keystone clients have the most financial success possible. He talks with Josh Nelson in depth in this episode about his motivation, his background and his valiant efforts to get his CFP certification.

    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 Editor: Tim Leaman/info.primegen@gmail.com

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    33 mins
  • Riding The Wave: 2026 Forecast #190
    Feb 2 2026

    Recently, I had the opportunity to sit down with fellow Certified Financial Planner, Jeremy Bush, for our forecast market outlook on 2026. It was a great conversation. We covered a lot of territory, not only a look back at 2025, but also what we think is going to happen and what the experts are saying about 2026. Thanks for listening!


    Sources:

    • https://www.goldmansachs.com/insights/articles/the-sp-500-expected-to-rally-12-this-year
    • https://www.thestreet.com/investing/stocks/every-major-wall-street-analysts-sp-500-forecast-for-2026

    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 Editor: Tim Leaman/info.primegen@gmail.com

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    54 mins
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