The Wiser Financial Advisor Podcast

Josh Nelson, a CFP at Keystone Financial Services, co-hosts this show with Jeremy Busch, and together they take a refreshingly straightforward approach to financial education. The tagline says it all: Get Real. Get Honest. Get Clear. With 151 episodes, The Wiser Financial Advisor covers investing, financial planning, market outlooks, debt reduction, and retirement topics in a way that's accessible without being dumbed down. Josh brings the kind of practical wisdom that comes from actually sitting across the table from clients day after day, not just theorizing about what advisors should do. The format mixes solo episodes where Josh and Jeremy break down a topic together with guest interviews featuring people like Derrick Kinney and representatives from Vanguard. Episodes are conversational and well-paced, aimed at both advisors and their clients -- which makes it a useful resource to share with people in your book who want to learn more about the financial planning process. The show started in 2020 and has been steadily growing its audience since then. At 4.6 stars from 18 reviews, the numbers are modest but the feedback is warm, with listeners praising Josh as someone who makes investing feel purposeful rather than intimidating. It's not the flashiest podcast on this list, but sometimes steady, honest, and clear is exactly what you need.