• The Wiser Financial Advisor Podcast with Josh Nelson

  • 著者: Josh Nelson
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The Wiser Financial Advisor Podcast with Josh Nelson

著者: Josh Nelson
  • サマリー

  • 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
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  • Finding Balance: How Often Should You Check Your Investments? #109
    2024/09/23

    A question that many investors ask is, “How often should I log in and look at my stuff?" Is it twice, three, four times a quarter, or more? In this episode host Josh Nelson wants to make sure you really know the right answer because it could cost you a lot of money if you don't know. Thanks for listening and if you like this episode share it with others. We appreciate it.

    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

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    10 分
  • The Wiser Financial Advisor: Portfolio Sanity Check #114
    2024/09/16

    Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years. Some of what we talk about is going to make you question or maybe reaffirm what you're already doing, which could result in some changes in how you'll manage your portfolio. We want you to really understand what’s involved in those decisions and what the outcomes end up being.
    A transcript of this episode is posted and episode chapters have been created for your convenience.

    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

    続きを読む 一部表示
    21 分

あらすじ・解説

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

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