Our topic today is one that comes up a lot. I think you know with both your clients and mine that when it comes to retirement there are different phases people go through during those years.

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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com

In this episode, Josh Nelson, CFP®, confronts a sobering reality: while Americans excel at consumption, our proficiency as investors often falls short. In this episode, we delve into the disparity between the pain of being a consumer and the power of being an owner. Join me as we dissect the nuances of wealth generation and explore how to bridge the gap between consumerism and investment prowess. Let's embark on this journey together towards financial enlightenment.

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

We thought it would be appropriate to do a bit of an update and give you an opportunity to hear what we have to say and what the experts have to say about finding yourself in a correction here in 2025. Josh Nelson CFP® and Jeremy Busch CFP® dive into the latest stock market trends and discuss the recent wave of volatility we’ve been experiencing. Their insights are especially timely in today’s ever-changing financial landscape.

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